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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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1,000
2,500
5,000
| # | Name | AUM |
AUM Growth |
AUM Growth % | Quarter Est. Return | 3 Year Est. Return | Holdings | Portfolio Turnover | |
|---|---|---|---|---|---|---|---|---|---|
| 626 |
OC
626
Oppenheimer & Co
New York
| $2.84B | +$258M | +10% | 6.79% | 92.5% | 1,459 | 23.24% |
|
| 627 |
CCM
627
Criterion Capital Management
San Francisco,
California
| $2.83B | +$357M | +14% | 22.8% | 122% | 108 | 69.44% |
|
| 628 |
628
Truist Financial
Charlotte,
North Carolina
| $2.82B | +$138M | +5% | 5.59% | 62.9% | 787 | 13.47% |
|
| 629 |
HCM
629
Hoplite Capital Management
New York
| $2.81B | -$51.2M | -2% | 9.39% | 32.9% | 49 | 53.06% |
|
| 630 |
MAM
630
Martingale Asset Management
Boston,
Massachusetts
| $2.81B | +$105M | +4% | 6.08% | 77.2% | 1,095 | 22.83% |
|
| 631 |
EGA
631
Eagle Global Advisors
Houston,
Texas
| $2.8B | +$156M | +6% | 3.06% | 92.8% | 247 | 14.17% |
|
| 632 |
T
632
Thomaspartners
Boston,
Massachusetts
| $2.78B | +$225M | +9% | 3.35% | 26.1% | 202 | 34.16% |
|
| 633 |
EPFB
633
Employees Provident Fund Board
Shah Alam,
Malaysia
| $2.77B | +$278M | +11% | 2.46% | 81.7% | 54 | 22.22% |
|
| 634 |
AC
634
Amici Capital
New York
| $2.77B | +$28.6M | +1% | 7.92% | 28.6% | 169 | 31.95% |
|
| 635 |
BF
635
BOK Financial
Tulsa,
Oklahoma
| $2.75B | +$107M | +4% | 5.43% | 74.1% | 903 | 21.93% |
|
| 636 |
HTC
636
Haverford Trust Company
Radnor,
Pennsylvania
| $2.75B | -$288M | -9% | 3.53% | 50.3% | 255 | 29.41% |
|
| 637 |
DCLA
637
Douglas C. Lane & Associates
New York
| $2.74B | +$178M | +7% | 7.2% | – | 213 | 15.49% |
|
| 638 |
VM
638
Valinor Management
New York
| $2.72B | +$305M | +13% | 7.63% | 12.8% | 62 | 43.55% |
|
| 639 |
639
Hudson Bay Capital Management
Stamford,
Connecticut
| $2.71B | +$824M | +44% | 5.75% | 100% | 233 | 60.94% |
|
| 640 |
AC
640
Ascend Capital
Orinda,
California
| $2.69B | +$334M | +14% | 8.16% | 56.8% | 272 | 66.91% |
|
| 641 |
DAC
641
Dividend Assets Capital
Ridgeland,
South Carolina
| $2.67B | +$400M | +18% | 5.28% | 56.9% | 153 | 15.03% |
|
| 642 |
ACPU
642
Arrowgrass Capital Partners (US)
Dover,
Delaware
| $2.67B | +$1.69B | +173% | 9.33% | 55.8% | 219 | 69.86% |
|
| 643 |
GT
643
Greenleaf Trust
Kalamazoo,
Michigan
| $2.66B | +$111M | +4% | 5.26% | 37.2% | 167 | 5.99% |
|
| 644 |
PVH
644
Psagot Value Holdings
Tel Aviv,
Israel
| $2.66B | +$298M | +13% | 7.91% | 45.9% | 422 | 33.41% |
|
| 645 |
LMGAM
645
Liberty Mutual Group Asset Management
Boston,
Massachusetts
| $2.66B | +$101M | +4% | 7.37% | 46.4% | 1,057 | 7.19% |
|
| 646 |
WIM
646
Weitz Investment Management
Omaha,
Nebraska
| $2.66B | +$187M | +8% | 7.21% | 38.9% | 62 | 4.84% |
|
| 647 |
MP
647
MSD Partners
New York
| $2.66B | +$832M | +46% | 11.1% | 8.08% | 61 | 39.34% |
|
| 648 |
CGI
648
CI Global Investments
Oakland,
California
| $2.64B | +$454M | +21% | 8.54% | 43.5% | 218 | 38.53% |
|
| 649 |
JIR
649
James Investment Research
Alpha,
Ohio
| $2.63B | +$199M | +8% | 7.25% | 107% | 561 | 16.58% |
|
| 650 |
MTIM
650
Marathon Trading Investment Management
Radnor,
Pennsylvania
| $2.63B | +$1.14B | +77% | 30.2% | 106% | 186 | 60.75% |
|