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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1601 |
1601
Franklin Street Advisors
Chapel Hill,
North Carolina
| $1.4B | +$48.5M | +4% | 7.32% | 130% | 185 | 15.14% | 5.7 |
|
| 1602 |
1602
Apexium Financial
Dallas,
Texas
| $1.4B | +$81.1M | +6% | 4.58% | 89.6% | 236 | 8.05% | 2.3 |
|
| 1603 |
1603
NBT Bank
Norwich,
New York
| $1.4B | +$33M | +2% | 1.96% | 77% | 625 | 7.36% | 3.3 |
|
| 1604 |
1604
Rehmann Capital Advisory Group
Lansing,
Michigan
| $1.4B | +$54.3M | +4% | 1.65% | 64.6% | 594 | 7.07% | 4 |
|
| 1605 |
1605
Smith Salley Wealth Management
Greensboro,
North Carolina
| $1.39B | +$105M | +8% | 4% | 106% | 231 | 6.49% | 5 |
|
| 1606 |
1606
M.D. Sass LLC
New York
| $1.39B | +$505M | +57% | 3.18% | 80.1% | 38 | 23.68% | 2 |
|
| 1607 |
1607
Hill City Capital
Boston,
Massachusetts
| $1.39B | +$34.6M | +3% | 1.01% | 194% | 27 | 29.63% | 1.5 |
|
| 1608 |
1608
Platinum Equity Advisors
Beverly Hills,
California
| $1.39B | -$337M | -20% | 18.2% | 7.18% | 3 | 0% | 3.4 |
|
| 1609 |
1609
Fairholme Capital Management
South Miami,
Florida
| $1.39B | -$123M | -8% | 5.14% | 36.2% | 7 | 0% | 4.1 |
|
| 1610 |
1610
Tectonic Advisors
Frisco,
Texas
| $1.39B | +$76.7M | +6% | 0.05% | 44.9% | 312 | 9.94% | 2.1 |
|
| 1611 |
1611
TIG Advisors LLC
New York
| $1.39B | +$356M | +34% | 3.57% | 379% | 84 | 75% | 0.2 |
|
| 1612 |
BFO
1612
Boston Family Office
Boston,
Massachusetts
| $1.39B | -$2.22M | -0.2% | 1.55% | 53.4% | 279 | 10.39% | 7.2 |
|
| 1613 |
1613
Parsifal Capital Management
Greenwich,
Connecticut
| $1.39B | -$62.5M | -4% | 6.87% | 154% | 24 | 41.67% | 0.7 |
|
| 1614 |
1614
Norris Perne & French
Grand Rapids,
Michigan
| $1.38B | -$11.9M | -0.9% | 0.95% | 91.1% | 151 | 7.95% | 5 |
|
| 1615 |
1615
Harvest Fund Management
Beijing,
China
| $1.38B | +$268M | +24% | 10% | 327% | 781 | 33.55% | 2 |
|
| 1616 |
1616
Legacy Wealth Management (Tennessee)
Memphis,
Tennessee
| $1.38B | +$25.2M | +2% | 1.07% | 50.4% | 25 | 8% | 5.3 |
|
| 1617 |
1617
Transcend Capital Advisors
Madison,
New Jersey
| $1.38B | +$132M | +11% | 2.91% | 71.6% | 618 | 16.67% | 2.2 |
|
| 1618 |
1618
Mirabella Financial Services
London,
United Kingdom
| $1.38B | -$8.23M | -0.6% | 1.8% | 86.2% | 750 | 78.67% | 0.2 |
|
| 1619 |
1619
BOK Financial Private Wealth
Denver,
Colorado
| $1.38B | +$33.4M | +2% | 1.96% | 61.8% | 487 | 10.06% | 2.7 |
|
| 1620 |
1620
Cumberland Partners
Toronto,
Ontario, Canada
| $1.38B | -$2.48M | -0.2% | 3.58% | 101% | 212 | 31.6% | 2.4 |
|
| 1621 |
1621
Kinetic Partners Management
Miami,
Florida
| $1.37B | -$58.8M | -4% | 3.87% | 263% | 30 | 20% | 0.7 |
|
| 1622 |
1622
Avala Global
New York
| $1.37B | +$4.9M | +0.4% | 10.8% | 552% | 30 | 36.67% | 0.6 |
|
| 1623 |
1623
American Family Investments
Madison,
Wisconsin
| $1.37B | – | – | 0.72% | – | 10 | – | 0 |
|
| 1624 |
1624
Global Alpha Capital Management
Montreal,
Quebec, Canada
| $1.37B | +$26.7M | +2% | 1.03% | 80.4% | 59 | 10.17% | 3.1 |
|
| 1625 |
1625
Adero Partners
Pleasanton,
California
| $1.37B | +$50M | +4% | 0.74% | 27.7% | 228 | 14.91% | 2.2 |
|