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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1176 |
1176
Apella Capital
West Hartford,
Connecticut
| $2.43B | +$197M | +9% | 5.56% | 48.6% | 327 | 8.26% | 2.5 |
|
| 1177 |
1177
Hollencrest Capital Management
Newport Beach,
California
| $2.43B | +$147M | +6% | 6.41% | 85.6% | 1,198 | 17.53% | 2.5 |
|
| 1178 |
1178
Bragg Financial Advisors
Charlotte,
North Carolina
| $2.43B | +$189M | +8% | 8.46% | 101% | 325 | 4.62% | 6.8 |
|
| 1179 |
1179
Banque Cantonale Vaudoise
Lausanne,
Switzerland
| $2.43B | -$86.8M | -3% | 6.92% | – | 1,050 | 33.52% | 3.3 |
|
| 1180 |
1180
Sandy Spring Bank
Olney,
Maryland
| $2.43B | +$162M | +7% | 6.69% | 31.4% | 1,335 | 14.83% | 5.1 |
|
| 1181 |
1181
Renaissance Group
Covington,
Kentucky
| $2.43B | -$134M | -5% | 7.32% | 115% | 302 | 28.81% | 3 |
|
| 1182 |
1182
Concentric Capital Strategies
Stamford,
Connecticut
| $2.43B | +$430M | +22% | 6.55% | 165% | 407 | 65.11% | 0.3 |
|
| 1183 |
1183
Cardinal Capital Management Inc (Canada)
Winnipeg,
Manitoba, Canada
| $2.43B | -$173M | -7% | 13.8% | 85.6% | 70 | 22.86% | 4.9 |
|
| 1184 |
1184
CastleKnight Management
New York
| $2.43B | +$413M | +21% | 6.35% | 259% | 420 | 30.71% | 1 |
|
| 1185 |
1185
Logan Capital Management
Newtown Square,
Pennsylvania
| $2.43B | +$108M | +5% | 7.84% | 134% | 482 | 5.81% | 5.6 |
|
| 1186 |
1186
Argent Trust Co
Nashville,
Tennessee
| $2.42B | +$144M | +6% | 7.54% | 86.2% | 738 | 8.94% | 4.2 |
|
| 1187 |
1187
HMI Capital Management
San Francisco,
California
| $2.42B | -$212M | -8% | 5.24% | 5.95% | 15 | 13.33% | 2.1 |
|
| 1188 |
1188
Adventist Health System Sunbelt Healthcare Corp
Altamonte Springs,
Florida
| $2.41B | +$422M | +21% | 6.03% | 29.1% | 21 | 4.76% | 3 |
|
| 1189 |
1189
Chilton Capital Management
Houston,
Texas
| $2.41B | +$175M | +8% | 6.87% | 95.3% | 701 | 21.4% | 2.6 |
|
| 1190 |
1190
BNP Paribas
Paris,
France
| $2.41B | +$422M | +21% | 4.93% | – | 393 | 18.58% | 0.4 |
|
| 1191 |
1191
Waldron Private Wealth
Bridgeville,
Pennsylvania
| $2.41B | +$173M | +8% | 6.42% | 68.7% | 525 | 26.48% | 3.6 |
|
| 1192 |
1192
Beacon Investment Advisory Services
Morristown,
New Jersey
| $2.4B | +$74M | +3% | 5.16% | 95.8% | 271 | 9.59% | 4.8 |
|
| 1193 |
1193
DME Capital Management
New York
| $2.4B | +$359M | +18% | 18.5% | – | 40 | 7.5% | 0.5 |
|
| 1194 |
1194
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
| $2.4B | +$77.4M | +3% | 7.32% | 46.4% | 30 | 16.67% | 6.8 |
|
| 1195 |
1195
James Hambro & Partners
London,
United Kingdom
| $2.4B | +$246M | +11% | 6.55% | 97% | 57 | 8.77% | 3.7 |
|
| 1196 |
1196
Bank of Hawaii
Honolulu,
Hawaii
| $2.39B | +$214M | +10% | 6.25% | 73.5% | 250 | 11.6% | 6 |
|
| 1197 |
1197
Peconic Partners
New York
| $2.39B | +$57.4M | +2% | 17.1% | 300% | 13 | 69.23% | 3.3 |
|
| 1198 |
HC
1198
Henshaw Capital
Woburn,
Massachusetts
| $2.39B | +$171M | +8% | 7.15% | 128% | 318 | 16.35% | 3.6 |
|
| 1199 |
1199
J.W. Cole Advisors
Tampa,
Florida
| $2.39B | +$260M | +12% | 6.28% | 84.9% | 974 | 12.63% | 2.1 |
|
| 1200 |
AG
1200
Artal Group
Luxembourg
| $2.38B | -$1.54B | -39% | 29.9% | 181% | 112 | 98.21% | 6.3 |
|