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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%
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100
250
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2,500
5,000
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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 1051 |
FI
1051
FormulaFolio Investments
Grand Rapids,
Michigan
| $1.52B | +$217M | +17% | 2.74% | 41.4% | 277 | 31.77% |
|
| 1052 |
GCM
1052
Gladius Capital Management
Chicago,
Illinois
| $1.52B | +$782M | +106% | 5.99% | 63.4% | 14 | 57.14% |
|
| 1053 |
JRP
1053
Jasper Ridge Partners
Menlo Park,
California
| $1.52B | -$487M | -24% | 5.25% | 61.5% | 87 | 34.48% |
|
| 1054 |
BM
1054
Bridger Management
New York
| $1.52B | -$155M | -9% | 11.5% | 98.3% | 41 | 36.59% |
|
| 1055 |
RS
1055
Robeco Schweiz
Zurich,
Switzerland
| $1.51B | +$218M | +17% | 7.07% | 90.5% | 188 | 13.3% |
|
| 1056 |
IA
1056
Investor AB
Stockholm,
Sweden
| $1.51B | -$38M | -2% | 0.95% | 79% | 10 | 50% |
|
| 1057 |
NIP
1057
Nicholas Investment Partners
Rancho Santa Fe,
California
| $1.51B | +$66M | +5% | 9.81% | 362% | 291 | 37.46% |
|
| 1058 |
PIC
1058
PCJ Investment Counsel
Toronto,
Ontario, Canada
| $1.51B | -$51.7M | -3% | 4.5% | 165% | 90 | 32.22% |
|
| 1059 |
CPO
1059
Cerity Partners OCIO
New York
| $1.51B | +$54.9M | +4% | 3.16% | – | 282 | 18.79% |
|
| 1060 |
RP
1060
RR Partners
New York
| $1.5B | +$43.9M | +3% | 6.91% | 73.3% | 20 | 10% |
|
| 1061 |
AHSSHC
1061
Adventist Health System Sunbelt Healthcare Corp
Altamonte Springs,
Florida
| $1.5B | -$203M | -12% | 3.72% | 23.8% | 13 | 15.38% |
|
| 1062 |
NI
1062
Nuance Investments
Kansas City,
Missouri
| $1.5B | +$52.1M | +4% | 4.98% | 6.33% | 87 | 37.93% |
|
| 1063 |
BFM
1063
Boston Financial Management
Boston,
Massachusetts
| $1.49B | +$87.6M | +6% | 7.32% | 30.1% | 276 | 7.25% |
|
| 1064 |
BSA
1064
Braun Stacey Associates
New York
| $1.49B | +$29.5M | +2% | 8.17% | 184% | 136 | 12.5% |
|
| 1065 |
EB
1065
Eastern Bank
Boston,
Massachusetts
| $1.49B | +$79.8M | +6% | 6.27% | 91.1% | 213 | 7.51% |
|
| 1066 |
1066
Cerity Partners
New York
| $1.49B | +$77.3M | +5% | 8.16% | 64.3% | 611 | 16.86% |
|
| 1067 |
RJT
1067
Raymond James Trust
St. Petersburg,
Florida
| $1.49B | +$88.2M | +6% | 6.42% | 41.3% | 773 | 9.18% |
|
| 1068 |
FS
1068
Feinberg Stephen
| $1.48B | +$1.09B | +277% | 8.61% | 54.3% | 9 | 66.67% |
|
| 1069 |
WIM
1069
Woodford Investment Management
London,
United Kingdom
| $1.48B | -$695M | -32% | 15% | 27.1% | 7 | 14.29% |
|
| 1070 |
NCA
1070
Newbrook Capital Advisors
New York
| $1.48B | +$100M | +7% | 10.5% | 220% | 23 | 30.43% |
|
| 1071 |
GA
1071
General Atlantic
New York
| $1.48B | +$54.1M | +4% | 6.47% | 186% | 6 | 0% |
|
| 1072 |
CONA
1072
Capital One National Association
New York
| $1.48B | +$49.2M | +3% | 6.15% | – | 560 | 15.71% |
|
| 1073 |
WB
1073
WesBanco Bank
Wheeling,
West Virginia
| $1.48B | -$442M | -23% | 5.76% | 68.1% | 535 | 24.3% |
|
| 1074 |
PFM
1074
Parsec Financial Management
Asheville,
North Carolina
| $1.47B | +$93.1M | +7% | 7.13% | 70.7% | 247 | 8.91% |
|
| 1075 |
CCM
1075
Chieftain Capital Management
New York
| $1.47B | +$198M | +16% | 2.56% | 12.2% | 11 | 27.27% |
|