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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
Beaird Harris Wealth Management
Dallas,
Texas
| $1.45B | +$41.4M | +3% | 1.49% | 41.3% | 767 | 13.95% | 2 |
|
| 1877 |
1877
Kanawha Capital Management
Richmond,
Virginia
| $1.45B | +$6.41M | +0.4% | 1.69% | 74.5% | 224 | 4.91% | 7.9 |
|
| 1878 |
1878
Vestor Capital
Chicago,
Illinois
| $1.45B | -$109M | -7% | 5.83% | 188% | 308 | 20.45% | 4.2 |
|
| 1879 |
1879
Philadelphia Trust Company
Philadelphia,
Pennsylvania
| $1.45B | +$29.7M | +2% | 5.91% | 162% | 275 | 12% | 5.2 |
|
| 1880 |
1880
IQ EQ Fund Management
Dublin 2,
Ireland
| $1.45B | -$26.3M | -2% | 0.62% | 109% | 333 | 16.52% | 3.4 |
|
| 1881 |
1881
Ally Invest Advisors
Charlotte,
North Carolina
| $1.45B | +$55M | +4% | 1.53% | 41.1% | 77 | 1.3% | 3.2 |
|
| 1882 |
1882
American Assets Investment Management
San Diego,
California
| $1.45B | +$87.2M | +6% | 5.88% | 520% | 150 | 8.67% | 7.3 |
|
| 1883 |
1883
YHB Investment Advisors
West Hartford,
Connecticut
| $1.45B | +$80M | +6% | 3.88% | 96.2% | 312 | 9.29% | 6 |
|
| 1884 |
1884
Payden & Rygel
Los Angeles,
California
| $1.45B | +$240M | +20% | 4.04% | 113% | 123 | 14.63% | 4.5 |
|
| 1885 |
1885
Stonebridge Capital Advisors
St Paul,
Minnesota
| $1.44B | +$41.6M | +3% | 3.65% | 80.1% | 222 | 8.11% | 7.2 |
|
| 1886 |
1886
Arete Wealth Advisors
Chicago,
Illinois
| $1.44B | -$153M | -10% | 2.75% | 85.3% | 798 | 59.15% | 2.8 |
|
| 1887 |
1887
Next Century Growth Investors
Plymouth,
Minnesota
| $1.44B | +$68.1M | +5% | 12.8% | 447% | 141 | 26.24% | 1.9 |
|
| 1888 |
1888
Bank of Finland
Helsinki,
Finland
| $1.44B | -$194M | -12% | 1.95% | 66.7% | 4 | 0% | 3.6 |
|
| 1889 |
1889
Cahaba Wealth Management
Atlanta,
Georgia
| $1.44B | +$55.5M | +4% | 1.27% | 48.7% | 161 | 5.59% | 4.4 |
|
| 1890 |
1890
Nexpoint Asset Management
Dallas,
Texas
| $1.44B | +$284M | +25% | 19.4% | 253% | 131 | 61.83% | 1.2 |
|
| 1891 |
1891
Fairholme Capital Management
South Miami,
Florida
| $1.43B | +$195M | +16% | 15.9% | 36.2% | 16 | 31.25% | 2.9 |
|
| 1892 |
1892
BTC Capital Management
Des Moines,
Iowa
| $1.43B | -$15.9M | -1% | 3.18% | – | 215 | 9.77% | 4.9 |
|
| 1893 |
1893
Washington Trust Bank
Spokane,
Washington
| $1.43B | +$63M | +5% | 2.58% | 80.5% | 207 | 8.7% | 6.4 |
|
| 1894 |
1894
Avity Investment Management
Greenwich,
Connecticut
| $1.43B | +$967K | +0.1% | 3.07% | 119% | 111 | 6.31% | 5.9 |
|
| 1895 |
1895
Proficio Capital Partners
Newton,
Massachusetts
| $1.42B | -$31.1M | -2% | 4.39% | 97% | 273 | 30.77% | 3 |
|
| 1896 |
1896
Covalis Capital
London,
United Kingdom
| $1.42B | +$566M | +66% | 0.24% | 37.9% | 103 | 73.79% | 0.3 |
|
| 1897 |
1897
Heitman Real Estate Securities
Chicago,
Illinois
| $1.42B | -$42.3M | -3% | 0.57% | 48.3% | 64 | 26.56% | 3.9 |
|
| 1898 |
1898
Dundas Partners
Edinburgh,
United Kingdom
| $1.42B | +$3.66M | +0.3% | 4.43% | 87.6% | 50 | 2% | 3.7 |
|
| 1899 |
1899
Generali Investments CEE
Prague,
Czech Republic
| $1.42B | +$106M | +8% | 2.29% | – | 407 | 8.6% | 0.9 |
|
| 1900 |
1900
Neville Rodie & Shaw
New York
| $1.42B | +$33.1M | +2% | 5.41% | 125% | 255 | 7.45% | 8.3 |
|