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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3601 |
3601
Bellecapital
Zurich,
Switzerland
| $343M | -$8.2M | -2% | 3.34% | 152% | 223 | 20.63% | 2 |
|
| 3602 |
3602
Northcape Wealth Management
Williamsville,
New York
| $343M | +$46M | +16% | 1.14% | 66% | 156 | 20.51% | 0.2 |
|
| 3603 |
3603
Liberty Capital Management
Birmingham,
Michigan
| $342M | -$28.2M | -8% | 5.67% | – | 146 | 10.27% | 4.9 |
|
| 3604 |
3604
Edmonds Duncan Registered Investment Advisors
Lawrence,
Kansas
| $342M | -$37.6M | -10% | 4.55% | 12.8% | 155 | 14.84% | 3.4 |
|
| 3605 |
3605
JT Stratford LLC
Gainesville,
Georgia
| $342M | -$23.2M | -6% | 3.37% | 103% | 237 | 25.74% | 2.1 |
|
| 3606 |
3606
Renaissance Investment Group
Lenox,
Massachusetts
| $342M | -$79.9M | -19% | 6.12% | 110% | 88 | 11.36% | 5.3 |
|
| 3607 |
3607
Parkman Healthcare Partners
Stamford,
Connecticut
| $342M | -$111M | -25% | 3.65% | 306% | 99 | 34.34% | 0.9 |
|
| 3608 |
3608
Riggs Asset Management
Dallas,
Pennsylvania
| $342M | -$27.4M | -7% | 3.48% | 207% | 356 | 17.98% | 2.6 |
|
| 3609 |
3609
Newfoundland Capital Management
Sao Paulo,
Brazil
| $341M | +$58.2M | +21% | 23% | 49.5% | 59 | 71.19% | 0.6 |
|
| 3610 |
3610
Claar Advisors
New York
| $341M | -$7.68M | -2% | 9.25% | 65.5% | 41 | 12.2% | 1.8 |
|
| 3611 |
3611
Legacy Financial Group (Iowa)
Des Moines,
Iowa
| $341M | +$109M | +47% | 4.38% | 44.3% | 47 | 34.04% | 0.8 |
|
| 3612 |
3612
Cypress Asset Management
Houston,
Texas
| $341M | -$79.1M | -19% | 5.67% | 141% | 141 | 11.35% | 5 |
|
| 3613 |
3613
Fort Sheridan Advisors
Highland Park,
Illinois
| $341M | -$5.8M | -2% | 0.2% | 109% | 208 | 13.46% | 1.8 |
|
| 3614 |
TF
3614
TRH Financial
North Liberty,
Iowa
| $341M | +$21M | +7% | 5.17% | – | 82 | 10.98% | 1.7 |
|
| 3615 |
3615
Teewinot Capital Advisers
New York
| $341M | -$79.3M | -19% | 11.8% | 149% | 31 | 29.03% | 3.7 |
|
| 3616 |
3616
Rollins Financial
Atlanta,
Georgia
| $340M | -$5.4M | -2% | 7.77% | – | 127 | 22.83% | 0.9 |
|
| 3617 |
3617
Fractal Investments
Glastonbury,
Connecticut
| $340M | +$50.6M | +17% | 21.8% | 74.2% | 138 | 23.91% | 0.2 |
|
| 3618 |
3618
Toronado Partners
San Francisco,
California
| $340M | +$25.6M | +8% | 23.4% | 158% | 11 | 9.09% | 2.2 |
|
| 3619 |
3619
Source Financial Advisors
New York
| $340M | -$30.9M | -8% | 11.5% | 18.5% | 121 | 21.49% | 1 |
|
| 3620 |
3620
Wellspring Financial Advisors
Cleveland,
Ohio
| $339M | -$19.5M | -5% | 4.56% | 77.2% | 138 | 25.36% | 1.2 |
|
| 3621 |
3621
Western Asset Management Company
Pasadena,
California
| $339M | -$1B | -75% | 0.43% | 2.29% | 30 | 6.67% | 1.6 |
|
| 3622 |
3622
Reynolds Investment Management
Greenville,
South Carolina
| $339M | – | – | 1.02% | – | 108 | – | 0 |
|
| 3623 |
3623
O'Dell Group
Cincinnati,
Ohio
| $339M | -$4.53M | -1% | 0.02% | 72.2% | 599 | 18.2% | 0.6 |
|
| 3624 |
3624
Quantedge Capital
Singapore
| $339M | +$102M | +43% | 12.2% | 110% | 269 | 50.56% | 0.4 |
|
| 3625 |
3625
Cedar Mountain Advisors
Lake Oswego,
Oregon
| $339M | +$12.6M | +4% | 5.01% | 57.7% | 355 | 12.96% | 1.6 |
|