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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1151 |
PAI
1151
Pittenger & Anderson Inc
Lincoin,
Nebraska
| $2.08B | +$144M | +7% | 7.5% | 63.4% | 495 | 17.37% | 5 |
|
| 1152 |
RAM
1152
RWC Asset Management
London,
United Kingdom
| $2.08B | -$1.17B | -36% | 1.47% | 65.4% | 133 | 8.27% | 2.9 |
|
| 1153 |
RWJF
1153
Robert Wood Johnson Foundation
Princeton,
New Jersey
| $2.07B | +$86.4M | +4% | 6.75% | 4.83% | 6 | 33.33% | 4.1 |
|
| 1154 |
1154
Apollon Wealth Management
Mount Pleasant,
South Carolina
| $2.07B | +$443M | +27% | 7.49% | 87.5% | 1,005 | 19.8% | 1.4 |
|
| 1155 |
1155
PineStone Asset Management
Montreal,
Quebec, Canada
| $2.07B | -$2.06B | -50% | 8.26% | 78.6% | 28 | 0% | 0.5 |
|
| 1156 |
AWS
1156
AJ Wealth Strategies
New York
| $2.07B | +$151M | +8% | 4.35% | 32.2% | 312 | 12.5% | 2.6 |
|
| 1157 |
1157
Peconic Partners
New York
| $2.07B | +$308M | +17% | 19.5% | 300% | 44 | 86.36% | 1.5 |
|
| 1158 |
GAMH
1158
Greenwoods Asset Management (HK)
Hong Kong
| $2.07B | +$340M | +20% | 7.57% | 274% | 33 | 30.3% | 1.2 |
|
| 1159 |
FP
1159
FPR Partners
San Francisco,
California
| $2.07B | +$79.6M | +4% | 10.1% | 33% | 13 | 0% | 7.1 |
|
| 1160 |
1160
AIA Group
Hong Kong
| $2.07B | +$221M | +12% | 5.04% | 82.6% | 514 | 61.28% | 1.1 |
|
| 1161 |
XS
1161
XR Securities
Chicago,
Illinois
| $2.06B | -$1.76B | -46% | 11% | 17% | 490 | 41.63% | 1 |
|
| 1162 |
SAI
1162
Systematic Alpha Investments
Princeton,
New Jersey
| $2.06B | +$161M | +8% | 10.2% | 117% | 305 | 15.41% | 1.6 |
|
| 1163 |
1163
Voyager Global Management
New York
| $2.06B | +$241M | +13% | 12.3% | 56.1% | 15 | 33.33% | 1 |
|
| 1164 |
MLICM
1164
Metropolitan Life Insurance Company (MetLife)
New York
| $2.06B | +$107M | +6% | 8.95% | 50.8% | 2,720 | 24.71% | 5.5 |
|
| 1165 |
CCP
1165
Cryder Capital Partners
London,
United Kingdom
| $2.05B | +$171M | +9% | 11% | 55.7% | 10 | 0% | 6.1 |
|
| 1166 |
MRG
1166
Milestone Resources Group
Road Town Tortola,
British Virgin Islands
| $2.05B | +$261M | +15% | 14.2% | 95% | 22 | 0% | 3 |
|
| 1167 |
1167
Global Retirement Partners
San Rafael,
California
| $2.05B | +$165M | +9% | 6.21% | – | 3,288 | 6.08% | 1.3 |
|
| 1168 |
GCM
1168
Gladius Capital Management
Chicago,
Illinois
| $2.05B | +$329M | +19% | 5.35% | 78% | 481 | 48.65% | 0.7 |
|
| 1169 |
FWTB
1169
First Western Trust Bank
Denver,
Colorado
| $2.05B | +$127M | +7% | 6.55% | 32% | 193 | 9.33% | 1.1 |
|
| 1170 |
1170
Fulton Bank
Lancaster,
Pennsylvania
| $2.04B | +$136M | +7% | 3.3% | 48.1% | 590 | 10.51% | 4.2 |
|
| 1171 |
1171
Commerzbank Aktiengesellschaft
Frankfurt,
Germany
| $2.04B | +$186M | +10% | 8.11% | 92.4% | 139 | 12.95% | 3.9 |
|
| 1172 |
1172
Corvex Management
New York
| $2.03B | +$82K | +0% | 1.09% | 95.8% | 43 | 37.21% | 1.1 |
|
| 1173 |
1173
Westwood Global Investments
Boston,
Massachusetts
| $2.03B | +$235M | +13% | 8.07% | 112% | 14 | 0% | 5.1 |
|
| 1174 |
DCM
1174
Dupont Capital Management
Wilmington,
Delaware
| $2.03B | -$64M | -3% | 7.27% | 137% | 794 | 26.7% | 3.3 |
|
| 1175 |
1175
Dana Investment Advisors
Waukesha,
Wisconsin
| $2.03B | +$62.5M | +3% | 7.15% | 117% | 422 | 13.74% | 2.9 |
|