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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 |
BWFA
1551
Baltimore-Washington Financial Advisors
Columbia,
Maryland
| $1.26B | +$120M | +11% | 9.11% | 80.6% | 156 | 20.51% | 3.8 |
|
| 1552 |
OA
1552
Oak Associates
Akron,
Ohio
| $1.25B | +$34.5M | +3% | 12% | 152% | 136 | 4.41% | 5.5 |
|
| 1553 |
SRAIM
1553
Scheer Rowlett & Associates Investment Management
Toronto,
Ontario, Canada
| $1.25B | +$42.8M | +4% | 0.74% | 74.2% | 31 | 6.45% | 6.2 |
|
| 1554 |
GCGM
1554
General Catalyst Group Management
Cambridge,
Massachusetts
| $1.25B | +$284M | +29% | 39.6% | 161% | 10 | 0% | 1.9 |
|
| 1555 |
VWA
1555
Visionary Wealth Advisors
O'fallon,
Illinois
| $1.25B | +$69.2M | +6% | 5.16% | 69.4% | 489 | 12.27% | 1.9 |
|
| 1556 |
SFG
1556
Sather Financial Group
Victoria,
Texas
| $1.25B | +$97.8M | +8% | 7.38% | 70% | 99 | 9.09% | 2.9 |
|
| 1557 |
CTI
1557
Community Trust & Investment
Versailles,
Kentucky
| $1.25B | +$85.3M | +7% | 8.41% | 123% | 120 | 10.83% | 3.4 |
|
| 1558 |
1558
Cartenna Capital
Stamford,
Connecticut
| $1.25B | +$426M | +52% | 12% | 162% | 50 | 60% | 0.3 |
|
| 1559 |
VPI
1559
Value Partners Investments
Winnipeg,
Manitoba, Canada
| $1.24B | +$25.7M | +2% | 3.91% | 33.9% | 72 | 6.94% | 2.2 |
|
| 1560 |
VWM
1560
Venturi Wealth Management
Austin,
Texas
| $1.24B | +$27.6M | +2% | 5.69% | 101% | 1,320 | 28.03% | 0.9 |
|
| 1561 |
SCI
1561
S&CO Inc
Boston,
Massachusetts
| $1.24B | +$63.5M | +5% | 6.1% | 68.8% | 187 | 5.88% | 6.3 |
|
| 1562 |
S
1562
Siemens
Munich,
Germany
| $1.24B | +$259M | +26% | 27.3% | 16.8% | 2 | 0% | 1.1 |
|
| 1563 |
1563
Klingman & Associates
New York
| $1.24B | +$78M | +7% | 5.08% | 59.3% | 219 | 10.5% | 3.8 |
|
| 1564 |
MLL
1564
Moody Lynn & Lieberson
Boston,
Massachusetts
| $1.24B | +$127M | +11% | 11.8% | 142% | 240 | 18.33% | 4.5 |
|
| 1565 |
PAI
1565
Palo Alto Investors
Palo Alto,
California
| $1.24B | +$30.7M | +3% | 3.08% | 157% | 32 | 12.5% | 5.1 |
|
| 1566 |
COLIM
1566
City of London Investment Management
London,
United Kingdom
| $1.24B | -$70.9M | -5% | 1.31% | 102% | 116 | 14.66% | 2.9 |
|
| 1567 |
PCM
1567
Philosophy Capital Management
Alamo,
California
| $1.24B | +$184M | +18% | 2.42% | 77.5% | 34 | 23.53% | 0.8 |
|
| 1568 |
NSIM
1568
North Star Investment Management
Chicago,
Illinois
| $1.23B | +$21.1M | +2% | 4.64% | 80.6% | 1,332 | 5.03% | 3.9 |
|
| 1569 |
SC
1569
Sepio Capital
Salt Lake City,
Utah
| $1.23B | +$147M | +14% | 6.53% | 75.2% | 364 | 12.64% | 2.7 |
|
| 1570 |
ECM
1570
Everence Capital Management
Goshen,
Indiana
| $1.23B | +$7.55M | +0.6% | 7.8% | 108% | 752 | 5.45% | 4 |
|
| 1571 |
WAM
1571
Wellesley Asset Management
Portsmouth,
New Hampshire
| $1.23B | -$126M | -9% | 0% | 0% | 42 | 0% | 1.4 |
|
| 1572 |
1572
Maple Rock Capital Partners
Toronto,
Ontario, Canada
| $1.23B | +$95M | +8% | 7.46% | 602% | 34 | 44.12% | 1.3 |
|
| 1573 |
BFPW
1573
BOK Financial Private Wealth
Denver,
Colorado
| $1.23B | -$18.3M | -1% | 5.92% | 61.8% | 472 | 25.21% | 2.7 |
|
| 1574 |
1574
Cannell & Spears
New York
| $1.23B | +$109M | +10% | 9.04% | 113% | 238 | 15.97% | 4.6 |
|
| 1575 |
1575
BIP Wealth
Atlanta,
Georgia
| $1.22B | +$314M | +34% | 3.47% | 47.4% | 198 | 16.67% | 0.2 |
|