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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1851 |
1851
Laird Norton Wetherby Wealth Management
San Francisco,
California
| $494M | +$43.2M | +10% | 5.08% | – | 549 | 12.57% | 2.3 |
|
| 1852 |
1852
Fulton Breakefield Broenniman
Bethesda,
Maryland
| $493M | +$2.81M | +0.6% | 1.16% | 68% | 121 | 6.61% | 2.4 |
|
| 1853 |
1853
Cortland Associates
St Louis,
Missouri
| $493M | +$37M | +8% | 4.53% | 57.1% | 57 | 33.33% | 1.7 |
|
| 1854 |
1854
Cadinha & Co
Honolulu,
Hawaii
| $491M | +$24.5M | +5% | 2.4% | 123% | 120 | 10% | 2.3 |
|
| 1855 |
1855
Iconiq Capital
San Francisco,
California
| $490M | +$18.1M | +4% | 10.1% | 0.21% | 51 | 15.69% | 1.7 |
|
| 1856 |
RC
1856
Rivulet Capital
Summit,
New Jersey
| $490M | +$120M | +32% | 7.53% | 27.4% | 13 | 30.77% | 1.2 |
|
| 1857 |
1857
GHP Investment Advisors
Denver,
Colorado
| $490M | +$26M | +6% | 4.14% | 81.4% | 288 | 6.25% | 2.6 |
|
| 1858 |
1858
Woodstock Corp
Boston,
Massachusetts
| $489M | +$4.2M | +0.9% | 3.83% | 115% | 165 | 11.52% | 2.6 |
|
| 1859 |
1859
First Interstate Bank
Billings,
Montana
| $488M | +$7.82M | +2% | 4.89% | 48.2% | 816 | 14.83% | 1 |
|
| 1860 |
1860
Joel Isaacson & Co
New York
| $487M | +$16.9M | +4% | 2.51% | 72.5% | 780 | 11.92% | 2.1 |
|
| 1861 |
1861
Granite Investment Advisors
Concord,
New Hampshire
| $487M | -$8.27M | -2% | 2.08% | 55.6% | 125 | 7.2% | 2.4 |
|
| 1862 |
1862
Boussard & Gavaudan Investment Management
London,
United Kingdom
| $486M | +$137M | +39% | 25.1% | 25.8% | 21 | 52.38% | 0.8 |
|
| 1863 |
BAM
1863
BTS Asset Management
Lincoln,
Massachusetts
| $486M | – | – | 2.94% | 8.8% | 6 | – | 1.3 |
|
| 1864 |
1864
John G. Ullman & Associates
Corning,
New York
| $486M | -$716K | -0.1% | 4.17% | 156% | 125 | 13.6% | 2.2 |
|
| 1865 |
1865
Ashford Capital Management
Wilmington,
Delaware
| $486M | +$38.8M | +9% | 13.2% | 150% | 110 | 9.09% | 2.2 |
|
| 1866 |
1866
Merriman Wealth Management
Seattle,
Washington
| $486M | +$131M | +37% | 5.83% | 18.3% | 153 | 42.48% | 0.4 |
|
| 1867 |
AC
1867
Aisling Capital
New York
| $485M | +$61.9M | +15% | 33.1% | 386% | 22 | 9.09% | 1.7 |
|
| 1868 |
1868
Hirtle Callaghan & Co
West Conshohocken,
Pennsylvania
| $484M | -$54.3M | -10% | 5.06% | 58.1% | 196 | 15.31% | 0.9 |
|
| 1869 |
1869
Opus Capital Group
Cincinnati,
Ohio
| $484M | +$34.2M | +8% | 7.62% | 49.7% | 222 | 27.48% | 1.5 |
|
| 1870 |
1870
NJ State Employees Deferred Compensation Plan
Trenton,
New Jersey
| $483M | +$12.7M | +3% | 6.02% | 127% | 376 | 3.72% | 3 |
|
| 1871 |
TAM
1871
Telemark Asset Management
Boston,
Massachusetts
| $482M | +$47.4M | +11% | 12% | 329% | 42 | 33.33% | 0.7 |
|
| 1872 |
SP
1872
SCF Partners
Houston,
Texas
| $482M | +$61.9M | +15% | 14.7% | 2.1% | 1 | 0% | 3.3 |
|
| 1873 |
1873
Provident Investment Management
Novi,
Michigan
| $482M | -$3.37M | -0.7% | 4.91% | 69.5% | 53 | 3.77% | 2.5 |
|
| 1874 |
AAC
1874
Asset Advisors Corp
Augusta,
Georgia
| $481M | -$897K | -0.2% | 0.7% | 41.4% | 194 | 20.1% | 2.3 |
|
| 1875 |
1875
Tiedemann Advisors
New York
| $481M | +$377M | +362% | 2.55% | 31.5% | 134 | 64.18% | 0.5 |
|