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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 |
801
Vaughan David Investments
Peoria,
Illinois
| $3.3B | -$56.3M | -2% | 0.67% | 69.5% | 203 | 3.94% | 6.1 |
|
| 802 |
WCMNY
802
Westchester Capital Management (New York)
Valhalla,
New York
| $3.3B | -$340M | -9% | 3.33% | 100% | 562 | 57.12% | 0.6 |
|
| 803 |
CFM
803
Comprehensive Financial Management
Los Gatos,
California
| $3.29B | +$190M | +6% | 6.61% | 33.7% | 52 | 1.92% | 1.9 |
|
| 804 |
804
Graham Capital Management
Rowayton,
Connecticut
| $3.29B | -$2.46M | -0.1% | 2.86% | 60.4% | 1,408 | 55.75% | 0.4 |
|
| 805 |
805
Granahan Investment Management
Waltham,
Massachusetts
| $3.29B | +$16.1M | +0.5% | 11% | 265% | 180 | 13.89% | 3.2 |
|
| 806 |
806
Catalyst Capital Advisors
Huntington,
New York
| $3.28B | +$198M | +6% | 4.11% | 62.7% | 348 | 15.8% | 3.2 |
|
| 807 |
807
Old National Bancorp
Evansville,
Indiana
| $3.27B | +$81.2M | +3% | 5.36% | 76.6% | 720 | 10.83% | 4.1 |
|
| 808 |
808
AQR Arbitrage
Greenwich,
Connecticut
| $3.27B | -$632M | -16% | 5.97% | 85.2% | 1,305 | 25.67% | 1 |
|
| 809 |
809
Atreides Management
Boston,
Massachusetts
| $3.27B | +$729M | +29% | 20.8% | 229% | 47 | 55.32% | 0.9 |
|
| 810 |
CCM
810
Camber Capital Management
Boston,
Massachusetts
| $3.25B | +$336M | +12% | 5.24% | 26.6% | 47 | 29.79% | 1.6 |
|
| 811 |
RAM
811
RWC Asset Management
London,
United Kingdom
| $3.24B | +$58.1M | +2% | 5.35% | 65.4% | 130 | 4.62% | 2.8 |
|
| 812 |
812
Waverton Investment Management
London,
United Kingdom
| $3.24B | +$517M | +19% | 11.2% | 129% | 83 | 7.23% | 3.2 |
|
| 813 |
ACB
813
Aristotle Capital Boston
Boston,
Massachusetts
| $3.24B | +$65.9M | +2% | 4.37% | 72.2% | 136 | 5.15% | 5.6 |
|
| 814 |
814
Chilton Investment Company
Stamford,
Connecticut
| $3.23B | -$32.4M | -1% | 4.8% | 55.1% | 157 | 19.11% | 3.4 |
|
| 815 |
BWA
815
Brave Warrior Advisors
New York
| $3.23B | +$59.8M | +2% | 2.38% | 63.5% | 29 | 13.79% | 3 |
|
| 816 |
TCAM
816
Turtle Creek Asset Management
Toronto,
Ontario, Canada
| $3.23B | +$391M | +14% | 11.8% | 2.37% | 37 | 10.81% | 2.7 |
|
| 817 |
817
WestEnd Advisors
Charlotte,
North Carolina
| $3.22B | +$160M | +5% | 8.19% | 59.9% | 334 | 93.11% | 0 |
|
| 818 |
818
Sumitomo Mitsui Financial Group
Tokyo,
Japan
| $3.19B | +$548M | +21% | 12.4% | 55.6% | 183 | 16.94% | 3 |
|
| 819 |
AVM
819
Altos Ventures Management
Burlingame,
California
| $3.19B | +$950M | +42% | 58% | 220% | 1 | 0% | 1.3 |
|
| 820 |
820
Karpus Investment Management
Pittsford,
New York
| $3.19B | +$230M | +8% | 3.12% | 24.7% | 477 | 29.56% | 1.5 |
|
| 821 |
821
Investor AB
Stockholm,
Sweden
| $3.18B | -$387M | -11% | 10.9% | 86.6% | 7 | 28.57% | 3.1 |
|
| 822 |
822
Scharf Investments
Los Gatos,
California
| $3.17B | +$109M | +4% | 2.8% | 55% | 51 | 5.88% | 3.6 |
|
| 823 |
823
ClearBridge Investments (Australia)
Sydney,
Australia
| $3.17B | -$119M | -4% | 1.81% | 27.2% | 27 | 7.41% | 3 |
|
| 824 |
824
Abrams Capital Management
Boston,
Massachusetts
| $3.16B | +$358M | +13% | 19.2% | 81.6% | 16 | 0% | 3.5 |
|
| 825 |
825
Raymond James Trust
St. Petersburg,
Florida
| $3.16B | +$184M | +6% | 5.25% | 41.3% | 1,207 | 10.77% | 4.6 |
|