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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1276 |
1276
Raymond James Trust
St. Petersburg,
Florida
| $889M | -$54.9M | -6% | 6.26% | 41.3% | 676 | 14.64% | 1.8 |
|
| 1277 |
1277
Fulton Bank
Lancaster,
Pennsylvania
| $886M | -$77.4M | -8% | 2.49% | 48.1% | 406 | 13.79% | 1.6 |
|
| 1278 |
VFS
1278
VSR Financial Services
Overland Park,
Kansas
| $883M | -$60.9M | -6% | 7.05% | 20.7% | 640 | 19.69% | 1.5 |
|
| 1279 |
1279
Cerity Partners OCIO
New York
| $882M | -$36.9M | -4% | 6.02% | – | 236 | 13.14% | 1.3 |
|
| 1280 |
1280
Cacti Asset Management
Atlanta,
Georgia
| $881M | -$44.9M | -5% | 6.65% | 171% | 91 | 5.49% | 1.9 |
|
| 1281 |
TCP
1281
TAMRO Capital Partners
Alexandria,
Virginia
| $880M | -$290M | -25% | 5.73% | – | 110 | 20.91% | 1.4 |
|
| 1282 |
1282
ZWJ Investment Counsel
Atlanta,
Georgia
| $880M | -$79.7M | -8% | 7.51% | 128% | 154 | 14.29% | 1.8 |
|
| 1283 |
AA
1283
Antipodean Advisors
New York
| $878M | -$88M | -9% | 4.06% | 67.8% | 37 | 62.16% | 0.4 |
|
| 1284 |
1284
Cannell & Spears
New York
| $875M | -$28.4M | -3% | 6.58% | 113% | 153 | 21.57% | 1.5 |
|
| 1285 |
1285
NumerixS Investment Technologies
Vancouver,
British Columbia, Canada
| $874M | +$127M | +17% | 11.2% | 24.6% | 884 | 60.63% | 0.3 |
|
| 1286 |
1286
Stratton Management
King Of Prussia,
Pennsylvania
| $873M | -$1.42B | -62% | 7.7% | – | 339 | 37.76% | 1.9 |
|
| 1287 |
1287
1ST Source Bank
South Bend,
Indiana
| $872M | -$50.5M | -5% | 4.99% | 80.8% | 284 | 21.48% | 1.6 |
|
| 1288 |
1288
Slate Path Capital
New York
| $872M | -$43.6M | -5% | 5.4% | 394% | 14 | 57.14% | 0.8 |
|
| 1289 |
1289
GW Henssler & Associates
Kennesaw,
Georgia
| $871M | -$48.2M | -5% | 5.09% | 62.4% | 179 | 16.76% | 1.4 |
|
| 1290 |
1290
Convergence Investment Partners
Palm Beach Gardens,
Florida
| $871M | -$143M | -14% | 5.57% | 284% | 472 | 55.51% | 0.7 |
|
| 1291 |
1291
SII Investments
Appleton,
Wisconsin
| $869M | +$20.3M | +2% | 6.51% | 24.3% | 609 | 22.66% | 1.4 |
|
| 1292 |
1292
Gamble Jones Investment Counsel
Pasadena,
California
| $869M | -$92.9M | -10% | 7.06% | 32.9% | 225 | 10.22% | 2 |
|
| 1293 |
1293
National Penn Investors Trust
Wyomissing,
Pennsylvania
| $866M | -$64.4M | -7% | 6.01% | 40.9% | 233 | 11.16% | 1.6 |
|
| 1294 |
1294
Summitry LLC
Foster City,
California
| $864M | -$13.1M | -1% | 5.47% | 68.1% | 71 | 11.27% | 1.8 |
|
| 1295 |
1295
Meritage Portfolio Management
Overland Park,
Kansas
| $863M | -$90.7M | -10% | 5.27% | 97.4% | 227 | 22.47% | 1.4 |
|
| 1296 |
1296
Weatherbie Capital
Boston,
Massachusetts
| $862M | -$122M | -12% | 6.45% | 63.4% | 73 | 20.55% | 1.5 |
|
| 1297 |
1297
Bank of Hawaii
Honolulu,
Hawaii
| $861M | -$100M | -10% | 5.73% | 73.5% | 409 | 26.89% | 1.4 |
|
| 1298 |
1298
Sandler Capital Management
New York
| $861M | -$263M | -23% | 4.01% | 325% | 223 | 69.96% | 0.3 |
|
| 1299 |
1299
Colony Group
Boston,
Massachusetts
| $860M | -$88.7M | -9% | 5.85% | 33.2% | 982 | 27.7% | 1.1 |
|
| 1300 |
1300
Graticule Asia Macro Advisors
New York
| $858M | -$1.22B | -59% | 4.19% | – | 141 | 71.63% | 0.1 |
|