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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%
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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 801 |
AP
801
Altarock Partners
West Palm Beach,
Florida
| $3.18B | +$127M | +4% | 4.28% | 58.1% | 8 | 0% | 5.6 |
|
| 802 |
802
Gates Capital Management
New York
| $3.18B | +$454M | +17% | 10.1% | 34.8% | 32 | 31.25% | 2.4 |
|
| 803 |
BWA
803
Brave Warrior Advisors
New York
| $3.17B | +$281M | +10% | 18.8% | 63.5% | 29 | 24.14% | 3 |
|
| 804 |
804
Gradient Investments
Arden Hills,
Minnesota
| $3.17B | -$96.8M | -3% | 6.35% | 67.6% | 1,708 | 23.95% | 2.9 |
|
| 805 |
805
Empyrean Capital Partners
Los Angeles,
California
| $3.17B | -$45.6M | -1% | 12% | 131% | 138 | 26.09% | 1.4 |
|
| 806 |
ACB
806
Aristotle Capital Boston
Boston,
Massachusetts
| $3.17B | +$211M | +7% | 15% | 72.2% | 134 | 1.49% | 5.5 |
|
| 807 |
RCM
807
Radcliffe Capital Management
Bala Cynwyd,
Pennsylvania
| $3.16B | -$986M | -24% | 6.4% | 4.8% | 1,211 | 29.31% | 1.1 |
|
| 808 |
808
Channing Capital Management
Chicago,
Illinois
| $3.15B | +$253M | +9% | 11.9% | 81.1% | 117 | 17.09% | 2.2 |
|
| 809 |
FP
809
Flagship Pioneering
Cambridge,
Massachusetts
| $3.13B | +$756M | +32% | 34.9% | 13.3% | 12 | 0% | 3.6 |
|
| 810 |
CPO
810
Cerity Partners OCIO
New York
| $3.13B | +$263M | +9% | 7.97% | – | 451 | 12.64% | 4 |
|
| 811 |
811
Border to Coast Pensions Partnership
Leeds,
United Kingdom
| $3.12B | +$26.3M | +0.9% | 9.37% | 119% | 93 | 11.83% | 1.3 |
|
| 812 |
CFM
812
Comprehensive Financial Management
Los Gatos,
California
| $3.11B | -$740M | -19% | 9.74% | 33.7% | 55 | 10.91% | 1.6 |
|
| 813 |
FI
813
Focused Investors
Los Angeles,
California
| $3.1B | +$311M | +11% | 12.2% | 51.3% | 23 | 0% | 6.3 |
|
| 814 |
CAM
814
Camden Asset Management
Los Angeles,
California
| $3.1B | +$123M | +4% | 0.5% | 15.2% | 117 | 5.98% | 1.2 |
|
| 815 |
CCMLC
815
Cardinal Capital Management LLC (Connecticut)
Greenwich,
Connecticut
| $3.1B | +$192M | +7% | 11.2% | 15.7% | 57 | 8.77% | 4.4 |
|
| 816 |
816
Catalyst Capital Advisors
Huntington,
New York
| $3.08B | +$427M | +16% | 8.23% | 62.7% | 350 | 14% | 3.1 |
|
| 817 |
817
Conning Inc
Hartford,
Connecticut
| $3.08B | +$259M | +9% | 11.8% | 57.5% | 383 | 8.88% | 6.8 |
|
| 818 |
818
WestEnd Advisors
Charlotte,
North Carolina
| $3.06B | +$73M | +2% | 7.32% | 59.9% | 325 | 5.54% | 0.5 |
|
| 819 |
819
Scharf Investments
Los Gatos,
California
| $3.06B | +$406M | +15% | 13.2% | 55% | 54 | 12.96% | 3.2 |
|
| 820 |
SFM
820
Systematic Financial Management
Teaneck,
New Jersey
| $3.05B | +$311M | +11% | 12.9% | 120% | 253 | 5.53% | 5.9 |
|
| 821 |
821
Quilter Plc
London,
United Kingdom
| $3.04B | +$252M | +9% | 10.6% | 110% | 124 | 8.06% | 2.9 |
|
| 822 |
822
Guardian Capital (Canada)
Toronto,
Ontario, Canada
| $3.04B | +$129M | +4% | 9.14% | 77.5% | 179 | 11.17% | 4.1 |
|
| 823 |
B
823
Bpifrance
Maisons Alfort, Cedex,
France
| $3.04B | +$453M | +18% | 19.2% | 53.2% | 7 | 14.29% | 2.3 |
|
| 824 |
824
Forum Financial Management
Lombard,
Illinois
| $3.04B | +$961M | +46% | 8.54% | 53.1% | 613 | 14.52% | 0.8 |
|
| 825 |
825
Glenview Trust
Louisville,
Kentucky
| $3.02B | +$379M | +14% | 10.2% | 99.2% | 437 | 10.07% | 4.8 |
|