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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
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2,500
5,000
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50
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1,000
2,500
5,000
| # | Name | AUM |
AUM Growth |
AUM Growth % | Quarter Est. Return | 3 Year Est. Return | Holdings | Portfolio Turnover | |
|---|---|---|---|---|---|---|---|---|---|
| 651 |
WF
651
Welch & Forbes
Boston,
Massachusetts
| $3.12B | +$121M | +4% | 5.7% | 71.6% | 354 | 14.69% |
|
| 652 |
AI
652
Axiom Investors
Greenwich,
Connecticut
| $3.1B | -$72.5M | -2% | 10.4% | 214% | 150 | 27.33% |
|
| 653 |
TAM
653
Third Avenue Management
New York
| $3.09B | -$584M | -16% | 7.17% | 111% | 134 | 23.13% |
|
| 654 |
GCM
654
Gruss Capital Management
New York
| $3.09B | -$77.2M | -2% | 13.1% | 62.1% | 105 | 47.62% |
|
| 655 |
CC
655
Cannell & Co
New York
| $3.08B | +$6.45M | +0.2% | 3.73% | 51.6% | 283 | 12.37% |
|
| 656 |
PCM
656
Palisade Capital Management
Fort Lee,
New Jersey
| $3.08B | -$317M | -9% | 3.46% | 46.6% | 562 | 13.7% |
|
| 657 |
DADC
657
D.A. Davidson & Co
Great Falls,
Montana
| $3.07B | +$212M | +7% | 5.15% | 70.7% | 2,391 | 10.62% |
|
| 658 |
ZIM
658
Zacks Investment Management
Chicago,
Illinois
| $3.06B | +$190M | +7% | 7.28% | 98% | 721 | 43.69% |
|
| 659 |
CIM
659
Confluence Investment Management
St. Louis,
Missouri
| $3.06B | +$315M | +12% | 5.35% | 34.8% | 257 | 10.89% |
|
| 660 |
TCA
660
Taconic Capital Advisors
New York
| $3.05B | +$348M | +13% | 9.33% | 249% | 100 | 49% |
|
| 661 |
ACM
661
Aviance Capital Management
Sarasota,
Florida
| $3.05B | +$198M | +7% | 2.89% | 22% | 336 | 24.11% |
|
| 662 |
AAM
662
Alpine Associates Management
Palm Beach,
Florida
| $3.05B | +$493M | +19% | 19.2% | 369% | 89 | 66.29% |
|
| 663 |
663
Mirae Asset Global Investments
Seoul,
South Korea
| $3.03B | +$584M | +24% | 9.29% | 142% | 494 | 20.04% |
|
| 664 |
BM
664
Bridger Management
New York
| $3.03B | +$1.56B | +106% | 14.8% | 98.3% | 47 | 40.43% |
|
| 665 |
SA
665
SQ Advisors
Naples,
Florida
| $3.01B | +$37.5M | +1% | 0.01% | 45.7% | 13 | 7.69% |
|
| 666 |
MCM
666
Mason Capital Management
New York
| $3.01B | -$1.71B | -36% | 20.1% | 18% | 26 | 57.69% |
|
| 667 |
CGI
667
Comgest Global Investors
Paris,
France
| $3B | +$357M | +13% | 15.8% | 60.2% | 54 | 14.81% |
|
| 668 |
CGM
668
Capital Growth Management
Boston,
Massachusetts
| $2.98B | -$120M | -4% | 6.95% | 422% | 79 | 62.03% |
|
| 669 |
CCCA
669
Center Coast Capital Advisors
Houston,
Texas
| $2.98B | -$323M | -10% | 0.86% | 32.6% | 45 | 26.67% |
|
| 670 |
DCM
670
Driehaus Capital Management
Chicago,
Illinois
| $2.97B | +$194M | +7% | 12.5% | 707% | 724 | 53.04% |
|
| 671 |
SMDAM
671
Sumitomo Mitsui DS Asset Management
Tokyo,
Japan
| $2.96B | +$36.9M | +1% | 6.82% | 117% | 729 | 6.58% |
|
| 672 |
CCM
672
Cullen Capital Management
New York
| $2.96B | +$111M | +4% | 7.99% | 48.8% | 182 | 11.54% |
|
| 673 |
SIM
673
SRS Investment Management
New York
| $2.96B | -$57.9M | -2% | 5.15% | 135% | 23 | 43.48% |
|
| 674 |
CCM
674
Chickasaw Capital Management
Memphis,
Tennessee
| $2.94B | +$374M | +15% | 1.89% | 94% | 106 | 7.55% |
|
| 675 |
WIM
675
Weitz Investment Management
Omaha,
Nebraska
| $2.94B | -$290M | -9% | 2.87% | 38.9% | 72 | 13.89% |
|