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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
ClearBridge Investments (Australia)
Sydney,
Australia
| $1.37B | +$14.2M | +1% | 1.87% | 27.2% | 51 | 17.65% | 1.1 |
|
| 1102 |
PCM
1102
Penn Capital Management
Philadelphia,
Pennsylvania
| $1.37B | +$24M | +2% | 7.2% | 181% | 298 | 20.81% | 1.3 |
|
| 1103 |
1103
Glenview Trust
Louisville,
Kentucky
| $1.37B | +$77.5M | +6% | 5.48% | 99.2% | 323 | 5.88% | 2.5 |
|
| 1104 |
ICOA
1104
Investment Centers of America
Bismarck,
North Dakota
| $1.36B | +$39.5M | +3% | 3.11% | 23.2% | 647 | 16.69% | 2.2 |
|
| 1105 |
1105
Antipodes Partners
Royal Exchange,
Australia
| $1.36B | +$601M | +79% | 6.55% | 96.4% | 29 | 24.14% | 0.5 |
|
| 1106 |
DP
1106
Dearborn Partners
Chicago,
Illinois
| $1.36B | +$5.66M | +0.4% | 3.17% | 46.1% | 175 | 6.86% | 3.4 |
|
| 1107 |
OA
1107
Oak Associates
Akron,
Ohio
| $1.36B | +$29.7M | +2% | 4.67% | 152% | 162 | 3.09% | 3 |
|
| 1108 |
BPB
1108
Badgley, Phelps & Bell
Seattle,
Washington
| $1.35B | +$67.6M | +5% | 5.42% | 78.3% | 164 | 10.98% | 2.9 |
|
| 1109 |
TBC
1109
Three Bays Capital
Boston,
Massachusetts
| $1.34B | +$89.1M | +7% | 6.03% | 63.2% | 23 | 43.48% | 0.6 |
|
| 1110 |
1110
Fulton Bank
Lancaster,
Pennsylvania
| $1.34B | +$55.4M | +4% | 1.42% | 48.1% | 459 | 11.98% | 2.4 |
|
| 1111 |
AG
1111
Alibaba Group
Causeway Bay,
Hong Kong
| $1.34B | +$429M | +47% | 36.5% | 2.06% | 4 | 25% | 1.3 |
|
| 1112 |
1112
Azimuth Capital Management
Bloomfield Hills,
Michigan
| $1.34B | +$65.1M | +5% | 4.44% | 80.3% | 296 | 9.46% | 3 |
|
| 1113 |
OCM
1113
Osterweis Capital Management
San Francisco,
California
| $1.33B | +$20M | +2% | 4.31% | 93.7% | 112 | 25.89% | 1.5 |
|
| 1114 |
PIM
1114
Paradice Investment Management
Denver,
Colorado
| $1.33B | +$74.1M | +6% | 8.71% | 77.6% | 34 | 5.88% | 2.7 |
|
| 1115 |
RIM
1115
Ranger Investment Management
Dallas,
Texas
| $1.33B | -$69.4M | -5% | 5.22% | 111% | 152 | 16.45% | 2 |
|
| 1116 |
1116
BI Asset Management Fondsmaeglerselskab
Kobenhavn,
Denmark
| $1.33B | -$7.5M | -0.6% | 5.61% | 135% | 63 | 7.94% | 2.2 |
|
| 1117 |
1117
RNC Capital Management
Los Angeles,
California
| $1.33B | +$36.4M | +3% | 5.57% | 83% | 153 | 11.11% | 2.8 |
|
| 1118 |
CC
1118
Cipher Capital
New York
| $1.33B | +$49M | +4% | 4.86% | – | 736 | 48.78% | 0.8 |
|
| 1119 |
1119
Picton Mahoney Asset Management
Toronto,
Ontario, Canada
| $1.33B | -$75M | -5% | 7.2% | 210% | 236 | 41.53% | 0.8 |
|
| 1120 |
1120
Kentucky Retirement Systems
Frankfort,
Kentucky
| $1.32B | -$6.23M | -0.5% | 4.64% | 137% | 512 | 3.71% | 3.5 |
|
| 1121 |
LHC
1121
Lodge Hill Capital
New York
| $1.32B | -$13M | -1% | 6.81% | 17.9% | 49 | 69.39% | 0.3 |
|
| 1122 |
1122
CAPTRUST Financial Advisors
Raleigh,
North Carolina
| $1.32B | +$519M | +65% | 3.55% | 72.7% | 602 | 56.81% | 0.3 |
|
| 1123 |
FAB
1123
First American Bank
Dundee,
Illinois
| $1.32B | +$56.3M | +4% | 2.28% | 99.7% | 363 | 16.8% | 1.9 |
|
| 1124 |
1124
Westwood Global Investments
Boston,
Massachusetts
| $1.31B | +$174M | +15% | 14.8% | 112% | 14 | 0% | 2.9 |
|
| 1125 |
PP
1125
Palladium Partners
Norfolk,
Virginia
| $1.31B | +$46.5M | +4% | 4.54% | 64.3% | 260 | 6.15% | 3.3 |
|