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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
Oversea-Chinese Banking Corp (OCBC)
Singapore
| $2.01B | +$275M | +16% | 15.7% | 143% | 401 | 36.41% | 0.2 |
|
| 1127 |
1127
Ritholtz Wealth Management
New York
| $2.01B | +$215M | +12% | 7.93% | 93% | 678 | 21.24% | 1.8 |
|
| 1128 |
1128
Wedbush Securities
Los Angeles,
California
| $2B | +$179M | +10% | 9.53% | 99.9% | 1,153 | 14.74% | 3.7 |
|
| 1129 |
1129
Klingenstein Fields & Co
New York
| $2B | +$71.4M | +4% | 6.59% | 93.4% | 183 | 12.02% | 6.6 |
|
| 1130 |
1130
Nippon Life Insurance
Tokyo,
Japan
| $2B | -$214M | -10% | 9.37% | 26% | 3 | 0% | 9.8 |
|
| 1131 |
1131
Ameritas Advisory Services
Lincoln,
Nebraska
| $1.99B | -$162M | -8% | 5.89% | 68.7% | 2,727 | 67.99% | 0.3 |
|
| 1132 |
1132
Eastern Bank
Boston,
Massachusetts
| $1.99B | +$117M | +6% | 6.93% | 102% | 216 | 17.59% | 5.4 |
|
| 1133 |
1133
Itau Unibanco Holding S.A.
Sao Paulo,
Brazil
| $1.99B | -$471M | -19% | 7.18% | 105% | 639 | 43.19% | 0.9 |
|
| 1134 |
HRES
1134
Heitman Real Estate Securities
Chicago,
Illinois
| $1.99B | +$107M | +6% | 2.62% | 48.3% | 54 | 16.67% | 3.1 |
|
| 1135 |
RWJF
1135
Robert Wood Johnson Foundation
Princeton,
New Jersey
| $1.99B | -$261M | -12% | 11.5% | 4.83% | 6 | 16.67% | 3 |
|
| 1136 |
SEP
1136
Soma Equity Partners
San Francisco,
California
| $1.99B | +$173M | +10% | 27.4% | 151% | 23 | 21.74% | 1.3 |
|
| 1137 |
1137
Platinum Equity Advisors
Beverly Hills,
California
| $1.99B | +$46.5M | +2% | 9.5% | 7.18% | 4 | 0% | 2.4 |
|
| 1138 |
FP
1138
FPR Partners
San Francisco,
California
| $1.99B | -$94.2M | -5% | 2.57% | 33% | 13 | 0% | 6.9 |
|
| 1139 |
1139
New Mexico Educational Retirement Board
Santa Fe,
New Mexico
| $1.98B | +$121M | +7% | 9.52% | 126% | 923 | 3.79% | 6.3 |
|
| 1140 |
1140
Construction & Building Unions Superannuation Fund
Melbourne,
Australia
| $1.98B | +$243M | +14% | 14.3% | 90.1% | 35 | 5.71% | 2.9 |
|
| 1141 |
1141
Capital International Sarl
Los Angeles,
California
| $1.98B | +$560M | +39% | 12.5% | 149% | 247 | 27.13% | 2.9 |
|
| 1142 |
1142
Masters Capital Management
Atlanta,
Georgia
| $1.97B | +$660M | +50% | 7.57% | 142% | 72 | 52.78% | 1.2 |
|
| 1143 |
1143
JMG Financial Group
Downers Grove,
Illinois
| $1.97B | +$149M | +8% | 5.58% | 58.7% | 107 | 4.67% | 4.9 |
|
| 1144 |
IP
1144
Indigo Partners
Phoenix,
Arizona
| $1.97B | -$7.79M | -0.4% | 1.48% | 2.56% | 2 | 0% | 1.8 |
|
| 1145 |
1145
Dana Investment Advisors
Waukesha,
Wisconsin
| $1.97B | +$61.8M | +3% | 8.04% | 117% | 432 | 16.44% | 2.7 |
|
| 1146 |
TYCC
1146
Texas Yale Capital Corp
St. Petersburg,
Florida
| $1.97B | +$214M | +12% | 14.8% | 175% | 468 | 3.63% | 5.8 |
|
| 1147 |
BBA
1147
Baader Bank Aktiengesellschaft
Unterschleissheim,
Germany
| $1.96B | -$105M | -5% | 15.1% | 155% | 496 | 52.22% | 0.5 |
|
| 1148 |
OCAM
1148
Owl Creek Asset Management
New York
| $1.96B | -$1.03B | -34% | 7.68% | 320% | 262 | 35.88% | 1.1 |
|
| 1149 |
CH
1149
Cannae Holdings
Las Vegas,
Nevada
| $1.95B | -$6.38M | -0.3% | 3.38% | 88.6% | 5 | 0% | 2 |
|
| 1150 |
1150
Perfromance Wealth Partners
Hinsdale,
Illinois
| $1.95B | +$289M | +17% | 16.2% | 106% | 186 | 16.13% | 1 |
|