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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 |
976
Boxer Capital
San Diego,
California
| $1.47B | -$301M | -17% | 17.6% | 262% | 70 | 38.57% | 0.8 |
|
| 977 |
977
Lockheed Martin Investment Management
Bethesda,
Maryland
| $1.47B | -$427M | -23% | 16.5% | 104% | 67 | 10.45% | 1.9 |
|
| 978 |
978
Partners Capital Investment Group
Boston,
Massachusetts
| $1.46B | +$143M | +11% | 18.5% | 47.5% | 112 | 26.79% | 1.6 |
|
| 979 |
979
Kentucky Retirement Systems
Frankfort,
Kentucky
| $1.46B | +$89.2M | +6% | 16.7% | 137% | 507 | 2.17% | 5.4 |
|
| 980 |
980
Cambridge Trust
Cambridge,
Massachusetts
| $1.46B | -$436M | -23% | 14.9% | 42.9% | 285 | 22.46% | 4.4 |
|
| 981 |
981
Orion Portfolio Solutions
Omaha,
Nebraska
| $1.45B | +$182M | +14% | 18.2% | 25.6% | 2,548 | 36.11% | 0.2 |
|
| 982 |
982
Empyrean Capital Partners
Los Angeles,
California
| $1.45B | -$66.2M | -4% | 24.4% | 131% | 75 | 37.33% | 1 |
|
| 983 |
983
BlueCrest Capital Management
St Helier,
Jersey
| $1.45B | -$98M | -6% | 5.74% | 62.4% | 443 | 68.17% | 0.5 |
|
| 984 |
984
Fort Pitt Capital Group
Pittsburgh,
Pennsylvania
| $1.45B | -$315M | -18% | 22.4% | 42.1% | 194 | 27.84% | 3.1 |
|
| 985 |
985
ClearBridge Investments (Australia)
Sydney,
Australia
| $1.45B | -$467M | -24% | 17.5% | 27.2% | 59 | 22.03% | 2.1 |
|
| 986 |
986
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
| $1.45B | -$168M | -10% | 18.4% | 86% | 490 | 13.27% | 2.9 |
|
| 987 |
987
Hantz Financial Services
Southfield,
Michigan
| $1.45B | – | – | 16.4% | 69.4% | 522 | – | 0 |
|
| 988 |
FFH
988
Fairfax Financial Holdings
Toronto,
Ontario, Canada
| $1.44B | -$1.09B | -43% | 41.5% | 70.7% | 60 | 38.33% | 1.3 |
|
| 989 |
989
Platinum Equity Advisors
Beverly Hills,
California
| $1.44B | +$891M | +161% | 28.9% | 7.18% | 5 | 60% | 0.1 |
|
| 990 |
990
Advisory Research
Chicago,
Illinois
| $1.44B | -$733M | -34% | 24.4% | 138% | 366 | 41.26% | 1.9 |
|
| 991 |
991
Saratoga Research & Investment Management
Saratoga,
California
| $1.44B | -$225M | -14% | 14.8% | 65.1% | 50 | 22% | 4.7 |
|
| 992 |
992
Glenview Trust
Louisville,
Kentucky
| $1.44B | -$345M | -19% | 18.3% | 110% | 351 | 12.82% | 4.1 |
|
| 993 |
993
Carnegie Investment Counsel
Pepper Pike,
Ohio
| $1.44B | -$296M | -17% | 15.3% | 112% | 448 | 16.96% | 3.6 |
|
| 994 |
994
Avantax Planning Partners
Dubuque,
Iowa
| $1.44B | -$263M | -16% | 16.6% | 55.9% | 321 | 19.94% | 2.5 |
|
| 995 |
995
Martin Currie
Edinburgh,
United Kingdom
| $1.43B | -$363M | -20% | 16% | 114% | 78 | 14.1% | 3.4 |
|
| 996 |
996
Logan Capital Management
Newtown Square,
Pennsylvania
| $1.43B | -$398M | -22% | 16.2% | 144% | 327 | 15.6% | 4.3 |
|
| 997 |
997
Mather Group
Chicago,
Illinois
| $1.43B | -$164M | -10% | 15.2% | 54.1% | 186 | 37.1% | 1.2 |
|
| 998 |
998
Sullivan, Bruyette, Speros & Blaney
Mclean,
Virginia
| $1.43B | -$369M | -21% | 19.2% | 46.7% | 356 | 18.82% | 2 |
|
| 999 |
999
Heritage Investors Management Corp
Bethesda,
Maryland
| $1.43B | -$460M | -24% | 20.8% | 114% | 231 | 15.15% | 4.3 |
|
| 1000 |
1000
Broad Run Investment Management
Arlington,
Virginia
| $1.42B | -$869M | -38% | 27.7% | 202% | 23 | 4.35% | 4.7 |
|