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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 |
FAM
976
Foxhaven Asset Management
Charlottesville,
Virginia
| $2.35B | +$97.9M | +4% | 1.44% | 88.2% | 28 | 25% | 2.1 |
|
| 977 |
BCIM
977
Black Creek Investment Management
Toronto,
Ontario, Canada
| $2.34B | -$76.7M | -3% | 7.06% | 11.1% | 41 | 9.76% | 3.8 |
|
| 978 |
978
ARGA Investment Management
Stamford,
Connecticut
| $2.34B | +$502M | +27% | 22.3% | 78.1% | 126 | 13.49% | 1.5 |
|
| 979 |
AGA
979
Altrinsic Global Advisors
Stamford,
Connecticut
| $2.34B | +$171M | +8% | 16% | 45% | 47 | 4.26% | 4.5 |
|
| 980 |
HCM
980
HMI Capital Management
San Francisco,
California
| $2.34B | -$316M | -12% | 2.76% | 5.95% | 15 | 6.67% | 1.5 |
|
| 981 |
981
Salem Investment Counselors
Winston Salem,
North Carolina
| $2.34B | +$141M | +6% | 7.36% | 181% | 1,167 | 11.57% | 2.9 |
|
| 982 |
982
Van Berkom & Associates
Montreal,
Quebec, Canada
| $2.33B | +$230M | +11% | 14.9% | 45% | 65 | 4.62% | 4.6 |
|
| 983 |
983
EULAV Asset Management
Sarasota,
Florida
| $2.33B | +$70.1M | +3% | 9.43% | 90.7% | 203 | 7.88% | 5.3 |
|
| 984 |
984
Carnegie Investment Counsel
Pepper Pike,
Ohio
| $2.33B | +$228M | +11% | 9.43% | 101% | 531 | 14.69% | 4.3 |
|
| 985 |
KIA
985
KCM Investment Advisors
Greenbrae,
California
| $2.32B | +$161M | +7% | 8.18% | 85.7% | 400 | 8.75% | 5.6 |
|
| 986 |
986
NewEdge Wealth
Pittsburgh,
Pennsylvania
| $2.32B | +$208M | +10% | 9.85% | 98.9% | 578 | 16.61% | 1 |
|
| 987 |
PC
987
Periscope Capital
Toronto,
Ontario, Canada
| $2.32B | -$1.12B | -33% | 2.16% | 28.8% | 1,208 | 27.98% | 0.9 |
|
| 988 |
988
Stonegate Investment Group
Birmingham,
Alabama
| $2.32B | +$135M | +6% | 10.8% | 88.8% | 358 | 14.53% | 0.7 |
|
| 989 |
989
Intact Investment Management
Montreal,
Quebec, Canada
| $2.31B | -$731M | -24% | 9.12% | 73.7% | 282 | 19.15% | 3.7 |
|
| 990 |
990
Parallel Advisors
San Francisco,
California
| $2.31B | +$134M | +6% | 6.97% | 109% | 3,655 | 13.65% | 3.3 |
|
| 991 |
TAM
991
Timucuan Asset Management
Jacksonville,
Florida
| $2.31B | +$214M | +10% | 10.9% | 61.6% | 35 | 11.43% | 3.8 |
|
| 992 |
992
Addenda Capital
Montreal,
Quebec, Canada
| $2.3B | +$114M | +5% | 8.41% | 100% | 147 | 8.16% | 4.4 |
|
| 993 |
993
Kingsview Wealth Management
Grants Pass,
Oregon
| $2.3B | +$194M | +9% | 7.63% | 71.5% | 922 | 20.5% | 2.5 |
|
| 994 |
FA
994
FDx Advisors
Chicago,
Illinois
| $2.3B | +$69.2M | +3% | 8.42% | 66.2% | 800 | 16.75% | 3.5 |
|
| 995 |
995
Clifford Swan Investment Counsel
Pasadena,
California
| $2.3B | +$168M | +8% | 11.6% | 73.2% | 319 | 8.78% | 6.6 |
|
| 996 |
996
Rubric Capital Management (New York)
New York
| $2.29B | +$308M | +16% | 13.2% | 251% | 106 | 28.3% | 1 |
|
| 997 |
997
E. Ohman J:or Asset Management
Stockholm,
Sweden
| $2.29B | +$95.5M | +4% | 9.23% | 110% | 458 | 15.28% | 4.4 |
|
| 998 |
SAM
998
Shell Asset Management
The Hague,
Netherlands
| $2.28B | -$283M | -11% | 9.4% | – | 1,433 | 9.84% | 4.9 |
|
| 999 |
999
Rokos Capital Management (UK)
London,
United Kingdom
| $2.28B | -$1.07B | -32% | 1.47% | 227% | 93 | 56.99% | 0.5 |
|
| 1000 |
PMEF
1000
Point72 Middle East FZE
Dubai,
United Arab Emirates
| $2.28B | – | – | 9.18% | – | 1,846 | – | 0 |
|