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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1251 |
FA
1251
FDx Advisors
Chicago,
Illinois
| $1.82B | -$476M | -21% | 6.22% | 66.2% | 861 | 27.53% | 3.7 |
|
| 1252 |
1252
Bragg Financial Advisors
Charlotte,
North Carolina
| $1.82B | +$126M | +7% | 6.76% | 101% | 328 | 6.1% | 5.8 |
|
| 1253 |
CA
1253
Cullinan Associates
Louisville,
Kentucky
| $1.82B | +$107M | +6% | 5.99% | 107% | 257 | 6.61% | 4.8 |
|
| 1254 |
HRES
1254
Heitman Real Estate Securities
Chicago,
Illinois
| $1.82B | -$172M | -9% | 3.31% | 48.3% | 58 | 15.52% | 3.2 |
|
| 1255 |
BOH
1255
Bank of Hawaii
Honolulu,
Hawaii
| $1.82B | +$93.7M | +5% | 6.01% | 73.5% | 256 | 10.16% | 5.6 |
|
| 1256 |
CC
1256
Capital Counsel
New York
| $1.81B | +$75.2M | +4% | 3.13% | 94.9% | 54 | 9.26% | 6.2 |
|
| 1257 |
1257
Oribel Capital Management
New York
| $1.81B | +$694M | +62% | 18.2% | 337% | 122 | 79.51% | 0.3 |
|
| 1258 |
1258
North Star Asset Management
Neenah,
Wisconsin
| $1.81B | +$112M | +7% | 6.69% | 62% | 311 | 3.86% | 6.2 |
|
| 1259 |
LSAG
1259
Lake Street Advisors Group
Portsmouth,
New Hampshire
| $1.81B | +$193M | +12% | 4.38% | 16% | 375 | 14.4% | 1.9 |
|
| 1260 |
1260
Adventist Health System Sunbelt Healthcare Corp
Altamonte Springs,
Florida
| $1.81B | +$479M | +36% | 2.21% | 29.1% | 20 | 0% | 2.5 |
|
| 1261 |
CCM
1261
Chickasaw Capital Management
Memphis,
Tennessee
| $1.81B | -$68.5M | -4% | 3.36% | 83.6% | 86 | 6.98% | 6.5 |
|
| 1262 |
1262
RNC Capital Management
Los Angeles,
California
| $1.81B | +$35.6M | +2% | 2.11% | 83% | 192 | 5.73% | 4.8 |
|
| 1263 |
1263
Annex Advisory Services
Brookfield,
Wisconsin
| $1.8B | -$64.2M | -3% | 5.47% | 77.9% | 269 | 16.73% | 3.3 |
|
| 1264 |
1264
Focus Financial Network
Minneapolis,
Minnesota
| $1.8B | +$194M | +12% | 8.12% | 106% | 612 | 10.78% | 1.8 |
|
| 1265 |
1265
Capital Analysts LLC
Fort Washington,
Pennsylvania
| $1.8B | +$51.4M | +3% | 4.26% | 51.3% | 1,038 | 10.98% | 3.6 |
|
| 1266 |
JHU
1266
Johns Hopkins University
Baltimore,
Maryland
| $1.8B | +$191M | +12% | 0.17% | 30.6% | 14 | 21.43% | 1 |
|
| 1267 |
GCP
1267
Garda Capital Partners
Wayzata,
Minnesota
| $1.8B | -$238M | -12% | 9.73% | 9.15% | 507 | 65.68% | 0.2 |
|
| 1268 |
1268
Patient Capital Management
Baltimore,
Maryland
| $1.8B | +$1.57B | +701% | 14.7% | 131% | 45 | 11.11% | 1.2 |
|
| 1269 |
1269
Focus Partners Advisor Solutions
Saint Louis,
Missouri
| $1.8B | +$250M | +16% | 3.79% | 63.9% | 414 | 22.95% | 0.9 |
|
| 1270 |
1270
SageView Advisory Group
Newport Beach,
California
| $1.8B | +$228M | +15% | 3.69% | 52.3% | 556 | 19.96% | 0.4 |
|
| 1271 |
1271
Sowell Financial Services
North Little Rock,
Arkansas
| $1.79B | +$498M | +38% | 5.75% | 85.9% | 863 | 48.55% | 1.2 |
|
| 1272 |
1272
Himalaya Capital Management
Seattle,
Washington
| $1.79B | -$248M | -12% | 8.9% | 116% | 7 | 14.29% | 2 |
|
| 1273 |
TAL
1273
TIG Advisors LLC
New York
| $1.79B | +$425M | +31% | 12.2% | 379% | 80 | 80% | 0.2 |
|
| 1274 |
CAM
1274
Cormorant Asset Management
Boston,
Massachusetts
| $1.79B | +$267M | +18% | 57.4% | 3,977% | 83 | 36.14% | 1.7 |
|
| 1275 |
1275
Capital International
Los Angeles,
California
| $1.78B | +$117M | +7% | 11.2% | 147% | 166 | 7.83% | 3.8 |
|