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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 676 |
676
Anchor Capital Advisors
Boston,
Massachusetts
| $3.9B | +$265M | +7% | 11.7% | 64.3% | 275 | 8% | 4.4 |
|
| 677 |
677
Gofen & Glossberg
Chicago,
Illinois
| $3.89B | +$351M | +10% | 11.6% | 36.4% | 628 | 12.1% | 5.3 |
|
| 678 |
678
Congress Wealth Management
Boston,
Massachusetts
| $3.89B | +$181M | +5% | 9.36% | 69.1% | 596 | 15.44% | 0.8 |
|
| 679 |
SCA
679
Southpoint Capital Advisors
New York
| $3.87B | +$161M | +4% | 14.2% | 124% | 65 | 60% | 1 |
|
| 680 |
680
Glazer Capital LLC
New York
| $3.86B | -$1.59B | -29% | 4.3% | 323% | 821 | 49.57% | 0.6 |
|
| 681 |
681
Bridgeway Capital Management
Houston,
Texas
| $3.86B | +$129M | +3% | 14.1% | 144% | 1,514 | 17.04% | 3.2 |
|
| 682 |
682
Ossiam
Paris,
France
| $3.86B | +$405M | +12% | 6.25% | 155% | 728 | 3.98% | 1.5 |
|
| 683 |
683
Northwestern Mutual Investment Management Company
Milwaukee,
Wisconsin
| $3.85B | -$170M | -4% | 10.4% | 73.8% | 894 | 2.13% | 6.1 |
|
| 684 |
684
Ferguson Wellman Capital Management
Portland,
Oregon
| $3.84B | +$1.28B | +50% | 12.2% | 118% | 343 | 15.16% | 4.9 |
|
| 685 |
NIG
685
NFJ Investment Group
Dallas,
Texas
| $3.81B | -$20.6M | -0.5% | 10.9% | 80.7% | 307 | 10.1% | 1.3 |
|
| 686 |
KCM
686
Knighthead Capital Management
New York
| $3.81B | -$170M | -4% | 5.38% | 74.1% | 15 | 33.33% | 1.3 |
|
| 687 |
NMO
687
Newlands Management Operations
Dallas,
Texas
| $3.8B | – | – | 6.6% | 164% | 25 | – | 0 |
|
| 688 |
688
Copeland Capital Management
Conshohocken,
Pennsylvania
| $3.79B | +$761M | +25% | 9.95% | 56.7% | 297 | 9.09% | 3.6 |
|
| 689 |
PTC
689
Provident Trust Company
Waukesha,
Wisconsin
| $3.78B | +$273M | +8% | 5.27% | 84.1% | 27 | 14.81% | 6.8 |
|
| 690 |
MIHAS
690
Maj Invest Holding A/S
Copenhagen K,
Denmark
| $3.78B | +$85.7M | +2% | 10% | 92.8% | 37 | 29.73% | 2.4 |
|
| 691 |
691
Japan Post Holdings
Tokyo,
Japan
| $3.76B | +$823M | +28% | 28% | 68% | 1 | 0% | 3 |
|
| 692 |
692
Czech National Bank
Prague,
Czech Republic
| $3.76B | +$262M | +7% | 9.69% | 151% | 509 | 2.36% | 0.2 |
|
| 693 |
693
BI Asset Management Fondsmaeglerselskab
Kobenhavn,
Denmark
| $3.75B | +$1.79B | +91% | 11% | 135% | 717 | 41.14% | 1.2 |
|
| 694 |
JSP
694
Jackson Square Partners
Larkspur,
California
| $3.75B | -$62.6M | -2% | 13.1% | 102% | 93 | 23.66% | 2.3 |
|
| 695 |
695
Homestead Advisers
Arlington,
Virginia
| $3.75B | +$443M | +13% | 16% | 92.1% | 137 | 6.57% | 3 |
|
| 696 |
696
IFP Advisors
Tampa,
Florida
| $3.74B | -$94M | -2% | 4.18% | 73.2% | 4,999 | 13.08% | 2.9 |
|
| 697 |
SCM
697
Shapiro Capital Management
Atlanta,
Georgia
| $3.74B | +$378M | +11% | 11% | 40.7% | 80 | 13.75% | 4.1 |
|
| 698 |
698
BlueCrest Capital Management
St Helier,
Jersey
| $3.74B | +$365M | +11% | 5.19% | 59.1% | 241 | 54.77% | 0.8 |
|
| 699 |
699
Compagnie Lombard Odier SCmA
1204 Geneva,
Switzerland
| $3.74B | +$267M | +8% | 10% | 109% | 729 | 22.36% | 3.3 |
|
| 700 |
700
Caledonia Investments (Australia)
Sydney NSW,
Australia
| $3.73B | +$350M | +10% | 14.4% | 4.24% | 15 | 6.67% | 3.2 |
|