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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1001 |
RWJF
1001
Robert Wood Johnson Foundation
Princeton,
New Jersey
| $1.52B | -$22.3M | -1% | 2.33% | 4.83% | 3 | 66.67% | 1.8 |
|
| 1002 |
OAM
1002
Origin Asset Management
London,
United Kingdom
| $1.52B | -$57.3M | -4% | 2.31% | 59.3% | 183 | 26.23% | 1.1 |
|
| 1003 |
JGC
1003
J. Goldman & Co
New York
| $1.51B | -$260M | -15% | 2.45% | 106% | 457 | 72.65% | 0.3 |
|
| 1004 |
CCP
1004
Clough Capital Partners
Boston,
Massachusetts
| $1.51B | -$409M | -21% | 1.87% | 175% | 232 | 54.31% | 0.9 |
|
| 1005 |
SAM
1005
Skyline Asset Management
Chicago,
Illinois
| $1.51B | +$109M | +8% | 17.3% | 26.1% | 74 | 13.51% | 2.3 |
|
| 1006 |
CCA
1006
Conestoga Capital Advisors
Wayne,
Pennsylvania
| $1.5B | +$42.7M | +3% | 6.56% | 47.8% | 120 | 7.5% | 2.6 |
|
| 1007 |
1007
Financial Engines Advisors
Santa Clara,
California
| $1.5B | +$1.37B | +1,096% | 1.65% | 43% | 84 | 38.1% | 2 |
|
| 1008 |
CC
1008
Cipher Capital
New York
| $1.5B | -$118M | -7% | 5.59% | – | 786 | 44.78% | 0.7 |
|
| 1009 |
CSIC
1009
Clifford Swan Investment Counsel
Pasadena,
California
| $1.49B | +$14.8M | +1% | 3.33% | 73.2% | 292 | 7.53% | 2.7 |
|
| 1010 |
RSCM
1010
Rock Springs Capital Management
Baltimore,
Maryland
| $1.49B | -$101M | -6% | 4.17% | 342% | 143 | 10.49% | 1.5 |
|
| 1011 |
KIA
1011
KCM Investment Advisors
Greenbrae,
California
| $1.49B | +$26.4M | +2% | 1.6% | 85.7% | 560 | 8.04% | 2.5 |
|
| 1012 |
DWA
1012
Douglass Winthrop Advisors
New York
| $1.48B | +$35M | +2% | 2.9% | 64.4% | 253 | 9.09% | 2.4 |
|
| 1013 |
ECP
1013
Elk Creek Partners
Denver,
Colorado
| $1.48B | -$37.3M | -2% | 2.03% | 16.4% | 167 | 17.37% | 1.4 |
|
| 1014 |
IA
1014
Icon Advisers
Greenwood Village,
Colorado
| $1.48B | -$32.7M | -2% | 5.32% | 114% | 481 | 31.39% | 1.1 |
|
| 1015 |
PAG
1015
Pinnacle Advisory Group
Columbia,
Maryland
| $1.48B | +$281M | +24% | 1.58% | 45.8% | 192 | 36.98% | 1.1 |
|
| 1016 |
1CP
1016
1607 Capital Partners
Richmond,
Virginia
| $1.48B | -$89.6M | -6% | 3.85% | 28.5% | 129 | 14.73% | 2.5 |
|
| 1017 |
BCPEM
1017
Bain Capital Public Equity Management
Boston,
Massachusetts
| $1.47B | -$68.6M | -4% | 2.65% | 128% | 67 | 68.66% | 0.5 |
|
| 1018 |
SRAIM
1018
Scheer Rowlett & Associates Investment Management
Toronto,
Ontario, Canada
| $1.47B | -$24M | -2% | 6.45% | 74.2% | 29 | 6.9% | 2.9 |
|
| 1019 |
BC
1019
Burney Company
Reston,
Virginia
| $1.47B | +$53.9M | +4% | 5.96% | 122% | 401 | 10.72% | 2.5 |
|
| 1020 |
WIC
1020
Water Island Capital
New York
| $1.47B | -$107M | -7% | 9.2% | 438% | 193 | 69.95% | 0.2 |
|
| 1021 |
MGA
1021
MatlinPatterson Global Advisers
New York
| $1.46B | +$17.5M | +1% | 1.73% | 4.97% | 8 | 50% | 1.6 |
|
| 1022 |
BAM
1022
Baring Asset Management
London,
United Kingdom
| $1.46B | +$68.7M | +5% | 0.08% | 54.2% | 193 | 38.34% | 1 |
|
| 1023 |
NEI
1023
Northwest & Ethical Investments
Toronto,
Ontario, Canada
| $1.45B | +$29.9M | +2% | 5.07% | 78.1% | 408 | 30.15% | 1.1 |
|
| 1024 |
CTC
1024
Central Trust Company
Jefferson City,
Missouri
| $1.45B | +$80.7M | +6% | 2.97% | 84% | 1,274 | 13.27% | 2.5 |
|
| 1025 |
HI
1025
Horizon Investments
Charlotte,
North Carolina
| $1.45B | -$8.39M | -0.6% | 0.92% | 89.1% | 197 | 63.45% | 0.6 |
|