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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1226 |
PWAG
1226
Polaris Wealth Advisory Group
San Rafael,
California
| $1.22B | -$94.1M | -7% | 4.18% | 64% | 180 | 41.11% | 1.4 |
|
| 1227 |
NPA
1227
Nichols & Pratt Advisers
Boston,
Massachusetts
| $1.22B | +$7.93M | +0.7% | 2.42% | 71.2% | 106 | 3.77% | 4.9 |
|
| 1228 |
AFG
1228
American Financial Group
Cincinnati,
Ohio
| $1.22B | -$3.38M | -0.3% | 1.04% | 32.5% | 144 | 5.56% | 3 |
|
| 1229 |
1229
Wealthspire Advisors (New York)
New York
| $1.22B | +$72.8M | +6% | 0.58% | 59% | 170 | 45.88% | 0.3 |
|
| 1230 |
APA
1230
American Portfolios Advisors
Holbrook,
New York
| $1.22B | +$33.9M | +3% | 1.14% | 43.6% | 2,960 | 12.13% | 1.3 |
|
| 1231 |
1SB
1231
1ST Source Bank
South Bend,
Indiana
| $1.22B | -$3.46M | -0.3% | 0.32% | 80.8% | 234 | 6.41% | 4.7 |
|
| 1232 |
1232
WestEnd Advisors
Charlotte,
North Carolina
| $1.22B | +$69.7M | +6% | 2.28% | 59.9% | 86 | 36.05% | 1.7 |
|
| 1233 |
LOAME
1233
Lombard Odier Asset Management (Europe)
London,
United Kingdom
| $1.22B | +$42.4M | +4% | 0.74% | 79.7% | 414 | 8.21% | 2.2 |
|
| 1234 |
JPG
1234
Jordan Park Group
San Francisco,
California
| $1.22B | +$125M | +11% | 0.2% | 43.2% | 43 | 27.91% | 0.8 |
|
| 1235 |
1235
SignatureFD
Atlanta,
Georgia
| $1.22B | +$61.2M | +5% | 1.77% | 73.6% | 2,303 | 14.72% | 1.5 |
|
| 1236 |
GJIC
1236
Gamble Jones Investment Counsel
Pasadena,
California
| $1.22B | +$47.5M | +4% | 4.72% | 32.9% | 214 | 6.54% | 4.8 |
|
| 1237 |
1237
Chilton Capital Management
Houston,
Texas
| $1.21B | +$49M | +4% | 2.89% | 95.3% | 196 | 6.63% | 3.3 |
|
| 1238 |
AG
1238
Atairos Group
Bryn Mawr,
Pennsylvania
| $1.21B | -$134M | -10% | 8.27% | 27.9% | 2 | 50% | 1.8 |
|
| 1239 |
BM
1239
Bridger Management
New York
| $1.21B | -$63.8M | -5% | 1.05% | 103% | 34 | 20.59% | 2.4 |
|
| 1240 |
1240
Sowell Financial Services
North Little Rock,
Arkansas
| $1.21B | – | – | 1.42% | 85.9% | 2,508 | – | 0.2 |
|
| 1241 |
DY
1241
Dowling & Yahnke
San Diego,
California
| $1.21B | +$2.43M | +0.2% | 1.37% | 34.8% | 309 | 6.15% | 4.1 |
|
| 1242 |
TC
1242
TownSquare Capital
Provo,
Utah
| $1.21B | +$159M | +15% | 1.21% | 96.9% | 523 | 19.5% | 0.6 |
|
| 1243 |
CCP
1243
Clough Capital Partners
Boston,
Massachusetts
| $1.21B | +$189M | +19% | 1.45% | 175% | 129 | 41.09% | 1.4 |
|
| 1244 |
NMC
1244
NEA Management Company
Timonium,
Maryland
| $1.21B | -$220M | -15% | 2.5% | 823% | 46 | 4.35% | 2.9 |
|
| 1245 |
1245
Sumitomo Mitsui Financial Group
Tokyo,
Japan
| $1.21B | -$58.1M | -5% | 1.1% | 55.6% | 145 | 31.72% | 1.2 |
|
| 1246 |
SAM
1246
Southernsun Asset Management
Memphis,
Tennessee
| $1.2B | -$93.3M | -7% | 3.18% | 54.7% | 32 | 6.25% | 4.4 |
|
| 1247 |
PAIM
1247
Punch & Associates Investment Management
Edina,
Minnesota
| $1.2B | +$2.35M | +0.2% | 1.49% | 97.5% | 222 | 12.61% | 3.1 |
|
| 1248 |
NPIC
1248
Neumeier Poma Investment Counsel
Carmel,
California
| $1.2B | -$12.7M | -1% | 2.06% | 229% | 45 | 11.11% | 2.7 |
|
| 1249 |
SIM
1249
Sadoff Investment Management
Milwaukee,
Wisconsin
| $1.2B | -$11M | -0.9% | 1.77% | 49.2% | 88 | 10.23% | 3.4 |
|
| 1250 |
ELI
1250
Empire Life Investments
Toronto,
Ontario, Canada
| $1.19B | -$43.4M | -4% | 1.62% | 90.8% | 100 | 11% | 1.8 |
|