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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1376 |
1376
Sabal Trust
St. Petersburg,
Florida
| $1.5B | -$76.8M | -5% | 3.78% | 18.4% | 214 | 9.81% | 4.1 |
|
| 1377 |
1377
Quintet Private Bank (Europe)
Luxembourg
| $1.5B | -$583M | -28% | 3.1% | 111% | 287 | 29.27% | 1 |
|
| 1378 |
1378
Relative Value Partners Group
| $1.49B | -$58.3M | -4% | 2.76% | 8.9% | 280 | 20.36% | 2.5 |
|
| 1379 |
1379
Quantbot Technologies
New York
| $1.49B | -$39.2M | -3% | 6.45% | 33.6% | 2,098 | 56.77% | 0.4 |
|
| 1380 |
1380
Alpha Cubed Investments
Irvine,
California
| $1.49B | +$4.23M | +0.3% | 2.82% | 126% | 290 | 16.55% | 4.4 |
|
| 1381 |
1381
Robertson Stephens Wealth Management
San Francisco,
California
| $1.48B | +$69M | +5% | 2.41% | 109% | 476 | 19.54% | 2 |
|
| 1382 |
1382
LMCG Investments
Boston,
Massachusetts
| $1.48B | -$62.4M | -4% | 1.39% | 135% | 302 | 7.62% | 5.7 |
|
| 1383 |
1383
Baader Bank Aktiengesellschaft
Unterschleissheim,
Germany
| $1.48B | -$496M | -25% | 0.2% | 155% | 500 | 55.6% | 0.8 |
|
| 1384 |
1384
Trust Company of Vermont
Brattleboro,
Vermont
| $1.48B | -$53.7M | -3% | 2.99% | – | 884 | 13.69% | 3.8 |
|
| 1385 |
1385
Avior Wealth Management
Omaha,
Nebraska
| $1.48B | -$58.9M | -4% | 3.36% | 71.4% | 1,695 | 13.75% | 3.1 |
|
| 1386 |
1386
Efficient Advisors
Mason,
Ohio
| $1.48B | -$53.1M | -3% | 3.58% | 30.6% | 71 | 5.63% | 5.9 |
|
| 1387 |
1387
Trilogy Capital
Irvine,
California
| $1.48B | -$91.6M | -6% | 2.77% | 57.6% | 273 | 8.42% | 1.9 |
|
| 1388 |
1388
Politan Capital Management
New York
| $1.48B | -$212M | -13% | 10.7% | 75.4% | 3 | 0% | 1 |
|
| 1389 |
1389
Moors & Cabot
Boston,
Massachusetts
| $1.47B | -$31.2M | -2% | 1.11% | 124% | 894 | 11.52% | 4.3 |
|
| 1390 |
1390
Gratus Capital
Atlanta,
Georgia
| $1.47B | +$9.26M | +0.6% | 1.7% | 51.4% | 269 | 16.36% | 3.2 |
|
| 1391 |
1391
Paradigm Biocapital Advisors
New York
| $1.47B | +$179M | +14% | 1.76% | 803% | 38 | 39.47% | 0.8 |
|
| 1392 |
1392
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
| $1.47B | -$20.4M | -1% | 4.52% | 91.5% | 275 | 11.27% | 2.8 |
|
| 1393 |
1393
1ST Source Bank
South Bend,
Indiana
| $1.47B | -$80.3M | -5% | 2.83% | 80.8% | 249 | 4.02% | 7 |
|
| 1394 |
1394
Edgar Lomax Company
Kingstowne,
Virginia
| $1.47B | -$49.8M | -3% | 0.49% | 66.2% | 57 | 1.75% | 4.9 |
|
| 1395 |
1395
Csenge Advisory Group
Clearwater,
Florida
| $1.47B | -$23.3M | -2% | 2.86% | 66.3% | 714 | 18.49% | 2.3 |
|
| 1396 |
1396
BloombergSen
Toronto,
Ontario, Canada
| $1.47B | +$10.3M | +0.7% | 2.1% | 46.9% | 33 | 9.09% | 3.1 |
|
| 1397 |
1397
GW Henssler & Associates
Kennesaw,
Georgia
| $1.46B | -$57.9M | -4% | 1.8% | 62.4% | 277 | 51.26% | 2.9 |
|
| 1398 |
1398
Connecticut Wealth Management
Farmington,
Connecticut
| $1.46B | +$26.3M | +2% | 3.96% | 70.2% | 304 | 17.76% | 2.1 |
|
| 1399 |
1399
Payden & Rygel Investment Group
Los Angeles,
California
| $1.46B | – | – | 0.65% | – | 134 | – | 0 |
|
| 1400 |
1400
Payden & Rygel
Los Angeles,
California
| $1.46B | +$49M | +3% | 0.65% | 103% | 150 | 23.33% | 3.3 |
|