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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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250
500
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2,500
5,000
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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 |
OC
626
Oppenheimer & Co
New York
| $4.39B | +$118M | +3% | 9.18% | 92.5% | 1,464 | 15.03% |
|
| 627 |
627
WorldQuant Millennium Advisors
New York
| $4.39B | +$275M | +7% | 7.25% | 73.7% | 414 | 46.86% |
|
| 628 |
USAA
628
United Services Automobile Association
San Antonio,
Texas
| $4.37B | +$780M | +22% | 10.3% | 36.2% | 584 | 11.47% |
|
| 629 |
DRZID
629
DePrince Race & Zollo Inc (DRZ)
Winter Park,
Florida
| $4.36B | +$449M | +11% | 13% | 36.3% | 219 | 21% |
|
| 630 |
VA
630
Valmark Advisers
Akron,
Ohio
| $4.33B | -$636M | -13% | 6.94% | 34.7% | 471 | 18.26% |
|
| 631 |
BFM
631
Boothbay Fund Management
New York
| $4.32B | +$316M | +8% | 5.34% | 267% | 2,841 | 54.31% |
|
| 632 |
DILIC
632
Dai-ichi Life Insurance Company
Tokyo,
Japan
| $4.32B | +$261M | +6% | 8.08% | 89.5% | 516 | 12.02% |
|
| 633 |
MBI
633
Montrusco Bolton Investments
Montreal,
Quebec, Canada
| $4.31B | +$511M | +13% | 5.64% | 88.9% | 68 | 11.76% |
|
| 634 |
EDRH
634
Edmond de Rothschild Holding
Chambesy,
Switzerland
| $4.3B | +$509M | +13% | 11.6% | 58.6% | 852 | 10.8% |
|
| 635 |
CCM
635
Cerberus Capital Management
New York
| $4.29B | -$204M | -5% | 6.45% | 0.04% | 9 | 11.11% |
|
| 636 |
CW
636
Connectus Wealth
Cincinnati,
Ohio
| $4.23B | -$567M | -12% | 7.4% | 37.8% | 549 | 33.7% |
|
| 637 |
MC
637
Maverick Capital
Dallas,
Texas
| $4.22B | -$216M | -5% | 1.17% | 199% | 468 | 45.94% |
|
| 638 |
MCM
638
Moore Capital Management
New York
| $4.21B | -$47M | -1% | 8.8% | 169% | 820 | 50.12% |
|
| 639 |
JWBC
639
John W. Bristol & Co
New York
| $4.2B | +$202M | +5% | 11.8% | 77.3% | 84 | 7.14% |
|
| 640 |
TCM
640
Tenor Capital Management
New York
| $4.2B | -$165M | -4% | 0.34% | 3.92% | 842 | 26.01% |
|
| 641 |
RSCM
641
Rock Springs Capital Management
Baltimore,
Maryland
| $4.16B | +$284M | +7% | 20.3% | 228% | 129 | 7.75% |
|
| 642 |
WPL
642
WINDACRE PARTNERSHIP LLC
Houston,
Texas
| $4.14B | -$1.83B | -31% | 3.19% | 104% | 14 | 21.43% |
|
| 643 |
CM
643
Churchill Management
Los Angeles,
California
| $4.14B | +$409M | +11% | 11.1% | 84.4% | 137 | 32.85% |
|
| 644 |
TAM
644
Todd Asset Management
Louisville,
Kentucky
| $4.12B | +$542M | +15% | 13.6% | 91.1% | 225 | 14.67% |
|
| 645 |
SC
645
Savant Capital
Rockford,
Illinois
| $4.09B | +$883M | +28% | 10.3% | 51.8% | 619 | 14.22% |
|
| 646 |
SFA
646
Sequoia Financial Advisors
Akron,
Ohio
| $4.07B | +$896M | +28% | 7.73% | 78.3% | 819 | 36.02% |
|
| 647 |
TC
647
TownSquare Capital
Provo,
Utah
| $4.04B | +$547M | +16% | 7.53% | 66.1% | 962 | 25.57% |
|
| 648 |
RWP
648
RWA Wealth Partners
Newton,
Massachusetts
| $4.02B | +$2.6B | +183% | 6.8% | 45.8% | 278 | 19.78% |
|
| 649 |
FFH
649
Fairfax Financial Holdings
Toronto,
Ontario, Canada
| $4.02B | +$119M | +3% | 6.94% | 78.1% | 82 | 19.51% |
|
| 650 |
HPC
650
HM Payson & Co
Portland,
Maine
| $4.02B | +$373M | +10% | 10.3% | 94.4% | 1,022 | 10.57% |
|