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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%
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50
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250
500
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2,500
5,000
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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 Time Held (Qtrs) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1151 |
DAS
1151
Dynamic Advisor Solutions
Phoenix,
Arizona
| $3.53B | +$356M | +11% | 12.8% | 64% | 1,096 | 16.79% | 11.9 |
|
| 1152 |
BSA
1152
Braun Stacey Associates
New York
| $3.53B | +$519M | +17% | 31.3% | 231% | 124 | 18.55% | 17.4 |
|
| 1153 |
BW
1153
BIP Wealth
Atlanta,
Georgia
| $3.52B | +$1.07B | +43% | 11.4% | 47.4% | 579 | 25.04% | 5.2 |
|
| 1154 |
IIM
1154
Intact Investment Management
Montreal,
Quebec, Canada
| $3.52B | +$10.1M | +0.3% | 7.86% | 73.7% | 287 | 33.1% | 19.6 |
|
| 1155 |
HIMCH
1155
Hartford Investment Management Co (HIMCO)
Hartford,
Connecticut
| $3.52B | +$362M | +11% | 26.6% | 132% | 503 | 2.98% | 40.9 |
|
| 1156 |
FFM
1156
Fisher Funds Management
Auckland,
New Zealand
| $3.52B | +$105M | +3% | 15.7% | – | 176 | 5.11% | 5.2 |
|
| 1157 |
CCM
1157
CloudAlpha Capital Management
Hong Kong
| $3.51B | +$585M | +20% | 132% | 2,704% | 80 | 85% | 0.9 |
|
| 1158 |
RA
1158
RPOA Advisors
Plano,
Texas
| $3.51B | +$1.23B | +54% | 8.74% | – | 7 | 14.29% | 8.6 |
|
| 1159 |
HWAM
1159
Hennion & Walsh Asset Management
Parsippany,
New Jersey
| $3.5B | +$531M | +18% | 21.4% | 93.9% | 1,018 | 15.03% | 9.5 |
|
| 1160 |
DCM
1160
Donaldson Capital Management
Evansville,
Indiana
| $3.5B | +$412M | +13% | 13.8% | 77.7% | 323 | 30.96% | 17.7 |
|
| 1161 |
CWS
1161
Confluence Wealth Services
Mcmurray,
Pennsylvania
| $3.5B | +$918M | +36% | 10.7% | 64.5% | 478 | 24.06% | 9.3 |
|
| 1162 |
CK
1162
Cohen Klingenstein
New York
| $3.49B | +$403M | +13% | 16.5% | 87.7% | 209 | 2.87% | 37 |
|
| 1163 |
SYBT
1163
Stock Yards Bank & Trust
Louisville,
Kentucky
| $3.49B | +$277M | +9% | 15% | 82.8% | 411 | 7.06% | 25.7 |
|
| 1164 |
NBS
1164
Narodna banka Slovenska
Bratislava,
| $3.49B | +$489M | +16% | 13.7% | – | 3 | 0% | 1 |
|
| 1165 |
TCG
1165
Tremblant Capital Group
West Palm Beach,
Florida
| $3.48B | +$375M | +12% | 30.9% | 131% | 64 | 20.31% | 7.1 |
|
| 1166 |
KIM
1166
Karpus Investment Management
Pittsford,
New York
| $3.48B | +$271M | +8% | 7.16% | 24.7% | 258 | 20.16% | 8.7 |
|
| 1167 |
IC
1167
Iconiq Capital
San Francisco,
California
| $3.47B | -$993M | -22% | 10.2% | 0.21% | 89 | 22.47% | 18.9 |
|
| 1168 |
TC
1168
Torno Capital
Cohasset,
Massachusetts
| $3.47B | +$2.71B | +357% | 13.9% | – | 112 | 87.5% | 0.6 |
|
| 1169 |
CI
1169
CX Institutional
Auburn,
Indiana
| $3.46B | +$187M | +6% | 12.8% | 62.9% | 1,655 | 11.78% | 8 |
|
| 1170 |
ATC
1170
Argent Trust Co
Nashville,
Tennessee
| $3.46B | +$515M | +17% | 16% | 86.2% | 792 | 13.51% | 19.3 |
|
| 1171 |
JIC
1171
Joel Isaacson & Co
New York
| $3.45B | +$438M | +15% | 13.4% | 72.5% | 497 | 11.47% | 19.8 |
|
| 1172 |
MC
1172
Metropolis Capital
Amersham,
United Kingdom
| $3.45B | +$487M | +16% | 4.21% | 54.4% | 16 | 0% | 16.4 |
|
| 1173 |
HCPC
1173
Hamilton Capital Partners (Canada)
Toronto,
| $3.45B | +$470M | +16% | 30.3% | 143% | 231 | 9.96% | 7.9 |
|
| 1174 |
SCM
1174
Silvant Capital Management
Atlanta,
Georgia
| $3.44B | +$543M | +19% | 27.6% | 168% | 406 | 27.59% | 18.8 |
|
| 1175 |
CAM
1175
Camden Asset Management
Los Angeles,
California
| $3.43B | +$492M | +17% | 0.07% | 15.2% | 73 | 8.22% | 4.6 |
|