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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1576 |
1576
Courier Capital
Buffalo,
New York
| $1.53B | +$78.5M | +5% | 0.99% | 70.8% | 387 | 10.85% | 5.8 |
|
| 1577 |
1577
Punch & Associates Investment Management
Edina,
Minnesota
| $1.53B | -$306M | -17% | 4.37% | 97.5% | 177 | 12.99% | 4.5 |
|
| 1578 |
1578
Smith Salley Wealth Management
Greensboro,
North Carolina
| $1.53B | -$31.2M | -2% | 1.93% | 121% | 264 | 14.77% | 5 |
|
| 1579 |
1579
Electron Capital Partners
New York
| $1.52B | -$398M | -21% | 1.45% | 333% | 48 | 35.42% | 1.7 |
|
| 1580 |
1580
Cyndeo Wealth Partners
St. Petersburg,
Florida
| $1.52B | +$44M | +3% | 0.54% | 93% | 482 | 15.56% | 1.5 |
|
| 1581 |
1581
Nuance Investments
Kansas City,
Missouri
| $1.52B | -$955M | -39% | 6.25% | 3.13% | 58 | 24.14% | 2.3 |
|
| 1582 |
1582
Compass Capital Management
Minneapolis,
Minnesota
| $1.52B | -$5.3M | -0.3% | 1.9% | 50.8% | 38 | 7.89% | 8.6 |
|
| 1583 |
1583
Lowe Brockenbrough & Co
Richmond,
Virginia
| $1.52B | -$40.2M | -3% | 1.88% | 78.8% | 268 | 3.36% | 7.4 |
|
| 1584 |
1584
Tairen Capital
Hong Kong
| $1.51B | +$832M | +122% | 6.45% | 462% | 115 | 63.48% | 0.2 |
|
| 1585 |
1585
Investure LLC
Charlottesville,
Virginia
| $1.51B | -$177M | -10% | 2.39% | 55.4% | 16 | 6.25% | 4.6 |
|
| 1586 |
1586
Western Wealth Management
Golden,
Colorado
| $1.51B | -$357M | -19% | 2.54% | 82.6% | 797 | 20.08% | 3.5 |
|
| 1587 |
1587
Bar Harbor Wealth Management
Concord,
New Hampshire
| $1.51B | -$17.2M | -1% | 0.5% | 85% | 265 | 6.79% | 6.9 |
|
| 1588 |
1588
Meritage Portfolio Management
Overland Park,
Kansas
| $1.51B | -$103M | -6% | 1.36% | 97.4% | 350 | 14.57% | 3.5 |
|
| 1589 |
1589
LMCG Investments
Boston,
Massachusetts
| $1.51B | -$124M | -8% | 1.65% | 135% | 239 | 7.11% | 6.7 |
|
| 1590 |
1590
Ellevest Inc
New York
| $1.5B | -$232M | -13% | 0.44% | 73.8% | 446 | 18.16% | 3.4 |
|
| 1591 |
1591
Legacy Wealth Management (Tennessee)
Memphis,
Tennessee
| $1.5B | -$57.1M | -4% | 3.12% | 50.4% | 45 | 17.78% | 3.6 |
|
| 1592 |
1592
Rothschild Investment LLC
Chicago,
Illinois
| $1.49B | -$32.5M | -2% | 0.9% | 99.4% | 3,128 | 9.08% | 1.7 |
|
| 1593 |
1593
Patten & Patten
Chattanooga,
Tennessee
| $1.49B | -$20.2M | -1% | 1.6% | 85.7% | 326 | 6.13% | 6.7 |
|
| 1594 |
1594
Hikari Tsushin Inc
Tokyo,
Japan
| $1.49B | +$114M | +8% | 10.8% | 59.5% | 72 | 2.78% | 5.1 |
|
| 1595 |
1595
Evensky & Katz
Coral Gables,
Florida
| $1.49B | -$37.8M | -2% | 2.19% | 61.1% | 78 | 0% | 6.5 |
|
| 1596 |
SCI
1596
S&CO Inc
Boston,
Massachusetts
| $1.49B | +$16.4M | +1% | 1.42% | 68.8% | 221 | 6.79% | 6.3 |
|
| 1597 |
1597
Willis Investment Counsel
Gainesville,
Georgia
| $1.49B | -$38M | -2% | 1.25% | 65.3% | 118 | 2.54% | 5.8 |
|
| 1598 |
1598
Ninety One North America
New York
| $1.49B | -$130M | -8% | 2.89% | 70.6% | 74 | 12.16% | 3.3 |
|
| 1599 |
1599
Country Club Bank
Kansas City,
Missouri
| $1.49B | -$11.2M | -0.8% | 0.46% | 77.4% | 330 | 6.67% | 2.5 |
|
| 1600 |
1600
Massachusetts Mutual Life Insurance
Springfield,
Massachusetts
| $1.48B | -$303M | -17% | 16.3% | – | 2 | 0% | 0.5 |
|