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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%
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250
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2,500
5,000
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50
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250
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1,000
2,500
5,000
| # | Name | AUM |
AUM Growth |
AUM Growth % | Quarter Est. Return | 3 Year Est. Return | Holdings | Portfolio Turnover |
Avg Time Held (Qtrs) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1726 |
VCP
1726
Verus Capital Partners
Scottsdale,
Arizona
| $1.85B | +$384M | +26% | 43.5% | 139% | 532 | 17.29% | 10.7 |
|
| 1727 |
LIA
1727
LBMC Investment Advisors
Brentwood,
Tennessee
| $1.85B | +$205M | +13% | 11.4% | 52.8% | 263 | 20.15% | 18.2 |
|
| 1728 |
FI
1728
FJ Investments
Salt Lake City,
Utah
| $1.84B | +$308M | +20% | 14.1% | – | 6 | 16.67% | 7.3 |
|
| 1729 |
NSIM
1729
North Star Investment Management
Chicago,
Illinois
| $1.84B | +$190M | +12% | 15.4% | 80.6% | 1,855 | 14.93% | 17 |
|
| 1730 |
1730
Vanguard National Trust
Malvern,
Pennsylvania
| $1.84B | +$248M | +16% | 13.6% | – | 828 | 14.25% | 0.9 |
|
| 1731 |
BA
1731
Bridgewater Advisors
New York
| $1.83B | +$153M | +9% | 12% | 61% | 497 | 12.07% | 7.5 |
|
| 1732 |
KAM
1732
Kensington Asset Management
Austin,
Texas
| $1.83B | -$2.78M | -0.2% | 3.93% | 38.1% | 45 | 20% | 4 |
|
| 1733 |
WIC
1733
Woodmont Investment Counsel
Nashville,
Tennessee
| $1.83B | +$209M | +13% | 14.4% | 66.8% | 290 | 10.34% | 23.9 |
|
| 1734 |
SGI
1734
Summit Global Investments
Bountiful,
Utah
| $1.83B | +$136M | +8% | 14% | 60.4% | 565 | 21.95% | 6.4 |
|
| 1735 |
RC
1735
Roundview Capital
Princeton,
New Jersey
| $1.83B | +$224M | +14% | 17% | 77.7% | 375 | 16.27% | 22.9 |
|
| 1736 |
SRIM
1736
Saratoga Research & Investment Management
Saratoga,
California
| $1.83B | +$65.3M | +4% | 11.9% | 54.3% | 51 | 19.61% | 26.8 |
|
| 1737 |
HHAM
1737
HITE Hedge Asset Management
Braintree,
Massachusetts
| $1.83B | +$54.3M | +3% | 1.72% | 54.4% | 172 | 54.07% | 3.5 |
|
| 1738 |
TCC
1738
Trans-Canada Capital
Montreal,
Quebec, Canada
| $1.83B | +$436M | +31% | 22.2% | – | 22 | 72.73% | 1.2 |
|
| 1739 |
NNPTE
1739
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne
Warszawa,
Poland
| $1.83B | +$647M | +55% | 86.2% | 1,119% | 55 | 29.09% | 6.8 |
|
| 1740 |
NRI
1740
NFP Retirement Inc
Aliso Viejo,
California
| $1.82B | +$156M | +9% | 10.1% | 46.7% | 334 | 11.08% | 12.8 |
|
| 1741 |
SWA
1741
Stratos Wealth Advisors
Beachwood,
Ohio
| $1.82B | +$192M | +12% | 13.8% | 65.7% | 674 | 14.99% | 13.1 |
|
| 1742 |
TNB
1742
Thomasville National Bank
Thomasville,
Georgia
| $1.82B | – | – | 16.9% | – | 241 | – | 27 |
|
| 1743 |
RP
1743
Regal Partners
Sydney, NSW,
Australia
| $1.81B | -$28.1M | -2% | 12.5% | 146% | 158 | 55.7% | 2.5 |
|
| 1744 |
AF
1744
Aquamarine Financial
George Town,
| $1.81B | +$446M | +33% | 0.97% | – | 18 | 11.11% | 2.4 |
|
| 1745 |
KCM
1745
Kynam Capital Management
Princeton,
New Jersey
| $1.81B | +$188M | +12% | 24.5% | 320% | 43 | 34.88% | 8.2 |
|
| 1746 |
LPT
1746
Legacy Private Trust
Neenah,
Wisconsin
| $1.81B | +$180M | +11% | 12% | 71.1% | 270 | 5.19% | 24.4 |
|
| 1747 |
SFG
1747
Sage Financial Group
W. Conshohocken,
Pennsylvania
| $1.81B | +$268M | +17% | 14.2% | 62% | 112 | 6.25% | 19.9 |
|
| 1748 |
GA
1748
Greenspring Advisors
Towson,
Maryland
| $1.8B | +$164M | +10% | 12.1% | – | 365 | 15.62% | 4.7 |
|
| 1749 |
CCS
1749
Concentric Capital Strategies
Stamford,
Connecticut
| $1.8B | +$615M | +52% | 24.4% | 165% | 454 | 62.33% | 1.8 |
|
| 1750 |
PPW
1750
Parcion Private Wealth
Bellevue,
Washington
| $1.8B | +$188M | +12% | 16% | 103% | 566 | 29.68% | 7.6 |
|