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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 951 |
MICM
951
Matthews International Capital Management
San Francisco,
California
| $1.63B | -$453M | -22% | 13.8% | 227% | 39 | 23.08% | 2.6 |
|
| 952 |
CAM
952
Cortina Asset Management
Milwaukee,
Wisconsin
| $1.63B | -$511M | -24% | 17.6% | 115% | 261 | 25.67% | 1.6 |
|
| 953 |
HIIFS
953
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
| $1.63B | -$397M | -20% | 15.8% | 126% | 559 | 33.45% | 1.3 |
|
| 954 |
ADEF
954
Adams Diversified Equity Fund
Baltimore,
Maryland
| $1.62B | -$391M | -19% | 12.8% | 150% | 234 | 18.8% | 1.7 |
|
| 955 |
SIC
955
Schwartz Investment Counsel
Plymouth,
Michigan
| $1.62B | -$257M | -14% | 13.7% | 87.8% | 139 | 14.39% | 3.1 |
|
| 956 |
WAM
956
World Asset Management
Detroit,
Michigan
| $1.62B | -$503M | -24% | 12.1% | 85% | 1,341 | 18.27% | 4.6 |
|
| 957 |
PA
957
Profund Advisors
Bethesda,
Maryland
| $1.62B | -$1.02B | -39% | 12.5% | 240% | 1,567 | 28.14% | 4.2 |
|
| 958 |
MIH
958
Meitav Investment House
Bene-Beraq,
Israel
| $1.62B | -$435M | -21% | 13.9% | 131% | 478 | 37.24% | 0.6 |
|
| 959 |
PNC
959
Park National Corp
Newark,
Ohio
| $1.61B | -$207M | -11% | 10.3% | 92.7% | 365 | 15.07% | 3.9 |
|
| 960 |
JIR
960
James Investment Research
Alpha,
Ohio
| $1.61B | -$831M | -34% | 11.2% | 107% | 932 | 28.22% | 2.1 |
|
| 961 |
TI
961
Trexquant Investment
Stamford,
Connecticut
| $1.6B | +$270M | +20% | 18.3% | 112% | 1,479 | 70.79% | 0.2 |
|
| 962 |
PWPCM
962
Perella Weinberg Partners Capital Management
New York
| $1.6B | -$569M | -26% | 17.8% | 1.52% | 245 | 48.98% | 0.6 |
|
| 963 |
CGM
963
Capital Growth Management
Boston,
Massachusetts
| $1.6B | -$338M | -17% | 4.32% | 422% | 72 | 55.56% | 0.4 |
|
| 964 |
AGC
964
Angelo Gordon & Co
New York
| $1.59B | +$323M | +25% | 8.5% | 90.1% | 104 | 34.62% | 0.7 |
|
| 965 |
HT
965
HAP Trading
New York
| $1.59B | +$2.17M | +0.1% | 14.9% | 141% | 1,422 | 53.8% | 0.9 |
|
| 966 |
FFA
966
First Foundation Advisors
Irvine,
California
| $1.58B | -$223M | -12% | 12.1% | 70.4% | 418 | 23.92% | 2.3 |
|
| 967 |
967
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
| $1.58B | -$75.8M | -5% | 11% | 85.5% | 224 | 54.02% | 1.2 |
|
| 968 |
SII
968
Silchester International Investors
London,
United Kingdom
| $1.58B | -$406M | -20% | 4.38% | 53.9% | 29 | 82.76% | 4.4 |
|
| 969 |
HAM
969
Highstreet Asset Management
London,
Ontario, Canada
| $1.58B | -$222M | -12% | 13.9% | 22.5% | 426 | 19.01% | 1.4 |
|
| 970 |
SMFG
970
Sumitomo Mitsui Financial Group
Tokyo,
Japan
| $1.58B | +$352M | +29% | 10.3% | 55.6% | 133 | 36.09% | 1.1 |
|
| 971 |
GMI
971
Greystone Managed Investments
Regina,
Saskatchewan, Canada
| $1.58B | -$270M | -15% | 12.3% | 39.1% | 97 | 5.15% | 3.2 |
|
| 972 |
TB
972
Thoma Bravo
Chicago,
Illinois
| $1.58B | – | – | 7.98% | 13.3% | 2 | – | 0 |
|
| 973 |
KL
973
KGH Ltd
Nassau,
Bahamas
| $1.58B | +$174M | +12% | 30.3% | 139% | 81 | 35.8% | 1 |
|
| 974 |
WT
974
Washington Trust
Westerly,
Rhode Island
| $1.57B | -$296M | -16% | 12.7% | 90.7% | 239 | 11.3% | 3.8 |
|
| 975 |
CAM
975
Cidel Asset Management
Toronto, Ontario,
Ontario, Canada
| $1.57B | -$707M | -31% | 12.8% | 69.1% | 119 | 28.57% | 2.1 |
|