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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1501 |
BA
1501
Broadview Advisors
Milwaukee,
Wisconsin
| $706M | +$37.5M | +6% | 12.6% | 65.3% | 107 | 21.5% | 1.7 |
|
| 1502 |
ACN
1502
Advisor Consultant Network
Cleveland,
Ohio
| $705M | – | – | 2.88% | – | 200 | – | 0 |
|
| 1503 |
1503
Country Club Trust
Kansas City,
Missouri
| $705M | +$16.8M | +2% | 2.88% | 74.1% | 210 | 10% | 2.4 |
|
| 1504 |
TFP
1504
Triple Frond Partners
San Francisco,
California
| $702M | +$80.4M | +13% | 12.9% | 92.9% | 10 | 10% | 1.4 |
|
| 1505 |
1505
Mariner Independent Advisor Network
Overland Park,
Kansas
| $702M | +$172M | +32% | 2.7% | 39.5% | 204 | 53.43% | 0.5 |
|
| 1506 |
1506
Navellier & Associates
Reno,
Nevada
| $699M | +$29.4M | +4% | 4.91% | 361% | 336 | 44.64% | 0.8 |
|
| 1507 |
1WCM
1507
12 West Capital Management
New York
| $697M | +$77.3M | +12% | 8.17% | 169% | 25 | 36% | 1.2 |
|
| 1508 |
1508
Baker Avenue Asset Management
San Francisco,
California
| $697M | +$32.3M | +5% | 5.68% | 95.6% | 213 | 24.88% | 1.4 |
|
| 1509 |
1509
Knighthead Capital Management
New York
| $697M | +$519M | +293% | 1.29% | 74.1% | 10 | 30% | 1.4 |
|
| 1510 |
TWI
1510
Thomas White International
Chicago,
Illinois
| $697M | +$26.4M | +4% | 4.03% | 34.9% | 318 | 18.55% | 1.8 |
|
| 1511 |
WCP
1511
Waterfront Capital Partners
New York
| $697M | +$67.9M | +11% | 3.26% | 88.3% | 60 | 55% | 0.4 |
|
| 1512 |
1512
Berkshire Asset Management
Wilkes Barre,
Pennsylvania
| $696M | +$38.7M | +6% | 1.97% | 70.4% | 187 | 13.9% | 2.1 |
|
| 1513 |
1513
Carnegie Investment Counsel
Pepper Pike,
Ohio
| $693M | -$15.7M | -2% | 2.71% | 101% | 327 | 7.34% | 2.2 |
|
| 1514 |
1514
Sentinel Trust
Houston,
Texas
| $692M | -$9.7M | -1% | 0.47% | 79.2% | 147 | 22.45% | 2 |
|
| 1515 |
SIP
1515
Stoneridge Investment Partners
Radnor,
Pennsylvania
| $690M | +$20M | +3% | 4.32% | 44.2% | 349 | 46.42% | 0.8 |
|
| 1516 |
1516
Hollencrest Capital Management
Newport Beach,
California
| $690M | +$41.9M | +6% | 4.66% | 85.6% | 445 | 20% | 1.9 |
|
| 1517 |
HCS
1517
Harvest Capital Strategies
San Francisco,
California
| $688M | -$25.2M | -4% | 11.2% | 87.9% | 108 | 54.63% | 1.5 |
|
| 1518 |
1518
Webster Bank
Waterbury,
Connecticut
| $687M | +$5.21M | +0.8% | 1.17% | 77.5% | 228 | 15.79% | 2.3 |
|
| 1519 |
1519
Reynders McVeigh Capital Management
Boston,
Massachusetts
| $686M | -$2.38M | -0.3% | 4.88% | 108% | 227 | 11.01% | 2.1 |
|
| 1520 |
1520
JNBA Financial Advisors
Bloomington,
Minnesota
| $685M | +$327M | +91% | 3.6% | 61.8% | 1,756 | 77.96% | 0.6 |
|
| 1521 |
1521
SignatureFD
Atlanta,
Georgia
| $685M | +$119K | +0% | 3.6% | 73.6% | 1,708 | 21.08% | 1.4 |
|
| 1522 |
SC
1522
SRB Corp
Boston,
Massachusetts
| $684M | +$31.4M | +5% | 5.9% | 87.3% | 195 | 16.41% | 1.3 |
|
| 1523 |
TAM
1523
THB Asset Management
Norwalk,
Connecticut
| $684M | -$86.7M | -11% | 12.3% | 104% | 178 | 9.55% | 1.3 |
|
| 1524 |
1524
Signature Estate & Investment Advisors
Los Angeles,
California
| $683M | +$57.2M | +9% | 4.57% | 84.4% | 178 | 21.35% | 1.3 |
|
| 1525 |
1525
Gratus Capital
Atlanta,
Georgia
| $683M | +$2.92M | +0.4% | 0.83% | 51.4% | 185 | 9.73% | 0.6 |
|