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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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50
100
250
500
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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 626 |
FRM
626
Fore Research & Management
New York
| $3.4B | -$97.9M | -3% | 0.03% | 1.94% | 108 | 61.11% |
|
| 627 |
627
Cambridge Investment Research Advisors
Fairfield,
Iowa
| $3.39B | +$526M | +18% | 1.29% | 82.6% | 1,543 | 18.6% |
|
| 628 |
LCP
628
Lombardia Capital Partners
Pasadena,
California
| $3.39B | -$325M | -9% | 7.01% | 5.59% | 230 | 13.04% |
|
| 629 |
AC
629
Ascend Capital
Orinda,
California
| $3.38B | +$379M | +13% | 0.18% | 56.8% | 242 | 60.74% |
|
| 630 |
WI
630
WBI Investments
Red Bank,
New Jersey
| $3.37B | +$1.04B | +44% | 1.45% | 97.3% | 241 | 86.72% |
|
| 631 |
OC
631
Oppenheimer & Co
New York
| $3.36B | +$38.5M | +1% | 0.12% | 114% | 1,581 | 21.44% |
|
| 632 |
GA
632
General Atlantic
New York
| $3.36B | +$580M | +21% | 4.27% | 168% | 10 | 20% |
|
| 633 |
OAC
633
OMERS Administration Corp
Toronto,
Ontario, Canada
| $3.36B | +$276M | +9% | 0.17% | 106% | 503 | 60.64% |
|
| 634 |
DILH
634
Dai-ichi Life Holdings
Tokyo,
Japan
| $3.35B | +$137M | +4% | 3.61% | – | 659 | 5.61% |
|
| 635 |
DCLA
635
Douglas C. Lane & Associates
New York
| $3.35B | +$41.9M | +1% | 0.45% | – | 248 | 16.13% |
|
| 636 |
HTC
636
Haverford Trust Company
Radnor,
Pennsylvania
| $3.35B | -$60.4M | -2% | 0.69% | 55.5% | 237 | 8.86% |
|
| 637 |
HAI
637
Hennessy Advisors Inc
Novato,
California
| $3.34B | +$115M | +4% | 2.43% | 206% | 305 | 8.2% |
|
| 638 |
WAM
638
World Asset Management
Detroit,
Michigan
| $3.34B | +$59.4M | +2% | 0.48% | 85% | 1,564 | 5.18% |
|
| 639 |
639
Mitsubishi UFJ Asset Management
Tokyo,
Japan
| $3.33B | -$564M | -14% | 1.11% | 115% | 862 | 5.22% |
|
| 640 |
GCM
640
Gates Capital Management
New York
| $3.33B | -$423M | -11% | 9.35% | 34.8% | 35 | 25.71% |
|
| 641 |
MP
641
MSD Partners
New York
| $3.32B | -$496M | -13% | 5.13% | 3.5% | 65 | 21.54% |
|
| 642 |
SCM
642
Stevens Capital Management
Radnor,
Pennsylvania
| $3.32B | -$407M | -11% | 4.65% | 108% | 1,480 | 65.47% |
|
| 643 |
ACM
643
Apex Capital Management
Dayton,
Ohio
| $3.32B | +$64M | +2% | 1.8% | 80.6% | 287 | 23.69% |
|
| 644 |
SIMG
644
Stephens Investment Management Group
Houston,
Texas
| $3.31B | +$60M | +2% | 2.53% | 160% | 217 | 12.44% |
|
| 645 |
645
Truist Financial
Charlotte,
North Carolina
| $3.31B | -$27.5M | -0.8% | 1.79% | 78.7% | 829 | 14.72% |
|
| 646 |
NM
646
Nokota Management
New York
| $3.3B | +$475M | +17% | 6.32% | – | 82 | 42.68% |
|
| 647 |
WF
647
Welch & Forbes
Boston,
Massachusetts
| $3.28B | +$108M | +3% | 0.47% | 73.7% | 363 | 13.5% |
|
| 648 |
SMDAM
648
Sumitomo Mitsui DS Asset Management
Tokyo,
Japan
| $3.26B | -$240M | -7% | 0.24% | 117% | 774 | 7.49% |
|
| 649 |
OCM
649
Osterweis Capital Management
San Francisco,
California
| $3.26B | -$240M | -7% | 3.18% | 93.7% | 73 | 8.22% |
|
| 650 |
650
WCM Investment Management
Laguna Beach,
California
| $3.24B | -$770M | -19% | 0.47% | 207% | 144 | 25% |
|