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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1301 |
1301
Capital Investment Advisors
Atlanta,
Georgia
| $945M | +$41M | +5% | 0.34% | 56.6% | 414 | 6.28% | 1.1 |
|
| 1302 |
SJIC
1302
St. James Investment Company
Southlake,
Texas
| $943M | +$25M | +3% | 0.72% | 43.8% | 72 | 44.44% | 0.7 |
|
| 1303 |
CPV
1303
Canaan Partners VII
Westport,
Connecticut
| $938M | -$320M | -25% | 22.1% | 20.7% | 5 | 40% | 0.7 |
|
| 1304 |
TRV
1304
Third Rock Ventures
Boston,
Massachusetts
| $938M | -$285M | -23% | 52.9% | – | 6 | 33.33% | 0.8 |
|
| 1305 |
CCM
1305
Cobalt Capital Management
Short Hills,
New Jersey
| $934M | +$111M | +13% | 5.5% | 235% | 88 | 57.95% | 0.5 |
|
| 1306 |
1306
Raymond James Trust
St. Petersburg,
Florida
| $934M | +$3.48M | +0.4% | 0.85% | 41.3% | 677 | 12.41% | 1.4 |
|
| 1307 |
MAM
1307
Meeder Asset Management
Dublin,
Ohio
| $933M | +$146M | +19% | 3.48% | 156% | 622 | 45.82% | 0.7 |
|
| 1308 |
VFS
1308
VSR Financial Services
Overland Park,
Kansas
| $933M | +$46.7M | +5% | 1.69% | 20.7% | 622 | 18.65% | 1.3 |
|
| 1309 |
B
1309
BancorpSouth
Tupelo,
Mississippi
| $932M | +$13.3M | +1% | 1.19% | 3.86% | 286 | 21.68% | 1.3 |
|
| 1310 |
LW
1310
Linscomb Wealth
Houston,
Texas
| $932M | +$28.5M | +3% | 0.79% | 75.2% | 290 | 17.24% | 1.4 |
|
| 1311 |
WEC
1311
White Elm Capital
Greenwich,
Connecticut
| $931M | -$76.6M | -8% | 3.35% | 103% | 30 | 30% | 1.2 |
|
| 1312 |
OCM
1312
Olstein Capital Management
Purchase,
New York
| $926M | +$107M | +13% | 1.63% | 16.6% | 129 | 17.83% | 1.2 |
|
| 1313 |
1313
Shelton Capital Management
Denver,
Colorado
| $926M | +$67M | +8% | 2.66% | 161% | 846 | 12.77% | 1.4 |
|
| 1314 |
NC
1314
Northpointe Capital
Bloomfield Hills,
Michigan
| $924M | +$91.7M | +11% | 8.3% | 33% | 284 | 34.86% | 0.8 |
|
| 1315 |
BTP
1315
Bloom Tree Partners
New York
| $923M | +$255M | +38% | 6.91% | 20.4% | 40 | 42.5% | 0.6 |
|
| 1316 |
1316
Destination Wealth Management
Walnut Creek,
California
| $923M | -$65.8M | -7% | 0.79% | 52.7% | 122 | 17.21% | 1.5 |
|
| 1317 |
MCM
1317
Makena Capital Management
Menlo Park,
California
| $920M | -$41M | -4% | 2.33% | 78.7% | 14 | 7.14% | 1.3 |
|
| 1318 |
GA
1318
GRS Advisors
Chicago,
Illinois
| $920M | -$403M | -30% | 5.87% | 54.3% | 34 | 50% | 0.9 |
|
| 1319 |
TCCM
1319
Two Creeks Capital Management
New York
| $917M | +$78.4M | +9% | 4.25% | 38.8% | 15 | 33.33% | 0.2 |
|
| 1320 |
NRC
1320
North Run Capital
Boston,
Massachusetts
| $914M | -$209M | -19% | 2.57% | 19.4% | 32 | 40.63% | 1.1 |
|
| 1321 |
CP
1321
Cumberland Partners
Toronto,
Ontario, Canada
| $911M | -$45.4M | -5% | 3.34% | 101% | 70 | 31.43% | 1 |
|
| 1322 |
VF
1322
Virtu Financial
New York
| $909M | +$96.1M | +12% | 0.62% | 160% | 450 | 70.67% | 0.3 |
|
| 1323 |
CCMIC
1323
Cardinal Capital Management Inc (Canada)
Winnipeg,
Manitoba, Canada
| $907M | -$8.58M | -0.9% | 7.39% | 85.6% | 45 | 15.56% | 0.8 |
|
| 1324 |
1324
Sumitomo Life Insurance
Tokyo,
Japan
| $907M | -$101M | -10% | 1.53% | 69.6% | 299 | 8.7% | 1.5 |
|
| 1325 |
FIM
1325
Freedom Investment Management
Hartford,
Connecticut
| $907M | +$136M | +18% | 3.14% | 68.5% | 701 | 24.96% | 1 |
|