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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1201 |
1201
Citizens Financial Group
Providence,
Rhode Island
| $1.06B | +$15.1M | +1% | 3.42% | 83.7% | 732 | 16.53% | 0.6 |
|
| 1202 |
1202
Westwood Global Investments
Boston,
Massachusetts
| $1.05B | +$137M | +15% | 10.9% | 112% | 15 | 20% | 2.4 |
|
| 1203 |
1203
LMR Partners
London,
United Kingdom
| $1.05B | +$408M | +63% | 6.49% | 229% | 621 | 72.46% | 0.4 |
|
| 1204 |
MCI
1204
McDonald Capital Investors
Orinda,
California
| $1.05B | +$70.4M | +7% | 1.92% | 60.2% | 22 | 9.09% | 2.3 |
|
| 1205 |
PCM
1205
Palestra Capital Management
New York
| $1.05B | -$194M | -16% | 11.6% | 236% | 31 | 48.39% | 0.6 |
|
| 1206 |
RBA
1206
Richard Bernstein Advisors
New York
| $1.05B | -$1.08M | -0.1% | 5.07% | 33.9% | 264 | 27.27% | 1.2 |
|
| 1207 |
MC
1207
Menta Capital
San Francisco,
California
| $1.05B | +$321M | +44% | 9.87% | 61.2% | 1,096 | 51.37% | 0.7 |
|
| 1208 |
FAM
1208
Foxhaven Asset Management
Charlottesville,
Virginia
| $1.05B | +$120M | +13% | 13.1% | 88.2% | 22 | 31.82% | 1.1 |
|
| 1209 |
SWITC
1209
Stewart West Indies Trading Company
Boulder,
Colorado
| $1.05B | +$10.2M | +1% | 1.6% | 35.4% | 25 | 4% | 3 |
|
| 1210 |
1210
Obermeyer Wealth Partners
Aspen,
Colorado
| $1.04B | +$37.6M | +4% | 6.98% | 80.9% | 136 | 11.03% | 1.8 |
|
| 1211 |
1211
CMT Capital Markets Trading
Frankfurt,
Germany
| $1.04B | +$309M | +42% | 14.9% | 107% | 174 | 30.46% | 0.7 |
|
| 1212 |
TYCC
1212
Texas Yale Capital Corp
St. Petersburg,
Florida
| $1.04B | +$34M | +3% | 5.32% | 175% | 459 | 5.88% | 2.3 |
|
| 1213 |
CCM
1213
Consonance Capital Management
New York
| $1.04B | +$332M | +47% | 39.8% | 314% | 32 | 59.38% | 0.8 |
|
| 1214 |
1214
Brinker Capital
Berwyn,
Pennsylvania
| $1.04B | -$84.9M | -8% | 2.38% | 36.1% | 305 | 27.87% | 0.6 |
|
| 1215 |
FA
1215
Friess Associates
Greenville,
Delaware
| $1.03B | +$53.9M | +6% | 10.3% | 256% | 174 | 39.08% | 0.9 |
|
| 1216 |
JGGDR
1216
JGP Global Gestao de Recursos
Rio De Janeiro,
Brazil
| $1.03B | +$512M | +99% | 3.03% | 206% | 41 | 24.39% | 0.7 |
|
| 1217 |
LW
1217
Linscomb Wealth
Houston,
Texas
| $1.03B | +$36.4M | +4% | 2.01% | 75.2% | 259 | 7.34% | 2.4 |
|
| 1218 |
DLPIC
1218
Davide Leone & Partners Investment Company
London,
United Kingdom
| $1.03B | +$242M | +31% | 8.64% | 64.1% | 22 | 63.64% | 0.5 |
|
| 1219 |
SP
1219
Steelhead Partners
Seattle,
Washington
| $1.03B | +$55.8M | +6% | 0.18% | 0.4% | 66 | 15.15% | 1 |
|
| 1220 |
1220
Advisors Capital Management
Ridgewood,
New Jersey
| $1.02B | +$49.4M | +5% | 6.21% | 92.3% | 188 | 13.83% | 1.7 |
|
| 1221 |
1221
Saba Capital Management
New York
| $1.02B | -$94.5M | -8% | 4.65% | 35% | 110 | 25.45% | 1.4 |
|
| 1222 |
B
1222
BloombergSen
Toronto,
Ontario, Canada
| $1.02B | +$74.8M | +8% | 14% | 46.9% | 11 | 0% | 2 |
|
| 1223 |
DCC
1223
Dow Chemical Company
Midland,
Michigan
| $1.02B | +$48.4M | +5% | 4.34% | 29.4% | 31 | 25.81% | 1.8 |
|
| 1224 |
SR
1224
Swiss Re
Zurich,
Switzerland
| $1.02B | +$237M | +30% | 1.63% | – | 8 | 25% | 1.3 |
|
| 1225 |
NI
1225
Nuance Investments
Kansas City,
Missouri
| $1.02B | +$52.7M | +5% | 1.33% | 3.13% | 69 | 33.33% | 1 |
|