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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 |
SRIM
1126
Saratoga Research & Investment Management
Saratoga,
California
| $2.05B | -$122M | -6% | 4.55% | 65.1% | 50 | 12% | 6.4 |
|
| 1127 |
1127
Klingenstein Fields & Co
New York
| $2.05B | -$116M | -5% | 3.88% | 93.4% | 180 | 8.33% | 6.6 |
|
| 1128 |
NONA
1128
Ninety One North America
New York
| $2.04B | -$319M | -14% | 0.72% | 70.6% | 93 | 31.18% | 3.5 |
|
| 1129 |
DCP
1129
Darsana Capital Partners
New York
| $2.04B | +$489M | +32% | 4.98% | 144% | 11 | 27.27% | 2.1 |
|
| 1130 |
MRG
1130
Milestone Resources Group
Road Town Tortola,
British Virgin Islands
| $2.04B | -$12.2M | -0.6% | 0.23% | 95% | 23 | 4.35% | 3.1 |
|
| 1131 |
AAM
1131
Ardevora Asset Management
London,
United Kingdom
| $2.04B | -$2.1B | -51% | 3.15% | 39.4% | 132 | 21.97% | 1.4 |
|
| 1132 |
1132
Facet Wealth Inc
Baltimore,
Maryland
| $2.03B | +$67.8M | +3% | 3.66% | 48.1% | 100 | 13% | 1.4 |
|
| 1133 |
1133
Hawk Ridge Capital Management
Los Angeles,
California
| $2.03B | +$146M | +8% | 8.19% | 84.9% | 52 | 42.31% | 0.9 |
|
| 1134 |
TAM
1134
Thematics Asset Management
Paris,
France
| $2.03B | -$53.8M | -3% | 1.77% | 113% | 140 | 5% | 0.7 |
|
| 1135 |
BIAS
1135
Beacon Investment Advisory Services
Morristown,
New Jersey
| $2.03B | -$138M | -6% | 4.27% | 95.8% | 286 | 8.39% | 4 |
|
| 1136 |
1136
Azimuth Capital Investment Management
Bloomfield Hills,
Michigan
| $2.03B | -$71M | -3% | 3.21% | 103% | 312 | 8.33% | 1.1 |
|
| 1137 |
CCM
1137
Cinctive Capital Management
New York
| $2.02B | -$975M | -33% | 0.2% | 163% | 526 | 68.06% | 0.4 |
|
| 1138 |
1138
Eastern Bank
Boston,
Massachusetts
| $2.01B | -$90.4M | -4% | 2.95% | 102% | 207 | 7.25% | 5.4 |
|
| 1139 |
1139
Wedbush Securities
Los Angeles,
California
| $2.01B | -$85.3M | -4% | 3.24% | 99.9% | 1,117 | 10.03% | 4.1 |
|
| 1140 |
MC
1140
Maplelane Capital
New York
| $2.01B | -$1.2B | -37% | 5.12% | 295% | 73 | 57.53% | 0.5 |
|
| 1141 |
SAI
1141
Systematic Alpha Investments
Princeton,
New Jersey
| $2.01B | -$55.2M | -3% | 2.72% | 117% | 301 | 14.62% | 1.6 |
|
| 1142 |
1142
Fulton Bank
Lancaster,
Pennsylvania
| $2.01B | -$33M | -2% | 1.15% | 48.1% | 603 | 13.1% | 4.3 |
|
| 1143 |
1143
Ameritas Advisory Services
Lincoln,
Nebraska
| $2B | +$1.22B | +157% | 3.18% | 68.7% | 833 | 37.33% | 1 |
|
| 1144 |
1144
Hirtle Callaghan & Co
West Conshohocken,
Pennsylvania
| $2B | -$93.4M | -4% | 3.79% | 58.1% | 84 | 11.9% | 3.3 |
|
| 1145 |
BCV
1145
Banque Cantonale Vaudoise
Lausanne,
Switzerland
| $2B | -$142M | -7% | 1.43% | – | 1,232 | 7.63% | 2.8 |
|
| 1146 |
CAM
1146
Cidel Asset Management
Toronto, Ontario,
Ontario, Canada
| $2B | -$208M | -9% | 4.72% | 69.1% | 154 | 14.29% | 3.9 |
|
| 1147 |
1147
Baker Avenue Asset Management
San Francisco,
California
| $2B | +$12M | +0.6% | 2.53% | 95.6% | 1,760 | 20% | 1.2 |
|
| 1148 |
1148
Readystate Asset Management
Chicago,
Illinois
| $1.99B | +$665M | +50% | 0.61% | 43.4% | 554 | 62.27% | 0.2 |
|
| 1149 |
1149
Harbour Investments
Madison,
Wisconsin
| $1.99B | -$24.9M | -1% | 3.25% | 62.7% | 3,162 | 9.65% | 2 |
|
| 1150 |
ICM
1150
III Capital Management
Boca Raton,
Florida
| $1.99B | +$313M | +19% | 0.35% | 28.7% | 201 | 32.34% | 0.5 |
|