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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1776 |
1776
Brightworth
Atlanta,
Georgia
| $1.1B | -$66.6M | -6% | 0.23% | 21.7% | 112 | 10.71% | 2.8 |
|
| 1777 |
HPM
1777
H. Partners Management
New York
| $1.1B | -$50.4M | -4% | 2.05% | 13.5% | 3 | 0% | 5.9 |
|
| 1778 |
1778
NWAM LLC
Mercer Island,
Washington
| $1.1B | +$24.8M | +2% | 0.02% | 112% | 522 | 15.9% | 2.1 |
|
| 1779 |
1779
Ashford Capital Management
Wilmington,
Delaware
| $1.1B | -$8.23M | -0.7% | 0.45% | 150% | 118 | 12.71% | 3.3 |
|
| 1780 |
1780
Alerus Financial
Grand Forks,
North Dakota
| $1.1B | +$107M | +11% | 0.11% | 97.1% | 201 | 15.42% | 2.7 |
|
| 1781 |
GPCM
1781
Greenbrier Partners Capital Management
Dallas,
Texas
| $1.09B | -$4.9M | -0.4% | 0.15% | 96.1% | 16 | 0% | 6.1 |
|
| 1782 |
1782
Capital Growth Management
Boston,
Massachusetts
| $1.09B | -$18.7M | -2% | 6.88% | 422% | 81 | 62.96% | 0.2 |
|
| 1783 |
1783
Silchester International Investors
London,
United Kingdom
| $1.09B | -$472M | -30% | 0.79% | 53.9% | 4 | 25% | 6.9 |
|
| 1784 |
1784
Quest Investment Management
Lake Oswego,
Oregon
| $1.09B | -$19.3M | -2% | 1.69% | 105% | 103 | 12.62% | 4.4 |
|
| 1785 |
1785
CPWM LLC
Seattle,
Washington
| $1.09B | -$243M | -18% | 0.46% | 36.6% | 321 | 13.71% | 3.4 |
|
| 1786 |
1786
Montag & Caldwell
Atlanta,
Georgia
| $1.08B | -$23.9M | -2% | 1.15% | 91.3% | 71 | 5.63% | 4 |
|
| 1787 |
1787
Lee, Danner & Bass
Nashville,
Tennessee
| $1.08B | -$19.6M | -2% | 0.8% | – | 211 | 5.69% | 5.4 |
|
| 1788 |
1788
Kanawha Capital Management
Richmond,
Virginia
| $1.08B | -$9.5M | -0.9% | 0.06% | 74.5% | 204 | 2.45% | 5.7 |
|
| 1789 |
1789
Howard Capital Management Group
Los Angeles,
California
| $1.08B | +$17.6M | +2% | 0.7% | 114% | 112 | 8.93% | 0.5 |
|
| 1790 |
1790
Alexandria Capital
Arlington,
Virginia
| $1.08B | +$1.6M | +0.1% | 0.02% | 66.8% | 269 | 6.69% | 4.6 |
|
| 1791 |
1791
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
| $1.08B | +$29.4M | +3% | 1.37% | 86% | 559 | 8.05% | 3.4 |
|
| 1792 |
1792
Windward Capital Management
Los Angeles,
California
| $1.08B | +$2.95M | +0.3% | 1.41% | 78.5% | 82 | 3.66% | 5.6 |
|
| 1793 |
1793
James Investment Research
Alpha,
Ohio
| $1.08B | -$90.9M | -8% | 0.05% | 110% | 546 | 18.5% | 3.2 |
|
| 1794 |
1794
Private Wealth Partners
Mill Valley,
California
| $1.08B | -$4.67M | -0.4% | 2.07% | 132% | 85 | 12.94% | 4.8 |
|
| 1795 |
1795
Institutional Venture Management XV
Menlo Park,
California
| $1.07B | +$357M | +50% | 2.64% | 116% | 8 | 25% | 0.4 |
|
| 1796 |
1796
Klingman & Associates
New York
| $1.07B | +$27.8M | +3% | 1.11% | 64.9% | 176 | 9.09% | 3.2 |
|
| 1797 |
1797
LBMC Investment Advisors
Brentwood,
Tennessee
| $1.07B | +$17.9M | +2% | 1.25% | 52.8% | 173 | 10.98% | 3.3 |
|
| 1798 |
1798
Bar Harbor Wealth Management
Concord,
New Hampshire
| $1.07B | -$6.64M | -0.6% | 0.19% | 85% | 254 | 7.48% | 5.9 |
|
| 1799 |
1799
DigitalBridge Group
Boca Raton,
Florida
| $1.07B | +$227M | +27% | 30.3% | 161% | 65 | 41.54% | 0.6 |
|
| 1800 |
1800
FAS Wealth Partners
Leawood,
Kansas
| $1.07B | +$2.65M | +0.2% | 1.04% | 72.3% | 407 | 10.32% | 3 |
|