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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 |
1026
PGIM Custom Harvest
Newark,
New Jersey
| $2.21B | – | – | 7.45% | 78.2% | 199 | – | 1.3 |
|
| 1027 |
1027
Nippon Life Insurance
Tokyo,
Japan
| $2.21B | +$291M | +15% | 15.2% | 26% | 3 | 0% | 9.5 |
|
| 1028 |
ROIC
1028
Route One Investment Company
San Francisco,
California
| $2.21B | -$432M | -16% | 5.14% | 80.9% | 16 | 12.5% | 4.7 |
|
| 1029 |
SIC
1029
Schwartz Investment Counsel
Plymouth,
Michigan
| $2.2B | +$256M | +13% | 13.7% | 87.8% | 142 | 10.56% | 4 |
|
| 1030 |
1030
Wilmington Savings Fund Society
Wilmington,
Delaware
| $2.2B | +$154M | +8% | 10.5% | – | 367 | 3.54% | 6.6 |
|
| 1031 |
1031
Cambiar Investors
Denver,
Colorado
| $2.19B | +$210M | +11% | 12.1% | 59.2% | 146 | 5.48% | 2.5 |
|
| 1032 |
1032
Heritage Investors Management Corp
Bethesda,
Maryland
| $2.19B | +$209M | +11% | 11.9% | 99.7% | 268 | 8.58% | 5.5 |
|
| 1033 |
AAM
1033
Alpine Associates Management
Palm Beach,
Florida
| $2.19B | -$213M | -9% | 20.2% | 366% | 67 | 67.16% | 0.3 |
|
| 1034 |
1034
Freestone Capital Holdings
Seattle,
Washington
| $2.19B | -$31M | -1% | 7.54% | 86.9% | 406 | 12.81% | 3.5 |
|
| 1035 |
IC
1035
Impactive Capital
New York City,
New York
| $2.18B | +$266M | +14% | 20% | 25% | 11 | 36.36% | 1.9 |
|
| 1036 |
NSCM
1036
New South Capital Management
Memphis,
Tennessee
| $2.17B | +$107M | +5% | 12.6% | 106% | 68 | 13.24% | 5.4 |
|
| 1037 |
PP
1037
Paloma Partners
Greenwich,
Connecticut
| $2.17B | -$29.6M | -1% | 3.4% | 314% | 1,283 | 54.87% | 0.5 |
|
| 1038 |
HMP
1038
HS Management Partners
New York
| $2.17B | -$41.5M | -2% | 12.3% | 27.7% | 27 | 25.93% | 2.5 |
|
| 1039 |
GC
1039
GMT Capital
Atlanta,
Georgia
| $2.17B | +$556M | +35% | 12.9% | 200% | 106 | 51.89% | 1.7 |
|
| 1040 |
1040
Cassaday & Co Wealth Management
Mclean,
Virginia
| $2.16B | – | – | 5.63% | 70% | 253 | – | 0 |
|
| 1041 |
1041
U.S. Capital Wealth Advisors
Austin,
Texas
| $2.16B | +$182M | +9% | 10.2% | 64.6% | 1,626 | 62.18% | 0.4 |
|
| 1042 |
1042
Ameritas Advisory Services
Lincoln,
Nebraska
| $2.15B | +$482M | +29% | 7.19% | 68.7% | 919 | 21.98% | 0.8 |
|
| 1043 |
1043
Becker Capital Management
Portland,
Oregon
| $2.15B | +$242M | +13% | 12.6% | 89.2% | 196 | 7.14% | 5 |
|
| 1044 |
1044
Washington Trust
Westerly,
Rhode Island
| $2.15B | +$161M | +8% | 9.18% | 90.7% | 1,003 | 9.77% | 2.9 |
|
| 1045 |
1045
Eisler Capital (UK)
London,
United Kingdom
| $2.14B | +$145M | +7% | 9.51% | 3.95% | 306 | 68.3% | 0.6 |
|
| 1046 |
CAM
1046
Cidel Asset Management
Toronto, Ontario,
Ontario, Canada
| $2.14B | +$35.6M | +2% | 8.26% | 69.1% | 155 | 12.9% | 3.2 |
|
| 1047 |
EMG
1047
ETF Managers Group
Summit,
New Jersey
| $2.13B | -$982M | -32% | 5.42% | 77.7% | 750 | 38.67% | 2.5 |
|
| 1048 |
HPC
1048
Hill Path Capital
New York
| $2.13B | +$367M | +21% | 16.7% | 5.23% | 8 | 0% | 2.7 |
|
| 1049 |
1049
Evergreen Capital Management
Bellevue,
Washington
| $2.13B | +$213M | +11% | 8.16% | 77.2% | 727 | 22.28% | 2.5 |
|
| 1050 |
1050
Picton Mahoney Asset Management
Toronto,
Ontario, Canada
| $2.12B | -$650M | -23% | 11% | 210% | 875 | 36.57% | 1.1 |
|