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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
1,000
2,500
5,000
10
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 |
Avg Time Held (Qtrs) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 626 |
OCAM
626
Owl Creek Asset Management
New York
| $3.03B | +$946M | +45% | 13.7% | 320% | 90 | 27.78% | 2.1 |
|
| 627 |
MCMC
627
Matrix Capital Management Company
Portsmouth,
New Hampshire
| $3.02B | -$1.03B | -25% | 18.8% | 245% | 23 | 26.09% | 9.5 |
|
| 628 |
AI
628
Advent International
Boston,
Massachusetts
| $3B | -$1.08B | -26% | 22.4% | 15.9% | 20 | 20% | 6.7 |
|
| 629 |
F
629
Folketrygdfondet
Oslo Norway,
Norway
| $3B | -$906M | -23% | 21.6% | 30.6% | 9 | 0% | 13.7 |
|
| 630 |
BCM
630
Brigade Capital Management
New York
| $2.98B | +$1.27B | +74% | 19.4% | 42.7% | 80 | 36.25% | 4.6 |
|
| 631 |
MVIP
631
Mar Vista Investment Partners
Los Angeles,
California
| $2.98B | -$422M | -12% | 11.6% | 73.9% | 55 | 14.55% | 13.6 |
|
| 632 |
SC
632
Saturna Capital
Bellingham,
Washington
| $2.97B | -$462M | -13% | 10.5% | 117% | 165 | 13.94% | 17.7 |
|
| 633 |
PIM
633
Platinum Investment Management
Sydney Australia 2000,
Australia
| $2.96B | -$565M | -16% | 19.6% | 190% | 97 | 13.4% | 9 |
|
| 634 |
HW
634
Hancock Whitney
Gulfport,
Mississippi
| $2.96B | -$573M | -16% | 13.5% | 100% | 915 | 21.64% | 5.5 |
|
| 635 |
CIC
635
Crawford Investment Counsel
Atlanta,
Georgia
| $2.95B | -$325M | -10% | 9.29% | 49.5% | 271 | 11.81% | 15.3 |
|
| 636 |
SCM
636
Scopia Capital Management
New York
| $2.95B | -$2.25B | -43% | 19.1% | 58.7% | 40 | 37.5% | 6 |
|
| 637 |
CI
637
Conning Inc
Hartford,
Connecticut
| $2.94B | -$432M | -13% | 10.5% | 57.5% | 581 | 14.46% | 17 |
|
| 638 |
FC
638
Fairpointe Capital
Chicago,
Illinois
| $2.91B | -$983M | -25% | 15.2% | 48.1% | 88 | 15.91% | 10.2 |
|
| 639 |
WT
639
Whittier Trust
South Pasadena,
California
| $2.91B | -$299M | -9% | 12.3% | 110% | 1,421 | 12.39% | 14.8 |
|
| 640 |
RCWMU
640
Rothschild & Co Wealth Management (UK)
London,
United Kingdom
| $2.9B | -$95.4M | -3% | 9.95% | 43.3% | 41 | 9.76% | 13.5 |
|
| 641 |
NAMA
641
Nikko Asset Management Americas
New York
| $2.89B | -$703M | -20% | 19.6% | 234% | 160 | 12.5% | 8.9 |
|
| 642 |
PSUF
642
People's United Financial
Bridgeport,
Connecticut
| $2.88B | -$349M | -11% | 10.4% | 63.6% | 811 | 20.59% | 10.8 |
|
| 643 |
AI
643
Axiom Investors
Greenwich,
Connecticut
| $2.87B | -$627M | -18% | 10.9% | 302% | 154 | 28.57% | 6.8 |
|
| 644 |
BCI
644
Brinker Capital Investments
Berwyn,
Pennsylvania
| $2.86B | -$358M | -11% | 8.56% | 75.8% | 692 | 14.02% | 8.6 |
|
| 645 |
JAM
645
Jupiter Asset Management
London,
United Kingdom
| $2.85B | -$643M | -18% | 11.3% | 103% | 266 | 25.19% | 9.9 |
|
| 646 |
EDRH
646
Edmond de Rothschild Holding
Chambesy,
Switzerland
| $2.85B | -$666M | -19% | 15.9% | 66.5% | 773 | 16.69% | 9.5 |
|
| 647 |
CIP
647
Chartwell Investment Partners
Berywn,
Pennsylvania
| $2.84B | -$561M | -16% | 13.3% | 57.2% | 491 | 15.27% | 8.3 |
|
| 648 |
648
Pacer Advisors
Malvern,
Pennsylvania
| $2.84B | +$182M | +7% | 1.62% | 58.4% | 1,227 | 59.25% | 8.8 |
|
| 649 |
SGAM
649
Smith Group Asset Management
Dallas,
Texas
| $2.83B | -$682M | -19% | 15% | – | 486 | 20.37% | 8.2 |
|
| 650 |
VBA
650
Van Berkom & Associates
Montreal,
Quebec, Canada
| $2.83B | -$691M | -20% | 14.3% | 45% | 64 | 12.5% | 13.2 |
|