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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%
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250
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2,500
5,000
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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 1201 |
NC
1201
NZS Capital
Denver,
Colorado
| $1.86B | -$142M | -7% | 4.07% | 134% | 67 | 7.46% |
|
| 1202 |
PCM
1202
Polaris Capital Management
Boston,
Massachusetts
| $1.86B | -$807M | -30% | 1.53% | 94.3% | 95 | 6.32% |
|
| 1203 |
CPIG
1203
Chicago Partners Investment Group
Chicago,
Illinois
| $1.85B | -$68.8M | -4% | 2.26% | 75.8% | 713 | 12.06% |
|
| 1204 |
CM
1204
Corvex Management
New York
| $1.85B | -$180M | -9% | 6.69% | 95.8% | 46 | 45.65% |
|
| 1205 |
SCM
1205
Suvretta Capital Management
New York
| $1.85B | -$19.7M | -1% | 4.76% | 364% | 109 | 28.44% |
|
| 1206 |
HPC
1206
Hill Path Capital
New York
| $1.85B | -$364M | -16% | 16.4% | 5.23% | 6 | 0% |
|
| 1207 |
FP
1207
FPR Partners
San Francisco,
California
| $1.85B | -$219M | -11% | 4.27% | 33% | 15 | 13.33% |
|
| 1208 |
SP
1208
Symmetry Partners
Glastonbury,
Connecticut
| $1.84B | -$42.4M | -2% | 2.38% | 58.5% | 597 | 15.08% |
|
| 1209 |
CCFCSB
1209
Cape Cod Five Cents Savings Bank
Orleans,
Massachusetts
| $1.84B | +$893M | +94% | 3.27% | – | 243 | 21.4% |
|
| 1210 |
GC
1210
Giverny Capital
Montreal,
Quebec, Canada
| $1.84B | -$58.4M | -3% | 4.44% | 69.2% | 62 | 9.68% |
|
| 1211 |
NMC
1211
New Mountain Capital
New York
| $1.84B | -$349M | -16% | 15.3% | 64.8% | 3 | 0% |
|
| 1212 |
CAM
1212
ClariVest Asset Management
San Diego,
California
| $1.84B | -$155M | -8% | 0.34% | 106% | 870 | 30.92% |
|
| 1213 |
HWA
1213
Heritage Wealth Advisors
Richmond,
Virginia
| $1.83B | -$55.9M | -3% | 2.5% | 65% | 597 | 14.07% |
|
| 1214 |
VF
1214
Vest Financial
Mclean,
Virginia
| $1.83B | +$755M | +70% | 4.58% | 61.9% | 116 | 1.72% |
|
| 1215 |
ATC
1215
Argent Trust Co
Nashville,
Tennessee
| $1.82B | -$21.7M | -1% | 2.83% | 86.2% | 692 | 11.56% |
|
| 1216 |
HCM
1216
Himalaya Capital Management
Seattle,
Washington
| $1.82B | +$28.7M | +2% | 2.07% | 116% | 6 | 0% |
|
| 1217 |
WIM
1217
Weitz Investment Management
Omaha,
Nebraska
| $1.82B | -$58M | -3% | 1.79% | 36.1% | 54 | 12.96% |
|
| 1218 |
CI
1218
CX Institutional
Auburn,
Indiana
| $1.82B | -$115M | -6% | 2.87% | 56.8% | 561 | 24.24% |
|
| 1219 |
SCA
1219
STALEY CAPITAL ADVISERS
Pittsburgh,
Pennsylvania
| $1.82B | -$41.9M | -2% | 2.55% | 81.9% | 184 | 5.98% |
|
| 1220 |
SHGA
1220
Sand Hill Global Advisors
Palo Alto,
California
| $1.81B | -$198M | -10% | 4.39% | 58.6% | 160 | 9.38% |
|
| 1221 |
JHU
1221
Johns Hopkins University
Baltimore,
Maryland
| $1.81B | +$14.7M | +0.8% | 2.21% | 30.6% | 13 | 7.69% |
|
| 1222 |
FTCM
1222
First Trust Capital Management
Chicago,
Illinois
| $1.81B | +$129M | +8% | 8.26% | 214% | 196 | 62.24% |
|
| 1223 |
PA
1223
Profund Advisors
Bethesda,
Maryland
| $1.81B | -$55.5M | -3% | 1.75% | 240% | 1,104 | 15.76% |
|
| 1224 |
PA
1224
Paralel Advisors
Denver,
Colorado
| $1.81B | -$66M | -4% | 0.6% | 75.4% | 83 | 7.23% |
|
| 1225 |
LSA
1225
Leonteq Securities AG
Zurich,
Switzerland
| $1.81B | -$126M | -7% | 7.64% | 74.7% | 1,323 | 17.16% |
|