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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
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250
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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 |
DCLA
626
Douglas C. Lane & Associates
New York
| $3.35B | +$41.9M | +1% | 0.45% | – | 248 | 16.13% |
|
| 627 |
HTC
627
Haverford Trust Company
Radnor,
Pennsylvania
| $3.35B | -$60.4M | -2% | 0.69% | 50.3% | 237 | 8.86% |
|
| 628 |
HAI
628
Hennessy Advisors Inc
Novato,
California
| $3.34B | +$115M | +4% | 2.43% | 206% | 305 | 8.2% |
|
| 629 |
WAM
629
World Asset Management
Detroit,
Michigan
| $3.34B | +$59.4M | +2% | 0.48% | 85% | 1,564 | 5.18% |
|
| 630 |
630
Mitsubishi UFJ Asset Management
Tokyo,
Japan
| $3.33B | -$564M | -14% | 1.11% | 87.5% | 862 | 5.22% |
|
| 631 |
GCM
631
Gates Capital Management
New York
| $3.33B | -$423M | -11% | 9.35% | 27.7% | 35 | 25.71% |
|
| 632 |
MP
632
MSD Partners
New York
| $3.32B | -$496M | -13% | 5.13% | 8.08% | 65 | 21.54% |
|
| 633 |
SCM
633
Stevens Capital Management
Radnor,
Pennsylvania
| $3.32B | -$407M | -11% | 4.65% | 49.8% | 1,480 | 65.47% |
|
| 634 |
ACM
634
Apex Capital Management
Dayton,
Ohio
| $3.32B | +$64M | +2% | 1.8% | 80.6% | 287 | 23.69% |
|
| 635 |
SIMG
635
Stephens Investment Management Group
Houston,
Texas
| $3.31B | +$60M | +2% | 2.53% | 112% | 217 | 12.44% |
|
| 636 |
636
Truist Financial
Charlotte,
North Carolina
| $3.31B | -$27.5M | -0.8% | 1.79% | 62.9% | 829 | 14.72% |
|
| 637 |
NM
637
Nokota Management
New York
| $3.3B | +$475M | +17% | 6.32% | – | 82 | 42.68% |
|
| 638 |
WF
638
Welch & Forbes
Boston,
Massachusetts
| $3.28B | +$108M | +3% | 0.47% | 71.6% | 363 | 13.5% |
|
| 639 |
SMDAM
639
Sumitomo Mitsui DS Asset Management
Tokyo,
Japan
| $3.26B | -$240M | -7% | 0.24% | 117% | 774 | 7.49% |
|
| 640 |
OCM
640
Osterweis Capital Management
San Francisco,
California
| $3.26B | -$240M | -7% | 3.18% | 69.8% | 73 | 8.22% |
|
| 641 |
641
WCM Investment Management
Laguna Beach,
California
| $3.24B | -$770M | -19% | 0.47% | 149% | 144 | 25% |
|
| 642 |
GIM
642
Granahan Investment Management
Waltham,
Massachusetts
| $3.24B | -$188M | -5% | 1.79% | 155% | 218 | 9.17% |
|
| 643 |
CSIA
643
Charles Schwab Investment Advisory
San Francisco,
California
| $3.23B | +$76.5M | +2% | 3.06% | 2.56% | 33 | 15.15% |
|
| 644 |
MAM
644
Martingale Asset Management
Boston,
Massachusetts
| $3.22B | +$19M | +0.6% | 0.29% | 77.2% | 967 | 23.37% |
|
| 645 |
KCM
645
Kames Capital Management
Edinburgh,
United Kingdom
| $3.2B | +$62.5M | +2% | 0.21% | – | 201 | 35.32% |
|
| 646 |
JIR
646
James Investment Research
Alpha,
Ohio
| $3.2B | +$57.1M | +2% | 0.97% | 107% | 562 | 19.04% |
|
| 647 |
CC
647
Cannell & Co
New York
| $3.2B | -$62.5M | -2% | 1.18% | 51.6% | 282 | 9.57% |
|
| 648 |
ICM
648
Ionic Capital Management
New York
| $3.18B | +$58.6M | +2% | 3.6% | 103% | 300 | 53% |
|
| 649 |
EPFB
649
Employees Provident Fund Board
Shah Alam,
Malaysia
| $3.17B | +$2.08M | +0.1% | 0.15% | 81.7% | 55 | 3.64% |
|
| 650 |
HP
650
Hound Partners
New York
| $3.16B | +$482M | +18% | 2.84% | 2.99% | 23 | 30.43% |
|