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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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250
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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 |
LWCFA
601
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
| $3.7B | +$36.9M | +1% | 3.1% | 43.6% | 660 | 11.21% |
|
| 602 |
JHC
602
JFB Holdings Corp
Atlanta,
Georgia
| $3.68B | +$490M | +15% | 3.81% | 22.9% | 44 | 2.27% |
|
| 603 |
JC
603
Jetstream Capital
Brentwood,
Tennessee
| $3.68B | +$510M | +16% | 11.6% | – | 55 | 87.27% |
|
| 604 |
VM
604
Valinor Management
New York
| $3.66B | +$402M | +12% | 8.92% | 12.8% | 54 | 27.78% |
|
| 605 |
LTFS
605
Ladenburg Thalmann Financial Services
Miami,
Florida
| $3.65B | +$223M | +7% | 4.52% | 38.3% | 4,183 | 10.73% |
|
| 606 |
CM
606
Castleark Management
Chicago,
Illinois
| $3.63B | +$112M | +3% | 8.41% | 248% | 372 | 31.72% |
|
| 607 |
PCM
607
PAR Capital Management
Boston,
Massachusetts
| $3.62B | +$316M | +10% | 3.13% | 138% | 71 | 19.72% |
|
| 608 |
PC
608
Perry Capital
New York
| $3.62B | +$44.8M | +1% | 10.1% | 7.3% | 30 | 50% |
|
| 609 |
HIM
609
Hermes Investment Management
London Uk,
United Kingdom
| $3.62B | +$445M | +14% | 5.22% | 61.2% | 252 | 3.57% |
|
| 610 |
BC
610
Brahman Capital
New York
| $3.61B | +$493M | +16% | 3.94% | 16.6% | 21 | 14.29% |
|
| 611 |
SPC
611
Slate Path Capital
New York
| $3.58B | +$2.26B | +171% | 6.05% | 394% | 21 | 52.38% |
|
| 612 |
ACG
612
Anchorage Capital Group
New York
| $3.55B | +$893M | +34% | 8.23% | 24.9% | 69 | 44.93% |
|
| 613 |
SF
613
Synovus Financial
Columbus,
Georgia
| $3.53B | +$137M | +4% | 4.71% | 68.4% | 1,009 | 12.98% |
|
| 614 |
TAM
614
Todd Asset Management
Louisville,
Kentucky
| $3.52B | +$60.3M | +2% | 4.71% | 120% | 234 | 24.79% |
|
| 615 |
IIM
615
Ivory Investment Management
New York
| $3.51B | +$1.15B | +48% | 8.81% | 32.8% | 220 | 71.82% |
|
| 616 |
MG
616
Markel Group
Glen Allen,
Virginia
| $3.51B | +$250M | +8% | 4.77% | 68% | 114 | 16.67% |
|
| 617 |
ACH
617
ArrowMark Colorado Holdings
Denver,
Colorado
| $3.51B | +$429M | +14% | 3.61% | 92.5% | 375 | 30.67% |
|
| 618 |
SMDAM
618
Sumitomo Mitsui DS Asset Management
Tokyo,
Japan
| $3.5B | +$111M | +3% | 5.45% | 117% | 810 | 8.77% |
|
| 619 |
FRM
619
Fore Research & Management
New York
| $3.5B | +$425M | +14% | 0.32% | 1.94% | 109 | 60.55% |
|
| 620 |
OCM
620
Osterweis Capital Management
San Francisco,
California
| $3.5B | +$229M | +7% | 6.34% | 93.7% | 74 | 8.11% |
|
| 621 |
URS
621
Utah Retirement Systems
Salt Lake City,
Utah
| $3.49B | +$23.6M | +0.7% | 5.28% | 130% | 1,042 | 8.73% |
|
| 622 |
ACM
622
AKRE Capital Management
Middleburg,
Virginia
| $3.44B | +$316M | +10% | 5.16% | 21.6% | 44 | 15.91% |
|
| 623 |
HFS
623
HL Financial Services
Louisville,
Kentucky
| $3.43B | +$116M | +3% | 4.11% | 42.6% | 710 | 16.2% |
|
| 624 |
GIM
624
Granahan Investment Management
Waltham,
Massachusetts
| $3.43B | -$285M | -8% | 0.12% | 265% | 221 | 12.67% |
|
| 625 |
HTC
625
Haverford Trust Company
Radnor,
Pennsylvania
| $3.41B | +$172M | +5% | 4.45% | 55.5% | 231 | 11.26% |
|