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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1426 |
BA
1426
Broadview Advisors
Milwaukee,
Wisconsin
| $721M | -$228M | -24% | 10% | 65.3% | 106 | 20.75% | 1.4 |
|
| 1427 |
1427
Vident Investment Advisory
Alpharetta,
Georgia
| $720M | -$31.5M | -4% | 9.4% | 82.6% | 1,247 | 31.36% | 0.4 |
|
| 1428 |
1428
TPH Asset Management
Houston,
Texas
| $720M | +$143M | +25% | 24.7% | 8.46% | 163 | 44.79% | 0.7 |
|
| 1429 |
BFO
1429
Boston Family Office
Boston,
Massachusetts
| $718M | -$77.7M | -10% | 7.21% | 53.4% | 260 | 11.92% | 2.1 |
|
| 1430 |
1430
Crosslink Capital
Menlo Park,
California
| $717M | +$29.5M | +4% | 3.38% | 135% | 55 | 38.18% | 1 |
|
| 1431 |
1431
Sabal Trust
St. Petersburg,
Florida
| $716M | -$52.8M | -7% | 4.04% | 18.4% | 114 | 14.91% | 1.9 |
|
| 1432 |
1432
Trustmark National Bank Trust Department
Jackson,
Mississippi
| $714M | -$33.7M | -5% | 4.84% | 58.6% | 376 | 16.76% | 1.6 |
|
| 1433 |
1433
Stack Financial Management
Whitefish,
Montana
| $714M | -$109M | -13% | 8.29% | 58.4% | 54 | 12.96% | 1.9 |
|
| 1434 |
1434
Quest Investment Management
Lake Oswego,
Oregon
| $713M | +$3.19M | +0.4% | 4.51% | 105% | 119 | 14.29% | 1.8 |
|
| 1435 |
1435
Bank of Nova Scotia Trust
Toronto,
Ontario, Canada
| $713M | -$73.1M | -9% | 9.26% | 61.4% | 126 | 11.9% | 1.8 |
|
| 1436 |
1436
Stoneridge Investment Partners
Radnor,
Pennsylvania
| $713M | -$97.1M | -12% | 13.7% | 44.2% | 340 | 39.12% | 0.8 |
|
| 1437 |
1437
Consonance Capital Management
New York
| $711M | -$285M | -29% | 20.8% | 314% | 33 | 27.27% | 0.8 |
|
| 1438 |
1438
Gabelli & Co Investment Advisers
Rye,
New York
| $709M | +$12.1M | +2% | 7.14% | 248% | 221 | 45.25% | 0.8 |
|
| 1439 |
1439
Cipher Capital
New York
| $708M | -$24M | -3% | 9.26% | – | 682 | 53.81% | 0.4 |
|
| 1440 |
1440
Archer Capital Management
New York
| $708M | -$81.9M | -10% | 13.2% | 72.3% | 51 | 41.18% | 0.9 |
|
| 1441 |
1441
Gardner Lewis Asset Management
Chadds Ford,
Pennsylvania
| $707M | +$46M | +7% | 16.1% | 240% | 142 | 63.38% | 0.7 |
|
| 1442 |
1442
Boston Financial Management
Boston,
Massachusetts
| $706M | -$71.6M | -9% | 6.03% | 30.1% | 203 | 6.9% | 2 |
|
| 1443 |
1443
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
| $705M | -$315M | -31% | 8.08% | 25.2% | 332 | 24.1% | 1.8 |
|
| 1444 |
1444
Gradient Investments
Arden Hills,
Minnesota
| $705M | -$25.5M | -3% | 5.41% | 67.6% | 754 | 26.92% | 1.3 |
|
| 1445 |
1445
Hirzel Capital Management
Dallas,
Texas
| $703M | -$332M | -32% | 11.2% | 63.7% | 27 | 25.93% | 0.8 |
|
| 1446 |
1446
Waterfront Capital Partners
New York
| $700M | +$59.2M | +9% | 3.94% | 88.3% | 71 | 56.34% | 0.4 |
|
| 1447 |
1447
Matrix Asset Advisors
White Plains,
New York
| $700M | -$96.4M | -12% | 11.6% | 84.9% | 82 | 13.41% | 1.9 |
|
| 1448 |
1448
Busey Bank
Urbana,
Illinois
| $700M | -$41.3M | -6% | 5.92% | 94.2% | 213 | 6.1% | 1.9 |
|
| 1449 |
1449
Deroy & Devereaux Private Investment Counsel
Bloomfield Hills,
Michigan
| $698M | -$77.1M | -10% | 9.01% | 123% | 174 | 14.94% | 1.7 |
|
| 1450 |
1450
TA Associates
Boston,
Massachusetts
| $698M | +$387M | +125% | 30.3% | – | 3 | 33.33% | 1.5 |
|