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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 801 |
801
Anchor Capital Advisors
Boston,
Massachusetts
| $3.79B | +$212M | +6% | 10.7% | 64.3% | 269 | 13.75% | 5 |
|
| 802 |
TCAM
802
Turtle Creek Asset Management
Toronto,
Ontario, Canada
| $3.79B | +$286M | +8% | 16.3% | 2.37% | 39 | 0% | 3.2 |
|
| 803 |
803
Raymond James Trust
St. Petersburg,
Florida
| $3.78B | +$409M | +12% | 10.9% | 41.3% | 1,260 | 12.86% | 4.8 |
|
| 804 |
804
National Philanthropic Trust
Jenkintown,
Pennsylvania
| $3.77B | – | – | 11.5% | – | 308 | – | 0 |
|
| 805 |
805
Palisade Capital Management
Fort Lee,
New Jersey
| $3.77B | +$189M | +5% | 11.5% | 70.5% | 381 | 6.04% | 3.6 |
|
| 806 |
806
Central Trust Company
Jefferson City,
Missouri
| $3.76B | +$296M | +9% | 10.1% | 84% | 1,445 | 11.07% | 5.3 |
|
| 807 |
807
Exchange Traded Concepts
Oklahoma City,
Oklahoma
| $3.74B | +$210M | +6% | 14.8% | 159% | 1,456 | 26.03% | 1.7 |
|
| 808 |
808
Catalyst Capital Advisors
Huntington,
New York
| $3.73B | +$148M | +4% | 10.2% | 62.7% | 424 | 19.58% | 2.6 |
|
| 809 |
809
Foundations Investment Advisors
Phoenix,
Arizona
| $3.73B | +$478M | +15% | 8.38% | 80.9% | 746 | 25.2% | 1.5 |
|
| 810 |
CDR
810
Clayton Dubilier & Rice
New York
| $3.72B | -$1.7B | -31% | 13.3% | 176% | 5 | 0% | 4.6 |
|
| 811 |
811
InterOcean Capital Group
Nashville,
Tennessee
| $3.72B | +$452M | +14% | 9.41% | 40.8% | 509 | 17.49% | 1.7 |
|
| 812 |
812
Elo Mutual Pension Insurance
Espoo,
Finland
| $3.72B | +$479M | +15% | 12% | 117% | 495 | 8.48% | 2.5 |
|
| 813 |
BRWA
813
B. Riley Wealth Advisors
Boca Raton,
Florida
| $3.71B | +$16.7M | +0.5% | 10.8% | 118% | 1,535 | 15.57% | 3.6 |
|
| 814 |
SCM
814
Shaolin Capital Management
Miami,
Florida
| $3.71B | +$902M | +32% | 2.46% | 86.1% | 597 | 33.33% | 0.6 |
|
| 815 |
KCM
815
Knighthead Capital Management
New York
| $3.7B | +$576M | +18% | 10.1% | 74.1% | 9 | 11.11% | 1.2 |
|
| 816 |
816
Choreo LLC
Rockford,
Illinois
| $3.69B | +$865M | +31% | 10.7% | 74.7% | 631 | 27.89% | 2.3 |
|
| 817 |
817
Picton Mahoney Asset Management
Toronto,
Ontario, Canada
| $3.69B | +$344M | +10% | 15.7% | 210% | 562 | 46.26% | 1.3 |
|
| 818 |
818
Trillium Asset Management
Boston,
Massachusetts
| $3.67B | +$352M | +11% | 13.4% | 81.7% | 233 | 6.01% | 6.1 |
|
| 819 |
819
Badgley Phelps Wealth Managers
Seattle,
Washington
| $3.67B | +$733M | +25% | 11.2% | 88.7% | 254 | 15.35% | 1.6 |
|
| 820 |
820
Simplicity Solutions
Minneapolis,
Minnesota
| $3.66B | +$547M | +18% | 11.6% | 37.1% | 1,122 | 16.13% | 1.9 |
|
| 821 |
821
Whitebox Advisors
Minneapolis,
Minnesota
| $3.66B | +$497M | +16% | 1.29% | 24.2% | 427 | 31.15% | 1.4 |
|
| 822 |
822
Aptus Capital Advisors
Fairhope,
Alabama
| $3.66B | -$14.2M | -0.4% | 9.77% | 66.9% | 1,002 | 18.96% | 2 |
|
| 823 |
823
Vaughan David Investments
Peoria,
Illinois
| $3.65B | +$350M | +11% | 9.77% | 69.5% | 210 | 8.57% | 6.4 |
|
| 824 |
824
Miracle Mile Advisors
Los Angeles,
California
| $3.65B | +$407M | +13% | 8.39% | 56% | 533 | 18.2% | 2.7 |
|
| 825 |
825
WestEnd Advisors
Charlotte,
North Carolina
| $3.65B | +$321M | +10% | 9.5% | 59.9% | 309 | 5.18% | 0.3 |
|