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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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50
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250
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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 801 |
CAM
801
Cormorant Asset Management
Boston,
Massachusetts
| $2.6B | -$20.1M | -0.8% | 13.4% | 5,257% | 99 | 24.24% |
|
| 802 |
ZCM
802
Ziegler Capital Management
Chicago,
Illinois
| $2.6B | -$541M | -17% | 9.5% | 56% | 471 | 23.78% |
|
| 803 |
FI
803
FormulaFolio Investments
Grand Rapids,
Michigan
| $2.6B | +$142M | +6% | 5.55% | 41.4% | 343 | 23.91% |
|
| 804 |
PWAM
804
Park West Asset Management
San Francisco,
California
| $2.58B | +$564M | +28% | 27.1% | 118% | 109 | 48.62% |
|
| 805 |
TBC
805
Tweedy, Browne Co
Stamford,
Connecticut
| $2.58B | +$73.5M | +3% | 3.42% | 71.5% | 47 | 8.51% |
|
| 806 |
VDI
806
Vaughan David Investments
Peoria,
Illinois
| $2.58B | +$131M | +5% | 6.54% | 59.1% | 186 | 10.22% |
|
| 807 |
WHRC
807
W.H. Reaves & Co
Jersey City,
New Jersey
| $2.56B | +$148M | +6% | 7.37% | 89.1% | 61 | 22.95% |
|
| 808 |
808
Members Trust
Tampa,
Florida
| $2.56B | +$162M | +7% | 3.47% | 23.5% | 109 | 12.84% |
|
| 809 |
CHP
809
Castle Hook Partners
New York
| $2.55B | +$1.27B | +99% | 11.7% | 727% | 66 | 72.73% |
|
| 810 |
CM
810
Castleark Management
Chicago,
Illinois
| $2.55B | +$253M | +11% | 18.7% | 208% | 389 | 25.96% |
|
| 811 |
MG
811
Mather Group
Chicago,
Illinois
| $2.55B | +$363M | +17% | 6.06% | 41% | 256 | 20.7% |
|
| 812 |
SPC
812
Sigma Planning Corp
Ann Arbor,
Michigan
| $2.53B | +$248M | +11% | 10.1% | 69.9% | 1,197 | 23.31% |
|
| 813 |
ACM
813
AEW Capital Management
Boston,
Massachusetts
| $2.53B | +$358M | +16% | 1.8% | 25.1% | 47 | 31.91% |
|
| 814 |
QP
814
Quilter Plc
London,
United Kingdom
| $2.53B | +$484M | +24% | 13.7% | 110% | 317 | 18.93% |
|
| 815 |
EDRH
815
Edmond de Rothschild Holding
Chambesy,
Switzerland
| $2.52B | +$92.8M | +4% | 8.1% | 58.6% | 667 | 15.59% |
|
| 816 |
PGP
816
Prescott General Partners
Boca Raton,
Florida
| $2.52B | +$199M | +9% | 21.7% | 67.1% | 10 | 0% |
|
| 817 |
EIP
817
Easterly Investment Partners
Beverly,
Massachusetts
| $2.52B | +$318M | +14% | 2.53% | 57.6% | 135 | 51.85% |
|
| 818 |
AA
818
Ancora Advisors
Cleveland,
Ohio
| $2.52B | +$129M | +5% | 9.1% | 64.2% | 1,562 | 16.52% |
|
| 819 |
BAPIM
819
British Airways Pensions Investment Management
London,
United Kingdom
| $2.51B | +$223M | +10% | 12.4% | 95.1% | 107 | 22.43% |
|
| 820 |
SMM
820
Stadion Money Management
Watkinsville,
Georgia
| $2.51B | +$55.4M | +2% | 5.5% | 45.2% | 90 | 22.22% |
|
| 821 |
HM
821
HealthCor Management
New York
| $2.5B | +$112M | +5% | 8.55% | 50.2% | 65 | 61.54% |
|
| 822 |
HKAM
822
Horizon Kinetics Asset Management
New York
| $2.49B | -$271M | -10% | 3.14% | 185% | 428 | 20.79% |
|
| 823 |
RAM
823
RWC Asset Management
London,
United Kingdom
| $2.49B | +$284M | +13% | 13.7% | 60% | 118 | 19.49% |
|
| 824 |
LPU
824
Lansdowne Partners (UK)
London,
United Kingdom
| $2.49B | +$95.5M | +4% | 14.6% | 201% | 55 | 40% |
|
| 825 |
SI
825
Standard Investments
New York
| $2.49B | -$779M | -24% | 3.84% | 41.3% | 13 | 38.46% |
|