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 |
ONB
801
Old National Bancorp
Evansville,
Indiana
| $3.49B | +$226M | +7% | 8.94% | 76.6% | 737 | 17.23% | 4.3 |
|
| 802 |
USAA
802
United Services Automobile Association
San Antonio,
Texas
| $3.49B | +$377M | +12% | 4.65% | 31.8% | 354 | 10.45% | 2.7 |
|
| 803 |
TCAM
803
Turtle Creek Asset Management
Toronto,
Ontario, Canada
| $3.49B | +$261M | +8% | 8.84% | 2.37% | 38 | 2.63% | 2.9 |
|
| 804 |
ACM
804
Abrams Capital Management
Boston,
Massachusetts
| $3.48B | +$316M | +10% | 18% | 81.6% | 17 | 5.88% | 3.6 |
|
| 805 |
HI
805
Horizon Investments
Charlotte,
North Carolina
| $3.48B | +$98.8M | +3% | 4.8% | 89.1% | 811 | 11.84% | 1.2 |
|
| 806 |
GCM
806
Graham Capital Management
Rowayton,
Connecticut
| $3.46B | +$174M | +5% | 2.61% | 60.4% | 1,405 | 61.21% | 0.4 |
|
| 807 |
PA
807
Perceptive Advisors
New York
| $3.45B | +$67.8M | +2% | 17.2% | 1,707% | 114 | 29.82% | 2.1 |
|
| 808 |
RJT
808
Raymond James Trust
St. Petersburg,
Florida
| $3.45B | +$296M | +9% | 5.85% | 41.3% | 1,224 | 9.48% | 4.6 |
|
| 809 |
CCA
809
Catalyst Capital Advisors
Huntington,
New York
| $3.45B | +$168M | +5% | 5.23% | 62.7% | 361 | 16.62% | 3.1 |
|
| 810 |
810
Members Trust
Tampa,
Florida
| $3.45B | +$124M | +4% | 1.7% | 31.5% | 112 | 69.64% | 2 |
|
| 811 |
AMH
811
Aspex Management (HK)
Central,
Hong Kong
| $3.44B | -$633M | -16% | 1.74% | 209% | 38 | 28.95% | 1.3 |
|
| 812 |
JSP
812
Jackson Square Partners
Larkspur,
California
| $3.43B | -$268M | -7% | 4.51% | 102% | 88 | 13.64% | 2.4 |
|
| 813 |
CIC
813
Chilton Investment Company
Stamford,
Connecticut
| $3.42B | +$189M | +6% | 7.36% | 55.1% | 177 | 22.03% | 3.2 |
|
| 814 |
VDI
814
Vaughan David Investments
Peoria,
Illinois
| $3.42B | +$119M | +4% | 3.81% | 69.5% | 207 | 6.28% | 6.2 |
|
| 815 |
TAM
815
Troy Asset Management
London,
United Kingdom
| $3.42B | +$35M | +1% | 5.96% | 53.9% | 35 | 0% | 4.7 |
|
| 816 |
FMWA
816
Forvis Mazars Wealth Advisors
Springfield,
Missouri
| $3.41B | +$359M | +12% | 5.52% | 68.2% | 427 | 9.37% | 3.9 |
|
| 817 |
TI
817
Tidal Investments
Milwaukee,
Wisconsin
| $3.4B | +$364M | +12% | 9.18% | 208% | 1,473 | 22.81% | 1.4 |
|
| 818 |
EMPI
818
Elo Mutual Pension Insurance
Espoo,
Finland
| $3.4B | +$244M | +8% | 9.25% | 117% | 476 | 7.56% | 2.2 |
|
| 819 |
WA
819
WestEnd Advisors
Charlotte,
North Carolina
| $3.39B | +$175M | +5% | 5.26% | 59.9% | 42 | 100% | 0 |
|
| 820 |
CHP
820
Castle Hook Partners
New York
| $3.37B | -$1.05B | -24% | 9.4% | 1,120% | 51 | 72.55% | 0.4 |
|
| 821 |
HRCM
821
Hood River Capital Management
Palm Beach Gardens,
Florida
| $3.36B | +$272M | +9% | 24.9% | 696% | 150 | 43.33% | 1.1 |
|
| 822 |
SI
822
Scharf Investments
Los Gatos,
California
| $3.33B | +$167M | +5% | 7.66% | 55% | 52 | 9.62% | 3.6 |
|
| 823 |
ACB
823
Aristotle Capital Boston
Boston,
Massachusetts
| $3.33B | +$96.9M | +3% | 3.58% | 72.2% | 135 | 4.44% | 5.8 |
|
| 824 |
KACA
824
Kayne Anderson Capital Advisors
Los Angeles,
California
| $3.32B | -$51.9M | -2% | 0.43% | 83% | 92 | 14.13% | 4.2 |
|
| 825 |
MMA
825
Miracle Mile Advisors
Los Angeles,
California
| $3.29B | +$203M | +7% | 4.62% | 56% | 539 | 11.87% | 2.4 |
|