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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1051 |
1051
Carnegie Investment Counsel
Pepper Pike,
Ohio
| $1.57B | +$30.3M | +2% | 2.08% | 101% | 438 | 8.45% | 3.2 |
|
| 1052 |
MC
1052
Martin Currie
Edinburgh,
United Kingdom
| $1.56B | +$160M | +11% | 1.38% | 114% | 91 | 8.79% | 3.2 |
|
| 1053 |
1053
ClearBridge Investments (Australia)
Sydney,
Australia
| $1.56B | +$163M | +12% | 1.76% | 27.2% | 64 | 26.56% | 1.9 |
|
| 1054 |
1054
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
| $1.56B | -$315M | -17% | 3.54% | 126% | 606 | 43.23% | 1.3 |
|
| 1055 |
CL
1055
CSS LLC
Chicago,
Illinois
| $1.56B | -$183M | -11% | 3.05% | 128% | 929 | 46.39% | 1.6 |
|
| 1056 |
1056
Carlyle Group
Washington,
District of Columbia
| $1.56B | -$456M | -23% | 14.8% | 7.98% | 12 | 8.33% | 2.3 |
|
| 1057 |
AC
1057
Athanor Capital
New York
| $1.55B | +$774M | +99% | 0.77% | 171% | 252 | 63.1% | 0.2 |
|
| 1058 |
1WCM
1058
12 West Capital Management
New York
| $1.55B | +$224M | +17% | 4.21% | 169% | 15 | 0% | 2.6 |
|
| 1059 |
BUB
1059
BBVA USA Bancshares
Houston,
Texas
| $1.55B | -$107M | -6% | 0.52% | 66.2% | 530 | 33.4% | 4.1 |
|
| 1060 |
T
1060
TOBAM
Paris,
France
| $1.55B | -$249M | -14% | 3.03% | 56% | 137 | 23.36% | 1.9 |
|
| 1061 |
SRIM
1061
Saratoga Research & Investment Management
Saratoga,
California
| $1.55B | -$41.6M | -3% | 2.18% | 54.3% | 46 | 4.35% | 4.5 |
|
| 1062 |
1062
First National Bank of Omaha
Omaha,
Nebraska
| $1.55B | +$14.3M | +0.9% | 2.81% | 70.9% | 357 | 12.04% | 3.7 |
|
| 1063 |
OI
1063
Oakbrook Investments
Lisle,
Illinois
| $1.54B | -$129M | -8% | 2.44% | 26.1% | 670 | 22.84% | 2.5 |
|
| 1064 |
1064
Azimuth Capital Management
Bloomfield Hills,
Michigan
| $1.53B | +$27.2M | +2% | 1.84% | 80.3% | 284 | 6.69% | 4.4 |
|
| 1065 |
TCCM
1065
Two Creeks Capital Management
New York
| $1.53B | -$112M | -7% | 0.42% | 38.8% | 22 | 18.18% | 1.9 |
|
| 1066 |
SIM
1066
Sentry Investment Management
Stevens Point,
Wisconsin
| $1.53B | +$17.9M | +1% | 1.71% | 103% | 493 | 15.82% | 4.3 |
|
| 1067 |
AVC
1067
Arlington Value Capital
Salt Lake City,
Utah
| $1.53B | +$54.5M | +4% | 7.66% | 14.4% | 15 | 6.67% | 3.4 |
|
| 1068 |
WAM
1068
Wellesley Asset Management
Portsmouth,
New Hampshire
| $1.53B | +$50.2M | +3% | 0.04% | 0% | 60 | 0% | 1.2 |
|
| 1069 |
VEPM
1069
Vista Equity Partners Management
San Francisco,
California
| $1.53B | +$995M | +188% | 12% | 3.45% | 34 | 38.24% | 0.7 |
|
| 1070 |
PIMC
1070
Praesidium Investment Management Company
New York
| $1.52B | -$80.1M | -5% | 2.41% | 79% | 13 | 0% | 3.4 |
|
| 1071 |
SCM
1071
Sirios Capital Management
Boston,
Massachusetts
| $1.52B | -$37.1M | -2% | 0.59% | 177% | 61 | 27.87% | 1.3 |
|
| 1072 |
LCP
1072
LGT Capital Partners
Pfaeffikon,
Switzerland
| $1.52B | +$158M | +12% | 2.98% | 67.2% | 75 | 9.33% | 2.6 |
|
| 1073 |
BAM
1073
Barrett Asset Management
New York
| $1.52B | +$1.34M | +0.1% | 1.71% | 78.4% | 383 | 9.4% | 4.2 |
|
| 1074 |
1074
RegentAtlantic Capital
Morristown,
New Jersey
| $1.52B | +$32.3M | +2% | 1.06% | 23.5% | 461 | 9.76% | 3.9 |
|
| 1075 |
MFWM
1075
Motley Fool Wealth Management
Alexandria,
Virginia
| $1.51B | -$81.1M | -5% | 1.87% | 70.7% | 145 | 15.17% | 2.7 |
|