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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
Chilton Capital Management
Houston,
Texas
| $1.17B | +$174M | +17% | 18.7% | 95.3% | 185 | 8.65% | 3.8 |
|
| 1277 |
1277
Snowden Capital Advisors
New York
| $1.17B | +$252M | +27% | 24.3% | 100% | 583 | 16.81% | 2.3 |
|
| 1278 |
1278
1ST Source Bank
South Bend,
Indiana
| $1.16B | +$169M | +17% | 18% | 80.8% | 227 | 8.81% | 5.1 |
|
| 1279 |
M
1279
MOTCO
San Antonio,
Texas
| $1.16B | +$163M | +16% | 10.2% | 63.5% | 793 | 8.83% | 3.1 |
|
| 1280 |
1280
Mission Wealth Management
Santa Barbara,
California
| $1.16B | +$253M | +28% | 18% | 92.1% | 349 | 19.77% | 2.5 |
|
| 1281 |
1281
Clayton Dubilier & Rice
New York
| $1.16B | +$425M | +58% | 62.8% | 176% | 9 | 0% | 3.4 |
|
| 1282 |
1282
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
| $1.15B | +$594M | +106% | 20.4% | 58% | 334 | 32.34% | 2 |
|
| 1283 |
1283
NAYA Capital Management (UK)
London,
United Kingdom
| $1.15B | +$278M | +32% | 23.8% | 121% | 7 | 42.86% | 2 |
|
| 1284 |
1284
ZWJ Investment Counsel
Atlanta,
Georgia
| $1.15B | +$34.6M | +3% | 17.1% | 128% | 201 | 34.83% | 4.2 |
|
| 1285 |
1285
Mirova US
Boston,
Massachusetts
| $1.15B | +$392M | +52% | 27.4% | 90.9% | 26 | 7.69% | 0.5 |
|
| 1286 |
1286
Caxton Associates (New York)
New York
| $1.15B | +$601M | +111% | 26.3% | 73.9% | 693 | 79.22% | 0.1 |
|
| 1287 |
1287
Montag & Associates
Atlanta,
Georgia
| $1.14B | +$141M | +14% | 21.4% | 82.9% | 306 | 8.82% | 4.1 |
|
| 1288 |
1288
Reynders McVeigh Capital Management
Boston,
Massachusetts
| $1.14B | +$265M | +30% | 26.4% | 108% | 219 | 16.44% | 4.2 |
|
| 1289 |
1289
D.J. St. Germain
Springfield,
Massachusetts
| $1.14B | +$125M | +12% | 17.3% | 65.3% | 227 | 11.01% | 3.4 |
|
| 1290 |
1290
SSI Investment Management
Los Angeles,
California
| $1.14B | +$7.6M | +0.7% | 4% | 15.7% | 256 | 10.94% | 2.5 |
|
| 1291 |
1291
JMG Financial Group
Downers Grove,
Illinois
| $1.14B | +$202M | +22% | 20.4% | 58.7% | 78 | 12.82% | 4.6 |
|
| 1292 |
1292
Frazier Management
Seattle,
Washington
| $1.14B | +$257M | +29% | 36.3% | 408% | 27 | 11.11% | 1.7 |
|
| 1293 |
1293
Empire Life Investments
Toronto,
Ontario, Canada
| $1.14B | +$45.4M | +4% | 18% | 90.8% | 110 | 14.55% | 2 |
|
| 1294 |
1294
GW Henssler & Associates
Kennesaw,
Georgia
| $1.14B | +$151M | +15% | 14.8% | 71.7% | 242 | 42.56% | 2.7 |
|
| 1295 |
1295
Investment House LLC
Redondo Beach,
California
| $1.14B | +$258M | +29% | 28.2% | 137% | 199 | 19.1% | 4.4 |
|
| 1296 |
1296
Stock Yards Bank & Trust
Louisville,
Kentucky
| $1.13B | +$192M | +20% | 20.1% | 82.8% | 237 | 13.08% | 4.6 |
|
| 1297 |
1297
Waldron Private Wealth
Bridgeville,
Pennsylvania
| $1.13B | +$193M | +21% | 18.6% | 68.7% | 281 | 19.22% | 2.6 |
|
| 1298 |
1298
Silchester International Investors
London,
United Kingdom
| $1.13B | +$176M | +18% | 23.8% | 53.9% | 5 | 20% | 6 |
|
| 1299 |
1299
King Street Capital Management
New York
| $1.13B | +$236M | +26% | 31.8% | 140% | 32 | 65.63% | 0.5 |
|
| 1300 |
1300
Redwood Investments
Boston,
Massachusetts
| $1.13B | +$284M | +34% | 33% | 74.1% | 130 | 19.23% | 1.3 |
|