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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
Boys Arnold & Co
Asheville,
North Carolina
| $689M | +$20.7M | +3% | 2.61% | 11.5% | 277 | 5.78% | 3.9 |
|
| 1802 |
1802
Strategic Investment Management
Arlington,
Virginia
| $688M | -$773M | -53% | 1.09% | 53.4% | 21 | 47.62% | 2.1 |
|
| 1803 |
1803
Coastline Trust
Providence,
Rhode Island
| $688M | +$18.3M | +3% | 4.12% | 106% | 331 | 5.74% | 4.1 |
|
| 1804 |
1804
Pictet North America Advisors
Geneva 73,
Switzerland
| $688M | +$19.6M | +3% | 3.97% | 67.7% | 161 | 13.04% | 2 |
|
| 1805 |
1805
Main Management
San Francisco,
California
| $688M | +$8.65M | +1% | 2.4% | 64.1% | 89 | 6.74% | 2.3 |
|
| 1806 |
1806
Joel Isaacson & Co
New York
| $687M | +$1.65M | +0.2% | 3.54% | 72.5% | 225 | 12.44% | 4 |
|
| 1807 |
1807
La Financiere de L'Echiquier
Paris,
France
| $685M | +$82.5M | +14% | 6.11% | 28.1% | 58 | 25.86% | 1 |
|
| 1808 |
1808
Campbell Newman Asset Management
Milwaukee,
Wisconsin
| $684M | +$36.8M | +6% | 6.39% | 116% | 126 | 4.76% | 3.4 |
|
| 1809 |
1809
BOK Financial Private Wealth
Denver,
Colorado
| $684M | -$65M | -9% | 2.37% | 61.8% | 129 | 8.53% | 2.8 |
|
| 1810 |
1810
Meiji Yasuda Life Insurance
Tokyo,
Japan
| $684M | +$23.2M | +4% | 5.35% | 27.5% | 343 | 22.45% | 3.1 |
|
| 1811 |
1811
ARGA Investment Management
Stamford,
Connecticut
| $684M | +$16.1M | +2% | 1.27% | 78.1% | 72 | 27.78% | 2 |
|
| 1812 |
1812
Zions Bancorporation
Salt Lake City,
Utah
| $683M | +$63.8M | +10% | 1.35% | 22.9% | 998 | 10.12% | 0.8 |
|
| 1813 |
JCM
1813
JS Capital Management
New York
| $683M | +$208M | +44% | 1.9% | 52.4% | 92 | 79.35% | 0.3 |
|
| 1814 |
1814
Conservest Capital Advisors
Wynnewood,
Pennsylvania
| $682M | +$14.9M | +2% | 2.3% | 58.6% | 82 | 4.88% | 1.8 |
|
| 1815 |
1815
Transform Wealth
Greenwood Village,
Colorado
| $680M | +$142M | +26% | 4% | 48.4% | 242 | 36.36% | 1.1 |
|
| 1816 |
1816
Kemper
Chicago,
Illinois
| $679M | +$17.8M | +3% | 3.6% | 28.6% | 49 | 0% | 1.5 |
|
| 1817 |
1817
Capital Investment Services of America
Milwaukee,
Wisconsin
| $679M | +$54.6M | +9% | 6.34% | 50.7% | 68 | 5.88% | 4.2 |
|
| 1818 |
1818
Baldwin Wealth Partners
Marion,
Massachusetts
| $679M | +$7.22M | +1% | 6.03% | 94.5% | 538 | 7.99% | 2.8 |
|
| 1819 |
1819
AJ Wealth Strategies
New York
| $678M | +$73.7M | +12% | 2.63% | 32.2% | 118 | 18.64% | 1.5 |
|
| 1820 |
FWM
1820
Frontier Wealth Management
Kansas City,
Missouri
| $678M | -$60.3M | -8% | 4.2% | 42.8% | 379 | 24.27% | 2.7 |
|
| 1821 |
1821
Grassi Investment Management
Santa Clara,
California
| $678M | +$2.6M | +0.4% | 3.5% | 170% | 144 | 23.61% | 3.9 |
|
| 1822 |
1822
Cryder Capital Partners
London,
United Kingdom
| $676M | +$25.7M | +4% | 3.56% | 55.7% | 9 | 0% | 3.8 |
|
| 1823 |
1823
Endeavour Capital Advisors
Greenwich,
Connecticut
| $676M | +$106M | +19% | 5.41% | 105% | 57 | 29.82% | 1.6 |
|
| 1824 |
1824
Focus Financial Network
Minneapolis,
Minnesota
| $675M | +$51.6M | +8% | 2.84% | 106% | 380 | 8.68% | 0.2 |
|
| 1825 |
1825
Sage Financial Group
W. Conshohocken,
Pennsylvania
| $675M | +$29.1M | +5% | 2.85% | 62% | 78 | 11.54% | 2.7 |
|