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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
Rice Hall James & Associates
San Diego,
California
| $2.05B | +$259M | +14% | 19.4% | 140% | 255 | 10.59% | 5.3 |
|
| 1602 |
1602
Arvest Bank Trust Division
Dewey,
Oklahoma
| $2.05B | +$213M | +12% | 17.5% | – | 251 | 16.33% | 4 |
|
| 1603 |
1603
Capstone Financial Advisors
Downers Grove,
Illinois
| $2.05B | +$195M | +11% | 11.5% | 54.5% | 209 | 18.18% | 4.4 |
|
| 1604 |
1604
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
| $2.05B | +$234M | +13% | 19.9% | 86% | 770 | 12.99% | 5 |
|
| 1605 |
1605
Ribbit Management Company
Palo Alto,
California
| $2.05B | +$371M | +22% | 8.09% | – | 16 | 18.75% | 1.5 |
|
| 1606 |
1606
Sigma Investment Counselors
Northville,
Michigan
| $2.05B | +$159M | +8% | 11.4% | 59.4% | 224 | 16.07% | 6 |
|
| 1607 |
1607
First Western Trust Bank
Denver,
Colorado
| $2.05B | +$70.9M | +4% | 5.61% | 32% | 224 | 12.5% | 3 |
|
| 1608 |
1608
Rock Springs Capital Management
Baltimore,
Maryland
| $2.05B | +$352M | +21% | 46.7% | 342% | 116 | 24.14% | 2.7 |
|
| 1609 |
1609
Abrams Bison Investments
Bethesda,
Maryland
| $2.05B | -$262M | -11% | 44.4% | 170% | 11 | 0% | 2.4 |
|
| 1610 |
1610
Jacobi Capital Management
Pittston,
Pennsylvania
| $2.04B | +$254M | +14% | 15.2% | 76.6% | 680 | 12.35% | 5 |
|
| 1611 |
1611
Evanson Financial
Mclean,
Virginia
| $2.04B | – | – | 10.5% | – | 325 | – | 0 |
|
| 1612 |
1612
Westchester Capital Management (New York)
Valhalla,
New York
| $2.04B | -$164M | -7% | 5.13% | 100% | 386 | 40.16% | 0.5 |
|
| 1613 |
1613
Univest Financial
Souderton,
Pennsylvania
| $2.04B | +$256M | +14% | 20.5% | 82.6% | 280 | 11.07% | 3.3 |
|
| 1614 |
6CM
1614
683 Capital Management
New York
| $2.04B | +$120M | +6% | 21.3% | 311% | 257 | 48.64% | 1.4 |
|
| 1615 |
1615
Siemens Fonds Invest
Munich,
Germany
| $2.04B | +$291M | +17% | 27.4% | 126% | 556 | 4.68% | 3.5 |
|
| 1616 |
1616
CenterBook Partners
Greenwich,
Connecticut
| $2.04B | +$174M | +9% | 22.1% | 62.4% | 906 | 54.19% | 0.6 |
|
| 1617 |
1617
Certuity
North Palm Beach,
Florida
| $2.03B | +$505M | +33% | 56.8% | 190% | 731 | 17.65% | 2 |
|
| 1618 |
1618
Waters Parkerson & Co
New Orleans,
Louisiana
| $2.03B | +$82.4M | +4% | 9.89% | 54.3% | 202 | 7.92% | 7.7 |
|
| 1619 |
1619
Bank of Hawaii
Honolulu,
Hawaii
| $2.03B | +$118M | +6% | 14.8% | 73.5% | 245 | 13.47% | 6.4 |
|
| 1620 |
1620
Principle Wealth Partners
Madison,
Connecticut
| $2.03B | +$276M | +16% | 15.6% | 79.9% | 407 | 8.85% | 4.2 |
|
| 1621 |
1621
Prosperity Capital Advisors
Westlake,
Ohio
| $2.03B | +$269M | +15% | 14% | 72.2% | 458 | 19.43% | 1.8 |
|
| 1622 |
1622
Aprio Wealth Management
Atlanta,
Georgia
| $2.02B | +$193M | +11% | 13.9% | 66.1% | 669 | 13.3% | 1.6 |
|
| 1623 |
1623
Cambria Investment Management
Manhattan Beach,
California
| $2.02B | +$231M | +13% | 11.7% | 72% | 792 | 26.52% | 1.2 |
|
| 1624 |
1624
Waddell & Associates
Memphis,
Tennessee
| $2.02B | +$249M | +14% | 9.75% | 194% | 588 | 30.61% | 1.3 |
|
| 1625 |
1625
Punch & Associates Investment Management
Edina,
Minnesota
| $2.02B | +$288M | +17% | 20.7% | 97.5% | 175 | 13.14% | 3.9 |
|