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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
Castleark Management
Chicago,
Illinois
| $3.41B | -$160M | -4% | 6.17% | 248% | 347 | 33.43% | 3.2 |
|
| 1077 |
RBA
1077
Richard Bernstein Advisors
New York
| $3.4B | -$103M | -3% | 2.37% | 33.9% | 207 | 17.39% | 3.8 |
|
| 1078 |
1078
Freestone Capital Holdings
Seattle,
Washington
| $3.38B | +$115M | +4% | 2.48% | 86.9% | 610 | 19.51% | 3.7 |
|
| 1079 |
SGI
1079
Swan Global Investments
Durango,
Colorado
| $3.38B | -$200M | -6% | 2.21% | 62.5% | 78 | 11.54% | 3.2 |
|
| 1080 |
1080
First National Bank of Omaha
Omaha,
Nebraska
| $3.38B | +$1.79B | +113% | 2.86% | 70.9% | 528 | 45.27% | 4.2 |
|
| 1081 |
1081
Palisade Capital Management
Fort Lee,
New Jersey
| $3.37B | -$307M | -8% | 1.84% | 70.5% | 398 | 14.57% | 4 |
|
| 1082 |
1082
Guardian Capital (Canada)
Toronto,
Ontario, Canada
| $3.37B | +$275M | +9% | 4.61% | 77.5% | 190 | 16.84% | 5 |
|
| 1083 |
1083
Saba Capital Management
New York
| $3.37B | -$292M | -8% | 0.1% | 35% | 415 | 36.39% | 1.2 |
|
| 1084 |
1084
Adventist Health System Sunbelt Healthcare Corp
Altamonte Springs,
Florida
| $3.36B | +$1.06B | +46% | 2.07% | 29.1% | 25 | 16% | 3 |
|
| 1085 |
1085
SigFig Wealth Management
San Francisco,
California
| $3.35B | +$121M | +4% | 1.13% | 49.3% | 146 | 11.64% | 4 |
|
| 1086 |
1086
CX Institutional
Auburn,
Indiana
| $3.35B | +$58.9M | +2% | 2.62% | 62.9% | 1,601 | 19.36% | 1.6 |
|
| 1087 |
SL
1087
Siren LLC
Greenwich,
Connecticut
| $3.35B | +$796M | +31% | 36.5% | – | 141 | 38.3% | 0.8 |
|
| 1088 |
1088
New Mexico Educational Retirement Board
Santa Fe,
New Mexico
| $3.35B | +$129M | +4% | 4.19% | 126% | 923 | 3.58% | 8 |
|
| 1089 |
1089
TCTC Holdings
Dallas,
Texas
| $3.35B | -$23.5M | -0.7% | 0.42% | 78.5% | 628 | 4.14% | 4.8 |
|
| 1090 |
1090
Hartford Investment Management Co (HIMCO)
Hartford,
Connecticut
| $3.34B | +$29.1M | +0.9% | 4.12% | 132% | 504 | 2.58% | 9.9 |
|
| 1091 |
1091
Reinhart Partners
Mequon,
Wisconsin
| $3.34B | +$263M | +9% | 2.89% | 110% | 78 | 10.26% | 4.2 |
|
| 1092 |
1092
Lighthouse Investment Partners
Palm Beach Gardens,
Florida
| $3.33B | +$33.5M | +1% | 2.62% | 96.2% | 1,090 | 66.24% | 0.3 |
|
| 1093 |
1093
BlueCrest Capital Management
St Helier,
Jersey
| $3.33B | -$1.08B | -25% | 3.19% | 59.1% | 275 | 72.73% | 0.4 |
|
| 1094 |
1094
Ceredex Value Advisors
Orlando,
Florida
| $3.33B | -$986M | -23% | 5.27% | 82.3% | 200 | 38.5% | 1.2 |
|
| 1095 |
1095
SummitTX Capital
Fort Worth,
Texas
| $3.32B | +$896M | +37% | 8.69% | – | 1,021 | 63.08% | 0.3 |
|
| 1096 |
CFM
1096
Comprehensive Financial Management
Los Gatos,
California
| $3.32B | -$299M | -8% | 5.13% | 33.7% | 41 | 9.76% | 3.9 |
|
| 1097 |
1097
Miller Howard Investments
Kingston,
New York
| $3.31B | +$34.1M | +1% | 2.14% | 73.4% | 146 | 11.64% | 4.9 |
|
| 1098 |
OCAM
1098
Owl Creek Asset Management
New York
| $3.31B | +$166M | +5% | 0.83% | 320% | 72 | 62.5% | 0.9 |
|
| 1099 |
1099
One Capital Management
Westlake Village,
California
| $3.31B | +$178M | +6% | 1.5% | 50.5% | 550 | 17.45% | 3.2 |
|
| 1100 |
1100
Quadrant Capital Group
Cincinnati,
Ohio
| $3.31B | +$234M | +8% | 4.25% | 105% | 2,810 | 8.54% | 4.2 |
|