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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
Credential Qtrade Securities
Vancouver,
| $1.48B | +$190M | +15% | 9.81% | 27.7% | 395 | 17.72% | 2 |
|
| 1552 |
1552
Roffman Miller Associates
Philadelphia,
Pennsylvania
| $1.48B | +$133M | +10% | 10.7% | 83.5% | 76 | 0% | 5.2 |
|
| 1553 |
1553
Washington Trust Advisors
Wellesley,
Massachusetts
| $1.48B | – | – | 6.71% | 106% | 1,003 | – | 0 |
|
| 1554 |
1554
James Hambro & Partners
London,
United Kingdom
| $1.47B | +$133M | +10% | 11.5% | 97% | 93 | 26.88% | 2 |
|
| 1555 |
1555
Clearstead Advisors
Cleveland,
Ohio
| $1.47B | +$130M | +10% | 10.8% | 71.4% | 1,491 | 24.61% | 1.6 |
|
| 1556 |
1556
Shenkman Capital Management
New York
| $1.47B | +$162M | +12% | 0.01% | 3.15% | 120 | 1.67% | 1.3 |
|
| 1557 |
1557
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
| $1.47B | +$131M | +10% | 10.6% | 64.4% | 150 | 10% | 3.9 |
|
| 1558 |
1558
Annex Advisory Services
Brookfield,
Wisconsin
| $1.46B | +$237M | +19% | 9.28% | 85.8% | 260 | 22.31% | 2.5 |
|
| 1559 |
1559
Joel Isaacson & Co
New York
| $1.46B | +$132M | +10% | 8.63% | 72.5% | 321 | 7.79% | 4 |
|
| 1560 |
1560
RFG Advisory
Birmingham,
Alabama
| $1.46B | +$240M | +20% | 6.51% | 57% | 501 | 20.76% | 2.1 |
|
| 1561 |
IFLIT
1561
Investmentaktiengesellschaft Fuer Langfristige Investoren TGV
Bonn,
Germany
| $1.45B | +$128M | +10% | 8.53% | 45.7% | 17 | 23.53% | 4.5 |
|
| 1562 |
1562
Scheer Rowlett & Associates Investment Management
Toronto,
Ontario, Canada
| $1.45B | +$46.9M | +3% | 9.68% | 74.2% | 29 | 3.45% | 5.5 |
|
| 1563 |
1563
Money Design
Tokyo,
Japan
| $1.45B | +$243M | +20% | 3.85% | 26.4% | 80 | 27.5% | 1.8 |
|
| 1564 |
1564
BOK Financial Private Wealth
Denver,
Colorado
| $1.45B | +$197M | +16% | 9.22% | 61.8% | 314 | 25.48% | 1.9 |
|
| 1565 |
1565
Nichols & Pratt Advisers
Boston,
Massachusetts
| $1.45B | +$127M | +10% | 12.7% | 71.2% | 107 | 11.21% | 6.2 |
|
| 1566 |
1566
Patten & Patten
Chattanooga,
Tennessee
| $1.45B | +$132M | +10% | 11.8% | 85.7% | 287 | 5.23% | 5.1 |
|
| 1567 |
1567
B. Riley Wealth Management
Memphis,
Tennessee
| $1.44B | +$142M | +11% | 8.94% | 32.2% | 710 | 18.45% | 1.3 |
|
| 1568 |
1568
QV Investors
Calgary,
Alberta, Canada
| $1.44B | +$116M | +9% | 10.2% | 68.3% | 75 | 4% | 2.6 |
|
| 1569 |
1569
Woodley Farra Manion Portfolio Management
Indianapolis,
Indiana
| $1.44B | +$228M | +19% | 14.2% | 68.1% | 105 | 13.33% | 3.5 |
|
| 1570 |
BCM
1570
Bluefin Capital Management
New York
| $1.43B | +$424M | +42% | 5.22% | – | 1,132 | 52.92% | 0.3 |
|
| 1571 |
1571
Sigma Investment Counselors
Northville,
Michigan
| $1.43B | +$80.3M | +6% | 6.68% | 59.4% | 200 | 7% | 4.1 |
|
| 1572 |
1572
Simmons Bank
Pine Bluff,
Arkansas
| $1.43B | +$51.2M | +4% | 9.12% | 92.9% | 387 | 6.46% | 3.8 |
|
| 1573 |
CM
1573
Conifer Management
New York
| $1.43B | -$19.6M | -1% | 6.28% | 22.7% | 14 | 7.14% | 1.6 |
|
| 1574 |
1574
North Star Investment Management
Chicago,
Illinois
| $1.43B | +$196M | +16% | 8.29% | 89.9% | 1,246 | 11.72% | 3.1 |
|
| 1575 |
1575
Vigilant Capital Management
Portland,
Maine
| $1.43B | +$178M | +14% | 12.3% | 48.8% | 837 | 31.3% | 2.1 |
|