We are live on !
Find out more
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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1476 |
1476
Bank of Hawaii
Honolulu,
Hawaii
| $2B | +$107M | +6% | 8.05% | 73.5% | 245 | 10.2% | 6.2 |
|
| 1477 |
1477
Deroy & Devereaux Private Investment Counsel
Bloomfield Hills,
Michigan
| $2B | +$153M | +8% | 10.3% | 135% | 182 | 12.09% | 4.9 |
|
| 1478 |
1478
GW Henssler & Associates
Kennesaw,
Georgia
| $2B | +$129M | +7% | 7.4% | 71.7% | 250 | 33.2% | 3.3 |
|
| 1479 |
1479
Strategic Financial Services
Utica,
New York
| $1.99B | +$134M | +7% | 7.07% | 58.7% | 146 | 8.22% | 6.1 |
|
| 1480 |
1480
Soma Equity Partners
San Francisco,
California
| $1.99B | -$23.9M | -1% | 9.36% | 151% | 19 | 26.32% | 2.1 |
|
| 1481 |
MRG
1481
Milestone Resources Group
Road Town Tortola,
British Virgin Islands
| $1.99B | +$75.8M | +4% | 1.9% | 95% | 13 | 23.08% | 4.2 |
|
| 1482 |
1482
Soleus Capital Management
Greenwich,
Connecticut
| $1.99B | +$476M | +32% | 32.6% | 508% | 113 | 38.05% | 1.2 |
|
| 1483 |
1483
AE Industrial Partners
Boca Raton,
Florida
| $1.99B | +$226M | +13% | 46.8% | – | 4 | 50% | 0.5 |
|
| 1484 |
1484
Klingman & Associates
New York
| $1.98B | +$169M | +9% | 6.98% | 64.9% | 344 | 15.99% | 3.9 |
|
| 1485 |
1485
TruWealth Advisors
Metairie,
Louisiana
| $1.98B | +$163M | +9% | 6.67% | 56.3% | 190 | 11.58% | 2.7 |
|
| 1486 |
1486
Atairos Group
Bryn Mawr,
Pennsylvania
| $1.98B | -$48M | -2% | 1.47% | 27.9% | 5 | 0% | 3.9 |
|
| 1487 |
1487
Lombard Odier Asset Management (Europe)
London,
United Kingdom
| $1.98B | +$551M | +39% | 9.75% | 79.7% | 179 | 43.02% | 1.2 |
|
| 1488 |
1488
Generate Investment Management
Auckland,
New Zealand
| $1.97B | +$168M | +9% | 7.96% | 153% | 102 | 32.35% | 0.9 |
|
| 1489 |
1489
Fairview Capital Investment Management
Greenbrae,
California
| $1.97B | +$37.5M | +2% | 4.72% | 61.7% | 178 | 7.87% | 5.7 |
|
| 1490 |
1490
Osborne Partners Capital Management
San Francisco,
California
| $1.97B | +$89M | +5% | 6.93% | 60.8% | 216 | 9.72% | 5.7 |
|
| 1491 |
1491
Bpifrance
Maisons Alfort, Cedex,
France
| $1.97B | -$121M | -6% | 5.09% | 53.2% | 3 | 33.33% | 5.6 |
|
| 1492 |
1492
Acropolis Investment Management
St. Louis,
Missouri
| $1.97B | +$148M | +8% | 5.74% | 51% | 273 | 12.82% | 6 |
|
| 1493 |
1493
Alerus Financial
Grand Forks,
North Dakota
| $1.97B | +$577M | +42% | 8.4% | 97.1% | 577 | 19.24% | 1.5 |
|
| 1494 |
1494
Cerity Partners OCIO
New York
| $1.96B | +$157M | +9% | 4.94% | – | 26 | 3.85% | 4 |
|
| 1495 |
1495
Sun Life Financial
Toronto,
Ontario, Canada
| $1.96B | +$132M | +7% | 7.53% | 65.7% | 38 | 7.89% | 4.2 |
|
| 1496 |
1496
Southeastern Asset Management
Memphis,
Tennessee
| $1.96B | -$24.4M | -1% | 2.53% | 26.7% | 55 | 21.82% | 3.1 |
|
| 1497 |
1497
Leeward Investments
Boston,
Massachusetts
| $1.96B | +$78.4M | +4% | 8.63% | 88% | 147 | 7.48% | 2.7 |
|
| 1498 |
1498
AG2R La Mondiale Gestion d'Actifs
Paris,
France
| $1.95B | $0 | 0% | 8.08% | – | 364 | 0% | 0.5 |
|
| 1499 |
1499
Lowe Brockenbrough & Co
Richmond,
Virginia
| $1.94B | +$165M | +9% | 8.1% | 78.8% | 344 | 11.63% | 6.2 |
|
| 1500 |
1500
Smith Salley Wealth Management
Greensboro,
North Carolina
| $1.94B | +$215M | +12% | 9.5% | 106% | 272 | 9.56% | 4.9 |
|