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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
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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
Stonebridge Capital Advisors
St Paul,
Minnesota
| $1.23B | +$89.5M | +8% | 6.54% | 80.1% | 229 | 8.3% | 6.2 |
|
| 1852 |
1852
Sound View Wealth Advisors Group
Savannah,
Georgia
| $1.23B | +$255M | +26% | 6.5% | 73% | 414 | 15.22% | 3.1 |
|
| 1853 |
1853
Sage Financial Group
W. Conshohocken,
Pennsylvania
| $1.22B | +$69.4M | +6% | 6.39% | 67% | 104 | 2.88% | 4 |
|
| 1854 |
1854
Stone Point Capital
Greenwich,
Connecticut
| $1.22B | -$50.8M | -4% | 9.26% | 15.7% | 6 | 16.67% | 5.1 |
|
| 1855 |
1855
Baskin Financial Services
Toronto,
Ontario, Canada
| $1.22B | +$53.6M | +5% | 6.49% | 69.1% | 51 | 9.8% | 5.5 |
|
| 1856 |
1856
Main Management
San Francisco,
California
| $1.22B | +$6.76M | +0.6% | 3.73% | 64.1% | 153 | 15.03% | 3.4 |
|
| 1857 |
1857
Maren Capital
Chicago,
Illinois
| $1.22B | +$176M | +17% | 9.63% | – | 27 | 3.7% | 0.7 |
|
| 1858 |
1858
American Trust
Lexington,
Kentucky
| $1.21B | -$8.81M | -0.7% | 6.38% | 59% | 292 | 28.77% | 1.7 |
|
| 1859 |
1859
Cahaba Wealth Management
Atlanta,
Georgia
| $1.21B | +$77.9M | +7% | 5.84% | 48.7% | 158 | 10.13% | 3.7 |
|
| 1860 |
1860
Cornerstone Wealth Group
Huntersville,
North Carolina
| $1.21B | +$84.9M | +8% | 5.87% | 96% | 275 | 13.09% | 1.9 |
|
| 1861 |
1861
Ostrum Asset Management
Paris,
France
| $1.21B | +$61.9M | +5% | 8.38% | 107% | 649 | 2.93% | 1.6 |
|
| 1862 |
1862
Vivo Capital
Palo Alto,
California
| $1.21B | +$126M | +12% | 45.2% | 7,491% | 46 | 15.22% | 2.1 |
|
| 1863 |
1863
Armstrong Advisory Group
Needham,
Massachusetts
| $1.21B | +$77.1M | +7% | 5.02% | 55.6% | 846 | 14.18% | 1.5 |
|
| 1864 |
1864
YHB Investment Advisors
West Hartford,
Connecticut
| $1.21B | +$45.3M | +4% | 6.79% | 96.2% | 289 | 7.27% | 5.5 |
|
| 1865 |
1865
Grandeur Peak Global Advisors
Salt Lake City,
Utah
| $1.21B | -$45.8M | -4% | 3.52% | 96% | 145 | 17.93% | 2.6 |
|
| 1866 |
1866
Smith Group Asset Management
Dallas,
Texas
| $1.21B | +$78.6M | +7% | 8.57% | 222% | 165 | 36.36% | 2.5 |
|
| 1867 |
1867
SP Asset Management
Cupertino,
California
| $1.2B | +$106M | +10% | 7.71% | 92.4% | 141 | 13.48% | 3.6 |
|
| 1868 |
1868
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Tel Aviv,
Israel
| $1.2B | +$94.8M | +9% | 8.55% | 79.4% | 62 | 16.13% | 3.1 |
|
| 1869 |
1869
Hikari Power
Tokyo,
Japan
| $1.2B | +$96M | +9% | 9.31% | 53.5% | 62 | 0% | 6.5 |
|
| 1870 |
1870
Voss Capital
Houston,
Texas
| $1.2B | +$203M | +20% | 11.3% | 78.4% | 42 | 16.67% | 1.5 |
|
| 1871 |
1871
Greenwood Gearhart
Fayetteville,
Arkansas
| $1.2B | +$143M | +13% | 5.82% | 70.6% | 116 | 12.93% | 4.3 |
|
| 1872 |
1872
Parcion Private Wealth
Bellevue,
Washington
| $1.2B | +$108M | +10% | 6.16% | 103% | 245 | 23.67% | 2.4 |
|
| 1873 |
1873
First Light Asset Management
Edina,
Minnesota
| $1.2B | +$61.2M | +5% | 25.6% | 364% | 49 | 32.65% | 2.6 |
|
| 1874 |
1874
Icon Wealth Advisors
Houston,
Texas
| $1.2B | +$77.1M | +7% | 5.8% | – | 499 | 17.43% | 1.2 |
|
| 1875 |
1875
Nixon Peabody Trust
Boston,
Massachusetts
| $1.2B | +$75.5M | +7% | 5.25% | 101% | 144 | 14.58% | 2.8 |
|