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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 |
1226
Cambridge Associates
Boston,
Massachusetts
| $2.18B | +$312M | +17% | 1.94% | 50.1% | 55 | 16.36% | 4 |
|
| 1227 |
1227
Daymark Wealth Partners
Cincinnati,
Ohio
| $2.18B | +$322M | +17% | 5.07% | 96.4% | 511 | 18.59% | 1 |
|
| 1228 |
BOH
1228
Bank of Hawaii
Honolulu,
Hawaii
| $2.18B | +$124M | +6% | 2.27% | 73.5% | 261 | 14.18% | 5.8 |
|
| 1229 |
LI
1229
Leeward Investments
Boston,
Massachusetts
| $2.18B | -$80.2M | -4% | 3.44% | 91% | 149 | 4.7% | 1.9 |
|
| 1230 |
TBC
1230
Tweedy, Browne Co
Stamford,
Connecticut
| $2.17B | +$44.5M | +2% | 0.87% | 70.3% | 45 | 2.22% | 6.7 |
|
| 1231 |
SCA
1231
STALEY CAPITAL ADVISERS
Pittsburgh,
Pennsylvania
| $2.17B | +$31.6M | +1% | 3.29% | 81.9% | 188 | 5.85% | 5.6 |
|
| 1232 |
1232
Venture Visionary Partners
Sylvania,
Ohio
| $2.17B | +$63.9M | +3% | 1.76% | 95.4% | 594 | 14.65% | 2.6 |
|
| 1233 |
1233
Azora Capital LP
Miami,
Florida
| $2.17B | +$792M | +57% | 1.5% | 175% | 72 | 50% | 0.7 |
|
| 1234 |
1234
Northeast Financial Consultants
Westport,
Connecticut
| $2.17B | +$133M | +7% | 4.01% | 63.8% | 294 | 8.5% | 4.6 |
|
| 1235 |
1235
Capital International
Los Angeles,
California
| $2.17B | +$78M | +4% | 5.9% | 147% | 152 | 9.21% | 4.4 |
|
| 1236 |
1236
Corvex Management
New York
| $2.16B | +$7.67M | +0.4% | 3.02% | 95.8% | 44 | 34.09% | 1.5 |
|
| 1237 |
AFCM
1237
Applied Finance Capital Management
San Juan,
Puerto Rico
| $2.16B | +$740M | +52% | 1.48% | 90.4% | 293 | 74.4% | 0.4 |
|
| 1238 |
NRCM
1238
North Reef Capital Management
Laguna Beach,
California
| $2.16B | +$241M | +13% | 0.46% | 81.9% | 57 | 42.11% | 1 |
|
| 1239 |
1239
SteelPeak Wealth
Woodland Hills,
California
| $2.16B | +$173M | +9% | 5.6% | 126% | 613 | 22.35% | 1.6 |
|
| 1240 |
1240
SageView Advisory Group
Newport Beach,
California
| $2.15B | +$173M | +9% | 1.53% | 52.3% | 827 | 68.68% | 0.5 |
|
| 1241 |
JHP
1241
James Hambro & Partners
London,
United Kingdom
| $2.15B | +$15.7M | +0.7% | 4.6% | 79.2% | 53 | 1.89% | 3.7 |
|
| 1242 |
ICM
1242
III Capital Management
Boca Raton,
Florida
| $2.15B | -$238K | -0% | 0.13% | 28.7% | 143 | 32.17% | 0.8 |
|
| 1243 |
TC
1243
Torno Capital
Cohasset,
Massachusetts
| $2.14B | +$581M | +37% | 11.7% | – | 369 | 82.11% | 0.1 |
|
| 1244 |
1244
Frazier Life Sciences Management
Palo Alto,
California
| $2.14B | -$232M | -10% | 3.63% | 866% | 57 | 26.32% | 1.3 |
|
| 1245 |
1245
Nicholas Hoffman & Company
Atlanta,
Georgia
| $2.13B | +$162M | +8% | 1.61% | 65.1% | 303 | 9.9% | 4.6 |
|
| 1246 |
1246
CX Institutional
Auburn,
Indiana
| $2.13B | +$55.8M | +3% | 0.72% | 62.9% | 573 | 10.65% | 2.5 |
|
| 1247 |
NIM
1247
Northeast Investment Management
Boston,
Massachusetts
| $2.13B | +$91.3M | +4% | 6.17% | 93.4% | 189 | 6.88% | 7 |
|
| 1248 |
JWCA
1248
J.W. Cole Advisors
Tampa,
Florida
| $2.13B | +$144M | +7% | 3.8% | 84.9% | 958 | 15.24% | 2 |
|
| 1249 |
CCM
1249
Carlson Capital Management
Northfield,
Minnesota
| $2.12B | +$4.69M | +0.2% | 1.66% | 9.85% | 111 | 11.71% | 5.2 |
|
| 1250 |
1250
Laird Norton Wetherby Wealth Management
San Francisco,
California
| $2.12B | +$22.7M | +1% | 5.29% | – | 988 | 8.91% | 5.6 |
|