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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1126 |
1126
Turtle Creek Asset Management
Toronto,
Ontario, Canada
| $1.5B | +$106M | +8% | 8.16% | 2.37% | 27 | 3.7% | 2.4 |
|
| 1127 |
1127
SSI Investment Management
Los Angeles,
California
| $1.5B | +$129M | +9% | 1.81% | 15.7% | 298 | 8.72% | 2.3 |
|
| 1128 |
1128
NAYA Capital Management (UK)
London,
United Kingdom
| $1.5B | +$201M | +15% | 16.9% | 121% | 15 | 53.33% | 1.1 |
|
| 1129 |
1129
Citizens Financial Group
Providence,
Rhode Island
| $1.5B | +$113M | +8% | 8.38% | 95.4% | 1,144 | 34.09% | 1.6 |
|
| 1130 |
1130
Polaris Wealth Advisory Group
San Rafael,
California
| $1.5B | +$274M | +22% | 9.43% | 64% | 194 | 46.39% | 1.3 |
|
| 1131 |
VM
1131
Valinor Management
New York
| $1.5B | +$19.3M | +1% | 10.2% | 12.8% | 39 | 33.33% | 0.9 |
|
| 1132 |
CA
1132
Cullinan Associates
Louisville,
Kentucky
| $1.5B | +$91.2M | +6% | 6.88% | 107% | 188 | 7.98% | 4.1 |
|
| 1133 |
1133
Pittenger & Anderson Inc
Lincoin,
Nebraska
| $1.5B | +$108M | +8% | 8.61% | 63.4% | 388 | 9.79% | 4.2 |
|
| 1134 |
1134
Wealthspire Advisors (Maryland)
Potomac,
Maryland
| $1.49B | +$123M | +9% | 7.65% | 28.9% | 523 | 15.68% | 3.1 |
|
| 1135 |
1135
ZWJ Investment Counsel
Atlanta,
Georgia
| $1.49B | +$204M | +16% | 7.89% | 128% | 222 | 35.59% | 2.8 |
|
| 1136 |
1136
Pinnacle Advisory Group
Columbia,
Maryland
| $1.49B | +$50.4M | +4% | 5.57% | 45.8% | 170 | 14.71% | 2.5 |
|
| 1137 |
1137
Marathon Trading Investment Management
Radnor,
Pennsylvania
| $1.48B | +$924M | +164% | 12.6% | 143% | 230 | 38.26% | 1.1 |
|
| 1138 |
1138
Picton Mahoney Asset Management
Toronto,
Ontario, Canada
| $1.48B | +$62.5M | +4% | 10.1% | 210% | 325 | 51.69% | 0.8 |
|
| 1139 |
1139
Cardinal Capital Management Inc (Canada)
Winnipeg,
Manitoba, Canada
| $1.48B | +$409M | +38% | 4.85% | 85.6% | 76 | 27.63% | 2.5 |
|
| 1140 |
1140
Donaldson Capital Management
Evansville,
Indiana
| $1.48B | +$131M | +10% | 6.3% | 77.7% | 215 | 12.09% | 2.9 |
|
| 1141 |
1141
Weiss Asset Management
Boston,
Massachusetts
| $1.48B | +$228M | +18% | 3.43% | 138% | 452 | 46.24% | 0.5 |
|
| 1142 |
1142
STALEY CAPITAL ADVISERS
Pittsburgh,
Pennsylvania
| $1.48B | +$143M | +11% | 9.37% | 81.9% | 180 | 7.22% | 3.6 |
|
| 1143 |
1143
Nippon Life Global Investors Americas
New York
| $1.47B | +$114M | +8% | 9.69% | 173% | 155 | 21.29% | 2.4 |
|
| 1144 |
AVC
1144
Arlington Value Capital
Salt Lake City,
Utah
| $1.47B | -$57.9M | -4% | 3.91% | 14.4% | 16 | 12.5% | 3.6 |
|
| 1145 |
1145
Senvest Management
New York
| $1.47B | +$311M | +27% | 23.5% | 92.7% | 51 | 23.53% | 2.6 |
|
| 1146 |
DGHMC
1146
Dalton, Greiner, Hartman, Maher & Co
New York
| $1.46B | +$1.12M | +0.1% | 7.88% | 63% | 202 | 27.72% | 2.6 |
|
| 1147 |
1147
Banque Cantonale Vaudoise
Lausanne,
Switzerland
| $1.46B | – | – | 9.69% | – | 899 | – | 0 |
|
| 1148 |
1148
Texas Yale Capital Corp
St. Petersburg,
Florida
| $1.46B | +$64.6M | +5% | 7.97% | 175% | 457 | 4.81% | 4.2 |
|
| 1149 |
BHG
1149
Blue Harbour Group
Greenwich,
Connecticut
| $1.46B | -$247M | -14% | 15.3% | 5.15% | 16 | 37.5% | 1 |
|
| 1150 |
1150
Silchester International Investors
London,
United Kingdom
| $1.46B | +$88.4M | +6% | 6.59% | 53.9% | 5 | 0% | 5.4 |
|