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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 |
DVI
1101
Deccan Value Investors
Greenwich,
Connecticut
| $2.55B | +$17.6M | +0.7% | 2.34% | 66.5% | 11 | 18.18% | 2.4 |
|
| 1102 |
MP
1102
MFN Partners
Boston,
Massachusetts
| $2.54B | +$362M | +17% | 2.05% | 172% | 18 | 38.89% | 1.3 |
|
| 1103 |
1103
Hyperion Asset Management
Brisbane,
Australia
| $2.54B | +$330M | +15% | 5.15% | 138% | 26 | 7.69% | 2.4 |
|
| 1104 |
1104
Corvex Management
New York
| $2.54B | -$695M | -22% | 1.37% | 95.8% | 48 | 39.58% | 0.7 |
|
| 1105 |
1105
Becker Capital Management
Portland,
Oregon
| $2.53B | +$155M | +7% | 11% | 89.2% | 208 | 9.13% | 4.1 |
|
| 1106 |
CK
1106
Cohen Klingenstein
New York
| $2.53B | +$241M | +11% | 9.29% | 99.1% | 247 | 8.5% | 5.5 |
|
| 1107 |
1107
U.S. Capital Wealth Advisors
Austin,
Texas
| $2.52B | +$218M | +9% | 10.9% | 64.6% | 775 | 16.26% | 0.2 |
|
| 1108 |
1108
Marshfield Associates
Washington,
District of Columbia
| $2.52B | +$233M | +10% | 10% | 59.7% | 18 | 0% | 6 |
|
| 1109 |
1109
Evergreen Capital Management
Bellevue,
Washington
| $2.5B | +$284M | +13% | 5.76% | 77.2% | 662 | 16.16% | 2.2 |
|
| 1110 |
1110
Private Management Group
Irvine,
California
| $2.49B | +$99M | +4% | 3.27% | 62.2% | 164 | 9.76% | 3.7 |
|
| 1111 |
WIM
1111
Weitz Investment Management
Omaha,
Nebraska
| $2.49B | +$105M | +4% | 6.08% | 36.1% | 59 | 1.69% | 4.6 |
|
| 1112 |
1112
Klingenstein Fields & Co
New York
| $2.49B | +$144M | +6% | 9.41% | 93.4% | 206 | 9.71% | 5.6 |
|
| 1113 |
1113
Azimuth Capital Management
Bloomfield Hills,
Michigan
| $2.48B | +$152M | +7% | 11.1% | 80.3% | 331 | 6.04% | 5.1 |
|
| 1114 |
1114
Perfromance Wealth Partners
Hinsdale,
Illinois
| $2.48B | – | – | 14.3% | 106% | 180 | – | 0 |
|
| 1115 |
BCAM
1115
Boston Common Asset Management
Boston,
Massachusetts
| $2.47B | +$162M | +7% | 6.4% | 61.2% | 270 | 8.89% | 3.3 |
|
| 1116 |
RCM
1116
Rivernorth Capital Management
West Palm Beach,
Florida
| $2.47B | +$588M | +31% | 1.01% | 9.04% | 830 | 44.94% | 0.5 |
|
| 1117 |
1117
Masters Capital Management
Atlanta,
Georgia
| $2.46B | +$39.7M | +2% | 3.22% | 142% | 81 | 40.74% | 1 |
|
| 1118 |
1118
Kentucky Retirement Systems
Frankfort,
Kentucky
| $2.46B | +$335M | +16% | 12.4% | 137% | 508 | 1.57% | 6.7 |
|
| 1119 |
1119
Moneta Group Investment Advisors
St Louis,
Missouri
| $2.46B | +$290M | +13% | 7.71% | 64% | 491 | 11% | 2.5 |
|
| 1120 |
UH
1120
Unigestion Holding
Geneva,
Switzerland
| $2.46B | -$15M | -0.6% | 8.96% | 25% | 222 | 33.33% | 1.5 |
|
| 1121 |
RG
1121
Renaissance Group
Covington,
Kentucky
| $2.46B | +$140M | +6% | 12.1% | 115% | 283 | 9.89% | 2.4 |
|
| 1122 |
PP
1122
Palladium Partners
Norfolk,
Virginia
| $2.45B | +$250M | +11% | 9.55% | 64.3% | 348 | 19.83% | 4.4 |
|
| 1123 |
MRG
1123
Milestone Resources Group
Road Town Tortola,
British Virgin Islands
| $2.44B | +$231M | +10% | 13.1% | 95% | 26 | 0% | 1.5 |
|
| 1124 |
OCAM
1124
Onex Canada Asset Management
Toronto,
Ontario, Canada
| $2.44B | +$48.1M | +2% | 9.18% | 87.8% | 231 | 41.13% | 2.2 |
|
| 1125 |
1125
Avantax Planning Partners
Dubuque,
Iowa
| $2.43B | +$264M | +12% | 7.09% | 51% | 372 | 13.44% | 2.9 |
|