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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 651 |
PTC
651
Provident Trust Company
Waukesha,
Wisconsin
| $3.19B | +$271M | +9% | 3.84% | 79.3% | 49 | 36.73% |
|
| 652 |
CG
652
Colony Group
Boston,
Massachusetts
| $3.14B | -$12.2M | -0.4% | 1.48% | 33.2% | 774 | 16.67% |
|
| 653 |
653
Kovitz Investment Group Partners
Chicago,
Illinois
| $3.14B | -$27.3M | -0.9% | 0.02% | 68.3% | 374 | 12.03% |
|
| 654 |
FWCM
654
Ferguson Wellman Capital Management
Portland,
Oregon
| $3.13B | +$125M | +4% | 2.47% | 104% | 363 | 12.95% |
|
| 655 |
CI
655
Cambiar Investors
Denver,
Colorado
| $3.12B | -$741M | -19% | 0.91% | 48.2% | 170 | 22.35% |
|
| 656 |
MIP
656
Mondrian Investment Partners
London,
United Kingdom
| $3.1B | -$31.4M | -1% | 0.4% | – | 133 | 12.78% |
|
| 657 |
CHP
657
Castle Hook Partners
New York
| $3.1B | +$942M | +44% | 0.19% | 727% | 52 | 65.38% |
|
| 658 |
ASC
658
Atalanta Sosnoff Capital
New York
| $3.08B | -$92.5M | -3% | 1.82% | 162% | 109 | 24.77% |
|
| 659 |
DCM
659
Driehaus Capital Management
Chicago,
Illinois
| $3.07B | -$117M | -4% | 3.08% | 707% | 615 | 47.64% |
|
| 660 |
SAM
660
Scopus Asset Management
New York
| $3.07B | -$432M | -12% | 4.17% | 122% | 220 | 69.09% |
|
| 661 |
GCM
661
Graham Capital Management
Rowayton,
Connecticut
| $3.06B | -$336M | -10% | 0.3% | 41.1% | 110 | 36.36% |
|
| 662 |
JAM
662
Jupiter Asset Management
London,
United Kingdom
| $3.06B | -$96.6M | -3% | 0.94% | 89.6% | 235 | 15.32% |
|
| 663 |
RBA
663
Richard Bernstein Advisors
New York
| $3.05B | +$40.3M | +1% | 1.27% | 33.9% | 221 | 0% |
|
| 664 |
AAM
664
Alpine Associates Management
Palm Beach,
Florida
| $3.05B | -$352M | -10% | 8.58% | 369% | 73 | 71.23% |
|
| 665 |
HW
665
Hancock Whitney
Gulfport,
Mississippi
| $3.05B | -$73.7M | -2% | 1.88% | 81.4% | 917 | 19.41% |
|
| 666 |
FAM
666
Fenimore Asset Management
Cobleskill,
New York
| $3.03B | +$23.5M | +0.8% | 2.05% | 53.8% | 126 | 7.14% |
|
| 667 |
CAM
667
Camden Asset Management
Los Angeles,
California
| $3.03B | -$128M | -4% | 0.81% | 15.2% | 97 | 7.22% |
|
| 668 |
PCM
668
Palestra Capital Management
New York
| $3.03B | -$411M | -12% | 3.3% | 164% | 30 | 43.33% |
|
| 669 |
WI
669
Wafra Inc
New York
| $3.03B | +$59M | +2% | 0.42% | 37.8% | 81 | 9.88% |
|
| 670 |
CCMLC
670
Cardinal Capital Management LLC (Connecticut)
Greenwich,
Connecticut
| $3.03B | -$33.7M | -1% | 1.15% | 15.7% | 62 | 6.45% |
|
| 671 |
EAM
671
Eventide Asset Management
Boston,
Massachusetts
| $3.03B | -$263M | -8% | 8.45% | 247% | 140 | 27.14% |
|
| 672 |
TAM
672
Tyers Asset Management
Austin,
Texas
| $3.02B | +$44.2M | +1% | 1.95% | 51.1% | 1,042 | 8.73% |
|
| 673 |
SCM
673
SCS Capital Management
Boston,
Massachusetts
| $3.02B | +$116M | +4% | 0.49% | 43.9% | 28 | 14.29% |
|
| 674 |
HMP
674
HS Management Partners
New York
| $3.01B | +$31.7M | +1% | 1.7% | 23.4% | 25 | 12% |
|
| 675 |
SV
675
Starboard Value
New York
| $3B | -$289M | -9% | 3.07% | 42.2% | 21 | 28.57% |
|