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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
DePrince Race & Zollo Inc (DRZ)
Winter Park,
Florida
| $3.65B | +$192M | +6% | 13.2% | 58% | 244 | 17.62% | 2.4 |
|
| 602 |
602
Moody National Bank Trust Division
Galveston,
Texas
| $3.64B | +$121M | +3% | 4.86% | 115% | 1,467 | 44.99% | 1.1 |
|
| 603 |
603
Miller Howard Investments
Kingston,
New York
| $3.63B | +$212M | +6% | 13% | 72.2% | 185 | 29.73% | 3.1 |
|
| 604 |
604
Employees Provident Fund Board
Shah Alam,
Malaysia
| $3.61B | +$36.4M | +1% | 13.5% | 126% | 65 | 29.23% | 2.8 |
|
| 605 |
605
Pacer Advisors
Malvern,
Pennsylvania
| $3.6B | +$765M | +27% | 11.4% | 58.4% | 777 | 36.81% | 1.7 |
|
| 606 |
606
Horizon Kinetics Asset Management
New York
| $3.6B | – | – | 25.9% | 192% | 488 | – | 0 |
|
| 607 |
607
Conestoga Capital Advisors
Wayne,
Pennsylvania
| $3.59B | +$454M | +14% | 17.7% | 47.8% | 147 | 16.33% | 3.3 |
|
| 608 |
608
HHLR Advisors
Grand Cayman,
Cayman Islands
| $3.59B | +$1.18B | +49% | 28% | 137% | 37 | 32.43% | 0.2 |
|
| 609 |
609
UBS O'Connor
Chicago,
Illinois
| $3.58B | +$808M | +29% | 19.1% | 180% | 311 | 51.45% | 0.6 |
|
| 610 |
MC
610
Maplelane Capital
New York
| $3.58B | +$132M | +4% | 25.9% | 295% | 187 | 68.98% | 0.3 |
|
| 611 |
611
Cincinnati Insurance
Fairfield,
Ohio
| $3.57B | +$353M | +11% | 11.3% | 60.1% | 72 | 9.72% | 4.1 |
|
| 612 |
612
Rothschild & Co Wealth Management (UK)
London,
United Kingdom
| $3.57B | +$669M | +23% | 14% | 41.7% | 40 | 10% | 3.4 |
|
| 613 |
613
Lakewood Capital Management
New York
| $3.57B | +$533M | +18% | 17.8% | 45.4% | 47 | 31.91% | 1.5 |
|
| 614 |
614
Abrams Capital Management
Boston,
Massachusetts
| $3.56B | +$1.14B | +47% | 16.2% | 81.6% | 21 | 19.05% | 1.6 |
|
| 615 |
BCM
615
Bares Capital Management
Austin,
Texas
| $3.56B | +$266M | +8% | 18.9% | 138% | 25 | 16% | 1.9 |
|
| 616 |
616
Perceptive Advisors
New York
| $3.54B | +$917M | +35% | 35.2% | 1,707% | 131 | 43.51% | 1.3 |
|
| 617 |
617
Todd Asset Management
Louisville,
Kentucky
| $3.54B | +$416M | +13% | 11.7% | 120% | 250 | 28.4% | 2.5 |
|
| 618 |
618
QV Investors
Calgary,
Alberta, Canada
| $3.54B | +$296M | +9% | 12.9% | 68.3% | 46 | 10.87% | 2.8 |
|
| 619 |
619
AEGON Asset Management (UK)
Edinburgh,
United Kingdom
| $3.53B | +$399M | +13% | 16.6% | – | 191 | 32.98% | 1.6 |
|
| 620 |
620
Crossmark Global Holdings
Houston,
Texas
| $3.52B | +$296M | +9% | 13.1% | 128% | 1,441 | 7.98% | 2.2 |
|
| 621 |
621
Kiltearn Partners
Edinburgh,
United Kingdom
| $3.52B | -$39M | -1% | 13% | 41% | 28 | 0% | 2.1 |
|
| 622 |
622
Hartford Investment Management Co (HIMCO)
Hartford,
Connecticut
| $3.51B | +$291M | +9% | 13.7% | 132% | 743 | 29.74% | 4.8 |
|
| 623 |
623
AEW Capital Management
Boston,
Massachusetts
| $3.51B | +$328M | +10% | 15.1% | 37.1% | 52 | 17.31% | 3.6 |
|
| 624 |
624
ARK Investment Management
St. Petersburg,
Florida
| $3.5B | +$1.04B | +42% | 27.4% | 251% | 208 | 12.5% | 1.4 |
|
| 625 |
625
Appaloosa LP
Short Hills,
New Jersey
| $3.49B | +$1.47B | +72% | 15.3% | 293% | 32 | 53.13% | 1.1 |
|