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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1001 |
1001
Nicholas Hoffman & Company
Atlanta,
Georgia
| $2.56B | +$1.45B | +130% | 4.87% | 65.1% | 285 | 8.77% | 4.1 |
|
| 1002 |
1002
Jericho Capital Asset Management
New York
| $2.56B | +$148M | +6% | 16.8% | 573% | 35 | 57.14% | 0.5 |
|
| 1003 |
TCM
1003
Tekla Capital Management
Boston,
Massachusetts
| $2.56B | -$71.2M | -3% | 2.9% | 62.5% | 186 | 15.59% | 4.2 |
|
| 1004 |
1004
Kingsview Wealth Management
Grants Pass,
Oregon
| $2.55B | +$168M | +7% | 6.48% | 71.5% | 993 | 20.14% | 2.6 |
|
| 1005 |
1005
Perigon Wealth Management
San Francisco,
California
| $2.55B | +$786M | +45% | 8.09% | 93.8% | 813 | 18.2% | 2.4 |
|
| 1006 |
TAM
1006
Timucuan Asset Management
Jacksonville,
Florida
| $2.54B | +$155M | +6% | 8.67% | 61.6% | 31 | 12.9% | 4.3 |
|
| 1007 |
1007
Hancock Whitney
Gulfport,
Mississippi
| $2.54B | +$50.9M | +2% | 7.44% | 100% | 672 | 13.84% | 3.8 |
|
| 1008 |
SAM
1008
Shell Asset Management
The Hague,
Netherlands
| $2.54B | +$126M | +5% | 9.93% | – | 1,322 | 8.93% | 5.2 |
|
| 1009 |
1009
DeepCurrents Investment Group
New York
| $2.53B | -$35.7M | -1% | 0.09% | 13.5% | 173 | 25.43% | 1 |
|
| 1010 |
1010
Lasalle Investment Management Securities
Baltimore,
Maryland
| $2.53B | +$6.88M | +0.3% | 2.01% | 26.3% | 49 | 12.24% | 5.4 |
|
| 1011 |
1011
Check Capital Management
Costa Mesa,
California
| $2.53B | +$286M | +13% | 10.4% | 66.6% | 42 | 11.9% | 5.2 |
|
| 1012 |
NAM
1012
NorthCrest Asset Manangement
Plymouth,
Minnesota
| $2.53B | +$123M | +5% | 7.09% | 135% | 510 | 7.25% | 1.1 |
|
| 1013 |
1013
Cassaday & Co Wealth Management
Mclean,
Virginia
| $2.52B | +$179M | +8% | 7.89% | 70% | 275 | 15.27% | 0.4 |
|
| 1014 |
PFM
1014
Premier Fund Managers
Guildford,
United Kingdom
| $2.52B | -$9.15M | -0.4% | 9.93% | 56.6% | 239 | 23.43% | 1.8 |
|
| 1015 |
1015
OFI Invest Asset Management
Paris,
France
| $2.52B | +$148M | +6% | 10.4% | – | 147 | 36.05% | 0.2 |
|
| 1016 |
1016
Avantax Planning Partners
Dubuque,
Iowa
| $2.52B | +$53.1M | +2% | 4.53% | 51% | 398 | 11.56% | 3.7 |
|
| 1017 |
GIP
1017
Granite Investment Partners
El Segundo,
California
| $2.51B | +$109M | +5% | 7.57% | 131% | 277 | 14.44% | 4.4 |
|
| 1018 |
1018
Marsico Capital Management
Denver,
Colorado
| $2.51B | +$372M | +17% | 20.5% | 288% | 72 | 25% | 2.3 |
|
| 1019 |
1019
TCTC Holdings
Dallas,
Texas
| $2.51B | +$24.1M | +1% | 2.14% | 78.5% | 483 | 10.77% | 4.4 |
|
| 1020 |
1020
Masters Capital Management
Atlanta,
Georgia
| $2.5B | +$523M | +26% | 4.01% | 142% | 72 | 43.06% | 1.2 |
|
| 1021 |
1021
Heritage Investors Management Corp
Bethesda,
Maryland
| $2.5B | +$162M | +7% | 8.49% | 99.7% | 251 | 3.59% | 6.1 |
|
| 1022 |
KIA
1022
KCM Investment Advisors
Greenbrae,
California
| $2.49B | +$24.6M | +1% | 7.47% | 85.7% | 416 | 11.54% | 6 |
|
| 1023 |
1023
Empirical Wealth Management
Seattle,
Washington
| $2.49B | +$180M | +8% | 4.56% | 78.8% | 520 | 21.92% | 3.6 |
|
| 1024 |
1024
Freestone Capital Holdings
Seattle,
Washington
| $2.48B | +$224M | +10% | 6.75% | 86.9% | 414 | 13.77% | 3.7 |
|
| 1025 |
1025
Clifford Swan Investment Counsel
Pasadena,
California
| $2.48B | +$86.5M | +4% | 5.43% | 73.2% | 302 | 3.64% | 7 |
|