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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
Cobblestone Capital Advisors
Rochester,
New York
| $1.62B | +$35.6M | +2% | 2.66% | 83.3% | 291 | 7.22% | 6.1 |
|
| 1452 |
1452
Deroy & Devereaux Private Investment Counsel
Bloomfield Hills,
Michigan
| $1.62B | -$18.3M | -1% | 0.11% | 123% | 178 | 9.55% | 4.5 |
|
| 1453 |
1453
Kimmeridge Energy Management
New York
| $1.62B | -$472M | -23% | 6.56% | 19.7% | 5 | 20% | 1.6 |
|
| 1454 |
1454
First Trust Direct Indexing
Boston,
Massachusetts
| $1.62B | +$273M | +20% | 5.26% | 69% | 941 | 17.32% | 2 |
|
| 1455 |
1455
Mason Investment Advisory Services
Reston,
Virginia
| $1.62B | +$169M | +12% | 1.65% | 76.1% | 73 | 8.22% | 2.9 |
|
| 1456 |
1456
Blackhill Capital
Morristown,
New Jersey
| $1.61B | -$129M | -7% | 5.91% | 212% | 53 | 0% | 8.9 |
|
| 1457 |
1457
Financial Advocates Investment Management
Olympia,
Washington
| $1.61B | -$115M | -7% | 3.68% | 89.9% | 844 | 20.62% | 3 |
|
| 1458 |
1458
CenterBook Partners
Greenwich,
Connecticut
| $1.61B | +$160M | +11% | 3.31% | 62.4% | 479 | 41.13% | 0.9 |
|
| 1459 |
1459
Two Creeks Capital Management
New York
| $1.61B | -$126M | -7% | 0.2% | 38.8% | 18 | 5.56% | 3 |
|
| 1460 |
1460
World Investment Advisors
Santa Barbara,
California
| $1.61B | +$907M | +130% | 2.52% | 65.4% | 635 | 40.31% | 1 |
|
| 1461 |
1461
Atlantic Union Bankshares
Glen Allen,
Virginia
| $1.6B | +$417M | +35% | 2.52% | 78.9% | 320 | 16.88% | 4.3 |
|
| 1462 |
1462
Accredited Investors
Edina,
Minnesota
| $1.6B | +$46.8M | +3% | 0.23% | 74% | 233 | 15.45% | 4.6 |
|
| 1463 |
1463
Empirical Finance
Havertown,
Pennsylvania
| $1.6B | -$28.6M | -2% | 5.5% | 124% | 527 | 7.21% | 3.3 |
|
| 1464 |
MCI
1464
McDonald Capital Investors
Orinda,
California
| $1.6B | +$3.42M | +0.2% | 0.43% | 60.2% | 23 | 8.7% | 6.7 |
|
| 1465 |
1465
Sound Income Strategies
Ft Lauderdale,
Florida
| $1.6B | +$261M | +20% | 0.55% | 31.4% | 1,506 | 19.59% | 2.8 |
|
| 1466 |
1466
Contrarius Investment Management
St. Helier,
Jersey
| $1.6B | -$131M | -8% | 4.22% | 112% | 54 | 20.37% | 1.5 |
|
| 1467 |
1467
Wilkinson Global Asset Management
New York
| $1.6B | +$8.35M | +0.5% | 2.76% | 86.5% | 87 | 9.2% | 2.6 |
|
| 1468 |
1468
Sigma Investment Counselors
Northville,
Michigan
| $1.6B | +$45.5M | +3% | 1.95% | 54.9% | 199 | 6.53% | 5.7 |
|
| 1469 |
1469
Concourse Financial Group Securities
Birmingham,
Alabama
| $1.6B | +$47.7M | +3% | 2.04% | 18.1% | 2,413 | 9.53% | 3.4 |
|
| 1470 |
IFLIT
1470
Investmentaktiengesellschaft Fuer Langfristige Investoren TGV
Bonn,
Germany
| $1.6B | +$120M | +8% | 13.9% | 45.7% | 21 | 4.76% | 5.4 |
|
| 1471 |
1471
Cryder Capital Partners
London,
United Kingdom
| $1.6B | -$704M | -31% | 2.53% | 55.7% | 9 | 0% | 7.5 |
|
| 1472 |
1472
JB Capital
Wethersfield,
Connecticut
| $1.6B | +$94.3M | +6% | 3.3% | 83.8% | 243 | 20.16% | 1.6 |
|
| 1473 |
1473
Greenvale Capital
London,
United Kingdom
| $1.59B | +$289M | +22% | 2.2% | 101% | 21 | 33.33% | 1.5 |
|
| 1474 |
1474
Alta Capital Management
Salt Lake City,
Utah
| $1.59B | -$30.4M | -2% | 4.53% | 76.3% | 94 | 7.45% | 5.4 |
|
| 1475 |
1475
BloombergSen
Toronto,
Ontario, Canada
| $1.59B | -$135M | -8% | 5.56% | 46.9% | 35 | 11.43% | 3.1 |
|