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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 |
1151
NEOS Investment Management
Westport,
Connecticut
| $2.43B | +$814M | +50% | 6.42% | 163% | 590 | 7.63% | 0.6 |
|
| 1152 |
1152
Susquehanna Portfolio Strategies
Bala Cynwyd,
Pennsylvania
| $2.43B | -$1.87B | -43% | 2% | – | 779 | 35.94% | 0.5 |
|
| 1153 |
EQF
1153
Evergreen Quality Fund
Grand Cayman,
Cayman Islands
| $2.42B | +$1.61B | +196% | 8.17% | – | 24 | 66.67% | 0.1 |
|
| 1154 |
1154
Hyperion Asset Management
Brisbane,
Australia
| $2.42B | +$43.8M | +2% | 3.62% | 138% | 23 | 4.35% | 4.7 |
|
| 1155 |
BCPEMI
1155
Bain Capital Public Equity Management II
Boston,
Massachusetts
| $2.42B | -$102M | -4% | 4.67% | 201% | 43 | 51.16% | 0.7 |
|
| 1156 |
GIP
1156
Granite Investment Partners
El Segundo,
California
| $2.41B | -$213M | -8% | 2.17% | 131% | 276 | 13.77% | 4.7 |
|
| 1157 |
1157
Klingenstein Fields & Co
New York
| $2.41B | +$5.69M | +0.2% | 4.19% | 93.4% | 190 | 6.84% | 6.5 |
|
| 1158 |
YC
1158
Yarbrough Capital
Franklin,
Tennessee
| $2.41B | +$113M | +5% | 14.5% | 154% | 206 | 9.71% | 1.8 |
|
| 1159 |
1159
Avidian Wealth Enterprises
Houston,
Texas
| $2.41B | +$347M | +17% | 3.3% | 71.7% | 525 | 21.14% | 2.5 |
|
| 1160 |
1160
Reinhart Partners
Mequon,
Wisconsin
| $2.41B | -$48.6M | -2% | 1.11% | 110% | 83 | 4.82% | 4.3 |
|
| 1161 |
1161
XN LP
New York
| $2.4B | -$100M | -4% | 2.91% | 172% | 28 | 32.14% | 1 |
|
| 1162 |
1162
Vestmark Advisory Solutions
Wakefield,
Massachusetts
| $2.4B | +$73.3M | +3% | 0.18% | 74.8% | 568 | 13.56% | 2.4 |
|
| 1163 |
GE
1163
General Electric
Evendale,
Ohio
| $2.39B | -$397M | -14% | 14.3% | 47.5% | 2 | 0% | 1.5 |
|
| 1164 |
1164
SIG North Trading
Bala Cynwyd,
Pennsylvania
| $2.39B | +$493M | +26% | 4.37% | – | 284 | 14.79% | 1.8 |
|
| 1165 |
1165
Emerald Advisers
Leola,
Pennsylvania
| $2.38B | -$101M | -4% | 11.5% | 487% | 276 | 22.46% | 2.3 |
|
| 1166 |
1166
Donaldson Capital Management
Evansville,
Indiana
| $2.38B | -$19.5M | -0.8% | 2.15% | 77.7% | 218 | 10.09% | 5.3 |
|
| 1167 |
WRBC
1167
W.R. Berkley Corp
Greenwich,
Connecticut
| $2.38B | +$571M | +32% | 3.37% | 38.7% | 186 | 34.41% | 1.2 |
|
| 1168 |
1168
Construction & Building Unions Superannuation Fund
Melbourne,
Australia
| $2.37B | +$139M | +6% | 3.89% | 90.1% | 48 | 20.83% | 3 |
|
| 1169 |
1169
Cooperman Leon G
| $2.37B | -$30.4M | -1% | 0.33% | 147% | 53 | 5.66% | 2.9 |
|
| 1170 |
1170
Krane Funds Advisors
New York
| $2.37B | -$64.4M | -3% | 4.88% | 72.6% | 103 | 23.3% | 1.9 |
|
| 1171 |
1171
Giverny Capital
Montreal,
Quebec, Canada
| $2.37B | -$96.4M | -4% | 2.94% | 69.2% | 53 | 5.66% | 5 |
|
| 1172 |
1172
Journey Strategic Wealth
Summit,
New Jersey
| $2.35B | +$93.9M | +4% | 0.31% | 62.2% | 419 | 29.36% | 0.8 |
|
| 1173 |
APM
1173
Avidity Partners Management
Dallas,
Texas
| $2.35B | -$748M | -24% | 1.15% | 492% | 108 | 37.96% | 1 |
|
| 1174 |
1174
MUFG Securities EMEA
London,
United Kingdom
| $2.34B | +$1.14B | +94% | 1.14% | 114% | 138 | 58.7% | 1.4 |
|
| 1175 |
1175
Focus Financial Network
Minneapolis,
Minnesota
| $2.34B | +$289M | +14% | 5.72% | 106% | 674 | 9.64% | 2.2 |
|