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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 726 |
RCWMU
726
Rothschild & Co Wealth Management (UK)
London,
United Kingdom
| $2.99B | -$16.5M | -0.5% | 6.71% | 43.3% | 56 | 32.14% | 3.2 |
|
| 727 |
727
WorldQuant Millennium Advisors
New York
| $2.98B | +$377M | +14% | 8.45% | 96.6% | 299 | 15.72% | 0.2 |
|
| 728 |
HI
728
Horizon Investments
Charlotte,
North Carolina
| $2.98B | +$681M | +30% | 5.37% | 89.1% | 305 | 37.7% | 0.9 |
|
| 729 |
PGP
729
Prescott General Partners
Boca Raton,
Florida
| $2.97B | +$324M | +12% | 14.2% | 76.8% | 10 | 0% | 4.3 |
|
| 730 |
EMFAT
730
Emerald Mutual Fund Advisers Trust
Leola,
Pennsylvania
| $2.96B | +$200M | +7% | 11.2% | 478% | 268 | 24.25% | 1.5 |
|
| 731 |
MCM
731
Marsico Capital Management
Denver,
Colorado
| $2.96B | +$170M | +6% | 10.5% | 288% | 99 | 24.24% | 2 |
|
| 732 |
MWA
732
Marshall Wace Asia
Central,
Hong Kong
| $2.95B | -$79.6M | -3% | 6.07% | 149% | 125 | 63.2% | 0.6 |
|
| 733 |
LNC
733
Lincoln National Corp
Radnor,
Pennsylvania
| $2.95B | +$215M | +8% | 2.13% | 42.9% | 538 | 20.63% | 1.9 |
|
| 734 |
BFS
734
Bradley Foster & Sargent
Hartford,
Connecticut
| $2.95B | +$154M | +6% | 8.65% | 83.7% | 383 | 9.66% | 3.6 |
|
| 735 |
RG
735
Rathbones Group
Liverpool,
United Kingdom
| $2.94B | +$304M | +12% | 9.58% | 79.3% | 315 | 7.62% | 3.5 |
|
| 736 |
SCM
736
SCS Capital Management
Boston,
Massachusetts
| $2.93B | +$143M | +5% | 3.55% | 53.1% | 22 | 9.09% | 2.6 |
|
| 737 |
WI
737
Wafra Inc
New York
| $2.93B | +$266M | +10% | 4.72% | 45.9% | 94 | 15.96% | 1.6 |
|
| 738 |
AIM
738
Allen Investment Management
New York
| $2.92B | +$295M | +11% | 7.49% | 92.4% | 193 | 11.92% | 2.2 |
|
| 739 |
FAAS
739
First Allied Advisory Services
San Diego,
California
| $2.92B | +$266M | +10% | 5.13% | 33.5% | 1,267 | 16.26% | 2.8 |
|
| 740 |
ACM
740
Argent Capital Management
St Louis,
Missouri
| $2.92B | +$139M | +5% | 6.9% | 123% | 217 | 17.97% | 2.1 |
|
| 741 |
GG
741
Gofen & Glossberg
Chicago,
Illinois
| $2.91B | +$215M | +8% | 7.88% | 36.4% | 491 | 11% | 3.9 |
|
| 742 |
PTC
742
Provident Trust Company
Waukesha,
Wisconsin
| $2.88B | +$182M | +7% | 7.29% | 84.1% | 30 | 0% | 4.2 |
|
| 743 |
SCRM
743
Security Capital Research & Management
Chicago,
Illinois
| $2.88B | +$37.5M | +1% | 1.05% | 1.47% | 56 | 32.14% | 3.8 |
|
| 744 |
CAN
744
Cetera Advisor Networks
El Segundo,
California
| $2.87B | +$875M | +44% | 5.43% | 28.9% | 1,164 | 30.93% | 2 |
|
| 745 |
SI
745
Scharf Investments
Los Gatos,
California
| $2.87B | +$73.4M | +3% | 10.9% | 55% | 45 | 11.11% | 2.6 |
|
| 746 |
RC
746
Resolution Capital
Sydney, NSW,
Australia
| $2.86B | +$19.4M | +0.7% | 1.08% | 59.8% | 25 | 0% | 2.8 |
|
| 747 |
CAM
747
Contour Asset Management
New York
| $2.86B | +$437M | +18% | 6.83% | 118% | 48 | 29.17% | 0.9 |
|
| 748 |
RG
748
Renaissance Group
Covington,
Kentucky
| $2.86B | +$39.4M | +1% | 6.86% | 115% | 303 | 20.79% | 2.1 |
|
| 749 |
CLOS
749
Compagnie Lombard Odier SCmA
1204 Geneva,
Switzerland
| $2.85B | +$131M | +5% | 6.95% | 109% | 633 | 15.64% | 2.7 |
|
| 750 |
QIM
750
Quantitative Investment Management
Charlottesville,
Virginia
| $2.85B | -$1.99B | -41% | 4.7% | 24.6% | 1,021 | 71.4% | 0.3 |
|