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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%
10
50
100
250
500
1,000
2,500
5,000
10
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 |
LTFS
601
Ladenburg Thalmann Financial Services
Miami,
Florida
| $3.43B | +$186M | +6% | 1.6% | 38.3% | 4,057 | 9.05% |
|
| 602 |
NIM
602
NXG Investment Management
Dallas,
Texas
| $3.43B | +$388M | +13% | 5.13% | 114% | 208 | 24.52% |
|
| 603 |
GCM
603
Gates Capital Management
New York
| $3.41B | +$378M | +13% | 1.79% | 27.7% | 33 | 21.21% |
|
| 604 |
SF
604
Synovus Financial
Columbus,
Georgia
| $3.4B | -$62.7M | -2% | 1.28% | 68.4% | 1,010 | 16.14% |
|
| 605 |
SMDAM
605
Sumitomo Mitsui DS Asset Management
Tokyo,
Japan
| $3.39B | -$76.5M | -2% | 3.02% | 117% | 794 | 2.27% |
|
| 606 |
DAC
606
Dividend Assets Capital
Ridgeland,
South Carolina
| $3.38B | +$315M | +10% | 2.73% | 56.9% | 149 | 4.03% |
|
| 607 |
NCGI
607
Next Century Growth Investors
Plymouth,
Minnesota
| $3.37B | -$248M | -7% | 3.89% | 306% | 214 | 28.97% |
|
| 608 |
CCCA
608
Center Coast Capital Advisors
Houston,
Texas
| $3.35B | +$202M | +6% | 1.97% | 32.6% | 39 | 25.64% |
|
| 609 |
OC
609
Oppenheimer & Co
New York
| $3.34B | +$209M | +7% | 2.6% | 92.5% | 1,564 | 22.51% |
|
| 610 |
QI
610
QS Investors
New York
| $3.32B | +$691M | +26% | 6.1% | 50.4% | 686 | 30.76% |
|
| 611 |
HFS
611
HL Financial Services
Louisville,
Kentucky
| $3.31B | +$18.7M | +0.6% | 1.46% | 42.6% | 705 | 20.85% |
|
| 612 |
PCM
612
PAR Capital Management
Boston,
Massachusetts
| $3.31B | +$302M | +10% | 10.4% | 124% | 70 | 28.57% |
|
| 613 |
SIMG
613
Stephens Investment Management Group
Houston,
Texas
| $3.28B | +$300M | +10% | 1.35% | 112% | 222 | 15.32% |
|
| 614 |
RL
614
Ruffer LLP
London,
United Kingdom
| $3.27B | +$450M | +16% | 4.76% | 106% | 110 | 26.36% |
|
| 615 |
CAM
615
Capstone Asset Management
Houston,
Texas
| $3.27B | -$168M | -5% | 1.92% | 29.9% | 1,893 | 8.56% |
|
| 616 |
OCM
616
Osterweis Capital Management
San Francisco,
California
| $3.27B | +$35.4M | +1% | 1.93% | 69.8% | 79 | 10.13% |
|
| 617 |
EGA
617
Eagle Global Advisors
Houston,
Texas
| $3.26B | +$118M | +4% | 3.52% | 92.8% | 314 | 31.53% |
|
| 618 |
VM
618
Valinor Management
New York
| $3.26B | +$231M | +8% | 3.74% | 12.8% | 60 | 38.33% |
|
| 619 |
MG
619
Markel Group
Glen Allen,
Virginia
| $3.26B | +$93.4M | +3% | 2.59% | 61.3% | 115 | 13.91% |
|
| 620 |
620
Zurich Cantonal Bank
Zurich,
Switzerland
| $3.24B | +$180M | +6% | 2.21% | 97.9% | 1,019 | 7.46% |
|
| 621 |
HTC
621
Haverford Trust Company
Radnor,
Pennsylvania
| $3.24B | -$325M | -9% | 1.94% | 50.3% | 273 | 26.01% |
|
| 622 |
CIC
622
Chilton Investment Company
Stamford,
Connecticut
| $3.22B | -$222M | -6% | 1.51% | 51.9% | 190 | 24.21% |
|
| 623 |
CCP
623
Clough Capital Partners
Boston,
Massachusetts
| $3.21B | +$170M | +6% | 4.46% | 156% | 250 | 42.8% |
|
| 624 |
WAM
624
World Asset Management
Detroit,
Michigan
| $3.21B | -$409M | -11% | 1.7% | 85% | 1,599 | 5.13% |
|
| 625 |
B
625
Barings
Charlotte,
North Carolina
| $3.19B | +$797M | +33% | 1.49% | 51% | 983 | 12.41% |
|