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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 826 |
826
Allstate Corporation
Northbrook,
Illinois
| $3.19B | -$33.9M | -1% | 3.13% | 59.7% | 755 | 10.99% | 1.4 |
|
| 827 |
827
Crestwood Advisors Group
Boston,
Massachusetts
| $3.18B | +$146M | +5% | 4.98% | 82.7% | 282 | 12.06% | 3.5 |
|
| 828 |
SM
828
Senvest Management
New York
| $3.18B | +$612M | +24% | 20.2% | 92.7% | 106 | 49.06% | 1.2 |
|
| 829 |
829
Bel Air Investment Advisors
Los Angeles,
California
| $3.18B | – | – | 5.08% | – | 416 | – | 1.2 |
|
| 830 |
AGA
830
Altrinsic Global Advisors
Stamford,
Connecticut
| $3.17B | +$224M | +8% | 5.28% | 45% | 93 | 22.58% | 3.1 |
|
| 831 |
ZCM
831
Ziegler Capital Management
Chicago,
Illinois
| $3.17B | +$147M | +5% | 11.5% | 56% | 449 | 12.69% | 2.3 |
|
| 832 |
832
Trillium Asset Management
Boston,
Massachusetts
| $3.17B | +$384M | +14% | 6.8% | 81.7% | 241 | 5.39% | 4.5 |
|
| 833 |
833
Lasalle Investment Management Securities
Baltimore,
Maryland
| $3.16B | -$5.7M | -0.2% | 6.68% | 26.3% | 52 | 21.15% | 4 |
|
| 834 |
TCA
834
Taconic Capital Advisors
New York
| $3.16B | +$890M | +39% | 3.89% | 273% | 427 | 65.34% | 0.2 |
|
| 835 |
THLTP
835
Thomas H. Lee (THL) Partners
Boston,
Massachusetts
| $3.16B | -$324M | -9% | 0.95% | 37.2% | 2 | 0% | 2 |
|
| 836 |
836
Quilter Plc
London,
United Kingdom
| $3.16B | +$243M | +8% | 4.93% | 110% | 383 | 26.11% | 0.8 |
|
| 837 |
837
Vaughan David Investments
Peoria,
Illinois
| $3.16B | +$246M | +8% | 8.71% | 69.5% | 196 | 4.59% | 5.1 |
|
| 838 |
838
Kayne Anderson Capital Advisors
Los Angeles,
California
| $3.15B | +$379M | +14% | 12.4% | 83% | 98 | 19.39% | 3 |
|
| 839 |
839
EP Wealth Advisors
Torrance,
California
| $3.15B | +$301M | +11% | 5.91% | – | 529 | 21.17% | 1.7 |
|
| 840 |
USGIU
840
U.S. Global Investors (USGI)
San Antonio,
Texas
| $3.14B | +$842M | +37% | 29.5% | 119% | 199 | 45.23% | 1.4 |
|
| 841 |
841
Country Trust Bank
Bloomington,
Illinois
| $3.13B | +$227M | +8% | 5.23% | 76.2% | 400 | 23% | 3.2 |
|
| 842 |
842
Sigma Planning Corp
Ann Arbor,
Michigan
| $3.13B | +$190M | +6% | 6.51% | 87.3% | 1,432 | 24.02% | 2.5 |
|
| 843 |
843
Bowen Hanes & Co
Ponte Vedra Beach,
Florida
| $3.13B | +$121M | +4% | 6.6% | 134% | 152 | 8.55% | 4.3 |
|
| 844 |
AC
844
Alleghany Corporation
New York
| $3.12B | +$611M | +24% | 4.84% | 33.7% | 34 | 17.65% | 2.7 |
|
| 845 |
845
Saba Capital Management
New York
| $3.12B | +$681M | +28% | 2.6% | 35% | 501 | 80.64% | 0.4 |
|
| 846 |
ACA
846
Abdiel Capital Advisors
New York
| $3.11B | -$431M | -12% | 10.2% | 43.7% | 10 | 0% | 2.5 |
|
| 847 |
JGC
847
J. Goldman & Co
New York
| $3.11B | +$1.14B | +58% | 13.5% | 106% | 625 | 75.52% | 0.2 |
|
| 848 |
848
Hood River Capital Management
Palm Beach Gardens,
Florida
| $3.11B | +$87.9M | +3% | 18.5% | 696% | 131 | 31.3% | 0.9 |
|
| 849 |
849
Rakuten Investment Management
Tokyo,
Japan
| $3.11B | +$610M | +24% | 5.81% | – | 16 | 0% | 1.2 |
|
| 850 |
KCM
850
Kensico Capital Management
Greenwich,
Connecticut
| $3.1B | -$1.21B | -28% | 5.68% | 304% | 33 | 24.24% | 2.3 |
|