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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
Willis Investment Counsel
Gainesville,
Georgia
| $1.56B | +$185M | +13% | 14.1% | 65.3% | 117 | 8.55% | 4.8 |
|
| 1277 |
1277
Berkshire Asset Management
Wilkes Barre,
Pennsylvania
| $1.56B | +$146M | +10% | 13.2% | 70.4% | 220 | 37.27% | 5.5 |
|
| 1278 |
1278
Laird Norton Wetherby Wealth Management
San Francisco,
California
| $1.56B | +$139M | +10% | 10% | – | 975 | 17.03% | 4.7 |
|
| 1279 |
1279
Cornerstone Investment Partners
Atlanta,
Georgia
| $1.56B | +$161M | +12% | 13.4% | 166% | 253 | 35.97% | 1.5 |
|
| 1280 |
1280
Integrated Advisors Network
Dallas,
Texas
| $1.55B | +$80.2M | +5% | 8.54% | 107% | 699 | 18.31% | 1.8 |
|
| 1281 |
1281
Miller Value Partners
Sarasota,
Florida
| $1.55B | -$95.5M | -6% | 4.66% | 133% | 101 | 25.74% | 2 |
|
| 1282 |
1282
Peconic Partners
New York
| $1.55B | +$103M | +7% | 7.68% | 300% | 43 | 44.19% | 2.6 |
|
| 1283 |
1283
Hamilton Capital
Columbus,
Ohio
| $1.55B | +$79.7M | +5% | 11.1% | – | 148 | 33.78% | 1.2 |
|
| 1284 |
1284
Sowell Financial Services
North Little Rock,
Arkansas
| $1.54B | +$553M | +56% | 7.55% | 95.6% | 552 | 33.51% | 1 |
|
| 1285 |
1285
Punch & Associates Investment Management
Edina,
Minnesota
| $1.54B | +$112M | +8% | 11.1% | 97.5% | 238 | 11.76% | 3.9 |
|
| 1286 |
1286
Nantahala Capital Management
New Canaan,
Connecticut
| $1.54B | -$2.36M | -0.2% | 11.9% | 341% | 142 | 32.39% | 1.8 |
|
| 1287 |
1287
Hyperion Asset Management
Brisbane,
Australia
| $1.54B | -$182M | -11% | 8.61% | 151% | 26 | 3.85% | 3.1 |
|
| 1288 |
1288
Profund Advisors
Bethesda,
Maryland
| $1.54B | +$151M | +11% | 9.91% | 240% | 1,042 | 15.26% | 5.4 |
|
| 1289 |
1289
Cookson Peirce & Co
Pittsburgh,
Pennsylvania
| $1.54B | +$120M | +8% | 10.8% | 307% | 232 | 33.19% | 1 |
|
| 1290 |
1290
Avidian Wealth Enterprises
Houston,
Texas
| $1.54B | +$152M | +11% | 8.04% | 71.7% | 486 | 22.22% | 2.1 |
|
| 1291 |
1291
Zeke Capital Advisors
Berwyn,
Pennsylvania
| $1.53B | +$158M | +12% | 8.43% | 41% | 561 | 31.55% | 1.7 |
|
| 1292 |
1292
Empowered Funds
Havertown,
Pennsylvania
| $1.53B | +$498M | +48% | 10.5% | 127% | 617 | 77.96% | 0.3 |
|
| 1293 |
1293
1ST Source Bank
South Bend,
Indiana
| $1.52B | +$149M | +11% | 11.4% | 80.8% | 250 | 7.2% | 6.4 |
|
| 1294 |
1294
Hennessy Advisors Inc
Novato,
California
| $1.52B | +$75M | +5% | 12.3% | 206% | 276 | 6.52% | 3.4 |
|
| 1295 |
1295
Winton Group
London,
United Kingdom
| $1.52B | -$13.8M | -0.9% | 12.2% | 128% | 1,083 | 31.67% | 1.5 |
|
| 1296 |
1296
Lake Street Advisors Group
Portsmouth,
New Hampshire
| $1.52B | +$140M | +10% | 7.13% | 16% | 371 | 16.71% | 1.6 |
|
| 1297 |
1297
Nippon Life Global Investors Americas
New York
| $1.52B | +$93.9M | +7% | 9.8% | 173% | 142 | 19.72% | 2.7 |
|
| 1298 |
1298
BloombergSen
Toronto,
Ontario, Canada
| $1.51B | +$60.2M | +4% | 10.7% | 46.9% | 39 | 17.95% | 2.5 |
|
| 1299 |
1299
Paradigm Capital Management Inc
Albany,
New York
| $1.51B | +$121M | +9% | 15.8% | 237% | 150 | 7.33% | 5.9 |
|
| 1300 |
1300
Argent Trust Co
Nashville,
Tennessee
| $1.51B | +$131M | +9% | 11.5% | 86.2% | 526 | 10.65% | 4.2 |
|