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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 |
1251
Daymark Wealth Partners
Cincinnati,
Ohio
| $2.37B | +$4.14M | +0.2% | 2.43% | 96.4% | 532 | 11.09% | 1.4 |
|
| 1252 |
SHGA
1252
Sand Hill Global Advisors
Palo Alto,
California
| $2.36B | -$8.83M | -0.4% | 0.42% | 58.6% | 203 | 11.33% | 4.2 |
|
| 1253 |
1253
Venture Visionary Partners
Sylvania,
Ohio
| $2.36B | +$57.8M | +3% | 2.67% | 95.4% | 587 | 14.14% | 3 |
|
| 1254 |
PH
1254
Permira Holdings
St. Peter Port,
Guernsey
| $2.35B | -$603M | -20% | 3.17% | – | 2 | 0% | 1 |
|
| 1255 |
1255
NZS Capital
Denver,
Colorado
| $2.35B | -$215M | -8% | 3.22% | 134% | 63 | 14.29% | 2 |
|
| 1256 |
EP
1256
Edgestream Partners
Princeton,
New Jersey
| $2.35B | +$73.6M | +3% | 0.83% | 41.7% | 1,146 | 56.72% | 0.6 |
|
| 1257 |
PA
1257
Paralel Advisors
Denver,
Colorado
| $2.34B | +$55.9M | +2% | 1.67% | 75.4% | 111 | 5.41% | 1.4 |
|
| 1258 |
HCA
1258
Heck Capital Advisors
Rhinelander,
Wisconsin
| $2.34B | +$1.47B | +170% | 1.29% | 67% | 823 | 76.67% | 0.8 |
|
| 1259 |
CC
1259
Capital Counsel
New York
| $2.34B | +$15.2M | +0.7% | 1.92% | 94.9% | 56 | 3.57% | 6.8 |
|
| 1260 |
1260
Pallas Capital Advisors
Braintree,
Massachusetts
| $2.34B | -$1.14M | -0% | 2.32% | 71.8% | 643 | 16.64% | 1.4 |
|
| 1261 |
1261
Nantahala Capital Management
New Canaan,
Connecticut
| $2.33B | +$352M | +18% | 16% | 341% | 157 | 23.57% | 1.9 |
|
| 1262 |
1262
SageView Advisory Group
Newport Beach,
California
| $2.32B | +$353M | +18% | 1.13% | 52.3% | 613 | 20.88% | 0.8 |
|
| 1263 |
GIP
1263
Granite Investment Partners
El Segundo,
California
| $2.31B | -$22.9M | -1% | 5.05% | 131% | 275 | 16% | 4.8 |
|
| 1264 |
1264
Dynamic Advisor Solutions
Phoenix,
Arizona
| $2.31B | -$1.02B | -31% | 0.49% | 70.9% | 965 | 36.58% | 3.4 |
|
| 1265 |
BCMIO
1265
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
| $2.31B | -$91.6M | -4% | 0.24% | 46.4% | 29 | 3.45% | 7.2 |
|
| 1266 |
BIAS
1266
Beacon Investment Advisory Services
Morristown,
New Jersey
| $2.31B | -$96.4M | -4% | 0.17% | 95.8% | 263 | 7.98% | 5 |
|
| 1267 |
AFCM
1267
Applied Finance Capital Management
San Juan,
Puerto Rico
| $2.3B | -$40.6M | -2% | 0.94% | 90.4% | 335 | 22.39% | 0.8 |
|
| 1268 |
TMC
1268
Toyota Motor Corp
Japan
| $2.3B | +$312M | +16% | 26.4% | 78.9% | 4 | 0% | 3.3 |
|
| 1269 |
1269
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
| $2.3B | +$126M | +6% | 4.63% | 91.5% | 304 | 12.83% | 3.1 |
|
| 1270 |
G
1270
GenTrust
Miami,
Florida
| $2.3B | +$254M | +12% | 0.31% | 53% | 234 | 26.92% | 1.9 |
|
| 1271 |
HCA
1271
Harbor Capital Advisors
Chicago,
Illinois
| $2.29B | -$8.88M | -0.4% | 3.33% | 119% | 1,370 | 5.99% | 0.7 |
|
| 1272 |
TAM
1272
Thematics Asset Management
Paris,
France
| $2.29B | -$237M | -9% | 2.23% | 113% | 139 | 8.63% | 1.7 |
|
| 1273 |
CCM
1273
Carlson Capital Management
Northfield,
Minnesota
| $2.29B | -$64.1M | -3% | 4.3% | 9.85% | 118 | 7.63% | 5.3 |
|
| 1274 |
SAM
1274
Shell Asset Management
The Hague,
Netherlands
| $2.29B | +$17M | +0.7% | 4.04% | – | 1,284 | 3.82% | 6 |
|
| 1275 |
HCM
1275
Howland Capital Management
Boston,
Massachusetts
| $2.28B | -$23.4M | -1% | 0.84% | 72% | 296 | 10.81% | 5.4 |
|