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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 926 |
GXMC
926
Global X Management Company
New York
| $1.76B | -$41.8M | -2% | 1.12% | 33.3% | 623 | 25.2% | 1.2 |
|
| 927 |
THLTP
927
Thomas H. Lee (THL) Partners
Boston,
Massachusetts
| $1.76B | -$997M | -36% | 0.05% | 37.2% | 6 | 16.67% | 1.7 |
|
| 928 |
WSFS
928
Wilmington Savings Fund Society
Wilmington,
Delaware
| $1.76B | -$23.9M | -1% | 1.61% | – | 386 | 7.51% | 1.6 |
|
| 929 |
PSAMP
929
P. Schoenfeld Asset Management (PSAM)
New York
| $1.75B | -$579M | -25% | 11% | 367% | 57 | 57.89% | 0.4 |
|
| 930 |
CCM
930
Century Capital Management
Boston,
Massachusetts
| $1.74B | +$7.93M | +0.5% | 12.3% | 79.8% | 172 | 29.65% | 0.8 |
|
| 931 |
PAG
931
Private Advisor Group
Morristown,
New Jersey
| $1.74B | +$182M | +12% | 1.61% | 77.4% | 1,116 | 20.88% | 0.9 |
|
| 932 |
RHJA
932
Rice Hall James & Associates
San Diego,
California
| $1.73B | +$80.8M | +5% | 7.65% | 140% | 339 | 18.29% | 1.2 |
|
| 933 |
933
Betterment LLC
New York
| $1.73B | +$583M | +51% | 2.27% | 46.3% | 38 | 18.42% | 0.2 |
|
| 934 |
PCM
934
Prosiris Capital Management
New York
| $1.73B | +$19.7M | +1% | 0.24% | – | 8 | 87.5% | 0 |
|
| 935 |
STMM
935
South Texas Money Management
San Antonio,
Texas
| $1.73B | +$90M | +6% | 3.02% | 43.1% | 249 | 28.92% | 1 |
|
| 936 |
ESCM
936
Echo Street Capital Management
New York
| $1.73B | +$108M | +7% | 2.67% | 17.7% | 163 | 46.01% | 0.7 |
|
| 937 |
PTC
937
Provident Trust Company
Waukesha,
Wisconsin
| $1.72B | -$37.7M | -2% | 4.97% | 84.1% | 30 | 0% | 1.2 |
|
| 938 |
BSA
938
Braun Stacey Associates
New York
| $1.71B | +$65.3M | +4% | 6.75% | 231% | 159 | 7.55% | 1.3 |
|
| 939 |
IA
939
Icon Advisers
Greenwood Village,
Colorado
| $1.71B | +$24M | +1% | 3.02% | 114% | 393 | 33.08% | 0.9 |
|
| 940 |
WAM
940
Wellesley Asset Management
Portsmouth,
New Hampshire
| $1.7B | -$1.44M | -0.1% | 0% | 0% | 84 | 11.9% | 1 |
|
| 941 |
TH
941
TCTC Holdings
Dallas,
Texas
| $1.7B | +$42.9M | +3% | 3.03% | 78.5% | 176 | 4.55% | 1.5 |
|
| 942 |
OA
942
OFI Advisors
Philadelphia,
Pennsylvania
| $1.69B | +$131M | +8% | 1.95% | – | 1,757 | 6.15% | 1.6 |
|
| 943 |
ANI
943
American National Insurance
Galveston,
Texas
| $1.69B | +$6.31M | +0.4% | 1.75% | 97.8% | 371 | 2.7% | 1.6 |
|
| 944 |
VDI
944
Vaughan David Investments
Peoria,
Illinois
| $1.69B | -$48.4M | -3% | 2.3% | 69.5% | 163 | 6.75% | 1.6 |
|
| 945 |
ECM
945
ETrade Capital Management
Arlington,
Virginia
| $1.68B | +$42.3M | +3% | 2.06% | 26.3% | 474 | 23.84% | 1.3 |
|
| 946 |
RH
946
Riverstone Holdings
New York
| $1.68B | +$127M | +8% | 7.04% | 89.8% | 10 | 20% | 1.4 |
|
| 947 |
SCM
947
Suvretta Capital Management
New York
| $1.68B | +$274M | +20% | 9.45% | 364% | 43 | 65.12% | 0.3 |
|
| 948 |
SAM
948
Serengeti Asset Management
New York
| $1.68B | +$287M | +21% | 1.45% | 14.9% | 79 | 64.56% | 0.4 |
|
| 949 |
FM
949
Forward Management
San Francisco,
California
| $1.67B | -$163M | -9% | 2.98% | 36.9% | 453 | 35.54% | 1 |
|
| 950 |
FMA
950
Fiduciary Management Associates
Chicago,
Illinois
| $1.67B | +$62.5M | +4% | 6.19% | 61.2% | 138 | 31.16% | 0.9 |
|