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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 |
DCP
1201
Darsana Capital Partners
New York
| $2.16B | -$872M | -29% | 7.45% | 144% | 16 | 25% | 1.8 |
|
| 1202 |
PR
1202
Payden & Rygel
Los Angeles,
California
| $2.16B | +$235M | +12% | 11.1% | 103% | 143 | 23.08% | 3.1 |
|
| 1203 |
1203
Partners Capital Investment Group
Boston,
Massachusetts
| $2.16B | -$23.6M | -1% | 4.36% | 47.5% | 142 | 25.35% | 2 |
|
| 1204 |
1204
Investment Management Corp of Ontario (IMCO)
Toronto,
Canada
| $2.15B | +$599M | +39% | 11.5% | 241% | 61 | 68.85% | 0.2 |
|
| 1205 |
SAI
1205
Systematic Alpha Investments
Princeton,
New Jersey
| $2.15B | -$130M | -6% | 12% | 117% | 517 | 56.67% | 0.7 |
|
| 1206 |
CCMIC
1206
Cardinal Capital Management Inc (Canada)
Winnipeg,
Manitoba, Canada
| $2.14B | +$315M | +17% | 7.39% | 85.6% | 101 | 35.64% | 3 |
|
| 1207 |
RC
1207
Rivulet Capital
Summit,
New Jersey
| $2.14B | +$228M | +12% | 7.82% | 27.4% | 16 | 18.75% | 1.5 |
|
| 1208 |
1208
Truepoint Inc
Cincinnati,
Ohio
| $2.14B | +$152M | +8% | 6.48% | 43.4% | 141 | 11.35% | 2.3 |
|
| 1209 |
1209
SigFig Wealth Management
San Francisco,
California
| $2.14B | +$145M | +7% | 3.57% | 49.3% | 83 | 4.82% | 2.6 |
|
| 1210 |
SSG
1210
Summit Securities Group
New York
| $2.14B | +$852M | +66% | 12.1% | 136% | 1,032 | 59.69% | 0.5 |
|
| 1211 |
NP
1211
NS Partners
London,
United Kingdom
| $2.13B | +$171M | +9% | 9.33% | 109% | 78 | 10.26% | 4.1 |
|
| 1212 |
1212
Mariner Independent Advisor Network
Overland Park,
Kansas
| $2.13B | +$86.5M | +4% | 8.34% | 39.5% | 521 | 24.76% | 1.7 |
|
| 1213 |
NC
1213
Nitorum Capital
New York
| $2.13B | +$30M | +1% | 6.13% | 87.1% | 43 | 20.93% | 2.3 |
|
| 1214 |
QCM
1214
Quadratic Capital Management
Greenwich,
Connecticut
| $2.13B | -$881M | -29% | 0.58% | 0.6% | 2 | 0% | 0.6 |
|
| 1215 |
JIM
1215
JB Investments Management
Phoenixville,
Pennsylvania
| $2.13B | +$119M | +6% | 4.83% | – | 11 | 0% | 0.9 |
|
| 1216 |
HFCIV
1216
H&F Corporate Investors VIII
San Francisco,
California
| $2.12B | -$2.62B | -55% | 4.97% | 33.8% | 3 | 33.33% | 0.6 |
|
| 1217 |
1217
AIA Group
Hong Kong
| $2.12B | +$347M | +20% | 7.02% | 82.6% | 528 | 53.41% | 0.3 |
|
| 1218 |
1218
Brighton Jones LLC
Seattle,
Washington
| $2.12B | +$179M | +9% | 5.94% | 97.9% | 553 | 15.91% | 2.5 |
|
| 1219 |
1219
Rubric Capital Management (New York)
New York
| $2.12B | -$1.46B | -41% | 0.89% | 251% | 86 | 54.65% | 0.8 |
|
| 1220 |
1220
Nippon Life Global Investors Americas
New York
| $2.12B | +$199M | +10% | 13.2% | 173% | 167 | 22.16% | 2.7 |
|
| 1221 |
KWILP
1221
Kiwi Wealth Investments Limited Partnership
Wellington,
New Zealand
| $2.11B | +$152M | +8% | 12.7% | 28.5% | 295 | 40.34% | 1.1 |
|
| 1222 |
DAM
1222
Davis Asset Management
Sausalito,
California
| $2.11B | +$179M | +9% | 5.1% | 97.3% | 38 | 21.05% | 3.7 |
|
| 1223 |
B
1223
BloombergSen
Toronto,
Ontario, Canada
| $2.11B | +$162M | +8% | 9.3% | 46.9% | 20 | 5% | 3.2 |
|
| 1224 |
NHAS
1224
Novo Holdings A/S
Hellerup,
Denmark
| $2.11B | +$179M | +9% | 6.2% | 205% | 53 | 16.98% | 1.6 |
|
| 1225 |
PGH
1225
Partners Group Holding
Baar-Zug,
Switzerland
| $2.11B | +$673M | +47% | 7.78% | 23.3% | 134 | 8.21% | 1.6 |
|