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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1101 |
ZDA
1101
Zweig-DiMenna Associates
New York
| $1.23B | +$252M | +26% | 8.49% | 561% | 237 | 64.56% | 0.6 |
|
| 1102 |
NAM
1102
NorthCoast Asset Management
Greenwich,
Connecticut
| $1.23B | -$234M | -16% | 4.56% | 34.4% | 220 | 55.91% | 0.4 |
|
| 1103 |
1103
Boston Financial Management
Boston,
Massachusetts
| $1.23B | -$288K | -0% | 1.88% | 30.1% | 280 | 15% | 1.9 |
|
| 1104 |
LCM
1104
Logan Capital Management
Newtown Square,
Pennsylvania
| $1.22B | +$39.7M | +3% | 5.36% | 134% | 274 | 7.3% | 2.5 |
|
| 1105 |
CP
1105
Centerbridge Partners
New York
| $1.22B | -$707M | -37% | 12.1% | 15.9% | 31 | 35.48% | 1 |
|
| 1106 |
1106
Perpetual Ltd
Sydney, New South Wales,
Australia
| $1.22B | +$214M | +21% | 6.43% | 104% | 273 | 41.39% | 1.5 |
|
| 1107 |
1107
Jefferies Financial Group
New York
| $1.22B | +$355M | +41% | 10.2% | 135% | 57 | 71.93% | 0.2 |
|
| 1108 |
ACP
1108
Ashfield Capital Partners
San Francisco,
California
| $1.21B | -$30.5M | -2% | 4.61% | 48.8% | 256 | 9.77% | 2.6 |
|
| 1109 |
ABTD
1109
Arvest Bank Trust Division
Dewey,
Oklahoma
| $1.2B | +$40.5M | +3% | 4.46% | – | 142 | 17.61% | 1.4 |
|
| 1110 |
1110
Addenda Capital
Montreal,
Quebec, Canada
| $1.2B | +$394K | +0% | 4.35% | 100% | 126 | 0.79% | 2.6 |
|
| 1111 |
1111
Mizuho Securities USA
New York
| $1.2B | +$571M | +91% | 6.12% | 99% | 276 | 58.7% | 0.3 |
|
| 1112 |
1112
Shelton Capital Management
Denver,
Colorado
| $1.2B | +$63.3M | +6% | 5.08% | 161% | 857 | 20.89% | 2.2 |
|
| 1113 |
TH
1113
TMFS Holdings
Overland Park,
Kansas
| $1.2B | +$133M | +12% | 3.95% | – | 14 | 71.43% | 0.3 |
|
| 1114 |
PAG
1114
Pinnacle Advisory Group
Columbia,
Maryland
| $1.2B | -$105M | -8% | 2.73% | 45.8% | 159 | 38.36% | 1.5 |
|
| 1115 |
MTWSIF
1115
Mivtachim The Workers Social Insurance Fund
Tel Aviv,
Israel
| $1.19B | -$17.7M | -1% | 0.31% | 163% | 25 | 28% | 1.7 |
|
| 1116 |
SH
1116
Svenska Handelsbanken
Stockholm,
Sweden
| $1.19B | -$442M | -27% | 8.59% | – | 113 | 26.55% | 0.6 |
|
| 1117 |
CC
1117
CQS Cayman
Camana Bay, Grand Cayman,
Cayman Islands
| $1.19B | +$56.8M | +5% | 3.53% | 15.3% | 158 | 25.95% | 0.8 |
|
| 1118 |
BAM
1118
Barrett Asset Management
New York
| $1.19B | +$33.7M | +3% | 3.03% | 78.4% | 343 | 5.54% | 2.5 |
|
| 1119 |
1119
BI Asset Management Fondsmaeglerselskab
Kobenhavn,
Denmark
| $1.19B | +$105M | +10% | 6.17% | 135% | 52 | 9.62% | 1.7 |
|
| 1120 |
DP
1120
Dearborn Partners
Chicago,
Illinois
| $1.19B | +$32.8M | +3% | 1.32% | 46.1% | 193 | 7.77% | 2.8 |
|
| 1121 |
HCMT
1121
Highland Capital Management (Tennessee)
Memphis,
Tennessee
| $1.19B | +$27M | +2% | 4.7% | 142% | 366 | 20.49% | 1.6 |
|
| 1122 |
1122
Brevan Howard Capital Management
St. Helier,
Jersey
| $1.18B | +$270M | +30% | 9.65% | 148% | 16 | 87.5% | 0.3 |
|
| 1123 |
1123
Capital International Sarl
Los Angeles,
California
| $1.18B | +$7.57M | +0.6% | 9.05% | 149% | 168 | 5.36% | 2.2 |
|
| 1124 |
SC
1124
Shellback Capital
Boston,
Massachusetts
| $1.18B | +$402M | +52% | 14.2% | 198% | 119 | 68.91% | 0.3 |
|
| 1125 |
PIMC
1125
Praesidium Investment Management Company
New York
| $1.18B | +$35.1M | +3% | 11.1% | 79% | 15 | 20% | 2.1 |
|