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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1326 |
RWJF
1326
Robert Wood Johnson Foundation
Princeton,
New Jersey
| $1.76B | -$18.6M | -1% | 0.85% | 4.83% | 4 | 50% | 7.1 |
|
| 1327 |
SEP
1327
Soma Equity Partners
San Francisco,
California
| $1.76B | +$39.5M | +2% | 30.6% | 151% | 22 | 18.18% | 1.8 |
|
| 1328 |
1328
Maple Rock Capital Partners
Toronto,
Ontario, Canada
| $1.76B | +$619M | +54% | 23.4% | 602% | 39 | 48.72% | 1.1 |
|
| 1329 |
BAM
1329
Berkshire Asset Management
Wilkes Barre,
Pennsylvania
| $1.75B | +$151M | +9% | 9.83% | 70.4% | 229 | 3.93% | 4.3 |
|
| 1330 |
1330
Leonteq Securities AG
Zurich,
Switzerland
| $1.75B | -$52M | -3% | 10.7% | 74.7% | 1,319 | 19.71% | 1.9 |
|
| 1331 |
PCM
1331
Politan Capital Management
New York
| $1.75B | +$275M | +19% | 19.7% | 75.4% | 3 | 0% | 1.3 |
|
| 1332 |
HWAM
1332
Hennion & Walsh Asset Management
Parsippany,
New Jersey
| $1.75B | +$182M | +12% | 12.6% | 95% | 890 | 18.54% | 1.6 |
|
| 1333 |
1333
Hawk Ridge Capital Management
Los Angeles,
California
| $1.75B | -$285M | -14% | 12.8% | 84.9% | 50 | 38% | 1 |
|
| 1334 |
DIA
1334
Davidson Investment Advisors
Great Falls,
Montana
| $1.75B | +$176M | +11% | 11% | 69.5% | 132 | 15.91% | 4.5 |
|
| 1335 |
1335
MGO One Seven
Beachwood,
Ohio
| $1.74B | +$443M | +34% | 9.91% | 90.7% | 973 | 21.79% | 2.3 |
|
| 1336 |
CWM
1336
Connecticut Wealth Management
Farmington,
Connecticut
| $1.74B | +$276M | +19% | 10.9% | 70.2% | 332 | 15.66% | 2.1 |
|
| 1337 |
DPCM
1337
Darlington Partners Capital Management
Greenbrae,
California
| $1.74B | +$116M | +7% | 12.4% | 18.1% | 17 | 17.65% | 1.5 |
|
| 1338 |
QIM
1338
Quantitative Investment Management
Charlottesville,
Virginia
| $1.74B | +$1.09B | +167% | 10% | 24.6% | 405 | 85.19% | 0.1 |
|
| 1339 |
SWA
1339
Stratos Wealth Advisors
Beachwood,
Ohio
| $1.74B | +$221M | +15% | 9.59% | 65.7% | 744 | 18.82% | 2 |
|
| 1340 |
YCM
1340
Yiheng Capital Management
San Francisco,
California
| $1.73B | -$227M | -12% | 4.54% | 82% | 36 | 38.89% | 3 |
|
| 1341 |
PGP
1341
Prescott General Partners
Boca Raton,
Florida
| $1.73B | +$161M | +10% | 11.5% | 76.8% | 10 | 10% | 7.9 |
|
| 1342 |
PRO
1342
Pensioenfonds Rail & OV
Utrecht,
Netherlands
| $1.73B | +$138M | +9% | 10.8% | 16.9% | 37 | 2.7% | 7.2 |
|
| 1343 |
CL
1343
CSS LLC
Chicago,
Illinois
| $1.73B | +$206M | +14% | 4.1% | 128% | 1,027 | 43.04% | 1 |
|
| 1344 |
RHJA
1344
Rice Hall James & Associates
San Diego,
California
| $1.73B | +$152M | +10% | 15.9% | 140% | 270 | 7.41% | 4.3 |
|
| 1345 |
1345
SteelPeak Wealth
Woodland Hills,
California
| $1.73B | +$133M | +8% | 13.4% | 140% | 515 | 21.94% | 1.7 |
|
| 1346 |
LOAME
1346
Lombard Odier Asset Management (Europe)
London,
United Kingdom
| $1.73B | -$225M | -12% | 10.3% | 79.7% | 246 | 18.7% | 1.3 |
|
| 1347 |
CH
1347
Cannae Holdings
Las Vegas,
Nevada
| $1.72B | +$217M | +14% | 17.3% | 88.6% | 5 | 0% | 2.8 |
|
| 1348 |
SL
1348
Summitry LLC
Foster City,
California
| $1.72B | +$202M | +13% | 14.1% | 68.1% | 98 | 17.35% | 3.9 |
|
| 1349 |
ACM
1349
Alua Capital Management
New York
| $1.72B | +$33.5M | +2% | 14.1% | 99.4% | 26 | 30.77% | 1.2 |
|
| 1350 |
1350
Quantbot Technologies
New York
| $1.72B | +$234M | +16% | 10.5% | 33.6% | 2,104 | 57.13% | 0.4 |
|