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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
Waterfront Capital Partners
New York
| $1.22B | +$197M | +19% | 16.5% | 88.3% | 51 | 52.94% | 0.8 |
|
| 1677 |
1677
St. Denis J. Villere & Co
New Orleans,
Louisiana
| $1.21B | +$41.5M | +4% | 10% | 32.6% | 83 | 27.71% | 4 |
|
| 1678 |
1678
Albion Financial Group
Salt Lake City,
Utah
| $1.21B | +$130M | +12% | 11% | 79.6% | 514 | 14.4% | 3.7 |
|
| 1679 |
1679
Westpac Banking Corp
Sydney,
Australia
| $1.21B | -$123M | -9% | 13.7% | 127% | 533 | 19.7% | 8 |
|
| 1680 |
1680
Philosophy Capital Management
Alamo,
California
| $1.21B | +$298M | +33% | 6.66% | 77.5% | 43 | 41.86% | 0.8 |
|
| 1681 |
1681
Telemus Capital
Southfield,
Michigan
| $1.21B | +$131M | +12% | 11% | 27.9% | 339 | 12.68% | 4.7 |
|
| 1682 |
1682
Strategic Blueprint
Atlanta,
Georgia
| $1.21B | +$126M | +12% | 9.85% | 82.1% | 595 | 17.14% | 2 |
|
| 1683 |
1683
Triasima Portfolio Management
Montreal,
Quebec, Canada
| $1.21B | +$121M | +11% | 16% | 224% | 152 | 31.58% | 1.1 |
|
| 1684 |
1684
Trust Point Inc
La Crosse,
Wisconsin
| $1.21B | – | – | 9.2% | 82.6% | 495 | – | 0 |
|
| 1685 |
1685
GeoWealth Management
Chicago,
Illinois
| $1.21B | +$327M | +37% | 9.08% | 58% | 734 | 41.96% | 1.1 |
|
| 1686 |
1686
GYL Financial Synergies
West Hartford,
Connecticut
| $1.21B | +$179M | +17% | 11.1% | 36% | 371 | 13.48% | 2 |
|
| 1687 |
1687
Alaska Permanent Capital Management
Anchorage,
Alaska
| $1.21B | +$79M | +7% | 8.51% | 42.8% | 54 | 31.48% | 3.6 |
|
| 1688 |
1688
YCG LLC
Austin,
Texas
| $1.21B | +$125M | +12% | 12.1% | 27% | 40 | 0% | 6.4 |
|
| 1689 |
1689
Yaupon Capital Management
New York
| $1.21B | +$128M | +12% | 1.32% | 122% | 146 | 54.79% | 0.6 |
|
| 1690 |
1690
Rehmann Capital Advisory Group
Lansing,
Michigan
| $1.21B | +$133M | +12% | 10.1% | 64.6% | 579 | 13.3% | 3.7 |
|
| 1691 |
1691
Sandler Capital Management
New York
| $1.21B | +$235M | +24% | 17.3% | 325% | 153 | 58.17% | 0.7 |
|
| 1692 |
1692
Clarius Group LLC
Seattle,
Washington
| $1.21B | +$157M | +15% | 14% | 92.1% | 496 | 10.89% | 3.3 |
|
| 1693 |
1693
Fukoku Mutual Life Insurance
Tokyo,
Japan
| $1.2B | +$110M | +10% | 11.4% | 103% | 302 | 14.9% | 6.7 |
|
| 1694 |
1694
Sandhill Capital Partners
Buffalo,
New York
| $1.2B | +$134M | +13% | 16% | 64.9% | 90 | 7.78% | 4.6 |
|
| 1695 |
1695
Sound Income Strategies
Ft Lauderdale,
Florida
| $1.2B | +$17.4M | +1% | 6.86% | 31.4% | 1,423 | 26.28% | 2.6 |
|
| 1696 |
1696
First American Bank
Dundee,
Illinois
| $1.2B | +$91.1M | +8% | 11.3% | 114% | 173 | 7.51% | 5.3 |
|
| 1697 |
1697
Lakewood Capital Management
New York
| $1.19B | +$95.7M | +9% | 12.6% | 45.4% | 45 | 22.22% | 2.6 |
|
| 1698 |
1698
Tectonic Advisors
Frisco,
Texas
| $1.19B | +$128M | +12% | 7.64% | 44.9% | 297 | 10.44% | 1.7 |
|
| 1699 |
1699
Chai Trust Company
Chicago,
Illinois
| $1.19B | -$147M | -11% | 7.94% | 12.7% | 14 | 7.14% | 4.2 |
|
| 1700 |
1700
Rothschild Investment LLC
Chicago,
Illinois
| $1.19B | +$7.16M | +0.6% | 12% | 99.4% | 1,460 | 73.56% | 1.6 |
|