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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
Port Capital
Chicago,
Illinois
| $765M | +$107M | +16% | 13.8% | 74.4% | 137 | 15.33% | 1 |
|
| 1652 |
1652
Banco de Sabadell
Miami,
Florida
| $764M | -$54.6M | -7% | 13.2% | 75.1% | 446 | 37% | 0.8 |
|
| 1653 |
XS
1653
XR Securities
Chicago,
Illinois
| $764M | +$534M | +233% | 13.9% | 17% | 469 | 67.8% | 0.3 |
|
| 1654 |
1654
Gallagher Fiduciary Advisors
Rolling Meadows,
Illinois
| $763M | +$449M | +143% | 4.3% | 25.1% | 9 | 11.11% | 2.3 |
|
| 1655 |
1655
Quest Investment Management
Lake Oswego,
Oregon
| $761M | +$115M | +18% | 15.3% | 105% | 106 | 9.43% | 3.5 |
|
| 1656 |
1656
Edgemoor Investment Advisors
Bethesda,
Maryland
| $760M | +$89.6M | +13% | 11.5% | 109% | 142 | 14.08% | 3.4 |
|
| 1657 |
1657
Livforsakringsbolaget Skandia
Stockholm,
Sweden
| $760M | +$90.8M | +14% | 13.1% | 181% | 641 | 1.25% | 4.2 |
|
| 1658 |
1658
Norris Perne & French
Grand Rapids,
Michigan
| $759M | +$120M | +19% | 16.7% | 91.1% | 135 | 13.33% | 3.6 |
|
| 1659 |
1659
Wealthstreet Investment Advisors
Dallas,
Texas
| $758M | +$45.6M | +6% | 14.5% | 75.8% | 353 | 9.92% | 1.1 |
|
| 1660 |
1660
Hartford Funds Management
Wayne,
Pennsylvania
| $758M | +$123M | +19% | 4.39% | 26.8% | 4 | 0% | 0.7 |
|
| 1661 |
1661
Qube Research & Technologies (QRT)
London,
United Kingdom
| $757M | +$525M | +227% | 12.7% | 69.2% | 485 | 56.29% | 0.4 |
|
| 1662 |
1662
TCV Trust & Wealth Management
Richmond,
Virginia
| $757M | +$74.2M | +11% | 12.8% | 75.3% | 210 | 8.1% | 3.8 |
|
| 1663 |
1663
Ledyard National Bank
| $757M | -$1.68M | -0.2% | 13% | 80.7% | 748 | 65.64% | 4.5 |
|
| 1664 |
1664
Baystate Wealth Management
Boston,
Massachusetts
| $756M | +$69.8M | +10% | 11.1% | 14.6% | 724 | 16.16% | 1.9 |
|
| 1665 |
1665
Aureus Asset Management
Boston,
Massachusetts
| $755M | +$119M | +19% | 17.2% | 93.9% | 180 | 14.44% | 2.7 |
|
| 1666 |
1666
Appleton Partners
Boston,
Massachusetts
| $754M | +$86.6M | +13% | 13% | 101% | 267 | 5.99% | 3.1 |
|
| 1667 |
TP
1667
Thunderbird Partners
London,
United Kingdom
| $753M | -$86.5M | -10% | 19.4% | 38% | 9 | 22.22% | 1.1 |
|
| 1668 |
1668
Sapience Investments
Newport Beach,
California
| $752M | +$138M | +23% | 30.3% | 54.9% | 90 | 16.67% | 1.5 |
|
| 1669 |
AAA
1669
Adams Asset Advisors
Dallas,
Texas
| $750M | +$41.7M | +6% | 11% | 66.8% | 100 | 18% | 2.9 |
|
| 1670 |
1670
BOK Financial Private Wealth
Denver,
Colorado
| $749M | +$12.4M | +2% | 11.9% | 61.8% | 136 | 16.18% | 2.7 |
|
| 1671 |
1671
Next Century Growth Investors
Plymouth,
Minnesota
| $749M | +$45.9M | +7% | 25.4% | 447% | 139 | 16.55% | 1.8 |
|
| 1672 |
1672
Guardian Capital Advisors (Canada)
Toronto,
Ontario, Canada
| $749M | +$64M | +9% | 11.8% | 26.1% | 167 | 14.37% | 4.1 |
|
| 1673 |
KCM
1673
Kingdon Capital Management
New York
| $748M | +$84.9M | +13% | 21.3% | 217% | 82 | 57.32% | 0.6 |
|
| 1674 |
1674
Mangrove Partners
Greenwich,
Connecticut
| $748M | -$2.98M | -0.4% | 15.6% | 185% | 82 | 46.34% | 0.6 |
|
| 1675 |
1675
NumerixS Investment Technologies
Vancouver,
British Columbia, Canada
| $747M | +$438M | +141% | 15.3% | 24.6% | 1,467 | 53.58% | 0.5 |
|