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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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50
100
250
500
1,000
2,500
5,000
| # | Name | AUM |
AUM Growth |
AUM Growth % | Quarter Est. Return | 3 Year Est. Return | Holdings | Portfolio Turnover | |
|---|---|---|---|---|---|---|---|---|---|
| 601 |
UCFA
601
United Capital Financial Advisors
Irving,
Texas
| $3.14B | -$628M | -17% | 5.39% | 64.4% | 798 | 27.82% |
|
| 602 |
HT
602
HAP Trading
New York
| $3.13B | +$178M | +6% | 10.2% | 141% | 1,021 | 64.74% |
|
| 603 |
AI
603
Axiom Investors
Greenwich,
Connecticut
| $3.13B | +$374M | +14% | 15.4% | 302% | 169 | 37.28% |
|
| 604 |
LCP
604
Lombardia Capital Partners
Pasadena,
California
| $3.1B | +$113M | +4% | 8.82% | 5.59% | 238 | 23.11% |
|
| 605 |
OCM
605
Osterweis Capital Management
San Francisco,
California
| $3.1B | +$421M | +16% | 7.02% | 93.7% | 140 | 47.14% |
|
| 606 |
HFA
606
Harvest Fund Advisors
Wayne,
Pennsylvania
| $3.1B | +$612M | +25% | 0.05% | – | 60 | 21.67% |
|
| 607 |
PC
607
Passport Capital
San Francisco,
California
| $3.09B | +$54.4M | +2% | 22.7% | 40.2% | 200 | 65% |
|
| 608 |
URS
608
Utah Retirement Systems
Salt Lake City,
Utah
| $3.09B | +$131M | +4% | 6.69% | 130% | 992 | 2.12% |
|
| 609 |
RCM
609
Riverhead Capital Management
Wilmington,
Delaware
| $3.08B | +$61M | +2% | 4.7% | 45.7% | 457 | 10.28% |
|
| 610 |
GAM
610
Gotham Asset Management
New York
| $3.08B | +$746M | +32% | 8.91% | 98% | 1,022 | 31.7% |
|
| 611 |
AG
611
Artal Group
Luxembourg
| $3.07B | -$107M | -3% | 4.94% | 181% | 110 | 47.27% |
|
| 612 |
WA
612
WestEnd Advisors
Charlotte,
North Carolina
| $3.05B | +$11.8M | +0.4% | 6.09% | 59.9% | 51 | 35.29% |
|
| 613 |
ACH
613
ArrowMark Colorado Holdings
Denver,
Colorado
| $3.04B | +$2.67B | +717% | 11.4% | 92.5% | 325 | 67.08% |
|
| 614 |
WT
614
Wellcome Trust
London,
United Kingdom
| $3.04B | +$210M | +7% | 9.99% | 59.7% | 24 | 4.17% |
|
| 615 |
DKCM
615
Davidson Kempner Capital Management
New York
| $3.02B | +$1.02B | +51% | 9.42% | 157% | 173 | 69.36% |
|
| 616 |
NAMA
616
Nikko Asset Management Americas
New York
| $2.98B | -$80.2M | -3% | 7.41% | 234% | 158 | 20.25% |
|
| 617 |
ZA
617
Zazove Associates
Incline Village,
Nevada
| $2.98B | -$411M | -12% | 0.47% | 11% | 133 | 14.29% |
|
| 618 |
WF
618
Welch & Forbes
Boston,
Massachusetts
| $2.97B | +$174M | +6% | 5.96% | 73.7% | 341 | 7.92% |
|
| 619 |
ICM
619
Ionic Capital Management
New York
| $2.97B | -$357M | -11% | 5.49% | 163% | 301 | 41.2% |
|
| 620 |
620
Twin Tree Management
Dallas,
Texas
| $2.96B | +$369M | +14% | 7.43% | 175% | 959 | 33.06% |
|
| 621 |
HIM
621
Hermes Investment Management
London Uk,
United Kingdom
| $2.96B | +$396M | +15% | 9.78% | 61.2% | 255 | 10.2% |
|
| 622 |
ZCI
622
Zevenbergen Capital Investments
Edmonds,
Washington
| $2.96B | +$484M | +20% | 30.2% | 239% | 68 | 22.06% |
|
| 623 |
LTFS
623
Ladenburg Thalmann Financial Services
Miami,
Florida
| $2.95B | +$147M | +5% | 4.6% | 38.3% | 4,031 | 9.33% |
|
| 624 |
CCM
624
Cadence Capital Management
Boston,
Massachusetts
| $2.95B | +$815M | +38% | 6.6% | 0.72% | 678 | 55.9% |
|
| 625 |
TAIM
625
TD Ameritrade Investment Management
Omaha,
Nebraska
| $2.95B | +$268M | +10% | 4.15% | 13.5% | 125 | 10.4% |
|