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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 776 |
ASC
776
Atalanta Sosnoff Capital
New York
| $4.93B | +$749M | +18% | 22% | 206% | 112 | 18.75% | 3.4 |
|
| 777 |
EMPI
777
Elo Mutual Pension Insurance
Espoo,
Finland
| $4.91B | +$451M | +10% | 14% | 117% | 719 | 27.4% | 2.4 |
|
| 778 |
WA
778
Whitebox Advisors
Minneapolis,
Minnesota
| $4.9B | +$851M | +21% | 3.4% | 24.2% | 437 | 39.36% | 1 |
|
| 779 |
DIG
779
Dragoneer Investment Group
San Francisco,
California
| $4.9B | +$146M | +3% | 17.9% | 77.3% | 25 | 32% | 2.3 |
|
| 780 |
MA
780
Marshfield Associates
Washington,
District of Columbia
| $4.89B | +$276M | +6% | 1.83% | 59.7% | 19 | 5.26% | 8.1 |
|
| 781 |
FC
781
Freemont Capital
Singapore
| $4.88B | +$70.7M | +1% | 2.49% | 31.6% | 12 | 41.67% | 0.3 |
|
| 782 |
DACG
782
Donor Advised Charitable Giving
San Francisco,
California
| $4.88B | +$1.42B | +41% | 45.3% | 365% | 43 | 18.6% | 2.9 |
|
| 783 |
CCM
783
Copeland Capital Management
Conshohocken,
Pennsylvania
| $4.86B | -$133M | -3% | 7.12% | 56.7% | 299 | 10.03% | 3.3 |
|
| 784 |
PCH
784
PGIM Custom Harvest
Newark,
New Jersey
| $4.85B | +$671M | +16% | 11% | 78.2% | 259 | 11.97% | 2.4 |
|
| 785 |
OTPPB
785
Ontario Teachers' Pension Plan Board
Toronto,
Ontario, Canada
| $4.84B | -$1.67B | -26% | 9.86% | 40% | 495 | 54.75% | 1.6 |
|
| 786 |
KKRC
786
Kohlberg Kravis Roberts & Co
New York
| $4.84B | +$414M | +9% | 16.8% | 314% | 77 | 5.19% | 1.4 |
|
| 787 |
AA
787
Ancora Advisors
Cleveland,
Ohio
| $4.82B | +$340M | +8% | 8.88% | 74.2% | 2,163 | 19.88% | 3.5 |
|
| 788 |
DRZID
788
DePrince Race & Zollo Inc (DRZ)
Winter Park,
Florida
| $4.81B | -$7.82M | -0.2% | 2.69% | 58% | 207 | 23.19% | 2.5 |
|
| 789 |
JCM
789
Junto Capital Management
New York
| $4.8B | +$27.7M | +0.6% | 15.5% | 122% | 117 | 70.09% | 0.4 |
|
| 790 |
LFG
790
Lazard Frères Gestion
Paris,
France
| $4.79B | +$675M | +16% | 12.4% | 77.6% | 118 | 30.51% | 2.4 |
|
| 791 |
AG
791
Algert Global
San Francisco,
California
| $4.77B | +$731M | +18% | 13.2% | 194% | 1,379 | 31.25% | 1.2 |
|
| 792 |
SM
792
SCGE Management
Menlo Park,
California
| $4.77B | +$1.3B | +37% | 32.5% | 154% | 23 | 47.83% | 2.1 |
|
| 793 |
PFPT
793
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
| $4.75B | -$209M | -4% | 8.74% | 86% | 559 | 15.74% | 5.8 |
|
| 794 |
DWM
794
Dakota Wealth Management
Palm Beach Gardens,
Florida
| $4.75B | +$474M | +11% | 13.7% | 112% | 824 | 16.38% | 2.7 |
|
| 795 |
VARA
795
Value Aligned Research Advisors
Princeton,
New Jersey
| $4.73B | +$3.36B | +245% | 68.6% | 1,641% | 86 | 45.35% | 0.4 |
|
| 796 |
CFC
796
Cincinnati Financial Corp
Fairfield,
Ohio
| $4.72B | +$240M | +5% | 8.6% | 74.2% | 54 | 7.41% | 8.8 |
|
| 797 |
CCP
797
Clarkston Capital Partners
Rochester,
Michigan
| $4.71B | -$359M | -7% | 0.04% | 8.43% | 157 | 10.83% | 5 |
|
| 798 |
LIM
798
Lingotto Investment Management
London,
United Kingdom
| $4.7B | +$876M | +23% | 26.8% | 388% | 51 | 23.53% | 1.8 |
|
| 799 |
JWCA
799
J.W. Cole Advisors
Tampa,
Florida
| $4.7B | +$1.48B | +46% | 9.72% | 84.9% | 1,498 | 19.03% | 1.8 |
|
| 800 |
SCM
800
Snyder Capital Management
San Francisco,
California
| $4.7B | +$122M | +3% | 10.7% | 82.7% | 69 | 4.35% | 7.6 |
|