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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 901 |
901
Intermede Investment Partners
London,
United Kingdom
| $3.75B | -$1.04B | -22% | 1.79% | 76.7% | 34 | 5.88% | 3.8 |
|
| 902 |
902
Palisade Capital Management
Fort Lee,
New Jersey
| $3.75B | -$24.1M | -0.6% | 2.53% | 70.5% | 391 | 11.25% | 4 |
|
| 903 |
903
Truepoint Inc
Cincinnati,
Ohio
| $3.74B | +$13.1M | +0.4% | 1.31% | 43.4% | 139 | 15.11% | 3.9 |
|
| 904 |
904
Kohlberg Kravis Roberts & Co
New York
| $3.73B | -$3.73B | -50% | 8.61% | 314% | 71 | 4.23% | 1.6 |
|
| 905 |
905
Bowen Hanes & Co
Ponte Vedra Beach,
Florida
| $3.73B | -$81.7M | -2% | 2.59% | 134% | 159 | 10.69% | 6.5 |
|
| 906 |
FAM
906
Foxhaven Asset Management
Charlottesville,
Virginia
| $3.73B | +$157M | +4% | 9.75% | 88.2% | 22 | 18.18% | 3.2 |
|
| 907 |
907
Lingotto Investment Management
London,
United Kingdom
| $3.73B | +$259M | +7% | 7.91% | 388% | 58 | 29.31% | 1.5 |
|
| 908 |
908
NEPC LLC
Boston,
Massachusetts
| $3.73B | +$409M | +12% | 3.68% | 21.3% | 47 | 12.77% | 2.5 |
|
| 909 |
DFO
909
Duquesne Family Office
New York
| $3.72B | +$771M | +26% | 13.3% | 345% | 99 | 45.45% | 0.5 |
|
| 910 |
910
Concurrent Investment Advisors
Tampa,
Florida
| $3.71B | +$327M | +10% | 2.57% | – | 1,225 | 19.43% | 0.7 |
|
| 911 |
911
Aspex Management (HK)
Central,
Hong Kong
| $3.7B | -$76.1M | -2% | 1.87% | 209% | 38 | 36.84% | 1.5 |
|
| 912 |
912
RPOA Advisors
Plano,
Texas
| $3.7B | -$64.9M | -2% | 1.54% | – | 8 | 0% | 1 |
|
| 913 |
913
Aquatic Capital Management
Chicago,
Illinois
| $3.69B | -$128M | -3% | 1.81% | 51.9% | 1,682 | 57.91% | 0.4 |
|
| 914 |
914
Empirical Wealth Management
Seattle,
Washington
| $3.69B | +$122M | +3% | 1.09% | 78.8% | 630 | 11.75% | 3.6 |
|
| 915 |
915
Banque de Luxembourg Investments (BLI)
Luxembourg City,
Luxembourg
| $3.68B | – | – | 0.77% | – | 134 | – | 0 |
|
| 916 |
NEI
916
Northwest & Ethical Investments
Toronto,
Ontario, Canada
| $3.68B | -$106M | -3% | 0.4% | 78.1% | 579 | 27.29% | 3.3 |
|
| 917 |
917
Marsico Capital Management
Denver,
Colorado
| $3.68B | +$98M | +3% | 13.2% | 288% | 74 | 28.38% | 2.6 |
|
| 918 |
918
Cassaday & Co Wealth Management
Mclean,
Virginia
| $3.66B | +$128M | +4% | 1.47% | 70% | 341 | 14.96% | 1.5 |
|
| 919 |
919
World Investment Advisors
Santa Barbara,
California
| $3.65B | +$466M | +15% | 1.1% | 65.4% | 1,062 | 20.72% | 1 |
|
| 920 |
PCM
920
Palestra Capital Management
New York
| $3.65B | +$617M | +20% | 12.3% | 236% | 43 | 32.56% | 1.3 |
|
| 921 |
921
AMG National Trust Bank
Greenwood Village,
Colorado
| $3.64B | -$73.4M | -2% | 1.07% | 61.4% | 473 | 12.47% | 4.4 |
|
| 922 |
CFM
922
Comprehensive Financial Management
Los Gatos,
California
| $3.63B | +$39.4M | +1% | 6.56% | 33.7% | 46 | 15.22% | 3.5 |
|
| 923 |
923
Partners Capital Investment Group
Boston,
Massachusetts
| $3.63B | -$2.62B | -42% | 0.81% | 47.5% | 182 | 34.62% | 3.1 |
|
| 924 |
924
Perceptive Advisors
New York
| $3.63B | -$1.1B | -23% | 11.8% | 1,707% | 130 | 40.77% | 1.9 |
|
| 925 |
925
Corvex Management
New York
| $3.63B | +$1.05B | +41% | 9.52% | 95.8% | 41 | 31.71% | 1.5 |
|