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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 |
626
Handelsbanken Fonder
Stockholm,
Sweden
| $3.27B | -$145M | -4% | 4.4% | 138% | 179 | 19.55% |
|
| 627 |
JIC
627
Johnson Investment Counsel
Cincinnati,
Ohio
| $3.25B | +$125M | +4% | 2.83% | 66.3% | 610 | 10.66% |
|
| 628 |
628
Capstone Investment Advisors
New York
| $3.24B | -$1.33B | -29% | 3.7% | 28.1% | 1,267 | 73.32% |
|
| 629 |
ROIC
629
Route One Investment Company
San Francisco,
California
| $3.2B | +$991M | +45% | 2.9% | 79.9% | 16 | 12.5% |
|
| 630 |
TBC
630
Tweedy, Browne Co
Stamford,
Connecticut
| $3.2B | -$120M | -4% | 6.93% | 71.5% | 52 | 9.62% |
|
| 631 |
DL
631
Delta Lloyd
Amsterdam,
Netherlands
| $3.18B | -$38M | -1% | 2.89% | 37.4% | 673 | 37.89% |
|
| 632 |
ZP
632
Zimmer Partners
New York
| $3.17B | -$555M | -15% | 0.27% | 57.2% | 94 | 45.74% |
|
| 633 |
SMM
633
Stadion Money Management
Watkinsville,
Georgia
| $3.16B | -$107M | -3% | 2.39% | 45.2% | 126 | 12.7% |
|
| 634 |
ZIG
634
Zurich Insurance Group
Zurich,
Switzerland
| $3.16B | +$177M | +6% | 4.26% | 211% | 499 | 28.66% |
|
| 635 |
TPI
635
Tesco Pension Investment
London,
United Kingdom
| $3.14B | -$688M | -18% | 3.05% | 2% | 36 | 25% |
|
| 636 |
CM
636
Castleark Management
Chicago,
Illinois
| $3.14B | -$171M | -5% | 5.72% | 208% | 444 | 32.66% |
|
| 637 |
HP
637
Hosking Partners
London,
United Kingdom
| $3.12B | +$137M | +5% | 12.4% | 136% | 174 | 10.92% |
|
| 638 |
FAF
638
Första AP-fonden
Stockholm,
Sweden
| $3.11B | -$484M | -13% | 1.84% | 140% | 259 | 22.39% |
|
| 639 |
EIC
639
Equity Investment Corp
Atlanta,
Georgia
| $3.11B | – | – | 4.09% | 41.9% | 42 | – |
|
| 640 |
SGI
640
Swan Global Investments
Durango,
Colorado
| $3.11B | +$261M | +9% | 3.1% | 53.9% | 23 | 4.35% |
|
| 641 |
HK
641
Horizon Kinetics
New York
| $3.1B | -$477M | -13% | 5.97% | 65.6% | 530 | 8.49% |
|
| 642 |
FT
642
Fiduciary Trust
Boston,
Massachusetts
| $3.09B | +$166M | +6% | 1.67% | 65.4% | 455 | 7.03% |
|
| 643 |
ORI
643
Oak Ridge Investments
Chicago,
Illinois
| $3.09B | -$767M | -20% | 0.12% | 208% | 160 | 17.5% |
|
| 644 |
CGI
644
Comgest Global Investors
Paris,
France
| $3.08B | -$277M | -8% | 7.93% | 60.2% | 54 | 9.26% |
|
| 645 |
CI
645
Cincinnati Insurance
Fairfield,
Ohio
| $3.08B | +$4.83M | +0.2% | 4.54% | 57.3% | 70 | 1.43% |
|
| 646 |
MFS
646
MSI Financial Services
Springfield,
Massachusetts
| $3.07B | +$157M | +5% | 2.27% | 19.4% | 4,284 | 10.15% |
|
| 647 |
SCRM
647
Security Capital Research & Management
Chicago,
Illinois
| $3.07B | +$226M | +8% | 4.5% | 1.47% | 63 | 12.7% |
|
| 648 |
MCM
648
Moore Capital Management
New York
| $3.07B | +$163M | +6% | 7.21% | 169% | 340 | 72.94% |
|
| 649 |
MIS
649
Morningstar Investment Services
Chicago,
Illinois
| $3.06B | -$401M | -12% | 0.55% | 22.4% | 224 | 17.86% |
|
| 650 |
PAG
650
Private Advisor Group
Morristown,
New Jersey
| $3.05B | +$598M | +24% | 2.26% | 62.2% | 1,362 | 23.35% |
|