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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
Smith Salley Wealth Management
Greensboro,
North Carolina
| $1.73B | +$203M | +13% | 11.5% | 106% | 264 | 10.98% | 4.9 |
|
| 1552 |
1552
Quintet Private Bank (Europe)
Luxembourg
| $1.73B | +$29.7M | +2% | 16.5% | 111% | 229 | 15.72% | 2 |
|
| 1553 |
1553
NXG Investment Management
Dallas,
Texas
| $1.73B | +$103M | +6% | 3.75% | 136% | 74 | 25.68% | 3.2 |
|
| 1554 |
1554
Capstone Financial Advisors
Downers Grove,
Illinois
| $1.73B | +$132M | +8% | 8.37% | 54.5% | 184 | 16.85% | 4.1 |
|
| 1555 |
1555
NWAM LLC
Mercer Island,
Washington
| $1.72B | +$559M | +48% | 14.2% | 112% | 638 | 24.61% | 1.3 |
|
| 1556 |
OCBV
1556
Ownership Capital B.V.
Amsterdam,
Netherlands
| $1.72B | -$462M | -21% | 7.49% | 62.8% | 22 | 4.55% | 4.6 |
|
| 1557 |
1557
Tectonic Advisors
Frisco,
Texas
| $1.72B | +$121M | +8% | 4.61% | 44.9% | 337 | 11.87% | 2.6 |
|
| 1558 |
1558
Clarius Group LLC
Seattle,
Washington
| $1.72B | +$123M | +8% | 11.1% | 92.1% | 518 | 14.29% | 4 |
|
| 1559 |
1559
Arvest Bank Trust Division
Dewey,
Oklahoma
| $1.71B | +$133M | +8% | 8.75% | – | 202 | 19.31% | 4.3 |
|
| 1560 |
1560
Centaurus Financial
Anaheim,
California
| $1.71B | +$60.7M | +4% | 12.7% | 83.5% | 1,002 | 15.27% | 3 |
|
| 1561 |
1561
Willis Investment Counsel
Gainesville,
Georgia
| $1.71B | +$221M | +15% | 2.56% | 65.3% | 123 | 8.94% | 5.7 |
|
| 1562 |
1562
Grandfield & Dodd
New York
| $1.71B | +$94.7M | +6% | 8.46% | 70.8% | 214 | 8.88% | 7.3 |
|
| 1563 |
1563
Analog Century Management
New York
| $1.71B | +$472M | +38% | 40.6% | 785% | 27 | 29.63% | 1.9 |
|
| 1564 |
1564
PFG Investments
Woodbury,
New York
| $1.71B | +$147M | +9% | 11.4% | 106% | 1,135 | 18.24% | 1.4 |
|
| 1565 |
SFG
1565
Sather Financial Group
Victoria,
Texas
| $1.7B | +$171M | +11% | 10.5% | 70% | 113 | 17.7% | 3.5 |
|
| 1566 |
1566
Siemens Fonds Invest
Munich,
Germany
| $1.7B | +$249M | +17% | 14.2% | 126% | 579 | 4.32% | 2.5 |
|
| 1567 |
1567
Canada Post Corporation Pension Plan
Toronto,
Canada
| $1.7B | +$1.48B | +652% | 13.3% | – | 492 | 91.06% | 0 |
|
| 1568 |
1568
First Interstate Bank
Billings,
Montana
| $1.7B | +$27.2M | +2% | 5.31% | 48.2% | 186 | 11.29% | 4.9 |
|
| 1569 |
1569
Summit Global Investments
Bountiful,
Utah
| $1.7B | +$322M | +23% | 4.33% | 60.4% | 537 | 35.38% | 1.4 |
|
| 1570 |
1570
Spyglass Capital Management
San Francisco,
California
| $1.7B | +$239M | +16% | 26.1% | 154% | 28 | 21.43% | 1.5 |
|
| 1571 |
1571
Accredited Investors
Edina,
Minnesota
| $1.69B | +$80.5M | +5% | 9.59% | 74% | 258 | 15.12% | 4.9 |
|
| 1572 |
1572
EcoR1 Capital
San Francisco,
California
| $1.69B | +$3.31M | +0.2% | 16.1% | 310% | 52 | 40.38% | 2 |
|
| 1573 |
1573
Cyndeo Wealth Partners
St. Petersburg,
Florida
| $1.69B | +$163M | +11% | 11.7% | 93% | 497 | 16.3% | 1.6 |
|
| 1574 |
1574
Alaska Permanent Fund
Juneau,
Alaska
| $1.69B | -$5.43B | -76% | 6.18% | 69.2% | 474 | 97.89% | 3.8 |
|
| 1575 |
1575
Western Wealth Management
Golden,
Colorado
| $1.69B | +$174M | +12% | 11.2% | 82.6% | 750 | 13.2% | 3.5 |
|