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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
CapWealth Advisors
Franklin,
Tennessee
| $569M | -$40.3M | -7% | 13.2% | 152% | 117 | 19.66% | 3.8 |
|
| 1852 |
1852
Cardan Capital Partners
Denver,
Colorado
| $569M | -$69.3M | -11% | 10.7% | 64% | 209 | 35.89% | 1.3 |
|
| 1853 |
1853
Executive Wealth Management
Brighton,
Michigan
| $568M | – | – | 8.2% | 18.4% | 927 | – | 0 |
|
| 1854 |
1854
TRUE Private Wealth Advisors
Salem,
Oregon
| $567M | -$144M | -20% | 9.52% | 89.2% | 1,109 | 79.98% | 1.7 |
|
| 1855 |
1855
Ensemble Capital Management
San Francisco,
California
| $567M | -$40.6M | -7% | 16.4% | 36.2% | 31 | 19.35% | 3.4 |
|
| 1856 |
1856
Osborn Williams & Donohoe
Cincinnati,
Ohio
| $567M | -$76.4M | -12% | 10.5% | 23.7% | 237 | 9.7% | 4.2 |
|
| 1857 |
1857
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
| $566M | -$78.8M | -12% | 11.8% | 86% | 454 | 24.89% | 2.9 |
|
| 1858 |
1858
Fulton Breakefield Broenniman
Bethesda,
Maryland
| $566M | -$77M | -12% | 9.57% | 68% | 114 | 9.65% | 3.3 |
|
| 1859 |
BPM
1859
Bowling Portfolio Management
Cincinnati,
Ohio
| $565M | -$149M | -21% | 16.3% | 45.7% | 436 | 48.39% | 1.6 |
|
| 1860 |
1860
Independent Advisor Alliance
Charlotte,
North Carolina
| $565M | +$9.43M | +2% | 11.1% | 135% | 492 | 40.24% | 1.1 |
|
| 1861 |
EA
1861
Echinus Advisors
New York
| $565M | -$18.1M | -3% | 12.8% | 91.4% | 10 | 20% | 1.5 |
|
| 1862 |
1862
Garde Capital
Seattle,
Washington
| $565M | -$30.1M | -5% | 9.75% | 57.6% | 173 | 8.67% | 2.6 |
|
| 1863 |
CFIC
1863
City Financial Investment Company
London,
United Kingdom
| $562M | -$2.53B | -82% | 1.23% | – | 191 | 55.5% | 0.4 |
|
| 1864 |
1864
Vicus Capital
State College,
Pennsylvania
| $562M | -$60.5M | -10% | 11.6% | 59.6% | 243 | 14.81% | 2.9 |
|
| 1865 |
1865
Corient Capital Partners
Newport Beach,
California
| $561M | -$39.7M | -7% | 12.1% | 39.2% | 327 | 29.66% | 1.6 |
|
| 1866 |
CC
1866
Cornerstone Capital
Palo Alto,
California
| $561M | -$96.9M | -15% | 10.8% | 91.2% | 83 | 10.84% | 3.9 |
|
| 1867 |
1867
Capital Investment Services of America
Milwaukee,
Wisconsin
| $561M | -$105M | -16% | 11.8% | 50.7% | 74 | 10.81% | 4 |
|
| 1868 |
1868
Provident Investment Management
Novi,
Michigan
| $560M | -$144M | -20% | 13.6% | 90.8% | 61 | 6.56% | 3.7 |
|
| 1869 |
1869
YHB Investment Advisors
West Hartford,
Connecticut
| $560M | -$103M | -16% | 11.7% | 96.2% | 201 | 16.92% | 3.8 |
|
| 1870 |
1870
Hilton Capital Management
Garden City,
New York
| $559M | -$110M | -16% | 8.36% | 58.2% | 366 | 27.87% | 0.8 |
|
| 1871 |
1871
GenTrust
Miami,
Florida
| $559M | -$64.2M | -10% | 9.33% | 53% | 111 | 35.14% | 1.2 |
|
| 1872 |
1872
Cornerstone Advisors (Washington)
Bellevue,
Washington
| $559M | +$404M | +262% | 13.5% | 24.3% | 1,339 | 21.21% | 2.8 |
|
| 1873 |
1873
BTC Capital Management
Des Moines,
Iowa
| $558M | -$27.3M | -5% | 11.7% | – | 189 | 19.05% | 2 |
|
| 1874 |
1874
Sound Point Capital Management
New York
| $558M | -$70.8M | -11% | 13.9% | 61.5% | 42 | 54.76% | 0.8 |
|
| 1875 |
1875
Exane Derivatives
Paris,
France
| $557M | +$24M | +5% | 11.3% | 42.7% | 771 | 22.7% | 1.7 |
|