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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%
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 | |
|---|---|---|---|---|---|---|---|---|---|
| 926 |
CCM
926
Check Capital Management
Costa Mesa,
California
| $1.95B | +$56.4M | +3% | 2.54% | 66.6% | 50 | 6% |
|
| 927 |
MC
927
Montag & Caldwell
Atlanta,
Georgia
| $1.94B | +$26.7M | +1% | 6.02% | 91.3% | 80 | 12.5% |
|
| 928 |
ACM
928
Adelante Capital Management
Alameda,
California
| $1.94B | -$98M | -5% | 1.76% | 43.2% | 40 | 15% |
|
| 929 |
SPC
929
Sigma Planning Corp
Ann Arbor,
Michigan
| $1.94B | +$180M | +10% | 3.67% | 87.3% | 1,072 | 20.06% |
|
| 930 |
TB
930
Thoma Bravo
Chicago,
Illinois
| $1.94B | -$350M | -15% | 6.12% | 13.3% | 2 | 0% |
|
| 931 |
KFC
931
Klingenstein Fields & Co
New York
| $1.93B | +$65.4M | +4% | 4.91% | 93.4% | 203 | 9.36% |
|
| 932 |
AC
932
Alleghany Corporation
New York
| $1.92B | -$185M | -9% | 7.19% | 33.7% | 20 | 10% |
|
| 933 |
KLCMU
933
Kite Lake Capital Management (UK)
London,
United Kingdom
| $1.92B | +$366M | +24% | 8.95% | 337% | 17 | 58.82% |
|
| 934 |
CSIC
934
Clifford Swan Investment Counsel
Pasadena,
California
| $1.9B | +$35.1M | +2% | 2.28% | 73.2% | 324 | 6.79% |
|
| 935 |
OP
935
Omni Partners
London,
United Kingdom
| $1.9B | +$992M | +110% | 19.4% | 412% | 45 | 68.89% |
|
| 936 |
SEC
936
Seven Eight Capital
New York
| $1.9B | +$2.05M | +0.1% | 2.65% | 13.6% | 811 | 65.97% |
|
| 937 |
IA
937
Investor AB
Stockholm,
Sweden
| $1.89B | +$165M | +10% | 9.55% | 86.6% | 6 | 50% |
|
| 938 |
RIM
938
Redpoint Investment Management
Sydney, NSW,
Australia
| $1.89B | -$97.5M | -5% | 3.93% | 35.9% | 617 | 9.4% |
|
| 939 |
AACR
939
ACR Alpine Capital Research
St. Louis,
Missouri
| $1.89B | -$49.9M | -3% | 3.77% | 58.1% | 31 | 6.45% |
|
| 940 |
HB
940
Homrich & Berg
Atlanta,
Georgia
| $1.89B | -$31.4M | -2% | 3.62% | 38.3% | 351 | 11.4% |
|
| 941 |
ADEF
941
Adams Diversified Equity Fund
Baltimore,
Maryland
| $1.88B | +$66.4M | +4% | 5.17% | 150% | 229 | 8.3% |
|
| 942 |
EAM
942
Erste Asset Management
Vienna,
Austria
| $1.88B | +$96.1M | +5% | 5.25% | 143% | 447 | 9.84% |
|
| 943 |
943
Credit Agricole
Montrouge Cedex,
France
| $1.88B | +$51.5M | +3% | 6.41% | – | 536 | 18.47% |
|
| 944 |
BWA
944
Brave Warrior Advisors
New York
| $1.88B | -$110M | -6% | 1.71% | 63.5% | 21 | 14.29% |
|
| 945 |
ANI
945
American National Insurance
Galveston,
Texas
| $1.88B | -$27.7M | -1% | 4.72% | 97.8% | 337 | 3.56% |
|
| 946 |
RHBC
946
R.H. Bluestein & Co
Birmingham,
Michigan
| $1.87B | +$42.5M | +2% | 4.8% | 69% | 337 | 18.69% |
|
| 947 |
BA
947
Boston Advisors
Boston,
Massachusetts
| $1.87B | -$85.1M | -4% | 4.74% | 73.8% | 694 | 17.72% |
|
| 948 |
HIIFS
948
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
| $1.87B | +$156M | +9% | 2.64% | 126% | 554 | 39.17% |
|
| 949 |
RI
949
RTW Investments
New York
| $1.87B | +$407M | +28% | 14.1% | 467% | 58 | 24.14% |
|
| 950 |
FHB
950
First Hawaiian Bank
Honolulu,
Hawaii
| $1.87B | +$9.31M | +0.5% | 3.77% | 67.1% | 1,737 | 56.13% |
|