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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1026 |
CC
1026
CQS Cayman
Camana Bay, Grand Cayman,
Cayman Islands
| $1.45B | -$667M | -31% | 6.12% | 15.3% | 132 | 35.61% | 1.3 |
|
| 1027 |
CT
1027
Cambridge Trust
Cambridge,
Massachusetts
| $1.45B | -$282M | -16% | 11% | 42.9% | 256 | 13.67% | 3.8 |
|
| 1028 |
SIM
1028
Spark Investment Management
New York
| $1.45B | -$296M | -17% | 24.5% | 459% | 907 | 56.34% | 0.8 |
|
| 1029 |
1029
AMG National Trust Bank
Greenwood Village,
Colorado
| $1.45B | -$242M | -14% | 13.3% | 61.4% | 275 | 14.55% | 3.3 |
|
| 1030 |
1030
Boston Financial Management
Boston,
Massachusetts
| $1.44B | -$250M | -15% | 10.9% | 30.1% | 306 | 18.95% | 3.4 |
|
| 1031 |
AWM
1031
Ashmore Wealth Management
Wilmington,
Delaware
| $1.44B | -$516M | -26% | 15.8% | 81.9% | 30 | 13.33% | 3.7 |
|
| 1032 |
LIA
1032
LS Investment Advisors
Bloomfield Hills,
Michigan
| $1.44B | -$302M | -17% | 12.3% | 98.7% | 1,934 | 13.65% | 3.7 |
|
| 1033 |
1033
Covington Capital Management
Los Angeles,
California
| $1.43B | -$200M | -12% | 11.4% | 32% | 765 | 14.25% | 2 |
|
| 1034 |
1034
Dorsal Capital Management
Redwood City,
California
| $1.43B | -$300M | -17% | 19.1% | 99.6% | 29 | 41.38% | 1 |
|
| 1035 |
1035
Junto Capital Management
New York
| $1.43B | -$312M | -18% | 12.3% | 122% | 68 | 82.35% | 0.2 |
|
| 1036 |
FTCM
1036
Fir Tree Capital Management
New York
| $1.42B | -$434M | -23% | 17.2% | 17.3% | 87 | 43.68% | 0.7 |
|
| 1037 |
ABC
1037
Anchor Bolt Capital
Chicago,
Illinois
| $1.42B | -$582M | -29% | 15.9% | 3.04% | 78 | 48.72% | 1.2 |
|
| 1038 |
1038
Weiss Asset Management
Boston,
Massachusetts
| $1.42B | +$121M | +9% | 2.57% | 138% | 529 | 78.45% | 0.1 |
|
| 1039 |
1039
Burney Company
Reston,
Virginia
| $1.42B | -$259M | -15% | 13.2% | 129% | 460 | 10.22% | 3.3 |
|
| 1040 |
1040
ExodusPoint Capital Management
New York
| $1.42B | – | – | 12.6% | 111% | 334 | – | 0 |
|
| 1041 |
OA
1041
Oak Associates
Akron,
Ohio
| $1.42B | -$216M | -13% | 13.5% | 152% | 168 | 13.1% | 3.4 |
|
| 1042 |
SDJVC
1042
St. Denis J. Villere & Co
New Orleans,
Louisiana
| $1.42B | -$234M | -14% | 18% | 32.6% | 52 | 9.62% | 3.3 |
|
| 1043 |
1043
Granahan Investment Management
Waltham,
Massachusetts
| $1.41B | -$431M | -23% | 19.7% | 265% | 216 | 17.59% | 2.2 |
|
| 1044 |
TAM
1044
Timucuan Asset Management
Jacksonville,
Florida
| $1.41B | -$135M | -9% | 9.38% | 61.6% | 27 | 22.22% | 2.8 |
|
| 1045 |
VIP
1045
Vantage Investment Partners
Kansas City,
Missouri
| $1.41B | -$181M | -11% | 13.2% | 50.9% | 102 | 12.75% | 2.1 |
|
| 1046 |
SIM
1046
Sprucegrove Investment Management
Toronto,
Ontario, Canada
| $1.41B | -$150M | -10% | 0.38% | 45.5% | 50 | 12% | 4.2 |
|
| 1047 |
BUB
1047
BBVA USA Bancshares
Houston,
Texas
| $1.4B | -$290M | -17% | 12.2% | 66.2% | 552 | 9.6% | 3.6 |
|
| 1048 |
1048
Copeland Capital Management
Conshohocken,
Pennsylvania
| $1.4B | -$257M | -16% | 13.1% | 56.7% | 284 | 53.87% | 1.6 |
|
| 1049 |
1049
Verition Fund Management
Greenwich,
Connecticut
| $1.39B | -$1.4B | -50% | 8.47% | 110% | 1,487 | 65.9% | 0.5 |
|
| 1050 |
ORI
1050
Oak Ridge Investments
Chicago,
Illinois
| $1.39B | -$422M | -23% | 16.6% | 208% | 173 | 10.4% | 2.3 |
|