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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
Community Trust & Investment
Versailles,
Kentucky
| $1.84B | -$50.1M | -3% | 1.49% | 123% | 151 | 13.91% | 4.3 |
|
| 1577 |
1577
Arvest Bank Trust Division
Dewey,
Oklahoma
| $1.84B | -$6.74M | -0.4% | 0.33% | – | 233 | 15.88% | 4.2 |
|
| 1578 |
1578
Regal Partners
Sydney, NSW,
Australia
| $1.84B | +$105M | +6% | 2.37% | 146% | 140 | 55% | 0.8 |
|
| 1579 |
1579
Occudo Quantitative Strategies
Fort Lauderdale,
Florida
| $1.84B | +$346M | +23% | 1.98% | 94.6% | 974 | 56.57% | 0.3 |
|
| 1580 |
1580
Angeles Wealth Management
Santa Monica,
California
| $1.84B | +$24.5M | +1% | 2.88% | 80.6% | 559 | 23.08% | 1.7 |
|
| 1581 |
1581
Kensington Asset Management
Austin,
Texas
| $1.84B | -$98.4M | -5% | 2.11% | 38.1% | 48 | 27.08% | 0.8 |
|
| 1582 |
1582
Cidel Asset Management
Toronto, Ontario,
Ontario, Canada
| $1.83B | +$419M | +30% | 0.25% | 83.9% | 441 | 18.37% | 2.6 |
|
| 1583 |
1583
Willis Investment Counsel
Gainesville,
Georgia
| $1.83B | -$104M | -5% | 6.22% | 65.3% | 135 | 12.59% | 5.3 |
|
| 1584 |
1584
Aprio Wealth Management
Atlanta,
Georgia
| $1.83B | +$88.5M | +5% | 0.37% | 66.1% | 640 | 19.69% | 1.5 |
|
| 1585 |
1585
Standard Investments
New York
| $1.83B | -$174M | -9% | 9.13% | 29.6% | 14 | 21.43% | 2.9 |
|
| 1586 |
1586
Diversified Enterprises
Wilmington,
Delaware
| $1.83B | +$145M | +9% | 1.63% | – | 430 | 12.33% | 1 |
|
| 1587 |
1587
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
| $1.82B | -$72.7M | -4% | 1.74% | 86% | 750 | 11.73% | 5 |
|
| 1588 |
1588
Harvard Management Company
Boston,
Massachusetts
| $1.82B | -$264M | -13% | 7.53% | 123% | 20 | 20% | 1.8 |
|
| 1589 |
1589
Money Concepts Capital
Palm Beach Gardens,
Florida
| $1.81B | +$24.9M | +1% | 0.36% | 74.5% | 608 | 21.55% | 2.5 |
|
| 1590 |
1590
Spinnaker Trust
Portland,
Maine
| $1.81B | -$61.1M | -3% | 2.36% | 68.2% | 300 | 6% | 6.7 |
|
| 1591 |
GC
1591
Gobi Capital
San Francisco,
California
| $1.8B | -$264M | -13% | 7.71% | 93.7% | 14 | 28.57% | 4.2 |
|
| 1592 |
1592
Rice Hall James & Associates
San Diego,
California
| $1.8B | -$20.8M | -1% | 0.37% | 140% | 255 | 9.41% | 5.2 |
|
| 1593 |
1593
WealthPlan Investment Management
Omaha,
Nebraska
| $1.79B | +$226M | +14% | 0.71% | 74.2% | 478 | 25.52% | 1.5 |
|
| 1594 |
1594
BBR Partners
New York
| $1.79B | -$71.8M | -4% | 3.23% | 63.4% | 303 | 28.38% | 3.1 |
|
| 1595 |
1595
Cambria Investment Management
Manhattan Beach,
California
| $1.79B | +$77.1M | +4% | 7.76% | 72% | 748 | 33.16% | 1.3 |
|
| 1596 |
1596
Jacobi Capital Management
Pittston,
Pennsylvania
| $1.79B | +$64.8M | +4% | 0.26% | 76.6% | 646 | 7.74% | 5 |
|
| 1597 |
1597
Courier Capital
Buffalo,
New York
| $1.79B | +$8.19M | +0.5% | 0.04% | 70.8% | 405 | 10.12% | 6.2 |
|
| 1598 |
1598
JFS Wealth Advisors
Hermitage,
Pennsylvania
| $1.79B | +$12.3M | +0.7% | 0.32% | 54.8% | 1,963 | 6.21% | 4.6 |
|
| 1599 |
1599
Kinetic Partners Management
Miami,
Florida
| $1.79B | -$274M | -13% | 0.67% | 263% | 56 | 33.93% | 0.9 |
|
| 1600 |
1600
Berger Financial Group
Plymouth,
Minnesota
| $1.79B | +$58.5M | +3% | 1.69% | 59.9% | 506 | 9.09% | 2.5 |
|