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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 |
CS
1426
Comerica Securities
Detroit,
Michigan
| $1.44B | +$62.7M | +5% | 5.19% | 25.6% | 494 | 9.11% | 4 |
|
| 1427 |
MP
1427
Mangrove Partners
Greenwich,
Connecticut
| $1.44B | -$81.6M | -5% | 2.91% | 185% | 283 | 36.75% | 0.8 |
|
| 1428 |
AT
1428
American Trust
Lexington,
Kentucky
| $1.44B | +$45.5K | +0% | 4.99% | 59% | 481 | 22.87% | 1 |
|
| 1429 |
C
1429
Consulta
London,
United Kingdom
| $1.44B | +$168M | +13% | 7.11% | 30.7% | 14 | 7.14% | 2.4 |
|
| 1430 |
CWM
1430
Connecticut Wealth Management
Farmington,
Connecticut
| $1.44B | +$115M | +9% | 5.71% | 70.2% | 276 | 15.22% | 2.1 |
|
| 1431 |
KL
1431
KGH Ltd
Nassau,
Bahamas
| $1.44B | +$149M | +12% | 6.34% | 139% | 40 | 22.5% | 1.2 |
|
| 1432 |
HC
1432
Hamilton Capital
Columbus,
Ohio
| $1.43B | -$127M | -8% | 3.37% | – | 141 | 21.28% | 1.7 |
|
| 1433 |
CAAS
1433
Capital Asset Advisory Services
Williamston,
Michigan
| $1.43B | +$87.6M | +7% | 4.02% | 51% | 361 | 10.8% | 2.6 |
|
| 1434 |
CPCM
1434
Cornerstone Partners Capital Management
Charlottesville,
Virginia
| $1.43B | -$107M | -7% | 5.42% | 51.8% | 9 | 0% | 2.1 |
|
| 1435 |
FFM
1435
Fullerton Fund Management
Singapore
| $1.43B | +$117M | +9% | 11.1% | 412% | 82 | 47.56% | 0.8 |
|
| 1436 |
BBA
1436
BLB&B Advisors
Montgomeryville,
Pennsylvania
| $1.43B | +$88.4M | +7% | 5.92% | 71.6% | 249 | 8.43% | 6.7 |
|
| 1437 |
GD
1437
Grandfield & Dodd
New York
| $1.43B | -$302K | -0% | 5.12% | 70.8% | 196 | 4.59% | 6.6 |
|
| 1438 |
SIM
1438
SSI Investment Management
Los Angeles,
California
| $1.43B | +$1.59M | +0.1% | 1% | 15.7% | 264 | 7.58% | 2.9 |
|
| 1439 |
1439
Sageworth Trust
Lancaster,
Pennsylvania
| $1.42B | +$64.9M | +5% | 4.9% | 64.5% | 481 | 84.62% | 3.8 |
|
| 1440 |
WBC
1440
Westpac Banking Corp
Sydney,
Australia
| $1.42B | -$6.02B | -81% | 8.92% | 127% | 816 | 41.3% | 7.8 |
|
| 1441 |
CCA
1441
Cobblestone Capital Advisors
Rochester,
New York
| $1.42B | +$73.7M | +5% | 7.12% | 83.3% | 278 | 5.4% | 5.6 |
|
| 1442 |
PR
1442
Payden & Rygel
Los Angeles,
California
| $1.42B | -$274M | -16% | 5.35% | 103% | 142 | 21.83% | 3.4 |
|
| 1443 |
1443
Robertson Stephens Wealth Management
San Francisco,
California
| $1.41B | +$114M | +9% | 7.33% | 103% | 460 | 13.91% | 2 |
|
| 1444 |
MPM
1444
Meritage Portfolio Management
Overland Park,
Kansas
| $1.41B | +$76.8M | +6% | 6.77% | 97.4% | 364 | 18.13% | 2.5 |
|
| 1445 |
SWA
1445
Stratos Wealth Advisors
Beachwood,
Ohio
| $1.41B | +$112M | +9% | 4.85% | 65.7% | 669 | 17.79% | 1.9 |
|
| 1446 |
KHLMVGHM
1446
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Tel Aviv,
Israel
| $1.41B | +$168M | +14% | 6.99% | 79.4% | 102 | 20.59% | 2.4 |
|
| 1447 |
1447
Apella Capital
West Hartford,
Connecticut
| $1.4B | – | – | 3.01% | 48.6% | 256 | – | 1.9 |
|
| 1448 |
1448
CoreCap Advisors
Southfield,
Michigan
| $1.4B | – | – | 5.81% | 89.8% | 574 | – | 1.2 |
|
| 1449 |
1449
Accredited Investors
Edina,
Minnesota
| $1.4B | +$85.6M | +6% | 2.46% | 74% | 200 | 10.5% | 4.4 |
|
| 1450 |
JWCA
1450
J.W. Cole Advisors
Tampa,
Florida
| $1.4B | -$1.7M | -0.1% | 6.71% | 84.9% | 831 | 15.76% | 1.7 |
|