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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
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 |
HTC
626
Haverford Trust Company
Radnor,
Pennsylvania
| $3.64B | +$24.3M | +0.7% | 0.88% | 50.3% | 233 | 7.3% |
|
| 627 |
TBC
627
Tweedy, Browne Co
Stamford,
Connecticut
| $3.62B | -$85.1M | -2% | 1.07% | 71.5% | 46 | 0% |
|
| 628 |
628
Cambridge Investment Research Advisors
Fairfield,
Iowa
| $3.62B | +$104M | +3% | 0.97% | 66.1% | 1,521 | 11.83% |
|
| 629 |
AAMU
629
AEGON Asset Management (UK)
Edinburgh,
United Kingdom
| $3.61B | -$194M | -5% | 0.17% | – | 219 | 36.07% |
|
| 630 |
CM
630
CS McKee
Pittsburgh,
Pennsylvania
| $3.6B | -$232M | -6% | 1.28% | 47.5% | 106 | 6.6% |
|
| 631 |
OC
631
Oppenheimer & Co
New York
| $3.59B | -$78.5M | -2% | 0.27% | 92.5% | 1,643 | 20.21% |
|
| 632 |
HA
632
Heartland Advisors
Milwaukee,
Wisconsin
| $3.58B | -$416M | -10% | 0.16% | 63.4% | 262 | 15.65% |
|
| 633 |
WIM
633
Weitz Investment Management
Omaha,
Nebraska
| $3.56B | -$141M | -4% | 3.53% | 38.9% | 69 | 13.04% |
|
| 634 |
SC
634
Saturna Capital
Bellingham,
Washington
| $3.56B | -$165M | -4% | 1.11% | 92.6% | 383 | 15.93% |
|
| 635 |
TCA
635
Taconic Capital Advisors
New York
| $3.54B | +$1.28B | +57% | 4.56% | 249% | 121 | 48.76% |
|
| 636 |
636
Fuller & Thaler Asset Management
San Mateo,
California
| $3.54B | +$405M | +13% | 3.19% | 114% | 796 | 35.43% |
|
| 637 |
GIM
637
Granahan Investment Management
Waltham,
Massachusetts
| $3.53B | +$37.9M | +1% | 4.95% | 155% | 249 | 12.45% |
|
| 638 |
CC
638
Cannell & Co
New York
| $3.53B | +$77.1M | +2% | 0.36% | 51.6% | 290 | 16.21% |
|
| 639 |
CGM
639
Capital Growth Management
Boston,
Massachusetts
| $3.49B | -$165M | -5% | 2.81% | 422% | 86 | 55.81% |
|
| 640 |
AI
640
Axiom Investors
Greenwich,
Connecticut
| $3.49B | -$209M | -6% | 1.91% | 214% | 166 | 39.76% |
|
| 641 |
CAM
641
Congress Asset Management
Boston,
Massachusetts
| $3.47B | -$693M | -17% | 0.09% | 134% | 243 | 10.7% |
|
| 642 |
BCM
642
BlueCrest Capital Management
St Helier,
Jersey
| $3.47B | +$1.61B | +86% | 1.53% | 41.7% | 1,064 | 71.24% |
|
| 643 |
CAM
643
Capstone Asset Management
Houston,
Texas
| $3.47B | -$70.1M | -2% | 0.1% | 29.9% | 1,690 | 6.86% |
|
| 644 |
GT
644
Greenleaf Trust
Kalamazoo,
Michigan
| $3.47B | +$136M | +4% | 2.81% | 37.2% | 170 | 14.71% |
|
| 645 |
BWA
645
Brave Warrior Advisors
New York
| $3.46B | +$188M | +6% | 7.09% | 55.5% | 18 | 22.22% |
|
| 646 |
AAF
646
Andra AP-fonden
Goteborg,
Sweden
| $3.46B | -$69.2M | -2% | 1.26% | 70.5% | 641 | 10.14% |
|
| 647 |
HCM
647
Huber Capital Management
El Segundo,
California
| $3.44B | +$260M | +8% | 3.81% | 63.9% | 105 | 0.95% |
|
| 648 |
FRM
648
Fore Research & Management
New York
| $3.43B | +$672M | +24% | 0.07% | 1.94% | 75 | 57.33% |
|
| 649 |
JIM
649
Jupiter Investment Management
London,
United Kingdom
| $3.43B | +$288M | +9% | 1.5% | 43% | 419 | 59.67% |
|
| 650 |
BHG
650
Blue Harbour Group
Greenwich,
Connecticut
| $3.43B | +$111M | +3% | 0.08% | 5.15% | 26 | 23.08% |
|