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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1551 |
1551
Capital Analysts LLC
Fort Washington,
Pennsylvania
| $877M | +$37M | +4% | 4.31% | 51.3% | 614 | 15.8% | 2.1 |
|
| 1552 |
1552
Harvest Capital Strategies
San Francisco,
California
| $876M | +$171M | +24% | 12.1% | 87.9% | 60 | 31.67% | 1.5 |
|
| 1553 |
1553
Community Trust & Investment
Versailles,
Kentucky
| $872M | +$12.3M | +1% | 5.57% | 123% | 66 | 15.15% | 3.1 |
|
| 1554 |
1554
Formula Growth
Montreal,
Quebec, Canada
| $871M | -$42.1M | -5% | 0.39% | 118% | 164 | 23.17% | 1.5 |
|
| 1555 |
1555
Sphera Funds Management
Tel Aviv,
Israel
| $871M | +$146M | +20% | 10.3% | 245% | 141 | 42.55% | 0.7 |
|
| 1556 |
APA
1556
American Portfolios Advisors
Holbrook,
New York
| $870M | +$136M | +18% | 6.28% | 43.6% | 2,544 | 11.67% | 0.6 |
|
| 1557 |
MGAI
1557
MP Global Advisers III
New York
| $869M | -$77M | -8% | 8.14% | 16.5% | 1 | 0% | 5.3 |
|
| 1558 |
1558
Checchi Capital Advisers
Beverly Hills,
California
| $868M | +$71.5M | +9% | 5.16% | 68% | 458 | 13.32% | 2.9 |
|
| 1559 |
1559
Standard Investments
New York
| $867M | -$105M | -11% | 2.6% | 29.6% | 7 | 14.29% | 1.4 |
|
| 1560 |
1560
Argent Trust Co
Nashville,
Tennessee
| $867M | +$47.4M | +6% | 7.44% | 86.2% | 451 | 9.98% | 1.7 |
|
| 1561 |
1561
Bernzott Capital Advisors
Camarillo,
California
| $866M | +$61.5M | +8% | 10.8% | 46.6% | 51 | 17.65% | 3.6 |
|
| 1562 |
1562
Nationwide Fund Advisors
Columbus,
Ohio
| $865M | +$133M | +18% | 0.94% | 28.3% | 6 | 0% | 0.8 |
|
| 1563 |
1563
Hahn Capital Management
Walnut Creek,
California
| $864M | +$1.41M | +0.2% | 3.65% | 53.6% | 37 | 5.41% | 3.6 |
|
| 1564 |
1564
Next Century Growth Investors
Plymouth,
Minnesota
| $862M | +$79.1M | +10% | 18.8% | 447% | 153 | 25.49% | 1.7 |
|
| 1565 |
1565
Country Club Trust
Kansas City,
Missouri
| $860M | +$44.3M | +5% | 5.93% | 74.1% | 267 | 9.36% | 2.6 |
|
| 1566 |
1566
Alpha Cubed Investments
Irvine,
California
| $858M | +$82.2M | +11% | 6.68% | 126% | 332 | 35.54% | 1.6 |
|
| 1567 |
1567
Equitable Trust
Nashville,
Tennessee
| $858M | +$68.5M | +9% | 7.4% | 109% | 315 | 27.62% | 0.2 |
|
| 1568 |
1568
Dixon Mitchell Investment Counsel
Vancouver,
British Columbia, Canada
| $858M | +$67.3M | +9% | 9.15% | 67.9% | 67 | 5.97% | 3.8 |
|
| 1569 |
1569
Flow Traders U.S.
New York
| $858M | -$175M | -17% | 0.27% | 86.5% | 328 | 65.85% | 0.4 |
|
| 1570 |
1570
Bank of the West
Monterey Park,
California
| $854M | +$39.8M | +5% | 5.66% | 35.4% | 303 | 6.27% | 3.6 |
|
| 1571 |
1571
Wealthcare Capital Management
Richmond,
Virginia
| $853M | -$25.6M | -3% | 2.62% | 46.2% | 212 | 7.08% | 3.2 |
|
| 1572 |
1572
Comerica Securities
Detroit,
Michigan
| $852M | +$27M | +3% | 4.79% | 25.6% | 442 | 13.8% | 2.2 |
|
| 1573 |
1573
Reynders McVeigh Capital Management
Boston,
Massachusetts
| $851M | +$67.4M | +9% | 11.3% | 108% | 209 | 6.7% | 3.5 |
|
| 1574 |
1574
Essex Investment Management
Boston,
Massachusetts
| $851M | +$52M | +7% | 11.4% | 370% | 460 | 27.39% | 1.6 |
|
| 1575 |
HLC
1575
Hunt Lane Capital
New York
| $849M | +$22.3M | +3% | 0.78% | 3.59% | 18 | 50% | 0.8 |
|