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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%
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 | |
|---|---|---|---|---|---|---|---|---|---|
| 676 |
BFS
676
Bradley Foster & Sargent
Hartford,
Connecticut
| $3B | -$24.7M | -0.8% | 1.84% | 77.2% | 359 | 9.19% |
|
| 677 |
CIC
677
Chilton Investment Company
Stamford,
Connecticut
| $3B | -$40.9M | -1% | 2.57% | 51.9% | 136 | 28.68% |
|
| 678 |
CIP
678
Chartwell Investment Partners
Berywn,
Pennsylvania
| $2.99B | -$74.9M | -2% | 1.74% | 57.2% | 435 | 13.79% |
|
| 679 |
RG
679
Redmile Group
San Francisco,
California
| $2.99B | -$546M | -15% | 1.62% | 929% | 90 | 28.89% |
|
| 680 |
CCA
680
Catalyst Capital Advisors
Huntington,
New York
| $2.98B | -$59M | -2% | 0.27% | 62.7% | 515 | 38.64% |
|
| 681 |
SPIA
681
Steward Partners Investment Advisory
New York
| $2.97B | +$243M | +9% | 1.44% | 70.8% | 2,902 | 8.65% |
|
| 682 |
GG
682
Gofen & Glossberg
Chicago,
Illinois
| $2.97B | +$46.3M | +2% | 2.28% | 36.4% | 477 | 7.76% |
|
| 683 |
LCM
683
Lakewood Capital Management
New York
| $2.93B | -$350M | -11% | 0.71% | 41% | 40 | 22.5% |
|
| 684 |
BC
684
Brinker Capital
Berwyn,
Pennsylvania
| $2.92B | +$176M | +6% | 1.04% | 36.1% | 1,004 | 14.24% |
|
| 685 |
685
Tudor Investment Corp
Stamford,
Connecticut
| $2.91B | -$596M | -17% | 0.49% | 77.1% | 1,485 | 57.71% |
|
| 686 |
BCI
686
Brinker Capital Investments
Berwyn,
Pennsylvania
| $2.89B | -$307M | -10% | 0.49% | 58.9% | 1,016 | 34.15% |
|
| 687 |
CI
687
Conning Inc
Hartford,
Connecticut
| $2.89B | -$135M | -4% | 1.45% | 45.1% | 512 | 8.59% |
|
| 688 |
TAM
688
Tiverton Asset Management
Wilimington,
Delaware
| $2.88B | +$76.5M | +3% | 0.79% | 61.7% | 761 | 17.48% |
|
| 689 |
F
689
Folketrygdfondet
Oslo Norway,
Norway
| $2.88B | -$14.2M | -0.5% | 3.7% | 47.8% | 10 | 20% |
|
| 690 |
MC
690
MM Capital
New York
| $2.87B | -$237M | -8% | 1.29% | – | 3 | 0% |
|
| 691 |
BCIM
691
Black Creek Investment Management
Toronto,
Ontario, Canada
| $2.86B | -$175M | -6% | 1.28% | 8.23% | 32 | 3.13% |
|
| 692 |
ECM
692
ExodusPoint Capital Management
New York
| $2.86B | +$344M | +14% | 3.35% | 85.6% | 1,809 | 69.71% |
|
| 693 |
693
CAPTRUST Financial Advisors
Raleigh,
North Carolina
| $2.85B | +$145M | +5% | 1.42% | 60% | 2,173 | 12.7% |
|
| 694 |
BG
694
Bollard Group
Boston,
Massachusetts
| $2.85B | -$54.7M | -2% | 2.46% | 72.6% | 259 | 9.65% |
|
| 695 |
SGAM
695
Smith Group Asset Management
Dallas,
Texas
| $2.84B | -$136M | -5% | 2.2% | – | 473 | 35.1% |
|
| 696 |
BMO
696
Beck Mack & Oliver
New York
| $2.84B | -$6.57M | -0.2% | 2.29% | 69.4% | 228 | 7.89% |
|
| 697 |
HPC
697
HM Payson & Co
Portland,
Maine
| $2.84B | +$50.8M | +2% | 2.22% | 94.4% | 1,007 | 13.7% |
|
| 698 |
RMDI
698
R.M. Davis Inc
Portland,
Maine
| $2.84B | +$28.9M | +1% | 2% | 68.2% | 248 | 10.08% |
|
| 699 |
TBC
699
Tweedy, Browne Co
Stamford,
Connecticut
| $2.83B | -$5.11M | -0.2% | 1.96% | 71.5% | 49 | 4.08% |
|
| 700 |
IIM
700
Intact Investment Management
Montreal,
Quebec, Canada
| $2.82B | +$22.8M | +0.8% | 2.25% | 73.7% | 255 | 14.12% |
|