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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1226 |
EP
1226
Edgestream Partners
Princeton,
New Jersey
| $1.79B | -$200M | -10% | 11% | 41.7% | 464 | 44.83% | 0.6 |
|
| 1227 |
1227
Harvard Management Company
Boston,
Massachusetts
| $1.79B | -$53.7M | -3% | 6.06% | 123% | 42 | 38.1% | 1.7 |
|
| 1228 |
MBA
1228
Maple-Brown Abbott
Barangaroo,
Australia
| $1.78B | +$235M | +15% | 5.15% | 7.92% | 19 | 5.26% | 3.3 |
|
| 1229 |
LOAME
1229
Lombard Odier Asset Management (Europe)
London,
United Kingdom
| $1.78B | +$120M | +7% | 5.68% | 79.7% | 304 | 51.64% | 0.9 |
|
| 1230 |
1230
Montag & Associates
Atlanta,
Georgia
| $1.78B | +$148M | +9% | 7.86% | 82.9% | 904 | 15.49% | 1.7 |
|
| 1231 |
1231
InterOcean Capital Group
Nashville,
Tennessee
| $1.77B | +$150M | +9% | 5.71% | 40.8% | 266 | 21.43% | 0.2 |
|
| 1232 |
ACM
1232
Alua Capital Management
New York
| $1.77B | +$344M | +24% | 9.68% | 99.4% | 19 | 36.84% | 0.2 |
|
| 1233 |
HRES
1233
Heitman Real Estate Securities
Chicago,
Illinois
| $1.77B | -$104M | -6% | 9.57% | 48.3% | 59 | 27.12% | 3 |
|
| 1234 |
1234
RNC Capital Management
Los Angeles,
California
| $1.77B | +$160M | +10% | 11.5% | 83% | 164 | 18.9% | 4.3 |
|
| 1235 |
CIM
1235
Contrarius Investment Management
St. Helier,
Jersey
| $1.77B | +$155M | +10% | 39% | 112% | 72 | 25% | 1.8 |
|
| 1236 |
PC
1236
Port Capital
Chicago,
Illinois
| $1.77B | +$297M | +20% | 3.71% | 74.4% | 87 | 11.49% | 2.3 |
|
| 1237 |
BCLSI
1237
Bain Capital Life Sciences Investors
Boston,
Massachusetts
| $1.77B | +$173M | +11% | 16.5% | 507% | 31 | 16.13% | 0.9 |
|
| 1238 |
PSAMP
1238
P. Schoenfeld Asset Management (PSAM)
New York
| $1.76B | +$696M | +65% | 3.01% | 367% | 445 | 85.17% | 0.1 |
|
| 1239 |
XEA
1239
XN Exponent Advisors
New York
| $1.76B | +$230M | +15% | 1.02% | – | 29 | 55.17% | 0.2 |
|
| 1240 |
1240
Kingsview Wealth Management
Grants Pass,
Oregon
| $1.76B | +$379M | +27% | 5.05% | 71.5% | 956 | 34.21% | 1.4 |
|
| 1241 |
1241
Miracle Mile Advisors
Los Angeles,
California
| $1.76B | +$126M | +8% | 3.78% | 56% | 392 | 12.24% | 1.6 |
|
| 1242 |
DAM
1242
Davis Asset Management
Sausalito,
California
| $1.76B | +$303M | +21% | 24.5% | 97.3% | 33 | 6.06% | 3.7 |
|
| 1243 |
1243
Birch Hill Investment Advisors
Boston,
Massachusetts
| $1.76B | +$80.7M | +5% | 5.37% | 80.1% | 159 | 6.92% | 5 |
|
| 1244 |
PAI
1244
Palo Alto Investors
Palo Alto,
California
| $1.76B | -$153M | -8% | 2.91% | 157% | 43 | 6.98% | 4 |
|
| 1245 |
1245
Winton Group
London,
United Kingdom
| $1.75B | +$368M | +27% | 13.3% | 128% | 1,497 | 22.38% | 1.2 |
|
| 1246 |
XS
1246
XR Securities
Chicago,
Illinois
| $1.75B | +$299M | +21% | 5.59% | 17% | 629 | 58.35% | 0.4 |
|
| 1247 |
SCA
1247
Snowden Capital Advisors
New York
| $1.74B | +$226M | +15% | 6.37% | 100% | 823 | 22.24% | 2 |
|
| 1248 |
CA
1248
Cullinan Associates
Louisville,
Kentucky
| $1.74B | +$70.8M | +4% | 3.11% | 107% | 222 | 16.67% | 4 |
|
| 1249 |
SSB
1249
Sandy Spring Bank
Olney,
Maryland
| $1.74B | +$90.9M | +6% | 6.68% | 31.4% | 1,072 | 18.28% | 3.7 |
|
| 1250 |
1250
Foundations Investment Advisors
Phoenix,
Arizona
| $1.73B | +$212M | +14% | 3.89% | 80.9% | 237 | 26.16% | 0.9 |
|