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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
Verdence Capital Advisors
Hunt Valley,
Maryland
| $1.24B | -$11.1M | -0.9% | 1.46% | 104% | 673 | 11.14% | 3.1 |
|
| 1877 |
1877
Sage Financial Group
W. Conshohocken,
Pennsylvania
| $1.24B | +$18.5M | +2% | 0.98% | 67% | 105 | 5.71% | 4.3 |
|
| 1878 |
1878
Sound View Wealth Advisors Group
Savannah,
Georgia
| $1.24B | +$16.6M | +1% | 1.38% | 73% | 425 | 6.59% | 3.3 |
|
| 1879 |
1879
Campbell Newman Asset Management
Milwaukee,
Wisconsin
| $1.24B | -$88.3M | -7% | 0.42% | 116% | 109 | 8.26% | 6.4 |
|
| 1880 |
1880
Mount Yale Investment Advisors
Denver,
Colorado
| $1.24B | +$197M | +19% | 2.59% | 81.9% | 625 | 24.16% | 2.6 |
|
| 1881 |
1881
Lutz Financial Services
Omaha,
Nebraska
| $1.24B | +$4.96M | +0.4% | 1.33% | 35.3% | 94 | 9.57% | 4.1 |
|
| 1882 |
1882
Triodos Investment Management
Driebergen-Rijsenburg,
Netherlands
| $1.24B | -$31M | -2% | 4.91% | 89.9% | 50 | 4% | 3.2 |
|
| 1883 |
1883
Taiyo Life Insurance Company
Chuo-Ku, Tokyo,
Japan
| $1.23B | -$28M | -2% | 2.71% | 90.5% | 13 | 15.38% | 3.5 |
|
| 1884 |
1884
Hemenway Trust Hemenway Trust
Salem,
New Hampshire
| $1.23B | -$31.3M | -2% | 0.45% | 87.2% | 136 | 8.82% | 6.4 |
|
| 1885 |
1885
Proficio Capital Partners
Newton,
Massachusetts
| $1.23B | +$227M | +23% | 2.82% | 97% | 381 | 29.66% | 2.6 |
|
| 1886 |
1886
Prosperity Capital Advisors
Westlake,
Ohio
| $1.23B | +$56.1M | +5% | 0.27% | 72.2% | 372 | 19.09% | 1.2 |
|
| 1887 |
1887
Creative Financial Designs
Kokomo,
Indiana
| $1.23B | +$44.4M | +4% | 0.36% | 56.2% | 1,867 | 13.93% | 3 |
|
| 1888 |
1888
J. Safra Asset Management
New York
| $1.23B | +$177M | +17% | 1.75% | 84.3% | 368 | 26.36% | 0.9 |
|
| 1889 |
1889
Strategy Capital
Los Altos,
California
| $1.23B | +$190M | +18% | 25.6% | 316% | 10 | 0% | 3 |
|
| 1890 |
1890
Wealthquest
Cincinnati,
Ohio
| $1.23B | +$93.8M | +8% | 0.58% | 52.1% | 137 | 10.95% | 4.3 |
|
| 1891 |
1891
American Assets Investment Management
San Diego,
California
| $1.23B | +$85.3M | +7% | 167% | 520% | 164 | 7.93% | 6.3 |
|
| 1892 |
1892
Clearlake Capital Group
Santa Monica,
California
| $1.23B | -$79.5M | -6% | 4.94% | 47.3% | 6 | 0% | 2.8 |
|
| 1893 |
1893
Cornerstone Wealth Group
Huntersville,
North Carolina
| $1.23B | +$16M | +1% | 2.16% | 96% | 292 | 15.75% | 2 |
|
| 1894 |
1894
Stone Point Capital
Greenwich,
Connecticut
| $1.22B | +$1.99M | +0.2% | 8.64% | 15.7% | 5 | 0% | 5.3 |
|
| 1895 |
1895
Main Management
San Francisco,
California
| $1.22B | +$7.5M | +0.6% | 1.68% | 64.1% | 144 | 9.72% | 3.7 |
|
| 1896 |
1896
Keywise Capital Management (HK)
Hong Kong
| $1.22B | +$210M | +21% | 42.9% | 684% | 18 | 22.22% | 1.4 |
|
| 1897 |
1897
Cannae Holdings
Las Vegas,
Nevada
| $1.22B | -$82.2M | -6% | 3.12% | 88.6% | 5 | 0% | 2.9 |
|
| 1898 |
1898
McDaniel Terry & Co
Austin,
Texas
| $1.22B | +$25.6M | +2% | 0.84% | 57.9% | 104 | 8.65% | 5.5 |
|
| 1899 |
1899
YHB Investment Advisors
West Hartford,
Connecticut
| $1.22B | +$9.8M | +0.8% | 1.57% | 96.2% | 289 | 7.27% | 5.7 |
|
| 1900 |
1900
Strategic Value Partners
Greenwich,
Connecticut
| $1.22B | +$39M | +3% | 4.43% | – | 3 | 33.33% | 0.6 |
|