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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%
6+ months
1+ year
2+ years
3+ years
5+ years
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 |
Avg Holding Period (Yrs) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 601 |
601
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
| $3.7B | +$1.94M | +0.1% | 0.33% | 43.6% | 640 | 9.22% | 1.1 |
|
| 602 |
602
Ladenburg Thalmann Financial Services
Miami,
Florida
| $3.67B | +$18.7M | +0.5% | 0.93% | 38.3% | 4,235 | 8.55% | 1.1 |
|
| 603 |
603
Cullen Capital Management
New York
| $3.65B | -$206M | -5% | 0.65% | 60% | 215 | 22.33% | 1 |
|
| 604 |
604
ArrowMark Colorado Holdings
Denver,
Colorado
| $3.65B | +$140M | +4% | 1.7% | 92.5% | 359 | 27.3% | 0.8 |
|
| 605 |
MTIM
605
Marathon Trading Investment Management
Radnor,
Pennsylvania
| $3.61B | +$586M | +19% | 6.55% | 143% | 397 | 47.1% | 0.5 |
|
| 606 |
VM
606
Valinor Management
New York
| $3.6B | -$59.5M | -2% | 1.4% | 12.8% | 50 | 28% | 0.7 |
|
| 607 |
607
Synovus Financial
Columbus,
Georgia
| $3.59B | +$51M | +1% | 0.85% | 68.4% | 1,023 | 12.61% | 1 |
|
| 608 |
THLTP
608
Thomas H. Lee (THL) Partners
Boston,
Massachusetts
| $3.58B | -$216M | -6% | 4.16% | 37.2% | 8 | 0% | 0.9 |
|
| 609 |
JHC
609
JFB Holdings Corp
Atlanta,
Georgia
| $3.58B | -$104M | -3% | 0.52% | 22.9% | 44 | 4.55% | 1.2 |
|
| 610 |
CGM
610
Capital Growth Management
Boston,
Massachusetts
| $3.55B | -$216M | -6% | 3.73% | 422% | 88 | 59.09% | 0.5 |
|
| 611 |
611
Markel Group
Glen Allen,
Virginia
| $3.55B | +$38.6M | +1% | 0.21% | 68% | 108 | 8.33% | 1.1 |
|
| 612 |
612
Hudson Bay Capital Management
Stamford,
Connecticut
| $3.54B | +$309M | +10% | 2.5% | 132% | 288 | 70.49% | 0.3 |
|
| 613 |
T
613
TOBAM
Paris,
France
| $3.54B | +$1.28B | +57% | 0.09% | 56% | 146 | 27.4% | 0.6 |
|
| 614 |
614
Kohlberg Kravis Roberts & Co
New York
| $3.53B | +$129M | +4% | 2.17% | 314% | 102 | 36.27% | 0.4 |
|
| 615 |
615
AKRE Capital Management
Middleburg,
Virginia
| $3.53B | +$83.5M | +2% | 0.93% | 21.6% | 40 | 5% | 1.1 |
|
| 616 |
616
Castleark Management
Chicago,
Illinois
| $3.52B | -$112M | -3% | 2.94% | 248% | 372 | 31.72% | 0.9 |
|
| 617 |
617
Norinchukin Bank
Tokyo,
Japan
| $3.5B | +$110M | +3% | 0.94% | 93.3% | 507 | 11.24% | 1.1 |
|
| 618 |
618
Todd Asset Management
Louisville,
Kentucky
| $3.49B | -$27M | -0.8% | 1.53% | 120% | 242 | 22.73% | 0.9 |
|
| 619 |
619
Utah Retirement Systems
Salt Lake City,
Utah
| $3.49B | -$3.52M | -0.1% | 0.98% | 130% | 1,017 | 1.38% | 1.2 |
|
| 620 |
B
620
BP
London,
United Kingdom
| $3.47B | +$307M | +10% | 0.67% | 20% | 334 | 22.16% | 0.8 |
|
| 621 |
HCM
621
Huber Capital Management
El Segundo,
California
| $3.44B | -$460M | -12% | 7.44% | 70.4% | 110 | 3.64% | 1.2 |
|
| 622 |
622
HL Financial Services
Louisville,
Kentucky
| $3.44B | +$8.38M | +0.2% | 0.69% | 42.6% | 725 | 15.17% | 0.9 |
|
| 623 |
623
Geneva Capital Management
Milwaukee,
Wisconsin
| $3.42B | -$656M | -16% | 0.17% | 59.4% | 134 | 5.22% | 1.1 |
|
| 624 |
CCM
624
Criterion Capital Management
San Francisco,
California
| $3.42B | +$62.2M | +2% | 1.59% | 122% | 70 | 60% | 0.5 |
|
| 625 |
WIM
625
Weitz Investment Management
Omaha,
Nebraska
| $3.4B | +$87.6M | +3% | 2.36% | 36.1% | 67 | 13.43% | 1 |
|