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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
1,000
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 | |
|---|---|---|---|---|---|---|---|---|---|
| 776 |
NMVA
776
New Mountain Vantage Advisers
New York
| $2.44B | +$195M | +9% | 1.54% | 2.05% | 48 | 31.25% |
|
| 777 |
CI
777
Conning Inc
Hartford,
Connecticut
| $2.44B | +$84.6M | +4% | 1.52% | 45.1% | 593 | 6.41% |
|
| 778 |
W
778
Wealthfront
Palo Alto,
California
| $2.43B | +$352M | +17% | 1.08% | 33.6% | 1,485 | 23.91% |
|
| 779 |
IIM
779
Intact Investment Management
Montreal,
Quebec, Canada
| $2.43B | -$53.3M | -2% | 0.89% | 73.7% | 277 | 24.91% |
|
| 780 |
PCM
780
Penn Capital Management
Philadelphia,
Pennsylvania
| $2.42B | -$110M | -4% | 2.13% | 116% | 328 | 21.65% |
|
| 781 |
LCM
781
Lakewood Capital Management
New York
| $2.42B | +$470M | +24% | 1.85% | 41% | 60 | 40% |
|
| 782 |
FWCM
782
Ferguson Wellman Capital Management
Portland,
Oregon
| $2.42B | -$9.77M | -0.4% | 0.09% | 104% | 336 | 8.04% |
|
| 783 |
PA
783
Profund Advisors
Bethesda,
Maryland
| $2.42B | -$156M | -6% | 2.56% | 155% | 1,575 | 9.21% |
|
| 784 |
TBC
784
Three Bays Capital
Boston,
Massachusetts
| $2.41B | +$32.7M | +1% | 2.17% | 63.2% | 33 | 54.55% |
|
| 785 |
FT
785
Fiduciary Trust
Boston,
Massachusetts
| $2.4B | -$11.3M | -0.5% | 1.47% | 65.4% | 364 | 6.59% |
|
| 786 |
BA
786
Boston Advisors
Boston,
Massachusetts
| $2.4B | -$128M | -5% | 0.75% | 73.8% | 767 | 31.29% |
|
| 787 |
SAM
787
Sectoral Asset Management
Montreal,
Quebec, Canada
| $2.4B | -$236M | -9% | 9.12% | 166% | 97 | 26.8% |
|
| 788 |
MCM
788
Marcato Capital Management
San Francisco,
California
| $2.39B | -$304M | -11% | 0.51% | 142% | 8 | 0% |
|
| 789 |
HEIP
789
Hudson Edge Investment Partners
Jersey City,
New Jersey
| $2.38B | -$47.5M | -2% | 0.01% | 46.8% | 159 | 14.47% |
|
| 790 |
GG
790
Gofen & Glossberg
Chicago,
Illinois
| $2.37B | +$46.2M | +2% | 0.74% | 36.4% | 485 | 6.8% |
|
| 791 |
ZA
791
Zazove Associates
Incline Village,
Nevada
| $2.37B | +$256M | +12% | 0.58% | 11% | 126 | 6.35% |
|
| 792 |
HCM
792
Hitchwood Capital Management
New York
| $2.37B | +$492M | +26% | 6.33% | 275% | 49 | 69.39% |
|
| 793 |
BSA
793
Braun Stacey Associates
New York
| $2.35B | +$642M | +38% | 0.71% | 184% | 326 | 54.29% |
|
| 794 |
SCA
794
Southpoint Capital Advisors
New York
| $2.35B | +$12.5M | +0.5% | 3.76% | 102% | 46 | 52.17% |
|
| 795 |
MIS
795
Morningstar Investment Services
Chicago,
Illinois
| $2.35B | +$51.8M | +2% | 1.93% | 22.4% | 226 | 16.37% |
|
| 796 |
MCM
796
McKinley Capital Management
Anchorage,
Alaska
| $2.33B | -$159M | -6% | 2.03% | 63.3% | 370 | 24.05% |
|
| 797 |
797
Betterment LLC
New York
| $2.33B | +$600M | +35% | 0.82% | 36.1% | 36 | 13.89% |
|
| 798 |
CP
798
Centerbridge Partners
New York
| $2.32B | +$667M | +40% | 2.74% | 16.1% | 21 | 33.33% |
|
| 799 |
AIA
799
Avalon Investment & Advisory
Houston,
Texas
| $2.32B | +$34.6M | +2% | 0.9% | 93.5% | 270 | 20.37% |
|
| 800 |
AG
800
Artal Group
Luxembourg
| $2.32B | +$160M | +7% | 8.34% | 144% | 93 | 48.39% |
|