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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 |
1426
Meridian Wealth Management
Lexington,
Kentucky
| $1.57B | -$65.9M | -4% | 10.5% | 117% | 622 | 18.01% | 2.5 |
|
| 1427 |
WHCM
1427
Wolf Hill Capital Management
Greenwich,
Connecticut
| $1.57B | +$367M | +31% | 16.9% | 384% | 37 | 51.35% | 0.6 |
|
| 1428 |
1428
Caprock Group
Boise,
Idaho
| $1.56B | +$243M | +18% | 12.1% | – | 727 | 14.03% | 2.9 |
|
| 1429 |
1429
CreativeOne Wealth
Overland Park,
Kansas
| $1.56B | +$172M | +12% | 9.2% | 67.6% | 684 | 26.61% | 2.2 |
|
| 1430 |
M
1430
MOTCO
San Antonio,
Texas
| $1.56B | +$97.8M | +7% | 6.38% | 63.5% | 859 | 13.04% | 4.5 |
|
| 1431 |
FCM
1431
Fairholme Capital Management
South Miami,
Florida
| $1.56B | +$151M | +11% | 9.28% | 36.2% | 8 | 12.5% | 3.6 |
|
| 1432 |
GIM
1432
Goelzer Investment Management
Carmel,
Indiana
| $1.55B | +$134M | +9% | 10.2% | 97.2% | 237 | 10.13% | 5.6 |
|
| 1433 |
KOCAA
1433
Knights of Columbus Asset Advisors
New Haven,
Connecticut
| $1.55B | +$460M | +42% | 13.8% | 137% | 396 | 11.62% | 2.1 |
|
| 1434 |
ELI
1434
Empire Life Investments
Toronto,
Ontario, Canada
| $1.55B | +$183M | +13% | 9.27% | 90.8% | 102 | 13.73% | 3.8 |
|
| 1435 |
BCM
1435
Basswood Capital Management
New York
| $1.55B | +$232M | +18% | 26.2% | 111% | 109 | 12.84% | 4.2 |
|
| 1436 |
JPM
1436
JANA Partners Management
New York
| $1.55B | +$147M | +11% | 16% | 47.2% | 10 | 30% | 0.2 |
|
| 1437 |
ACM
1437
Alta Capital Management
Salt Lake City,
Utah
| $1.55B | +$160M | +12% | 14.2% | 76.3% | 97 | 14.43% | 5.1 |
|
| 1438 |
1438
CoreCap Advisors
Southfield,
Michigan
| $1.55B | +$161M | +12% | 9.75% | 89.8% | 642 | 20.25% | 1.4 |
|
| 1439 |
1439
Smith Salley Wealth Management
Greensboro,
North Carolina
| $1.55B | +$200M | +15% | 11.9% | 106% | 248 | 10.08% | 4.9 |
|
| 1440 |
BOTOTLSJU
1440
Board of Trustees of The Leland Stanford Junior University
Redwood City,
California
| $1.54B | +$248M | +19% | 14.7% | 142% | 39 | 23.08% | 2.1 |
|
| 1441 |
SCM
1441
Steele Capital Management
Dubuque,
Iowa
| $1.54B | – | – | 9.79% | – | 165 | – | 0 |
|
| 1442 |
WP
1442
WealthSource Partners
San Luis Obispo,
California
| $1.54B | +$72.4M | +5% | 8.78% | 16.8% | 534 | 14.61% | 3 |
|
| 1443 |
1443
Summit Financial
Parsippany,
New Jersey
| $1.53B | +$176M | +13% | 11.9% | 81.8% | 369 | 14.91% | 1.7 |
|
| 1444 |
FP
1444
FPR Partners
San Francisco,
California
| $1.53B | -$317M | -17% | 9.09% | 33% | 15 | 0% | 6.7 |
|
| 1445 |
ELC
1445
Edgar Lomax Company
Kingstowne,
Virginia
| $1.53B | +$61M | +4% | 9.64% | 66.2% | 57 | 0% | 5.2 |
|
| 1446 |
FAIM
1446
Financial Advocates Investment Management
Olympia,
Washington
| $1.53B | +$140M | +10% | 10.5% | 89.9% | 792 | 19.7% | 2.8 |
|
| 1447 |
OPCM
1447
Osborne Partners Capital Management
San Francisco,
California
| $1.53B | +$177M | +13% | 10.1% | 60.8% | 213 | 10.8% | 4.8 |
|
| 1448 |
SGI
1448
Summit Global Investments
Bountiful,
Utah
| $1.53B | +$25.8M | +2% | 9.98% | 60.4% | 623 | 39% | 1.3 |
|
| 1449 |
1449
Cowen and Company
New York
| $1.52B | +$95.3M | +7% | 18.1% | 120% | 811 | 48.34% | 0.7 |
|
| 1450 |
CCA
1450
Cobblestone Capital Advisors
Rochester,
New York
| $1.52B | +$172M | +13% | 11.1% | 83.3% | 283 | 7.77% | 5.8 |
|