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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
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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 |
DAC
601
Dividend Assets Capital
Ridgeland,
South Carolina
| $3.37B | -$110M | -3% | 5.09% | 56.9% | 174 | 18.39% |
|
| 602 |
IVA
602
International Value Advisers
| $3.37B | -$78.1M | -2% | 1.02% | 9.63% | 33 | 15.15% |
|
| 603 |
ZP
603
Zimmer Partners
New York
| $3.36B | +$967M | +40% | 14.1% | 57.2% | 119 | 53.78% |
|
| 604 |
OC
604
Oppenheimer & Co
New York
| $3.35B | +$61.6M | +2% | 3.47% | 92.5% | 1,352 | 17.23% |
|
| 605 |
THLTP
605
Thomas H. Lee (THL) Partners
Boston,
Massachusetts
| $3.35B | +$131M | +4% | 8.22% | 37.2% | 6 | 0% |
|
| 606 |
CAM
606
ClariVest Asset Management
San Diego,
California
| $3.35B | +$49.1M | +1% | 3.23% | 106% | 733 | 25.1% |
|
| 607 |
STT
607
Singapore Technologies Telemedia
Singapore
| $3.35B | -$88.4M | -3% | 2.57% | 116% | 1 | 0% |
|
| 608 |
SGAM
608
Smith Group Asset Management
Dallas,
Texas
| $3.35B | +$2.2M | +0.1% | 3.94% | – | 546 | 31.32% |
|
| 609 |
GP
609
GLG Partners
London,
United Kingdom
| $3.34B | -$189M | -5% | 4.18% | 49.8% | 543 | 48.25% |
|
| 610 |
ACM
610
Aviance Capital Management
Sarasota,
Florida
| $3.33B | +$290M | +10% | 3.5% | 22% | 355 | 26.76% |
|
| 611 |
DILH
611
Dai-ichi Life Holdings
Tokyo,
Japan
| $3.32B | -$3.56M | -0.1% | 2.39% | – | 564 | 15.43% |
|
| 612 |
CAM
612
Capstone Asset Management
Houston,
Texas
| $3.32B | -$153M | -4% | 2.32% | 29.9% | 1,648 | 6.49% |
|
| 613 |
BAPIM
613
British Airways Pensions Investment Management
London,
United Kingdom
| $3.32B | +$93.2M | +3% | 4.28% | 95.1% | 130 | 23.08% |
|
| 614 |
PHS
614
PFM Health Sciences
San Francisco,
California
| $3.31B | +$72.1M | +2% | 5.65% | 184% | 111 | 57.66% |
|
| 615 |
HAI
615
Hennessy Advisors Inc
Novato,
California
| $3.3B | +$8.55M | +0.3% | 3.23% | 206% | 287 | 10.1% |
|
| 616 |
SMDAM
616
Sumitomo Mitsui DS Asset Management
Tokyo,
Japan
| $3.29B | +$50.2M | +2% | 4.13% | 117% | 742 | 9.84% |
|
| 617 |
CGI
617
Comgest Global Investors
Paris,
France
| $3.29B | +$354M | +12% | 7.04% | 60.2% | 56 | 8.93% |
|
| 618 |
SIM
618
SRS Investment Management
New York
| $3.29B | +$541M | +20% | 8.94% | 135% | 27 | 48.15% |
|
| 619 |
WF
619
Welch & Forbes
Boston,
Massachusetts
| $3.28B | +$70.4M | +2% | 3.55% | 71.6% | 360 | 11.11% |
|
| 620 |
ZIM
620
Zacks Investment Management
Chicago,
Illinois
| $3.28B | +$127M | +4% | 4.23% | 98% | 785 | 45.61% |
|
| 621 |
GVI
621
Green Valley Investors
Wilmington,
Delaware
| $3.27B | -$820M | -20% | 3.58% | 59.4% | 28 | 7.14% |
|
| 622 |
TGA
622
Trilogy Global Advisors
Winter Park,
Florida
| $3.25B | -$370M | -10% | 0.55% | 42.3% | 89 | 13.48% |
|
| 623 |
WJA
623
Williams Jones & Associates
New York
| $3.24B | +$1.1B | +51% | 2.97% | 72.1% | 434 | 23.5% |
|
| 624 |
AMH
624
Apollo Management Holdings
New York
| $3.24B | -$405M | -11% | 1.33% | 51.5% | 72 | 56.94% |
|
| 625 |
625
Hudson Bay Capital Management
Stamford,
Connecticut
| $3.23B | +$1.11B | +52% | 2.25% | 100% | 438 | 77.63% |
|