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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1201 |
QPBE
1201
Quintet Private Bank (Europe)
Luxembourg
| $2.24B | +$634M | +40% | 13.7% | 111% | 257 | 34.24% | 1.2 |
|
| 1202 |
1202
Construction & Building Unions Superannuation Fund
Melbourne,
Australia
| $2.23B | +$263M | +13% | 9.4% | 90.1% | 45 | 15.56% | 3.1 |
|
| 1203 |
1203
Prana Capital Management
Greenwich,
Connecticut
| $2.23B | +$532M | +31% | 11.1% | 36.6% | 107 | 38.32% | 0.8 |
|
| 1204 |
1204
Bragg Financial Advisors
Charlotte,
North Carolina
| $2.23B | +$126M | +6% | 7.94% | 101% | 322 | 3.73% | 6.4 |
|
| 1205 |
ATC
1205
Argent Trust Co
Nashville,
Tennessee
| $2.22B | +$213M | +11% | 9.24% | 86.2% | 711 | 11.53% | 3.9 |
|
| 1206 |
1206
Hawk Ridge Capital Management
Los Angeles,
California
| $2.22B | +$471M | +27% | 4.93% | 84.9% | 52 | 46.15% | 1 |
|
| 1207 |
AGA
1207
Altrinsic Global Advisors
Stamford,
Connecticut
| $2.22B | -$140M | -6% | 7.69% | 45% | 43 | 4.65% | 4.8 |
|
| 1208 |
1208
Waldron Private Wealth
Bridgeville,
Pennsylvania
| $2.22B | +$113M | +5% | 8.5% | 68.7% | 464 | 15.73% | 3.8 |
|
| 1209 |
DPRC
1209
Deer Park Road Corp
Steamboat Springs,
Colorado
| $2.21B | +$2.13B | +2,748% | 23.9% | 20.8% | 6 | 66.67% | 2.5 |
|
| 1210 |
SRIM
1210
Saratoga Research & Investment Management
Saratoga,
California
| $2.2B | +$33.1M | +2% | 8.85% | 65.1% | 48 | 8.33% | 6.8 |
|
| 1211 |
SIG
1211
Senator Investment Group
New York
| $2.2B | -$137M | -6% | 14.5% | 252% | 88 | 42.05% | 0.6 |
|
| 1212 |
1212
ZWJ Investment Counsel
Atlanta,
Georgia
| $2.2B | +$252M | +13% | 13.8% | 128% | 233 | 18.03% | 4.4 |
|
| 1213 |
SAM
1213
Shell Asset Management
The Hague,
Netherlands
| $2.2B | +$31.1M | +1% | 14.5% | – | 1,330 | 11.95% | 5.5 |
|
| 1214 |
FWTB
1214
First Western Trust Bank
Denver,
Colorado
| $2.2B | +$187M | +9% | 14.3% | 32% | 216 | 10.19% | 1.5 |
|
| 1215 |
SSB
1215
Sandy Spring Bank
Olney,
Maryland
| $2.2B | +$186M | +9% | 10% | 31.4% | 1,305 | 14.71% | 4.7 |
|
| 1216 |
1216
Westwood Global Investments
Boston,
Massachusetts
| $2.2B | -$61.6M | -3% | 2.83% | 112% | 14 | 7.14% | 5.3 |
|
| 1217 |
1217
Heritage Wealth Advisors
Richmond,
Virginia
| $2.19B | +$180M | +9% | 7.59% | 65% | 592 | 9.97% | 4 |
|
| 1218 |
DCM
1218
DME Capital Management
New York
| $2.18B | – | – | 7.64% | – | 42 | – | 0 |
|
| 1219 |
1219
Geneos Wealth Management
Englewood,
Colorado
| $2.18B | +$159M | +8% | 7.96% | 66.7% | 2,241 | 12.14% | 4.8 |
|
| 1220 |
HCM
1220
Hollencrest Capital Management
Newport Beach,
California
| $2.18B | +$1.12B | +106% | 7.21% | 85.6% | 1,161 | 16.37% | 2.2 |
|
| 1221 |
HMP
1221
HS Management Partners
New York
| $2.18B | +$22.8M | +1% | 7.82% | 27.7% | 24 | 16.67% | 3.1 |
|
| 1222 |
PA
1222
Paralel Advisors
Denver,
Colorado
| $2.18B | +$226M | +12% | 12% | 75.4% | 110 | 9.09% | 1 |
|
| 1223 |
1223
Gratus Capital
Atlanta,
Georgia
| $2.18B | +$404M | +23% | 13.5% | 51.4% | 339 | 25.96% | 2.8 |
|
| 1224 |
1224
Independent Financial Group
San Diego,
California
| $2.18B | +$307M | +16% | 13.6% | 149% | 1,066 | 15.57% | 2 |
|
| 1225 |
CC
1225
Capital Counsel
New York
| $2.18B | +$142M | +7% | 8.46% | 94.9% | 58 | 13.79% | 6.2 |
|