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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 |
1101
BI Asset Management Fondsmaeglerselskab
Kobenhavn,
Denmark
| $1.27B | +$84.5M | +7% | 4.32% | 135% | 51 | 1.96% | 1.9 |
|
| 1102 |
1102
Boston Financial Management
Boston,
Massachusetts
| $1.27B | +$40.7M | +3% | 2.06% | 30.1% | 296 | 17.91% | 2 |
|
| 1103 |
GL
1103
Governors Lane
New York
| $1.27B | +$137M | +12% | 9.38% | 133% | 78 | 70.51% | 0.2 |
|
| 1104 |
FTIOP
1104
Fiduciary Trust International of Pennsylvania
Radnor,
Pennsylvania
| $1.26B | +$21.7M | +2% | 3.36% | 18.6% | 322 | 9.32% | 2.7 |
|
| 1105 |
CC
1105
CQS Cayman
Camana Bay, Grand Cayman,
Cayman Islands
| $1.26B | +$70.7M | +6% | 0.14% | 15.3% | 159 | 38.99% | 0.9 |
|
| 1106 |
1106
Raymond James Trust
St. Petersburg,
Florida
| $1.25B | +$91M | +8% | 3.77% | 41.3% | 746 | 14.34% | 2.4 |
|
| 1107 |
1107
WestEnd Advisors
Charlotte,
North Carolina
| $1.25B | -$140M | -10% | 1.22% | 59.9% | 37 | 16.22% | 2 |
|
| 1108 |
PTC
1108
Philadelphia Trust Company
Philadelphia,
Pennsylvania
| $1.25B | +$95.7M | +8% | 8.29% | 162% | 219 | 13.24% | 1.9 |
|
| 1109 |
1109
Cubist Systematic Strategies
Stamford,
Connecticut
| $1.25B | -$304M | -20% | 2.79% | 78.3% | 2,066 | 37.27% | 1.1 |
|
| 1110 |
1110
Addenda Capital
Montreal,
Quebec, Canada
| $1.25B | +$48.4M | +4% | 3.51% | 100% | 128 | 6.25% | 2.8 |
|
| 1111 |
1111
FineMark National Bank & Trust
Fort Myers,
Florida
| $1.25B | +$313M | +33% | 3.72% | 69.8% | 1,409 | 16.47% | 2.4 |
|
| 1112 |
COLIM
1112
City of London Investment Management
London,
United Kingdom
| $1.25B | -$62.7M | -5% | 7.8% | 102% | 105 | 34.29% | 1.7 |
|
| 1113 |
ABTD
1113
Arvest Bank Trust Division
Dewey,
Oklahoma
| $1.25B | +$45.2M | +4% | 5.13% | – | 139 | 14.39% | 1.7 |
|
| 1114 |
LCM
1114
Logan Capital Management
Newtown Square,
Pennsylvania
| $1.25B | +$20.6M | +2% | 2.66% | 134% | 287 | 11.5% | 2.5 |
|
| 1115 |
NM
1115
NWI Management
New York
| $1.24B | +$290M | +30% | 1.72% | 230% | 43 | 37.21% | 1.4 |
|
| 1116 |
MTWSIF
1116
Mivtachim The Workers Social Insurance Fund
Tel Aviv,
Israel
| $1.24B | +$50M | +4% | 0.25% | 163% | 23 | 30.43% | 2 |
|
| 1117 |
1117
Nikko Asset Management Americas
New York
| $1.24B | +$67M | +6% | 6.5% | 234% | 332 | 38.55% | 1.5 |
|
| 1118 |
AL
1118
Airain Ltd
St. Peter Port,
Guernsey
| $1.24B | -$446M | -26% | 1.38% | 0.81% | 987 | 75.58% | 0.2 |
|
| 1119 |
1119
ACR Alpine Capital Research
St. Louis,
Missouri
| $1.24B | -$205M | -14% | 3.5% | 58.1% | 29 | 10.34% | 2.4 |
|
| 1120 |
1120
Whale Rock Capital Management
Boston,
Massachusetts
| $1.24B | -$311M | -20% | 2.73% | 1,326% | 38 | 36.84% | 0.9 |
|
| 1121 |
PIMC
1121
Praesidium Investment Management Company
New York
| $1.23B | +$53.7M | +5% | 3.29% | 79% | 16 | 18.75% | 2.2 |
|
| 1122 |
ELI
1122
Empire Life Investments
Toronto,
Ontario, Canada
| $1.23B | – | – | 5.25% | 90.8% | 100 | – | 0 |
|
| 1123 |
1123
Picton Mahoney Asset Management
Toronto,
Ontario, Canada
| $1.22B | -$276M | -18% | 6.23% | 210% | 341 | 57.48% | 0.9 |
|
| 1124 |
SIM
1124
Spark Investment Management
New York
| $1.22B | -$17.8M | -1% | 6.9% | 459% | 1,019 | 44.65% | 0.8 |
|
| 1125 |
1125
AMG National Trust Bank
Greenwood Village,
Colorado
| $1.21B | +$42.6M | +4% | 1.43% | 61.4% | 293 | 18.09% | 2.5 |
|