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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2626 |
VCM
2626
Violich Capital Management
San Francisco,
California
| $596M | +$41.3M | +7% | 9.5% | 111% | 124 | 6.45% | 4.3 |
|
| 2627 |
DP
2627
DSAM Partners
London,
United Kingdom
| $595M | +$56.2M | +10% | 12.8% | 343% | 59 | 44.07% | 0.5 |
|
| 2628 |
2628
Global Strategic Investment Solutions
Scottsdale,
Arizona
| $595M | +$48.8M | +9% | 5.02% | 56.8% | 144 | 11.81% | 1.2 |
|
| 2629 |
2629
Kemper
Chicago,
Illinois
| $595M | +$46.8M | +9% | 5.96% | 28.6% | 44 | 4.55% | 2.9 |
|
| 2630 |
2630
Cornerstone Advisory
Hunt Valley,
Maryland
| $594M | +$65.2M | +12% | 7.32% | 53.5% | 223 | 12.56% | 2.7 |
|
| 2631 |
TCOT
2631
Trust Company of Toledo
Holland,
Ohio
| $593M | +$38.5M | +7% | 5.34% | 109% | 190 | 2.11% | 5.8 |
|
| 2632 |
2632
Regis Management Company
Menlo Park,
California
| $593M | +$31.8M | +6% | 6.29% | 5.33% | 61 | 6.56% | 4.5 |
|
| 2633 |
2633
Liberty One Investment Management
Libertyville,
Illinois
| $592M | +$30.5M | +5% | 3.69% | 40.3% | 143 | 1.4% | 1.3 |
|
| 2634 |
2634
TCI Wealth Advisors
Tucson,
Arizona
| $592M | +$356M | +151% | 3.77% | 65% | 2,559 | 20.32% | 2.6 |
|
| 2635 |
2635
Private Capital Advisors
Darien,
Connecticut
| $591M | +$55.8M | +10% | 12.9% | 132% | 114 | 24.56% | 3.9 |
|
| 2636 |
2636
Vantagepoint Investment Advisers
Washington,
District of Columbia
| $591M | +$465K | +0.1% | 4.44% | 42.7% | 2 | 0% | 1 |
|
| 2637 |
VCM
2637
V3 Capital Management
Dallas,
Texas
| $591M | +$51.5M | +10% | 11.4% | 20.5% | 20 | 50% | 0.9 |
|
| 2638 |
OHM
2638
Ordinal Holdings ManageCo
New York
| $590M | -$73M | -11% | 11% | 19.5% | 1 | 0% | 3.5 |
|
| 2639 |
WAM
2639
WT Asset Management
Hong Kong
| $590M | -$4.96M | -0.8% | 10.2% | 2,788% | 25 | 76% | 0.3 |
|
| 2640 |
2640
Rockbridge Investment Management
Syracuse,
New York
| $590M | +$61.5M | +12% | 4.83% | 38.6% | 778 | 11.31% | 0.8 |
|
| 2641 |
2641
Indus Capital Partners
New York
| $590M | +$10.4M | +2% | 8.43% | 117% | 52 | 38.46% | 1.2 |
|
| 2642 |
2642
MV Capital Management
Bethesda,
Maryland
| $589M | +$41.4M | +8% | 5.17% | 67.6% | 685 | 33.58% | 1.9 |
|
| 2643 |
2643
Titan Global Capital Management USA
New York
| $589M | +$111M | +23% | 10.5% | 191% | 56 | 25% | 0.4 |
|
| 2644 |
2644
Traphagen Investment Advisors
Oradell,
New Jersey
| $588M | +$42.8M | +8% | 6.82% | 65.8% | 149 | 8.72% | 1.4 |
|
| 2645 |
2645
Sunriver Management
Greenwich,
Connecticut
| $588M | +$52.9M | +10% | 2.59% | 9.27% | 24 | 37.5% | 0.7 |
|
| 2646 |
2646
Baldwin Investment Management
West Conshohocken,
Pennsylvania
| $587M | +$39.6M | +7% | 8.44% | 74.8% | 263 | 12.17% | 3 |
|
| 2647 |
HLC
2647
Hunt Lane Capital
New York
| $586M | +$104M | +22% | 5.68% | 3.59% | 26 | 46.15% | 1.1 |
|
| 2648 |
CCM
2648
Cohen Capital Management
Corte Madera,
California
| $586M | +$40.4M | +7% | 6.37% | 91.5% | 153 | 5.23% | 4.8 |
|
| 2649 |
2649
Wealthquest
Cincinnati,
Ohio
| $585M | +$49.4M | +9% | 5.05% | 52.1% | 152 | 12.5% | 2.6 |
|
| 2650 |
2650
Rossmore Private Capital
Glastonbury,
Connecticut
| $584M | +$50.9M | +10% | 7.95% | 75.4% | 224 | 5.36% | 2 |
|