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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1751 |
1751
Franklin Street Advisors
Chapel Hill,
North Carolina
| $567M | +$17.2M | +3% | 4.38% | 130% | 199 | 12.06% | 2.4 |
|
| 1752 |
1752
Cape Cod Five Cents Savings Bank
Orleans,
Massachusetts
| $566M | +$18.1M | +3% | 3.76% | – | 192 | 10.42% | 2.9 |
|
| 1753 |
1753
Corient Capital Partners
Newport Beach,
California
| $566M | +$26.3M | +5% | 5.32% | 39.2% | 320 | 12.19% | 0.2 |
|
| 1754 |
1754
Veritas Investment Management
London,
United Kingdom
| $566M | +$32.8M | +6% | 2.96% | 69% | 83 | 19.28% | 1.7 |
|
| 1755 |
1755
Dubuque Bank & Trust
Dubuque,
Iowa
| $564M | +$31.4M | +6% | 7.22% | 24% | 581 | 12.39% | 2.1 |
|
| 1756 |
1756
Schaper Benz & Wise Investment Counsel
Neenah,
Wisconsin
| $564M | -$5.76M | -1% | 1.9% | 94.2% | 101 | 6.93% | 3 |
|
| 1757 |
1757
Alambic Investment Management
Belvedere,
California
| $564M | +$138M | +32% | 8.18% | 47.6% | 645 | 34.88% | 0.6 |
|
| 1758 |
1758
Howard Capital Management (New York)
New York
| $563M | +$12.8M | +2% | 3.53% | 76.8% | 110 | 8.18% | 2.7 |
|
| 1759 |
1759
Ledyard National Bank
| $563M | +$2.49M | +0.4% | 2.94% | 80.7% | 646 | 10.53% | 2.6 |
|
| 1760 |
1WCM
1760
12 West Capital Management
New York
| $563M | -$135M | -19% | 8.89% | 169% | 22 | 31.82% | 1.5 |
|
| 1761 |
1761
Citizens Business Bank
Ontario,
California
| $562M | +$24M | +4% | 6.22% | 108% | 283 | 10.6% | 2.4 |
|
| 1762 |
1762
TRG Investments
Richmond,
Virginia
| $561M | -$93.6M | -14% | 8.58% | 70.5% | 2 | 0% | 1 |
|
| 1763 |
1763
Cooper Investors
Melbourne, Victoria,
Australia
| $560M | +$51.3M | +10% | 1.69% | 57.5% | 41 | 26.83% | 1.5 |
|
| 1764 |
1764
Glovista Investments
Jersey City,
New Jersey
| $560M | +$40M | +8% | 3.29% | 2.48% | 107 | 45.79% | 1.4 |
|
| 1765 |
1765
Endurance Wealth Management
Providence,
Rhode Island
| $559M | +$1.18M | +0.2% | 3.28% | 59% | 515 | 5.24% | 1.9 |
|
| 1766 |
1766
Vestar Capital Partners
New York
| $559M | -$1.17B | -68% | 12.2% | – | 3 | 33.33% | 1.3 |
|
| 1767 |
1767
Tirschwell & Loewy
New York
| $559M | -$42.7M | -7% | 1.45% | 78% | 82 | 6.1% | 3 |
|
| 1768 |
1768
Shanda Asset Management Holdings
Tortola,,
British Virgin Islands
| $559M | -$83.4M | -13% | 15.7% | 125% | 30 | 26.67% | 0.5 |
|
| 1769 |
1769
Lapides Asset Management
Greenwich,
Connecticut
| $557M | -$30.5M | -5% | 5.51% | 63% | 87 | 13.79% | 1.8 |
|
| 1770 |
CC
1770
ClearArc Capital
Cincinnati,
Ohio
| $557M | +$27M | +5% | 4.14% | 63.4% | 450 | 5.33% | 2.8 |
|
| 1771 |
1771
Alibaba Group
Causeway Bay,
Hong Kong
| $556M | -$81.2M | -13% | 22.2% | 2.06% | 3 | 0% | 1 |
|
| 1772 |
1772
Atwood & Palmer
Kansas City,
Missouri
| $556M | +$5.27M | +1% | 2.44% | 90% | 347 | 10.09% | 2.1 |
|
| 1773 |
1773
Mangrove Partners
Greenwich,
Connecticut
| $555M | +$127M | +30% | 17.7% | 185% | 27 | 25.93% | 1.6 |
|
| 1774 |
1774
Baldwin Wealth Partners
Marion,
Massachusetts
| $554M | +$2.46M | +0.4% | 3.78% | 94.5% | 557 | 9.87% | 1.3 |
|
| 1775 |
1775
HBK Sorce Advisory
Erie,
Pennsylvania
| $553M | +$50.2M | +10% | 3.2% | 58.2% | 305 | 12.13% | 1.8 |
|