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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 976 |
QF
976
QVT Financial
New York
| $1.77B | -$912M | -34% | 9.65% | 267% | 75 | 30.67% | 1.2 |
|
| 977 |
977
Burney Company
Reston,
Virginia
| $1.77B | +$230M | +15% | 7.73% | 129% | 458 | 16.81% | 2.8 |
|
| 978 |
978
MAI Capital Management
Independence,
Ohio
| $1.76B | +$113M | +7% | 5.24% | 74.7% | 500 | 14.6% | 2.4 |
|
| 979 |
3CP
979
3G Capital Partners
New York
| $1.76B | +$673M | +62% | 7.77% | 351% | 50 | 68% | 0.4 |
|
| 980 |
HRES
980
Heitman Real Estate Securities
Chicago,
Illinois
| $1.75B | +$22.7M | +1% | 1.55% | 48.3% | 65 | 16.92% | 1.7 |
|
| 981 |
IIM
981
Ivory Investment Management
New York
| $1.75B | -$263M | -13% | 4.23% | 32.8% | 70 | 52.86% | 0.7 |
|
| 982 |
TU
982
TDAM USA
Toronto,
Ontario, Canada
| $1.75B | +$45.1M | +3% | 6.67% | 104% | 346 | 12.14% | 3 |
|
| 983 |
OAM
983
Origin Asset Management
London,
United Kingdom
| $1.75B | +$117M | +7% | 8.6% | 59.3% | 129 | 27.13% | 1.3 |
|
| 984 |
SIM
984
Sprucegrove Investment Management
Toronto,
Ontario, Canada
| $1.74B | -$38.5M | -2% | 5.58% | 45.5% | 56 | 1.79% | 3.7 |
|
| 985 |
IAM
985
Impax Asset Management
Portsmouth,
New Hampshire
| $1.74B | -$9.23M | -0.5% | 7.08% | 47.7% | 219 | 25.57% | 2 |
|
| 986 |
986
Gradient Investments
Arden Hills,
Minnesota
| $1.73B | +$166M | +11% | 1.8% | 67.6% | 1,137 | 80.47% | 0.6 |
|
| 987 |
987
Hood River Capital Management
Palm Beach Gardens,
Florida
| $1.73B | +$154M | +10% | 7.47% | 696% | 104 | 25% | 1 |
|
| 988 |
TP
988
Tesuji Partners
Fort Lee,
New Jersey
| $1.73B | +$701M | +68% | 1.77% | 20% | 6 | 16.67% | 2 |
|
| 989 |
AGDR
989
AdamCapital Gestao de Recursos
Rio De Janeiro,
Brazil
| $1.73B | – | – | 6.6% | 10.7% | 17 | – | 0 |
|
| 990 |
LIA
990
LS Investment Advisors
Bloomfield Hills,
Michigan
| $1.72B | +$39.5M | +2% | 6.96% | 98.7% | 1,924 | 3.43% | 3.1 |
|
| 991 |
PAG
991
Pinnacle Advisory Group
Columbia,
Maryland
| $1.72B | +$94.8M | +6% | 4.38% | 45.8% | 203 | 11.33% | 1.7 |
|
| 992 |
992
First National Bank of Omaha
Omaha,
Nebraska
| $1.72B | +$83.8M | +5% | 6.16% | 70.9% | 395 | 5.32% | 2.8 |
|
| 993 |
SRAIM
993
Scheer Rowlett & Associates Investment Management
Toronto,
Ontario, Canada
| $1.71B | +$31.5M | +2% | 3.76% | 74.2% | 28 | 7.14% | 3.4 |
|
| 994 |
994
Alesco Advisors
Pittsford,
New York
| $1.71B | +$79.9M | +5% | 3.9% | 46.9% | 121 | 4.13% | 3.2 |
|
| 995 |
995
Meitav Investment House
Bene-Beraq,
Israel
| $1.71B | – | – | 7.74% | 131% | 201 | – | 0 |
|
| 996 |
KIA
996
KCM Investment Advisors
Greenbrae,
California
| $1.71B | +$74.3M | +5% | 5.26% | 85.7% | 561 | 14.8% | 2.9 |
|
| 997 |
997
Waverton Investment Management
London,
United Kingdom
| $1.71B | +$100M | +6% | 7.18% | 129% | 84 | 15.48% | 2.4 |
|
| 998 |
998
Antipodes Partners
Royal Exchange,
Australia
| $1.71B | +$348M | +26% | 7.94% | 96.4% | 30 | 26.67% | 0.7 |
|
| 999 |
999
Capital Advisors Inc
Tulsa,
Oklahoma
| $1.71B | +$73.7M | +5% | 4.15% | 82.7% | 207 | 14.98% | 2 |
|
| 1000 |
ECP
1000
Elk Creek Partners
Denver,
Colorado
| $1.7B | +$112M | +7% | 5.56% | 16.4% | 167 | 14.37% | 1.8 |
|