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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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50
100
250
500
1,000
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 |
SC
601
Saturna Capital
Bellingham,
Washington
| $3.83B | +$91.9M | +2% | 6.27% | 117% | 417 | 17.03% |
|
| 602 |
SC
602
Scotia Capital
Toronto,
Ontario, Canada
| $3.82B | -$865M | -18% | 0.62% | 83.1% | 661 | 26.02% |
|
| 603 |
BPC
603
Banque Pictet & Cie
Geneva 73,
Switzerland
| $3.8B | -$79.5M | -2% | 2.71% | 74.8% | 574 | 37.8% |
|
| 604 |
ACM
604
AKRE Capital Management
Middleburg,
Virginia
| $3.8B | +$273M | +8% | 8.73% | 21.6% | 39 | 7.69% |
|
| 605 |
SF
605
Synovus Financial
Columbus,
Georgia
| $3.79B | +$208M | +6% | 5.08% | 68.4% | 1,106 | 15.1% |
|
| 606 |
JHC
606
JFB Holdings Corp
Atlanta,
Georgia
| $3.76B | +$187M | +5% | 5.82% | 22.9% | 52 | 26.92% |
|
| 607 |
ACM
607
Apex Capital Management
Dayton,
Ohio
| $3.75B | +$436M | +13% | 7.31% | 80.6% | 267 | 15.36% |
|
| 608 |
CEP
608
Chicago Equity Partners
Chicago,
Illinois
| $3.71B | -$85.7M | -2% | 6.77% | 34.8% | 517 | 38.49% |
|
| 609 |
TCP
609
Tourbillon Capital Partners
New York
| $3.71B | +$963M | +35% | 10.9% | 18.4% | 132 | 70.45% |
|
| 610 |
DCLA
610
Douglas C. Lane & Associates
New York
| $3.7B | +$353M | +11% | 8.1% | – | 250 | 11.6% |
|
| 611 |
CCM
611
Cullen Capital Management
New York
| $3.68B | +$34M | +0.9% | 3.46% | 60% | 183 | 8.74% |
|
| 612 |
WI
612
WBI Investments
Red Bank,
New Jersey
| $3.67B | +$297M | +9% | 1.69% | 97.3% | 271 | 71.96% |
|
| 613 |
JIR
613
James Investment Research
Alpha,
Ohio
| $3.67B | +$466M | +15% | 7.83% | 107% | 541 | 12.38% |
|
| 614 |
HFS
614
HL Financial Services
Louisville,
Kentucky
| $3.66B | +$217M | +6% | 6.6% | 42.6% | 734 | 17.44% |
|
| 615 |
F
615
Folketrygdfondet
Oslo Norway,
Norway
| $3.65B | – | – | 18.5% | 30.6% | 9 | – |
|
| 616 |
URS
616
Utah Retirement Systems
Salt Lake City,
Utah
| $3.64B | +$150M | +4% | 5.66% | 130% | 1,026 | 2.24% |
|
| 617 |
CGM
617
Capital Growth Management
Boston,
Massachusetts
| $3.63B | +$79.5M | +2% | 14.7% | 422% | 78 | 52.56% |
|
| 618 |
MCM
618
Masters Capital Management
Atlanta,
Georgia
| $3.63B | +$910M | +33% | 12.2% | 142% | 77 | 57.14% |
|
| 619 |
HCM
619
Hoplite Capital Management
New York
| $3.61B | -$309M | -8% | 10.1% | 32.9% | 42 | 38.1% |
|
| 620 |
MAM
620
Martingale Asset Management
Boston,
Massachusetts
| $3.61B | +$394M | +12% | 8.35% | 88.6% | 941 | 21.57% |
|
| 621 |
TAM
621
Todd Asset Management
Louisville,
Kentucky
| $3.59B | +$102M | +3% | 4.83% | 120% | 247 | 26.32% |
|
| 622 |
ICM
622
IronBridge Capital Management
Oakbrook Terrace,
Illinois
| $3.58B | -$178M | -5% | 6.99% | 38.3% | 205 | 11.22% |
|
| 623 |
WIM
623
Weitz Investment Management
Omaha,
Nebraska
| $3.58B | +$183M | +5% | 5.92% | 36.1% | 76 | 23.68% |
|
| 624 |
624
Twin Tree Management
Dallas,
Texas
| $3.58B | -$181M | -5% | 3.2% | 175% | 1,266 | 40.05% |
|
| 625 |
HTC
625
Haverford Trust Company
Radnor,
Pennsylvania
| $3.57B | +$221M | +7% | 4.97% | 55.5% | 243 | 12.76% |
|