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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1801 |
1801
Matrix Asset Advisors
White Plains,
New York
| $569M | -$21M | -4% | 2.62% | 84.9% | 76 | 13.16% | 3.1 |
|
| 1802 |
1802
Courier Capital
Buffalo,
New York
| $568M | +$43.9M | +8% | 5.19% | 70.8% | 279 | 10.04% | 2.8 |
|
| 1803 |
1803
Steel Grove Capital Advisors
Memphis,
Tennessee
| $567M | +$67M | +13% | 3.29% | 106% | 297 | 22.22% | 1.4 |
|
| 1804 |
1804
Franklin Street Advisors
Chapel Hill,
North Carolina
| $567M | -$296K | -0.1% | 6.35% | 130% | 199 | 20.6% | 2.5 |
|
| 1805 |
1805
Antipodes Partners
Royal Exchange,
Australia
| $565M | +$121M | +27% | 6.36% | 96.4% | 24 | 25% | 0.2 |
|
| 1806 |
1806
Capital Investment Services of America
Milwaukee,
Wisconsin
| $565M | +$35.4M | +7% | 7.44% | 50.7% | 70 | 2.86% | 2.8 |
|
| 1807 |
1807
Financial Architects (New Jersey)
Marlton,
New Jersey
| $564M | +$138M | +33% | 4.21% | 31.3% | 1,695 | 22.3% | 0.9 |
|
| 1808 |
1808
Granite Investment Advisors
Concord,
New Hampshire
| $562M | +$73.8M | +15% | 3.47% | 55.6% | 132 | 10.61% | 2.5 |
|
| 1809 |
1809
Windward Capital Management
Los Angeles,
California
| $562M | +$37.6M | +7% | 8.78% | 78.5% | 91 | 13.19% | 2.6 |
|
| 1810 |
1810
Virtus ETF Advisers
New York
| $562M | +$227M | +68% | 4.96% | 177% | 194 | 22.16% | 0.8 |
|
| 1811 |
1811
Dragoneer Investment Group
San Francisco,
California
| $561M | +$138M | +33% | 14.7% | 77.3% | 25 | 32% | 0.9 |
|
| 1812 |
1812
CCMP Capital
New York
| $560M | -$211M | -27% | 0.11% | 12.3% | 2 | 50% | 1.8 |
|
| 1813 |
MG
1813
Meditor Group
Hamilton,
Bermuda
| $559M | +$154M | +38% | 34.4% | 41.1% | 8 | 50% | 1.3 |
|
| 1814 |
1814
LBMC Investment Advisors
Brentwood,
Tennessee
| $559M | +$24.9M | +5% | 4.53% | 52.8% | 78 | 10.26% | 2.5 |
|
| 1815 |
1815
Carret Asset Management
New York
| $557M | +$29.5M | +6% | 6.65% | 94.4% | 251 | 5.58% | 3 |
|
| 1816 |
1816
Laird Norton Wetherby Wealth Management
San Francisco,
California
| $556M | +$45.5M | +9% | 7.11% | – | 579 | 13.64% | 2.5 |
|
| 1817 |
IR
1817
IAT Reinsurance
New York
| $556M | -$24.6M | -4% | 7.12% | 60.2% | 139 | 44.6% | 1.2 |
|
| 1818 |
1818
North Point Portfolio Managers
Orange Village,
Ohio
| $556M | +$26.2M | +5% | 4.9% | 72.8% | 87 | 8.05% | 2.7 |
|
| 1819 |
1819
Tekne Capital Management
New York
| $555M | +$147M | +36% | 14.2% | 516% | 20 | 15% | 1 |
|
| 1820 |
1820
Prospera Financial Services
Dallas,
Texas
| $555M | +$44.4M | +9% | 4.83% | 97.4% | 430 | 23.02% | 1.8 |
|
| 1821 |
CA
1821
Cornerstone Advisors
Asheville,
North Carolina
| $554M | +$12.2M | +2% | 6.19% | 108% | 278 | 36.69% | 1.2 |
|
| 1822 |
1822
Osborn Williams & Donohoe
Cincinnati,
Ohio
| $554M | +$21.4M | +4% | 4.9% | 23.7% | 225 | 7.11% | 2.9 |
|
| 1823 |
1823
Foster Dykema Cabot & Co
Waltham,
Massachusetts
| $550M | +$18.7M | +4% | 4.78% | 34% | 111 | 7.21% | 2.3 |
|
| 1824 |
1824
Strategic Financial Services
Utica,
New York
| $550M | +$29M | +6% | 5.57% | 58.7% | 116 | 6.03% | 2.5 |
|
| 1825 |
1825
Godsey & Gibb Inc
Richmond,
Virginia
| $550M | +$10.6M | +2% | 3.65% | 87.5% | 51 | 0% | 3.2 |
|