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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1451 |
1451
Heard Capital LLC
Chicago,
Illinois
| $1.36B | +$40.9M | +3% | 0.63% | 161% | 28 | 14.29% | 2.4 |
|
| 1452 |
JWCA
1452
J.W. Cole Advisors
Tampa,
Florida
| $1.36B | -$46.5M | -3% | 3.46% | 84.9% | 803 | 14.2% | 1.9 |
|
| 1453 |
1453
MUFG Securities EMEA
London,
United Kingdom
| $1.36B | -$14.6B | -92% | 4.86% | 114% | 136 | 28.68% | 2.1 |
|
| 1454 |
TA
1454
Trivest Advisors
Hong Kong
| $1.36B | -$1.55B | -53% | 5.43% | 2,977% | 33 | 60.61% | 0.7 |
|
| 1455 |
1455
GAM Holding
Zurich,
Switzerland
| $1.35B | -$94.2M | -7% | 0.69% | 130% | 212 | 24.53% | 3.9 |
|
| 1456 |
1456
Nicholas Hoffman & Company
Atlanta,
Georgia
| $1.35B | -$1.2B | -47% | 3.58% | 65.1% | 285 | 7.72% | 4.3 |
|
| 1457 |
1457
Meritage Portfolio Management
Overland Park,
Kansas
| $1.35B | -$58.4M | -4% | 1.79% | 97.4% | 362 | 13.54% | 2.8 |
|
| 1458 |
1458
Summit Financial
Parsippany,
New Jersey
| $1.35B | -$17.7M | -1% | 3.88% | 81.8% | 347 | 12.39% | 1.6 |
|
| 1459 |
1459
CWA Asset Management Group
Naples,
Florida
| $1.35B | -$101M | -7% | 1.46% | – | 387 | 16.28% | 2.6 |
|
| 1460 |
1460
Novo Holdings A/S
Hellerup,
Denmark
| $1.35B | +$59.1M | +5% | 1.21% | 205% | 42 | 7.14% | 2.3 |
|
| 1461 |
1461
Greenhouse Funds
Baltimore,
Maryland
| $1.35B | +$70.8M | +6% | 5.47% | 90.7% | 49 | 44.9% | 1.2 |
|
| 1462 |
1462
Osborne Partners Capital Management
San Francisco,
California
| $1.35B | -$36.2M | -3% | 2.57% | 60.8% | 211 | 10.43% | 4.9 |
|
| 1463 |
GC
1463
Gobi Capital
San Francisco,
California
| $1.35B | -$194M | -13% | 1.57% | 93.7% | 10 | 0% | 3.3 |
|
| 1464 |
1464
Gillson Capital
Chicago,
Illinois
| $1.35B | +$215M | +19% | 1.13% | 84.9% | 121 | 61.16% | 0.3 |
|
| 1465 |
1465
Smith Salley Wealth Management
Greensboro,
North Carolina
| $1.35B | -$7.62M | -0.6% | 3.65% | 106% | 240 | 10.42% | 5 |
|
| 1466 |
1466
Cobblestone Capital Advisors
Rochester,
New York
| $1.35B | -$68.6M | -5% | 3.58% | 83.3% | 281 | 7.47% | 5.8 |
|
| 1467 |
1467
Obermeyer Wealth Partners
Aspen,
Colorado
| $1.34B | -$46M | -3% | 2.43% | 80.9% | 231 | 14.29% | 3.6 |
|
| 1468 |
1468
Halbert Hargrove Global Advisors
Long Beach,
California
| $1.34B | -$29.6M | -2% | 4.17% | 68.2% | 102 | 11.76% | 2.9 |
|
| 1469 |
1469
Chai Trust Company
Chicago,
Illinois
| $1.34B | -$141M | -10% | 3.16% | 12.7% | 20 | 35% | 4.3 |
|
| 1470 |
1470
Nicholas Investment Partners
Rancho Santa Fe,
California
| $1.34B | -$123M | -8% | 0.75% | 397% | 215 | 24.65% | 1.3 |
|
| 1471 |
1471
Westpac Banking Corp
Sydney,
Australia
| $1.34B | -$80.6M | -6% | 3.7% | 127% | 555 | 18.92% | 7.3 |
|
| 1472 |
1472
Shenkman Capital Management
New York
| $1.33B | +$50.6M | +4% | 0.2% | 3.15% | 122 | 3.28% | 1.4 |
|
| 1473 |
1473
Accredited Investors
Edina,
Minnesota
| $1.33B | -$70M | -5% | 5.51% | 74% | 197 | 6.09% | 4.6 |
|
| 1474 |
1474
1607 Capital Partners
Richmond,
Virginia
| $1.33B | -$62.3M | -4% | 4.81% | 28.5% | 153 | 11.76% | 3.7 |
|
| 1475 |
1475
Spinnaker Trust
Portland,
Maine
| $1.33B | -$48.2M | -4% | 3.28% | 68.2% | 273 | 7.69% | 5.5 |
|