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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 876 |
876
Caprock Group
Boise,
Idaho
| $4.73B | +$675M | +17% | 4.11% | – | 1,310 | 23.51% | 2.5 |
|
| 877 |
MP
877
MFN Partners
Boston,
Massachusetts
| $4.73B | -$220M | -4% | 0.84% | 172% | 11 | 18.18% | 2.8 |
|
| 878 |
878
Kennedy Capital Management
St Louis,
Missouri
| $4.72B | +$198M | +4% | 5.04% | 140% | 594 | 17.17% | 3.1 |
|
| 879 |
879
TD Private Client Wealth
New York
| $4.69B | +$255M | +6% | 1.78% | 57% | 1,734 | 17.42% | 3.3 |
|
| 880 |
880
NEPC LLC
Boston,
Massachusetts
| $4.69B | +$893M | +24% | 0.38% | 21.3% | 53 | 11.32% | 3.1 |
|
| 881 |
MA
881
Mutual Advisors
Omaha,
Nebraska
| $4.67B | +$124M | +3% | 2.48% | 68.1% | 1,356 | 10.69% | 3.4 |
|
| 882 |
882
AlTi Global
New York
| $4.66B | +$401M | +9% | 3.15% | – | 472 | 13.35% | 1.4 |
|
| 883 |
883
Callan Family Office
Radnor,
Pennsylvania
| $4.65B | +$1.52B | +48% | 4.14% | 93.4% | 1,130 | 26.64% | 0.8 |
|
| 884 |
884
Voleon Capital Management
Berkeley,
California
| $4.65B | +$555M | +14% | 4.5% | – | 1,063 | 44.5% | 0.4 |
|
| 885 |
885
Bain Capital Investors
Boston,
Massachusetts
| $4.62B | +$1.27B | +38% | 20.5% | 91.1% | 7 | 14.29% | 3 |
|
| 886 |
886
Aristeia Capital
Greenwich,
Connecticut
| $4.61B | +$340M | +8% | 0.34% | 73.2% | 741 | 45.48% | 0.6 |
|
| 887 |
887
Vaughan David Investments
Peoria,
Illinois
| $4.6B | -$38.5M | -0.8% | 0.72% | 69.5% | 235 | 7.66% | 7.2 |
|
| 888 |
888
Dragoneer Investment Group
San Francisco,
California
| $4.59B | +$56.9M | +1% | 5.17% | 77.3% | 31 | 29.03% | 2 |
|
| 889 |
889
HighPoint Advisor Group
Downers Grove,
Illinois
| $4.55B | +$2.45B | +117% | 2.99% | – | 1,096 | 40.05% | 2.9 |
|
| 890 |
890
ArrowMark Colorado Holdings
Denver,
Colorado
| $4.54B | -$840M | -16% | 6.03% | 92.5% | 329 | 13.98% | 3.5 |
|
| 891 |
891
Stockbridge Partners
Boston,
Massachusetts
| $4.54B | -$629M | -12% | 0.27% | 93.5% | 15 | 20% | 3.6 |
|
| 892 |
892
Junto Capital Management
New York
| $4.54B | -$343M | -7% | 4.86% | 122% | 110 | 70.91% | 0.4 |
|
| 893 |
893
Orgel Wealth Management
Altoona,
Wisconsin
| $4.53B | +$149M | +3% | 1.13% | 39.6% | 94 | 8.51% | 3.8 |
|
| 894 |
894
Maven Securities
St Helier,
Jersey
| $4.53B | +$480M | +12% | 9.75% | 135% | 583 | 47% | 0.9 |
|
| 895 |
895
Resolution Capital
Sydney, NSW,
Australia
| $4.52B | -$614M | -12% | 0.57% | 59.8% | 42 | 11.9% | 3.1 |
|
| 896 |
896
Ontario Teachers' Pension Plan Board
Toronto,
Ontario, Canada
| $4.52B | +$178M | +4% | 0.31% | 40% | 203 | 30.54% | 1.3 |
|
| 897 |
897
Bailard
Foster City,
California
| $4.52B | -$85.5M | -2% | 3.12% | 105% | 897 | 30.43% | 3.7 |
|
| 898 |
898
Kovitz Investment Group Partners
Chicago,
Illinois
| $4.52B | -$21.1B | -82% | 4.33% | 87.5% | 1,404 | 67.24% | 3.2 |
|
| 899 |
899
CastleKnight Management
New York
| $4.51B | -$561M | -11% | 5.69% | 259% | 508 | 41.73% | 1.3 |
|
| 900 |
900
Jasper Ridge Partners
Menlo Park,
California
| $4.51B | +$72.9M | +2% | 1.15% | 84.2% | 150 | 10% | 5.4 |
|