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Latest Stock Portfolios of the World’s Best Investors & Hedge Funds
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
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250
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2,500
5,000
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1,000
2,500
5,000
| # | Name | AUM |
AUM Growth |
AUM Growth % | Quarter Est. Return | 3 Year Est. Return | Holdings | Portfolio Turnover | |
|---|---|---|---|---|---|---|---|---|---|
| 601 |
WA
601
WestEnd Advisors
Charlotte,
North Carolina
| $3.05B | +$11.8M | +0.4% | 6.09% | 59.9% | 51 | 35.29% |
|
| 602 |
ACH
602
ArrowMark Colorado Holdings
Denver,
Colorado
| $3.04B | +$2.67B | +717% | 11.4% | 58.7% | 325 | 67.08% |
|
| 603 |
WT
603
Wellcome Trust
London,
United Kingdom
| $3.04B | +$210M | +7% | 9.99% | 59.7% | 24 | 4.17% |
|
| 604 |
DKCM
604
Davidson Kempner Capital Management
New York
| $3.02B | +$1.02B | +51% | 9.42% | 140% | 173 | 69.36% |
|
| 605 |
NAMA
605
Nikko Asset Management Americas
New York
| $2.98B | -$80.2M | -3% | 7.41% | 194% | 158 | 20.25% |
|
| 606 |
ZA
606
Zazove Associates
Incline Village,
Nevada
| $2.98B | -$411M | -12% | 0.47% | 11% | 133 | 14.29% |
|
| 607 |
WF
607
Welch & Forbes
Boston,
Massachusetts
| $2.97B | +$174M | +6% | 5.96% | 71.6% | 341 | 7.92% |
|
| 608 |
ICM
608
Ionic Capital Management
New York
| $2.97B | -$357M | -11% | 5.49% | 103% | 301 | 41.2% |
|
| 609 |
609
Twin Tree Management
Dallas,
Texas
| $2.96B | +$369M | +14% | 7.43% | 159% | 959 | 33.06% |
|
| 610 |
HIM
610
Hermes Investment Management
London Uk,
United Kingdom
| $2.96B | +$396M | +15% | 9.78% | 61.2% | 255 | 10.2% |
|
| 611 |
ZCI
611
Zevenbergen Capital Investments
Edmonds,
Washington
| $2.96B | +$484M | +20% | 30.2% | 239% | 68 | 22.06% |
|
| 612 |
LTFS
612
Ladenburg Thalmann Financial Services
Miami,
Florida
| $2.95B | +$147M | +5% | 4.6% | 38.3% | 4,031 | 9.33% |
|
| 613 |
CCM
613
Cadence Capital Management
Boston,
Massachusetts
| $2.95B | +$815M | +38% | 6.6% | 0.72% | 678 | 55.9% |
|
| 614 |
TAIM
614
TD Ameritrade Investment Management
Omaha,
Nebraska
| $2.95B | +$268M | +10% | 4.15% | 13.5% | 125 | 10.4% |
|
| 615 |
NC
615
Northern Cross
Boston,
Massachusetts
| $2.94B | +$290M | +11% | 7.6% | 89.2% | 9 | 11.11% |
|
| 616 |
BCM
616
Bridgeway Capital Management
Houston,
Texas
| $2.93B | +$428M | +17% | 9.56% | 114% | 1,558 | 19.38% |
|
| 617 |
MG
617
Markel Group
Glen Allen,
Virginia
| $2.92B | +$121M | +4% | 5.2% | 61.3% | 112 | 8.93% |
|
| 618 |
MA
618
MUFG Americas
New York
| $2.91B | -$2.11B | -42% | 3.96% | 26.9% | 1,747 | 39.27% |
|
| 619 |
619
Zurich Cantonal Bank
Zurich,
Switzerland
| $2.89B | +$33.3M | +1% | 5.95% | 97.9% | 1,021 | 7.54% |
|
| 620 |
WM
620
WS Management
Jacksonville,
Florida
| $2.89B | -$231M | -7% | 5.67% | 164% | 74 | 28.38% |
|
| 621 |
SIMG
621
Stephens Investment Management Group
Houston,
Texas
| $2.88B | +$1.21B | +72% | 16.5% | 112% | 213 | 12.68% |
|
| 622 |
HCM
622
Huber Capital Management
El Segundo,
California
| $2.88B | +$379M | +15% | 6.52% | 63.9% | 108 | 2.78% |
|
| 623 |
HH
623
Harbinger Holdings
New York
| $2.86B | +$307M | +12% | 21.4% | 43.3% | 5 | 0% |
|
| 624 |
HFS
624
HL Financial Services
Louisville,
Kentucky
| $2.86B | +$141M | +5% | 3.01% | 42.6% | 627 | 24.24% |
|
| 625 |
DILH
625
Dai-ichi Life Holdings
Tokyo,
Japan
| $2.85B | +$11.5M | +0.4% | 7.07% | – | 691 | 7.96% |
|