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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1676 |
1676
Maryland Capital Management
Towson,
Maryland
| $765M | +$46.9M | +7% | 9.85% | 44.5% | 175 | 8% | 3.4 |
|
| 1677 |
1677
Cornercap Investment Counsel
Atlanta,
Georgia
| $764M | +$65.1M | +9% | 3.89% | 55.4% | 491 | 40.33% | 1 |
|
| 1678 |
1678
Choreo LLC
Rockford,
Illinois
| $764M | +$17.8M | +2% | 5.5% | 74.7% | 248 | 17.74% | 3 |
|
| 1679 |
1679
Norris Perne & French
Grand Rapids,
Michigan
| $764M | +$77.8M | +11% | 9.68% | 79.9% | 146 | 9.59% | 3.2 |
|
| 1680 |
CC
1680
ClearArc Capital
Cincinnati,
Ohio
| $764M | +$54.1M | +8% | 7.59% | 63.4% | 476 | 3.78% | 4 |
|
| 1681 |
1681
ArcLight Capital Partners
Boston,
Massachusetts
| $763M | -$236M | -24% | 4.3% | 50% | 4 | 25% | 2.2 |
|
| 1682 |
1682
Compass Capital Management
Minneapolis,
Minnesota
| $763M | +$76.1M | +11% | 11.6% | 50.8% | 44 | 13.64% | 3.8 |
|
| 1683 |
1683
Hillsdale Investment Management
Toronto,
Ontario, Canada
| $763M | -$51.8M | -6% | 6.11% | 271% | 585 | 35.38% | 1.6 |
|
| 1684 |
1684
ProVise Management Group
Clearwater,
Florida
| $760M | -$568M | -43% | 5.7% | 66.8% | 346 | 13.87% | 3.1 |
|
| 1685 |
1685
Mission Wealth Management
Santa Barbara,
California
| $760M | +$82.1M | +12% | 4.59% | 92.1% | 290 | 10.69% | 1.7 |
|
| 1686 |
1686
Affinity Investment Advisors
Newport Beach,
California
| $759M | +$51.1M | +7% | 6.23% | 189% | 201 | 38.31% | 1.9 |
|
| 1687 |
1687
M.D. Sass LLC
New York
| $758M | -$36.4M | -5% | 5.96% | 80.1% | 50 | 18% | 1.5 |
|
| 1688 |
1688
Aravt Global
New York
| $757M | -$268M | -26% | 4.65% | 83.7% | 14 | 35.71% | 2 |
|
| 1689 |
1689
NF Trinity Capital
Central,
Hong Kong
| $757M | +$25.9M | +4% | 0.07% | 49.6% | 63 | 14.29% | 1.5 |
|
| 1690 |
1690
Palisade Asset Management
Minneapolis,
Minnesota
| $757M | +$64.6M | +9% | 8.9% | 61.8% | 168 | 5.36% | 3.9 |
|
| 1691 |
1691
ACG Wealth
Atlanta,
Georgia
| $755M | +$95.1M | +14% | 6.96% | 45.5% | 334 | 17.66% | 2.4 |
|
| 1692 |
1692
Global Endowment Management
Charlotte,
North Carolina
| $754M | -$9.6M | -1% | 5.55% | 46.1% | 252 | 25.79% | 2 |
|
| 1693 |
1693
Pictet North America Advisors
Geneva 73,
Switzerland
| $754M | +$82.4M | +12% | 4.35% | 67.7% | 177 | 29.94% | 1.5 |
|
| 1694 |
1694
Kingstown Capital Management
New York
| $754M | -$47.3M | -6% | 0.92% | 38.6% | 18 | 5.56% | 1.6 |
|
| 1695 |
1695
Reilly Financial Advisors
La Mesa,
California
| $754M | +$48.8M | +7% | 6.61% | 99% | 1,083 | 12.65% | 2.5 |
|
| 1696 |
1696
Qube Research & Technologies (QRT)
London,
United Kingdom
| $752M | +$594M | +375% | 8.13% | 69.2% | 1,127 | 34.34% | 0.2 |
|
| 1697 |
1697
Bristol Gate Capital Partners
Toronto,
Ontario, Canada
| $752M | +$50M | +7% | 7.89% | 79.2% | 34 | 26.47% | 1.2 |
|
| 1698 |
1698
Appleton Partners
Boston,
Massachusetts
| $751M | +$52.6M | +8% | 6.88% | 101% | 269 | 5.2% | 2.9 |
|
| 1699 |
1699
Delta Asset Management
Memphis,
Tennessee
| $751M | +$64.3M | +9% | 7.53% | 53.8% | 703 | 8.68% | 3.3 |
|
| 1700 |
1700
Vigilant Capital Management
Portland,
Maine
| $750M | +$59.3M | +9% | 5.77% | 48.8% | 521 | 25.14% | 2 |
|