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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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2,500
5,000
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1,000
2,500
5,000
| # | Name | AUM |
AUM Growth |
AUM Growth % | Quarter Est. Return | 3 Year Est. Return | Holdings | Portfolio Turnover | |
|---|---|---|---|---|---|---|---|---|---|
| 1201 |
PCM
1201
Prana Capital Management
Greenwich,
Connecticut
| $3.3B | +$8.47M | +0.3% | 6.67% | 36.6% | 166 | 47.59% |
|
| 1202 |
OCM
1202
Oribel Capital Management
New York
| $3.29B | +$1.03B | +45% | 41.3% | 337% | 215 | 78.6% |
|
| 1203 |
BG
1203
Bollard Group
Boston,
Massachusetts
| $3.29B | -$108M | -3% | 2.28% | 64.4% | 328 | 12.8% |
|
| 1204 |
VVP
1204
Vulcan Value Partners
Birmingham,
Alabama
| $3.29B | -$487M | -13% | 9.23% | 28.6% | 37 | 13.51% |
|
| 1205 |
CAMG
1205
CWA Asset Management Group
Naples,
Florida
| $3.28B | +$335M | +11% | 11.8% | – | 776 | 19.97% |
|
| 1206 |
CM
1206
Corvex Management
New York
| $3.27B | +$759M | +30% | 20.6% | 95.8% | 31 | 38.71% |
|
| 1207 |
ADEF
1207
Adams Diversified Equity Fund
Baltimore,
Maryland
| $3.27B | +$436M | +15% | 28.6% | 150% | 117 | 27.35% |
|
| 1208 |
FB
1208
Fulton Bank
Lancaster,
Pennsylvania
| $3.27B | +$436M | +15% | 11% | 44.5% | 722 | 13.02% |
|
| 1209 |
SCM
1209
Steadfast Capital Management
New York
| $3.26B | +$341M | +12% | 24.4% | 173% | 112 | 63.39% |
|
| 1210 |
TAM
1210
Trillium Asset Management
Boston,
Massachusetts
| $3.25B | +$237M | +8% | 17.9% | 81.7% | 238 | 6.72% |
|
| 1211 |
PCA
1211
Pallas Capital Advisors
Braintree,
Massachusetts
| $3.25B | +$591M | +22% | 24.8% | 71.8% | 1,102 | 27.95% |
|
| 1212 |
SSM
1212
Sound Shore Management
Greenwich,
Connecticut
| $3.25B | +$264M | +9% | 10.9% | 91.4% | 47 | 29.79% |
|
| 1213 |
MWM
1213
Meridian Wealth Management
Lexington,
Kentucky
| $3.25B | +$398M | +14% | 23.8% | 117% | 877 | 17.22% |
|
| 1214 |
NCL
1214
Nishkama Capital LLC
Dorado,
Puerto Rico
| $3.25B | +$1.66B | +105% | 81.8% | 723% | 91 | 75.82% |
|
| 1215 |
FFN
1215
Focus Financial Network
Minneapolis,
Minnesota
| $3.23B | +$441M | +16% | 18.8% | 95.5% | 798 | 12.91% |
|
| 1216 |
TMAM
1216
Tokio Marine Asset Management
Tokyo,
Japan
| $3.23B | +$442M | +16% | 23.7% | 129% | 656 | 25.61% |
|
| 1217 |
MTIM
1217
Marathon Trading Investment Management
Radnor,
Pennsylvania
| $3.23B | -$446M | -12% | 25.9% | 143% | 359 | 42.34% |
|
| 1218 |
WT
1218
Washington Trust
Westerly,
Rhode Island
| $3.22B | +$260M | +9% | 18.3% | 90.7% | 305 | 10.82% |
|
| 1219 |
YDMI
1219
Y.D. More Investments
Ramat Gan,
Israel
| $3.21B | +$659M | +26% | 30.9% | 305% | 536 | 16.42% |
|
| 1220 |
1220
Members Trust
Tampa,
Florida
| $3.21B | +$203M | +7% | 8.31% | 31.5% | 175 | 14.86% |
|
| 1221 |
ECM
1221
Element Capital Management
New York
| $3.2B | +$2.15B | +204% | 15.5% | 49.4% | 110 | 90% |
|
| 1222 |
IA
1222
Integrity Alliance
Urbandale,
Iowa
| $3.2B | +$563M | +21% | 14.5% | – | 914 | 23.41% |
|
| 1223 |
NSLI
1223
Nan Shan Life Insurance
Taipei City,
Taiwan
| $3.19B | +$430M | +16% | 24.6% | 41% | 103 | 35.92% |
|
| 1224 |
CI
1224
Constellation Investments
Montgomery,
Ohio
| $3.18B | +$172M | +6% | 11.2% | – | 19 | 0% |
|
| 1225 |
TA
1225
Trivest Advisors
Hong Kong
| $3.18B | +$1.79B | +129% | 157% | 2,977% | 33 | 66.67% |
|