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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1876 |
1876
Foster Dykema Cabot & Co
Waltham,
Massachusetts
| $796M | -$14.5M | -2% | 2.47% | 34% | 114 | 14.91% | 4.5 |
|
| 1877 |
RPGK
1877
Retirement Planning Group (Kansas)
Leawood,
Kansas
| $795M | -$15.1M | -2% | 6.43% | 54.7% | 140 | 32.14% | 2.6 |
|
| 1878 |
1878
Bank Hapoalim BM
Tel Aviv,
Israel
| $795M | -$7.99M | -1% | 5.46% | 76.6% | 177 | 10.73% | 3.3 |
|
| 1879 |
CMG
1879
Cavalry Management Group
San Francisco,
California
| $795M | -$276M | -26% | 4.28% | 59.6% | 44 | 45.45% | 0.8 |
|
| 1880 |
1880
GM Advisory Group
Melville,
New York
| $795M | +$154M | +24% | 3.88% | 53.6% | 203 | 21.67% | 2.6 |
|
| 1881 |
1881
Maple Capital Management
Montpelier,
Vermont
| $793M | +$33.6M | +4% | 4.56% | 100% | 98 | 7.14% | 5.2 |
|
| 1882 |
1882
Portfolio Solutions
Royal Oak,
Michigan
| $792M | +$9.06M | +1% | 6.3% | 11.6% | 57 | 8.77% | 3.2 |
|
| 1883 |
1883
Roundview Capital
Princeton,
New Jersey
| $792M | -$43M | -5% | 4.28% | 77.7% | 290 | 11.03% | 4.7 |
|
| 1884 |
1884
Hollencrest Capital Management
Newport Beach,
California
| $792M | -$61.2M | -7% | 5.12% | 85.6% | 362 | 14.64% | 4.3 |
|
| 1885 |
1885
Adero Partners
Pleasanton,
California
| $791M | +$86.3M | +12% | 4.52% | 27.7% | 166 | 16.87% | 1.5 |
|
| 1886 |
1886
Howard Capital Management Group
Los Angeles,
California
| $791M | -$60.6M | -7% | 5.79% | 114% | 102 | 7.84% | 1.4 |
|
| 1887 |
1887
Wealthcare Capital Management
Richmond,
Virginia
| $791M | -$122M | -13% | 5.84% | 46.2% | 69 | 13.04% | 5.1 |
|
| 1888 |
1888
Bain Capital Venture Investors
Boston,
Massachusetts
| $790M | +$87.9M | +13% | 47.8% | 34.2% | 8 | 37.5% | 0.9 |
|
| 1889 |
1889
Desjardins Global Asset Management
Montreal,
Quebec, Canada
| $790M | +$28M | +4% | 3.91% | – | 488 | 5.53% | 0.7 |
|
| 1890 |
MIM
1890
Marco Investment Management
Atlanta,
Georgia
| $789M | -$70.7M | -8% | 5.02% | 127% | 199 | 6.03% | 6.3 |
|
| 1891 |
1891
StrategIQ Financial Group
Merrillville,
Indiana
| $787M | -$38.2M | -5% | 5.39% | 12.6% | 285 | 5.61% | 3.6 |
|
| 1892 |
1892
Washington Trust Bank
Spokane,
Washington
| $787M | +$7.94M | +1% | 5.31% | 80.5% | 225 | 10.22% | 4.8 |
|
| 1893 |
1893
TCV Trust & Wealth Management
Richmond,
Virginia
| $786M | -$48.5M | -6% | 5.49% | 75.3% | 200 | 11.5% | 6 |
|
| 1894 |
1894
Lincluden Management
Mississauga,
Ontario, Canada
| $785M | -$129M | -14% | 10.5% | 56.6% | 71 | 5.63% | 5.5 |
|
| 1895 |
1895
Poplar Forest Capital
Pasadena,
California
| $784M | -$86.7M | -10% | 7.47% | 30% | 54 | 7.41% | 4.3 |
|
| 1896 |
1896
Private Wealth Partners
Mill Valley,
California
| $783M | -$77.7M | -9% | 5.73% | 132% | 80 | 11.25% | 5.6 |
|
| 1897 |
1897
Bell Bank
Fargo,
North Dakota
| $782M | -$53.6M | -6% | 7.78% | 71% | 210 | 18.1% | 4.1 |
|
| 1898 |
GPCM
1898
Greenbrier Partners Capital Management
Dallas,
Texas
| $782M | -$31.6M | -4% | 2.87% | 96.1% | 15 | 6.67% | 7.9 |
|
| 1899 |
KCM
1899
Kingdon Capital Management
New York
| $782M | +$192M | +33% | 0.24% | 217% | 93 | 61.29% | 0.8 |
|
| 1900 |
1900
Tran Capital Management
San Rafael,
California
| $782M | -$93.6M | -11% | 7.84% | 173% | 41 | 17.07% | 2.6 |
|