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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 |
CEP
601
Chicago Equity Partners
Chicago,
Illinois
| $3.71B | -$85.7M | -2% | 6.77% | 34.8% | 517 | 38.49% |
|
| 602 |
TCP
602
Tourbillon Capital Partners
New York
| $3.71B | +$963M | +35% | 10.9% | 18.4% | 132 | 70.45% |
|
| 603 |
DCLA
603
Douglas C. Lane & Associates
New York
| $3.7B | +$353M | +11% | 8.1% | – | 250 | 11.6% |
|
| 604 |
CCM
604
Cullen Capital Management
New York
| $3.68B | +$34M | +0.9% | 3.46% | 48.8% | 183 | 8.74% |
|
| 605 |
WI
605
WBI Investments
Red Bank,
New Jersey
| $3.67B | +$297M | +9% | 1.69% | 74.4% | 271 | 71.96% |
|
| 606 |
JIR
606
James Investment Research
Alpha,
Ohio
| $3.67B | +$466M | +15% | 7.83% | 107% | 541 | 12.38% |
|
| 607 |
HFS
607
HL Financial Services
Louisville,
Kentucky
| $3.66B | +$217M | +6% | 6.6% | 42.6% | 734 | 17.44% |
|
| 608 |
URS
608
Utah Retirement Systems
Salt Lake City,
Utah
| $3.64B | +$150M | +4% | 5.66% | 99.9% | 1,026 | 2.24% |
|
| 609 |
CGM
609
Capital Growth Management
Boston,
Massachusetts
| $3.63B | +$79.5M | +2% | 14.7% | 422% | 78 | 52.56% |
|
| 610 |
MCM
610
Masters Capital Management
Atlanta,
Georgia
| $3.63B | +$910M | +33% | 12.2% | 119% | 77 | 57.14% |
|
| 611 |
HCM
611
Hoplite Capital Management
New York
| $3.61B | -$309M | -8% | 10.1% | 32.9% | 42 | 38.1% |
|
| 612 |
MAM
612
Martingale Asset Management
Boston,
Massachusetts
| $3.61B | +$394M | +12% | 8.35% | 77.2% | 941 | 21.57% |
|
| 613 |
TAM
613
Todd Asset Management
Louisville,
Kentucky
| $3.59B | +$102M | +3% | 4.83% | 91.1% | 247 | 26.32% |
|
| 614 |
ICM
614
IronBridge Capital Management
Oakbrook Terrace,
Illinois
| $3.58B | -$178M | -5% | 6.99% | 38.4% | 205 | 11.22% |
|
| 615 |
WIM
615
Weitz Investment Management
Omaha,
Nebraska
| $3.58B | +$183M | +5% | 5.92% | 38.9% | 76 | 23.68% |
|
| 616 |
616
Twin Tree Management
Dallas,
Texas
| $3.58B | -$181M | -5% | 3.2% | 159% | 1,266 | 40.05% |
|
| 617 |
HTC
617
Haverford Trust Company
Radnor,
Pennsylvania
| $3.57B | +$221M | +7% | 4.97% | 50.3% | 243 | 12.76% |
|
| 618 |
ICM
618
Ionic Capital Management
New York
| $3.56B | +$385M | +12% | 6.33% | 103% | 320 | 44.38% |
|
| 619 |
TCM
619
Tetrem Capital Management
Winnipeg,
Manitoba, Canada
| $3.54B | -$215M | -6% | 0.38% | 11.3% | 71 | 22.54% |
|
| 620 |
HAI
620
Hennessy Advisors Inc
Novato,
California
| $3.53B | +$189M | +6% | 6.13% | 206% | 327 | 25.69% |
|
| 621 |
BC
621
Brahman Capital
New York
| $3.51B | -$1.05B | -23% | 7.67% | 16.6% | 20 | 30% |
|
| 622 |
HP
622
Hound Partners
New York
| $3.5B | +$346M | +11% | 8.53% | 2.99% | 24 | 20.83% |
|
| 623 |
GCM
623
Gruss Capital Management
New York
| $3.5B | +$1.27B | +57% | 1.92% | 62.1% | 108 | 58.33% |
|
| 624 |
OC
624
Oppenheimer & Co
New York
| $3.48B | +$121M | +4% | 3.78% | 92.5% | 1,594 | 23.71% |
|
| 625 |
LCP
625
Lombardia Capital Partners
Pasadena,
California
| $3.47B | +$84.2M | +2% | 7.56% | 5.59% | 233 | 13.73% |
|