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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1726 |
1726
TCV Trust & Wealth Management
Richmond,
Virginia
| $697M | -$18.5M | -3% | 1.49% | 75.3% | 208 | 7.69% | 3.1 |
|
| 1727 |
1727
Washington Trust Bank
Spokane,
Washington
| $697M | +$13.3M | +2% | 2.1% | 80.5% | 883 | 27.07% | 2.4 |
|
| 1728 |
1728
Cevian Capital II
St. Helier,
Jersey
| $697M | – | – | 14.8% | 105% | 1 | – | 0 |
|
| 1729 |
1729
Alerus Financial
Grand Forks,
North Dakota
| $696M | -$9.32M | -1% | 1.94% | 97.1% | 142 | 11.27% | 1.4 |
|
| 1730 |
WMC
1730
Westwood Management Corporation
Chicago,
Illinois
| $696M | -$19.2M | -3% | 2.46% | 44.3% | 89 | 20.22% | 2.6 |
|
| 1731 |
1731
IFM Investors
Melbourne,
Australia
| $695M | +$61.6M | +10% | 0.05% | 147% | 527 | 5.5% | 1 |
|
| 1732 |
1732
Maryland Capital Management
Towson,
Maryland
| $695M | +$19.2M | +3% | 1.62% | 44.5% | 180 | 13.33% | 3.1 |
|
| 1733 |
1733
Gratus Capital
Atlanta,
Georgia
| $694M | -$75M | -10% | 2.64% | 51.4% | 189 | 12.17% | 1.9 |
|
| 1734 |
1734
Global Endowment Management
Charlotte,
North Carolina
| $694M | +$8.62M | +1% | 1.47% | 46.1% | 244 | 25% | 1.8 |
|
| 1735 |
1735
Bristol Gate Capital Partners
Toronto,
Ontario, Canada
| $694M | -$21.1M | -3% | 0.31% | 79.2% | 23 | 8.7% | 1.7 |
|
| 1736 |
1736
Webster Bank
Waterbury,
Connecticut
| $693M | -$34.5M | -5% | 1.34% | 77.5% | 575 | 9.22% | 2.1 |
|
| 1737 |
1737
Capital International Inc
Los Angeles,
California
| $692M | +$19.5M | +3% | 5.02% | 132% | 173 | 12.72% | 2.2 |
|
| 1738 |
1738
Clearstead Advisors
Cleveland,
Ohio
| $690M | -$47.7M | -6% | 3.59% | 71.4% | 235 | 11.06% | 1.1 |
|
| 1739 |
1739
Trilogy Capital
Irvine,
California
| $690M | +$74.8M | +12% | 1.14% | 57.6% | 527 | 80.83% | 0 |
|
| 1740 |
1740
Broadwood Capital
New York
| $688M | -$29.1M | -4% | 1.68% | 110% | 10 | 10% | 2.5 |
|
| 1741 |
1741
Cambria Investment Management
Manhattan Beach,
California
| $688M | -$28.7M | -4% | 0.95% | 72% | 274 | 29.2% | 1.1 |
|
| 1742 |
1742
Norris Perne & French
Grand Rapids,
Michigan
| $687M | -$380K | -0.1% | 1.73% | 91.1% | 155 | 7.74% | 3 |
|
| 1743 |
1743
Howard Capital Management (New York)
New York
| $686M | +$6.15M | +0.9% | 0.27% | 76.8% | 116 | 10.34% | 3.4 |
|
| 1744 |
1744
Windward Capital Management
Los Angeles,
California
| $686M | +$12M | +2% | 1.31% | 78.5% | 84 | 10.71% | 3.1 |
|
| 1745 |
1745
Boys Arnold & Co
Asheville,
North Carolina
| $686M | +$20.7M | +3% | 2.43% | 11.5% | 290 | 10% | 2.8 |
|
| 1746 |
1746
Forward Management
San Francisco,
California
| $686M | -$201M | -23% | 4.69% | 36.9% | 234 | 26.5% | 2.7 |
|
| 1747 |
TAM
1747
Telemark Asset Management
Boston,
Massachusetts
| $685M | +$175M | +34% | 10.6% | 329% | 62 | 41.94% | 0.6 |
|
| 1748 |
1748
Prospector Partners
Guilford,
Connecticut
| $684M | -$1.53M | -0.2% | 0.02% | 53.6% | 130 | 14.62% | 2.8 |
|
| 1749 |
1749
Snowden Capital Advisors
New York
| $684M | -$16M | -2% | 0.62% | 100% | 443 | 26.19% | 1.2 |
|
| 1750 |
1750
Bragg Financial Advisors
Charlotte,
North Carolina
| $684M | -$12.8M | -2% | 1.54% | 101% | 261 | 4.6% | 3.7 |
|