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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
500
1,000
2,500
5,000
| # | Name | AUM |
AUM Growth |
AUM Growth % | Quarter Est. Return | 3 Year Est. Return | Holdings | Portfolio Turnover | |
|---|---|---|---|---|---|---|---|---|---|
| 626 |
HTC
626
Haverford Trust Company
Radnor,
Pennsylvania
| $3.24B | -$325M | -9% | 1.94% | 55.5% | 273 | 26.01% |
|
| 627 |
CIC
627
Chilton Investment Company
Stamford,
Connecticut
| $3.22B | -$222M | -6% | 1.51% | 55.1% | 190 | 24.21% |
|
| 628 |
CCP
628
Clough Capital Partners
Boston,
Massachusetts
| $3.21B | +$170M | +6% | 4.46% | 175% | 250 | 42.8% |
|
| 629 |
WAM
629
World Asset Management
Detroit,
Michigan
| $3.21B | -$409M | -11% | 1.7% | 85% | 1,599 | 5.13% |
|
| 630 |
B
630
Barings
Charlotte,
North Carolina
| $3.19B | +$797M | +33% | 1.49% | 58.3% | 983 | 12.41% |
|
| 631 |
JHC
631
JFB Holdings Corp
Atlanta,
Georgia
| $3.19B | +$447M | +16% | 3.99% | 22.9% | 44 | 4.55% |
|
| 632 |
DCM
632
Driehaus Capital Management
Chicago,
Illinois
| $3.18B | +$408M | +15% | 12.7% | 939% | 669 | 55.31% |
|
| 633 |
633
State of New Jersey Common Pension Fund D
Trenton,
New Jersey
| $3.18B | -$391M | -11% | 0.34% | 118% | 61 | 29.51% |
|
| 634 |
634
Truist Financial
Charlotte,
North Carolina
| $3.17B | +$70M | +2% | 1.57% | 78.7% | 840 | 13.69% |
|
| 635 |
HIM
635
Hermes Investment Management
London Uk,
United Kingdom
| $3.17B | -$105M | -3% | 0.93% | 61.2% | 257 | 7.78% |
|
| 636 |
OI
636
Oakbrook Investments
Lisle,
Illinois
| $3.17B | -$433M | -12% | 1.8% | 26.1% | 659 | 20.03% |
|
| 637 |
JC
637
Jetstream Capital
Brentwood,
Tennessee
| $3.17B | -$449M | -12% | 8.01% | – | 44 | 59.09% |
|
| 638 |
SC
638
Stralem & Co
New York
| $3.17B | -$170M | -5% | 1.33% | 25.5% | 52 | 5.77% |
|
| 639 |
KCM
639
Kames Capital Management
Edinburgh,
United Kingdom
| $3.16B | +$156M | +5% | 1.45% | – | 191 | 27.23% |
|
| 640 |
WF
640
Welch & Forbes
Boston,
Massachusetts
| $3.16B | -$1.43M | -0% | 0.64% | 73.7% | 343 | 9.04% |
|
| 641 |
WM
641
WS Management
Jacksonville,
Florida
| $3.16B | +$140M | +5% | 5.01% | 309% | 76 | 31.58% |
|
| 642 |
SCM
642
Scopia Capital Management
New York
| $3.15B | -$133M | -4% | 3.4% | 58.7% | 46 | 50% |
|
| 643 |
DILH
643
Dai-ichi Life Holdings
Tokyo,
Japan
| $3.15B | -$98.4M | -3% | 0.21% | – | 676 | 5.33% |
|
| 644 |
WIM
644
Weitz Investment Management
Omaha,
Nebraska
| $3.13B | +$147M | +5% | 2.54% | 36.1% | 66 | 10.61% |
|
| 645 |
ACM
645
AKRE Capital Management
Middleburg,
Virginia
| $3.13B | +$425M | +16% | 1.91% | 21.6% | 42 | 7.14% |
|
| 646 |
JIR
646
James Investment Research
Alpha,
Ohio
| $3.13B | -$58.5M | -2% | 6.23% | 107% | 579 | 19.86% |
|
| 647 |
BC
647
Brahman Capital
New York
| $3.12B | +$85.8M | +3% | 1.2% | 16.6% | 23 | 30.43% |
|
| 648 |
DCLA
648
Douglas C. Lane & Associates
New York
| $3.12B | +$103M | +3% | 4.56% | – | 226 | 16.81% |
|
| 649 |
GT
649
Greenleaf Trust
Kalamazoo,
Michigan
| $3.11B | +$200M | +7% | 6.71% | 37.2% | 172 | 13.95% |
|
| 650 |
JAM
650
Jupiter Asset Management
London,
United Kingdom
| $3.11B | +$530M | +21% | 3.07% | 103% | 262 | 36.26% |
|