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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%
6+ months
1+ year
2+ years
3+ years
5+ years
10
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 Holding Period (Yrs) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 626 |
626
Cullen/Frost Bankers
San Antonio,
Texas
| $4.46B | -$681M | -13% | 13.9% | 91.1% | 1,243 | 17.14% | 3.9 |
|
| 627 |
627
Tenor Capital Management
New York
| $4.44B | -$688M | -13% | 0.13% | 4.73% | 921 | 5.97% | 0.9 |
|
| 628 |
628
EP Wealth Advisors
Torrance,
California
| $4.44B | -$115M | -3% | 13.7% | – | 696 | 17.39% | 2.1 |
|
| 629 |
MIHAS
629
Maj Invest Holding A/S
Copenhagen K,
Denmark
| $4.44B | -$954M | -18% | 16.7% | 92.8% | 37 | 16.22% | 2.9 |
|
| 630 |
630
AQR Arbitrage
Greenwich,
Connecticut
| $4.44B | +$605M | +16% | 1.31% | 85.2% | 1,665 | 27.03% | 0.6 |
|
| 631 |
631
Rothschild & Co Wealth Management (UK)
London,
United Kingdom
| $4.43B | -$1.12B | -20% | 19.4% | 43.3% | 44 | 29.55% | 3.6 |
|
| 632 |
632
Employees Provident Fund Board
Shah Alam,
Malaysia
| $4.42B | -$1.41B | -24% | 16.3% | 126% | 112 | 17.86% | 1.9 |
|
| 633 |
633
Northwestern Mutual Investment Management Company
Milwaukee,
Wisconsin
| $4.42B | -$106M | -2% | 15.2% | 73.8% | 908 | 3.63% | 5.8 |
|
| 634 |
MCMC
634
Matrix Capital Management Company
Portsmouth,
New Hampshire
| $4.41B | -$3.92B | -47% | 29.5% | 245% | 26 | 26.92% | 3 |
|
| 635 |
635
South Dakota Investment Council
Sioux Falls,
South Dakota
| $4.41B | -$636M | -13% | 12.9% | 76.5% | 655 | 16.64% | 3.9 |
|
| 636 |
636
MUFG Americas
New York
| $4.4B | -$734M | -14% | 12.5% | 26.9% | 832 | 15.38% | 5.5 |
|
| 637 |
637
Cetera Advisors
Denver,
Colorado
| $4.39B | -$619M | -12% | 13.1% | 27.6% | 1,523 | 18.19% | 3.2 |
|
| 638 |
638
Highbridge Capital Management
New York
| $4.39B | +$91.3M | +2% | 1.92% | 55.8% | 751 | 12.12% | 0.5 |
|
| 639 |
639
Mather Group
Chicago,
Illinois
| $4.38B | -$686M | -14% | 12.9% | 54.1% | 485 | 31.75% | 1.7 |
|
| 640 |
640
Connectus Wealth
Cincinnati,
Ohio
| $4.38B | +$1.22B | +39% | 15% | 37.8% | 490 | 42.45% | 0.3 |
|
| 641 |
641
Altimeter Capital Management
Boston,
Massachusetts
| $4.38B | -$2.55B | -37% | 34.7% | 187% | 22 | 27.27% | 1.6 |
|
| 642 |
642
Bridgeway Capital Management
Houston,
Texas
| $4.38B | -$799M | -15% | 11.3% | 144% | 1,425 | 15.79% | 3.3 |
|
| 643 |
643
Peapack-Gladstone Financial Corp
Bedminster,
New Jersey
| $4.37B | -$730M | -14% | 11.9% | 77.4% | 708 | 9.89% | 4 |
|
| 644 |
APM
644
Avidity Partners Management
Dallas,
Texas
| $4.36B | -$447M | -9% | 1.01% | 492% | 102 | 29.41% | 0.9 |
|
| 645 |
RCM
645
Radcliffe Capital Management
Bala Cynwyd,
Pennsylvania
| $4.35B | -$45M | -1% | 12.4% | 4.8% | 1,319 | 13.8% | 0.7 |
|
| 646 |
646
Geneva Capital Management
Milwaukee,
Wisconsin
| $4.35B | -$831M | -16% | 13.5% | 59.4% | 131 | 4.58% | 4.3 |
|
| 647 |
647
New Mountain Vantage Advisers
New York
| $4.33B | +$954M | +28% | 21.8% | 2.05% | 12 | 75% | 1.3 |
|
| 648 |
648
DePrince Race & Zollo Inc (DRZ)
Winter Park,
Florida
| $4.33B | -$813M | -16% | 11.4% | 58% | 213 | 16.43% | 2.3 |
|
| 649 |
649
Energy Income Partners
Westport,
Connecticut
| $4.31B | -$341M | -7% | 7.49% | 66.9% | 71 | 12.68% | 4.2 |
|
| 650 |
JSP
650
Jackson Square Partners
Larkspur,
California
| $4.28B | -$5.79B | -57% | 20.1% | 102% | 104 | 22.12% | 2.1 |
|