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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1651 |
1651
Voya Financial Advisors
Windsor,
Connecticut
| $558M | -$7.19M | -1% | 5.94% | 44.8% | 363 | 21.21% | 0.4 |
|
| 1652 |
1652
Vantage Investment Partners
Kansas City,
Missouri
| $556M | +$191M | +52% | 7.92% | 66.8% | 64 | 7.81% | 1.5 |
|
| 1653 |
1653
Capital Advisors Inc
Tulsa,
Oklahoma
| $555M | -$27.8M | -5% | 9.89% | 82.7% | 147 | 23.13% | 1.4 |
|
| 1654 |
1654
TCV Trust & Wealth Management
Richmond,
Virginia
| $553M | -$56M | -9% | 8% | 75.3% | 181 | 12.15% | 2 |
|
| 1655 |
1655
Davidson Investment Advisors
Great Falls,
Montana
| $553M | -$113M | -17% | 7.69% | 79% | 227 | 20.26% | 1.5 |
|
| 1656 |
1656
Albion Financial Group
Salt Lake City,
Utah
| $552M | -$49.3M | -8% | 6.33% | 79.6% | 203 | 21.67% | 1.7 |
|
| 1657 |
1657
Nottingham Advisors
Amherst,
New York
| $552M | -$56.1M | -9% | 6.02% | 44.3% | 97 | 11.34% | 1.3 |
|
| 1658 |
1658
Brookstone Capital Management
Wheaton,
Illinois
| $551M | -$244M | -31% | 2.95% | 64.2% | 2,367 | 16.52% | 0.3 |
|
| 1659 |
1659
Reilly Financial Advisors
La Mesa,
California
| $550M | -$30M | -5% | 5.44% | 99% | 1,702 | 28.44% | 1 |
|
| 1660 |
1660
Valley Wealth Managers
Paramus,
New Jersey
| $549M | -$25.8M | -4% | 5.11% | 118% | 105 | 15.24% | 1.8 |
|
| 1661 |
PS
1661
Presima Securities
Montreal,
Quebec, Canada
| $549M | +$68.8M | +14% | 1.41% | 10.3% | 36 | 25% | 1.3 |
|
| 1662 |
1662
CIBC Bank USA
Chicago,
Illinois
| $549M | -$53.7M | -9% | 8.21% | 32.3% | 289 | 18.69% | 1.8 |
|
| 1663 |
1663
Paradice Investment Management
Denver,
Colorado
| $548M | -$47.6M | -8% | 8.91% | 72.2% | 28 | 7.14% | 1.6 |
|
| 1664 |
1664
Essex Woodlands Management
The Woodlands,
Texas
| $547M | -$7M | -1% | 3.34% | 55% | 9 | 22.22% | 1.4 |
|
| 1665 |
1665
Matthew 25 Management Corp
Ambler,
Pennsylvania
| $547M | -$200M | -27% | 12.6% | 141% | 25 | 24% | 1.8 |
|
| 1666 |
1666
Jefferies Financial Group
New York
| $547M | -$59.2M | -10% | 9.77% | 135% | 1 | 0% | 1.5 |
|
| 1667 |
1667
RK Capital Management (Colorado)
Denver,
Colorado
| $546M | -$6.52M | -1% | 8.44% | 89% | 61 | 26.23% | 1.1 |
|
| 1668 |
1668
Balentine LLC
Atlanta,
Georgia
| $546M | -$66M | -11% | 6.94% | 59.8% | 498 | 30.52% | 0.4 |
|
| 1669 |
WCM
1669
Wallace Capital Management
Dallas,
Texas
| $546M | -$27.3M | -5% | 2.48% | 62.3% | 59 | 18.64% | 1.7 |
|
| 1670 |
1670
Jabre Capital Partners
Geneva,
Switzerland
| $545M | -$457M | -46% | 5.82% | 62.9% | 118 | 55.93% | 0.5 |
|
| 1671 |
JWCA
1671
J.W. Childs Associates
Waltham,
Massachusetts
| $545M | -$250M | -31% | 0% | 0% | 1 | 0% | 1.8 |
|
| 1672 |
1672
Zions Bancorporation
Salt Lake City,
Utah
| $544M | -$82.2M | -13% | 8.17% | 22.9% | 892 | 74.44% | 0.1 |
|
| 1673 |
1673
Webster Bank
Waterbury,
Connecticut
| $543M | -$54.6M | -9% | 6.91% | 77.5% | 199 | 8.54% | 1.8 |
|
| 1674 |
1674
Beacon Investment Advisory Services
Morristown,
New Jersey
| $541M | -$92.8M | -15% | 8.12% | 95.8% | 64 | 25% | 0.2 |
|
| 1675 |
1675
Moors & Cabot
Boston,
Massachusetts
| $541M | -$73.7M | -12% | 8.68% | 124% | 569 | 19.16% | 1.2 |
|