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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1076 |
1076
RA Capital Management
Boston,
Massachusetts
| $1.54B | +$235M | +18% | 33.5% | 596% | 35 | 34.29% | 1.1 |
|
| 1077 |
BPB
1077
Badgley, Phelps & Bell
Seattle,
Washington
| $1.54B | +$37.8M | +3% | 2.71% | 78.3% | 190 | 7.37% | 2.9 |
|
| 1078 |
VFA
1078
Voya Financial Advisors
Windsor,
Connecticut
| $1.54B | +$33.8M | +2% | 2.26% | 44.8% | 586 | 13.65% | 2 |
|
| 1079 |
HCM
1079
Huber Capital Management
El Segundo,
California
| $1.54B | -$168M | -10% | 5.1% | 70.4% | 105 | 6.67% | 3.8 |
|
| 1080 |
NI
1080
Nuance Investments
Kansas City,
Missouri
| $1.54B | +$54.8M | +4% | 2.09% | 3.13% | 69 | 33.33% | 1 |
|
| 1081 |
MFG
1081
Mizuho Financial Group
Chiyoda-Ku, Tokyo,
Japan
| $1.54B | -$131M | -8% | 7.85% | – | 2 | 0% | 5 |
|
| 1082 |
CCM
1082
Chieftain Capital Management
New York
| $1.53B | +$161M | +12% | 9.69% | 12.2% | 13 | 23.08% | 1.8 |
|
| 1083 |
B
1083
BloombergSen
Toronto,
Ontario, Canada
| $1.53B | +$153M | +11% | 3.21% | 46.9% | 15 | 0% | 2.5 |
|
| 1084 |
SIM
1084
Sentry Investment Management
Stevens Point,
Wisconsin
| $1.53B | -$114M | -7% | 4.15% | 103% | 495 | 12.93% | 3.7 |
|
| 1085 |
1085
Armistice Capital
New York
| $1.53B | +$224M | +17% | 6.37% | 79.7% | 96 | 56.25% | 0.5 |
|
| 1086 |
LOAMU
1086
Lombard Odier Asset Management (USA)
New York
| $1.53B | +$142M | +10% | 7.07% | 96.8% | 327 | 57.19% | 0.5 |
|
| 1087 |
PIC
1087
PCJ Investment Counsel
Toronto,
Ontario, Canada
| $1.52B | +$82.9M | +6% | 5.15% | 164% | 77 | 27.27% | 2.1 |
|
| 1088 |
KL
1088
KGH Ltd
Nassau,
Bahamas
| $1.52B | +$32.2M | +2% | 12.8% | 139% | 76 | 35.53% | 1 |
|
| 1089 |
OCBV
1089
Ownership Capital B.V.
Amsterdam,
Netherlands
| $1.52B | +$30.6M | +2% | 5.99% | 62.8% | 19 | 5.26% | 1.7 |
|
| 1090 |
HA
1090
Heartland Advisors
Milwaukee,
Wisconsin
| $1.52B | +$25.8M | +2% | 7.53% | 88.6% | 214 | 11.21% | 1.9 |
|
| 1091 |
MCM
1091
Maltese Capital Management
New York
| $1.51B | +$45.1M | +3% | 0.82% | 114% | 238 | 26.47% | 1.7 |
|
| 1092 |
NEI
1092
Northwest & Ethical Investments
Toronto,
Ontario, Canada
| $1.51B | +$20.6M | +1% | 3.04% | 78.1% | 388 | 17.78% | 2 |
|
| 1093 |
1093
Marshfield Associates
Washington,
District of Columbia
| $1.51B | +$14.9M | +1% | 3.29% | 59.7% | 20 | 0% | 3.4 |
|
| 1094 |
MTWSIF
1094
Mivtachim The Workers Social Insurance Fund
Tel Aviv,
Israel
| $1.5B | +$88.3M | +6% | 5.4% | 163% | 13 | 7.69% | 2.2 |
|
| 1095 |
BCM
1095
Brigade Capital Management
New York
| $1.5B | -$697M | -32% | 8.84% | 42.7% | 66 | 30.3% | 1.4 |
|
| 1096 |
NDSI
1096
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
| $1.5B | +$1.3B | +656% | 19% | 73.5% | 163 | 9.2% | 3.3 |
|
| 1097 |
S
1097
Schroders
London,
United Kingdom
| $1.49B | -$291M | -16% | 1.23% | 5.82% | 8 | 12.5% | 1.2 |
|
| 1098 |
OA
1098
Oak Associates
Akron,
Ohio
| $1.49B | +$60.2M | +4% | 4.44% | 152% | 161 | 5.59% | 3.2 |
|
| 1099 |
1099
Sigma Planning Corp
Ann Arbor,
Michigan
| $1.49B | +$126M | +9% | 3.67% | 87.3% | 968 | 18.08% | 2 |
|
| 1100 |
JCP
1100
Jabre Capital Partners
Geneva,
Switzerland
| $1.49B | +$1.02B | +221% | 3.54% | 62.9% | 214 | 54.21% | 0.4 |
|