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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
Essex Financial Services
Essex,
Connecticut
| $1.52B | +$136M | +10% | 8.37% | 87.7% | 708 | 13.7% | 4 |
|
| 1677 |
6CM
1677
683 Capital Management
New York
| $1.52B | +$72.5M | +5% | 15.9% | 311% | 162 | 30.86% | 1.6 |
|
| 1678 |
1678
HPS Investment Partners
New York
| $1.52B | -$228M | -13% | 10.6% | 55.9% | 4 | 75% | 0.5 |
|
| 1679 |
1679
Cadence Bank
Tupelo,
Mississippi
| $1.52B | +$119M | +8% | 6.92% | 70.9% | 346 | 9.25% | 3.5 |
|
| 1680 |
CA
1680
Cullinan Associates
Louisville,
Kentucky
| $1.52B | +$102M | +7% | 14.8% | 107% | 220 | 6.36% | 6.7 |
|
| 1681 |
1681
Syon Capital
San Francisco,
California
| $1.52B | +$288M | +23% | 11.9% | 74% | 793 | 35.18% | 0.9 |
|
| 1682 |
1682
Seilern Investment Management
London,
United Kingdom
| $1.52B | -$14.2M | -0.9% | 7.76% | – | 23 | 4.35% | 0.5 |
|
| 1683 |
1683
Woodmont Investment Counsel
Nashville,
Tennessee
| $1.52B | +$131M | +9% | 8.03% | 66.8% | 284 | 7.75% | 5.6 |
|
| 1684 |
1684
NFP Retirement Inc
Aliso Viejo,
California
| $1.51B | +$252M | +20% | 7.15% | 46.7% | 306 | 11.44% | 2.7 |
|
| 1685 |
1685
Keel Point
Huntsville,
Alabama
| $1.51B | +$224M | +17% | 12.2% | 76.4% | 532 | 14.66% | 2.8 |
|
| 1686 |
1686
MCF Advisors
Covington,
Kentucky
| $1.51B | +$122M | +9% | 7.14% | 50.2% | 946 | 8.77% | 2.5 |
|
| 1687 |
1687
Soleus Capital Management
Greenwich,
Connecticut
| $1.51B | +$121M | +9% | 0.86% | 508% | 103 | 34.95% | 1.1 |
|
| 1688 |
1688
Adell Harriman & Carpenter
Houston,
Texas
| $1.51B | +$180M | +14% | 19.5% | 176% | 176 | 4.55% | 6.1 |
|
| 1689 |
1689
Jacobi Capital Management
Pittston,
Pennsylvania
| $1.51B | +$151M | +11% | 7.57% | 76.6% | 607 | 10.38% | 4.8 |
|
| 1690 |
BFO
1690
Boston Family Office
Boston,
Massachusetts
| $1.51B | +$93.2M | +7% | 7.1% | 53.4% | 296 | 9.12% | 7.1 |
|
| 1691 |
1691
Platinum Investment Management
Sydney Australia 2000,
Australia
| $1.5B | -$222M | -13% | 14.6% | 190% | 131 | 24.43% | 2.4 |
|
| 1692 |
1692
Polaris Capital Management
Boston,
Massachusetts
| $1.5B | -$246M | -14% | 2.53% | 94.4% | 95 | 7.37% | 4.7 |
|
| 1693 |
SC
1693
Shellback Capital
Boston,
Massachusetts
| $1.5B | +$471M | +46% | 26% | 198% | 135 | 58.52% | 1 |
|
| 1694 |
1694
BOK Financial Private Wealth
Denver,
Colorado
| $1.5B | +$168M | +13% | 10% | 61.8% | 510 | 26.86% | 3.6 |
|
| 1695 |
1695
Ausdal Financial Partners
Davenport,
Iowa
| $1.5B | +$172M | +13% | 8.88% | 63.2% | 737 | 18.72% | 3.2 |
|
| 1696 |
1696
Savvy Advisors Inc
New York
| $1.5B | +$504M | +51% | 11.2% | – | 677 | 27.77% | 0.7 |
|
| 1697 |
1697
Madison Avenue Partners
New York
| $1.5B | +$320M | +27% | 4.67% | 284% | 30 | 40% | 1.2 |
|
| 1698 |
1698
Delta Global Management
New York
| $1.5B | +$111M | +8% | 21.6% | – | 244 | 54.51% | 0.3 |
|
| 1699 |
1699
Roundview Capital
Princeton,
New Jersey
| $1.5B | +$110M | +8% | 8.54% | 77.7% | 336 | 8.93% | 5.5 |
|
| 1700 |
1700
Westpac Banking Corp
Sydney,
Australia
| $1.5B | +$137M | +10% | 15% | 127% | 494 | 12.55% | 7.7 |
|