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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
Livforsakringsbolaget Skandia
Stockholm,
Sweden
| $845M | +$29.7M | +4% | 2.13% | 181% | 658 | 5.47% | 4.4 |
|
| 1552 |
1552
Stack Financial Management
Whitefish,
Montana
| $841M | -$50.1M | -6% | 1.9% | 58.4% | 50 | 16% | 3.4 |
|
| 1553 |
1553
Windward Capital Management
Los Angeles,
California
| $836M | +$34M | +4% | 3.71% | 78.5% | 79 | 0% | 4.2 |
|
| 1554 |
1554
WFM Asia
Road Town, Tortola,
British Virgin Islands
| $836M | -$137M | -14% | 10.3% | 89.9% | 12 | 0% | 2.2 |
|
| 1555 |
1555
QVR
San Francisco,
California
| $836M | +$52.4M | +7% | 2.96% | – | 92 | 63.04% | 0.5 |
|
| 1556 |
1556
Bernzott Capital Advisors
Camarillo,
California
| $835M | +$4.53M | +0.5% | 0.08% | 46.6% | 44 | 4.55% | 3.9 |
|
| 1557 |
1557
La Financiere de L'Echiquier
Paris,
France
| $834M | +$149M | +22% | 1.51% | 28.1% | 66 | 33.33% | 1 |
|
| 1558 |
1558
Community Trust & Investment
Versailles,
Kentucky
| $833M | +$21.1M | +3% | 1.75% | 123% | 68 | 17.65% | 2.8 |
|
| 1559 |
1559
TCF National Bank
Sioux Falls,
South Dakota
| $831M | – | – | 1.21% | – | 351 | – | 0 |
|
| 1560 |
1560
Avity Investment Management
Greenwich,
Connecticut
| $830M | -$10.7M | -1% | 1.67% | 119% | 83 | 10.84% | 3.8 |
|
| 1561 |
1561
First Citizens Bank & Trust
Raleigh,
North Carolina
| $830M | -$86.8M | -9% | 1.95% | 69% | 460 | 29.78% | 2.5 |
|
| 1562 |
1562
Sargent Bickham Lagudis
Boulder,
Colorado
| $830M | -$11.6M | -1% | 1.29% | 19.1% | 834 | 14.15% | 2.6 |
|
| 1563 |
1563
Atalan Capital Partners
New York
| $829M | +$56.4M | +7% | 1.26% | 319% | 16 | 37.5% | 1.4 |
|
| 1564 |
1564
Alaska Wealth Advisors
Anchorage,
Alaska
| $829M | -$105M | -11% | 0.49% | 44.3% | 66 | 57.58% | 1.2 |
|
| 1565 |
1565
Alaska Permanent Capital Management
Anchorage,
Alaska
| $829M | +$69.3M | +9% | 0.49% | 42.8% | 68 | 57.35% | 2.5 |
|
| 1566 |
1566
Appleton Partners
Boston,
Massachusetts
| $828M | +$19.2M | +2% | 2.21% | 101% | 291 | 7.22% | 3.3 |
|
| 1567 |
1567
Bank of the West
Monterey Park,
California
| $828M | -$22.8M | -3% | 0.88% | 35.4% | 284 | 9.15% | 4.3 |
|
| 1568 |
1568
Jag Capital Management
St Louis,
Missouri
| $828M | -$58.1M | -7% | 2.24% | 230% | 205 | 15.12% | 1.8 |
|
| 1569 |
1569
Advisor Partners
Walnut Creek,
California
| $827M | +$7.34M | +0.9% | 2.26% | 63.8% | 710 | 14.65% | 2.8 |
|
| 1570 |
1570
Rehmann Capital Advisory Group
Lansing,
Michigan
| $827M | +$14.4M | +2% | 1.71% | 64.6% | 2,289 | 36% | 1.6 |
|
| 1571 |
1571
Empirical Wealth Management
Seattle,
Washington
| $826M | +$58.2M | +8% | 0.73% | 78.8% | 305 | 19.02% | 2.2 |
|
| 1572 |
1572
Mangrove Partners
Greenwich,
Connecticut
| $825M | -$59.1M | -7% | 3.37% | 185% | 116 | 38.79% | 0.7 |
|
| 1573 |
1573
Quinn Opportunity Partners
Charlottesville,
Virginia
| $824M | +$20M | +2% | 0.22% | 77.6% | 219 | 28.31% | 1.3 |
|
| 1574 |
1574
Cetera Investment Advisers
Schaumburg,
Illinois
| $823M | +$47.3M | +6% | 1.47% | 73.4% | 568 | 14.44% | 2 |
|
| 1575 |
1575
Bragg Financial Advisors
Charlotte,
North Carolina
| $823M | +$11.1M | +1% | 1.46% | 101% | 276 | 6.16% | 4.5 |
|