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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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1,000
2,500
5,000
| # | Name | AUM |
AUM Growth |
AUM Growth % | Quarter Est. Return | 3 Year Est. Return | Holdings | Portfolio Turnover | |
|---|---|---|---|---|---|---|---|---|---|
| 701 |
CIC
701
Chilton Investment Company
Stamford,
Connecticut
| $3.59B | -$577M | -14% | 15.3% | 51.9% | 176 | 27.27% |
|
| 702 |
KACA
702
Kayne Anderson Capital Advisors
Los Angeles,
California
| $3.58B | -$576M | -14% | 10% | 85.8% | 103 | 15.53% |
|
| 703 |
WCMNY
703
Westchester Capital Management (New York)
Valhalla,
New York
| $3.58B | -$101M | -3% | 0.51% | 99.9% | 481 | 22.45% |
|
| 704 |
5L
704
55I LLC
Boston,
Massachusetts
| $3.57B | -$647M | -15% | 12.8% | 10.2% | 724 | 55.39% |
|
| 705 |
SLI
705
Sumitomo Life Insurance
Tokyo,
Japan
| $3.57B | -$469M | -12% | 12.5% | 58.5% | 278 | 3.6% |
|
| 706 |
KCM
706
Kennedy Capital Management
St Louis,
Missouri
| $3.57B | -$658M | -16% | 12.9% | 98.8% | 644 | 13.82% |
|
| 707 |
CFM
707
Comprehensive Financial Management
Los Gatos,
California
| $3.57B | -$1.95B | -35% | 32.6% | 16.7% | 59 | 22.03% |
|
| 708 |
OMC
708
Old Mission Capital
Chicago,
Illinois
| $3.57B | +$4.59M | +0.1% | 9.14% | 35.4% | 2,065 | 65.62% |
|
| 709 |
SMFG
709
Sumitomo Mitsui Financial Group
Tokyo,
Japan
| $3.56B | +$154M | +5% | 17.7% | 57% | 220 | 23.18% |
|
| 710 |
DWA
710
Douglass Winthrop Advisors
New York
| $3.55B | -$679M | -16% | 14.8% | 66.6% | 276 | 9.42% |
|
| 711 |
AA
711
Ancora Advisors
Cleveland,
Ohio
| $3.55B | -$569M | -14% | 12.2% | 64.2% | 2,803 | 19.27% |
|
| 712 |
AIA
712
Avalon Investment & Advisory
Houston,
Texas
| $3.55B | -$591M | -14% | 12.1% | 93.5% | 343 | 16.62% |
|
| 713 |
FAM
713
Fenimore Asset Management
Cobleskill,
New York
| $3.54B | -$546M | -13% | 12% | 53.8% | 117 | 7.69% |
|
| 714 |
SFA
714
Sequoia Financial Advisors
Akron,
Ohio
| $3.54B | -$465M | -12% | 12.5% | 78.3% | 701 | 19.97% |
|
| 715 |
HA
715
Homestead Advisers
Arlington,
Virginia
| $3.54B | -$549M | -13% | 10.4% | 73.2% | 139 | 7.91% |
|
| 716 |
SCA
716
Southpoint Capital Advisors
New York
| $3.53B | -$1.63B | -32% | 19% | 102% | 61 | 45.9% |
|
| 717 |
TC
717
TownSquare Capital
Provo,
Utah
| $3.52B | -$396M | -10% | 12.7% | 66.1% | 797 | 22.33% |
|
| 718 |
PCM
718
Prelude Capital Management
New York
| $3.52B | +$35M | +1% | 7.57% | 164% | 2,292 | 45.86% |
|
| 719 |
IAIM
719
Industrial Alliance Investment Management
Quebec,
Quebec, Canada
| $3.5B | -$725M | -17% | 14.5% | 61.5% | 437 | 17.85% |
|
| 720 |
720
WorldQuant Millennium Advisors
New York
| $3.49B | -$610M | -15% | 16.5% | 73.7% | 369 | 44.17% |
|
| 721 |
SM
721
SCGE Management
Menlo Park,
California
| $3.48B | -$2.99B | -46% | 33.2% | 161% | 34 | 26.47% |
|
| 722 |
MG
722
Meritage Group
San Francisco,
California
| $3.46B | -$2.96B | -46% | 24.4% | 32.7% | 47 | 53.19% |
|
| 723 |
EMG
723
ETF Managers Group
Summit,
New Jersey
| $3.45B | -$1.53B | -31% | 23% | 77.7% | 874 | 33.18% |
|
| 724 |
ETC
724
Exchange Traded Concepts
Oklahoma City,
Oklahoma
| $3.44B | -$1.55B | -31% | 10.3% | 159% | 1,343 | 20.85% |
|
| 725 |
RSCM
725
Rock Springs Capital Management
Baltimore,
Maryland
| $3.44B | -$537M | -14% | 8.24% | 228% | 141 | 12.06% |
|