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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1901 |
1901
Jacobs & Co
San Francisco,
California
| $617M | -$2.92M | -0.5% | 2.62% | 105% | 139 | 5.04% | 4.4 |
|
| 1902 |
ALAM
1902
Asahi Life Asset Management
Tokyo,
Japan
| $616M | +$116M | +23% | 1.63% | 122% | 291 | 47.77% | 0.4 |
|
| 1903 |
1903
Alpha Omega Wealth Management
Richmond,
Virginia
| $616M | +$381M | +162% | 6.81% | 65.9% | 665 | 71.73% | 2.6 |
|
| 1904 |
1904
Ritholtz Wealth Management
New York
| $616M | +$30.3M | +5% | 0.36% | 93% | 149 | 8.72% | 1.5 |
|
| 1905 |
1905
AH Equity Partners III
Menlo Park,
California
| $616M | -$376M | -38% | 37.3% | 42.6% | 3 | 0% | 1.8 |
|
| 1906 |
1906
Wellington Shields Capital Management
New York
| $615M | +$11.1M | +2% | 1.36% | 137% | 296 | 16.22% | 3.9 |
|
| 1907 |
1907
MCF Advisors
Covington,
Kentucky
| $614M | +$9.6M | +2% | 0.7% | 50.2% | 475 | 5.68% | 3.4 |
|
| 1908 |
AAA
1908
Adams Asset Advisors
Dallas,
Texas
| $614M | -$33.6M | -5% | 6.09% | 66.8% | 111 | 27.03% | 3 |
|
| 1909 |
1909
Cantor Fitzgerald Investment Advisors
New York
| $614M | -$25.6M | -4% | 0.28% | 73.4% | 58 | 12.07% | 1.8 |
|
| 1910 |
1910
Arden Trust
Wilmington,
Delaware
| $613M | +$21.4M | +4% | 1.25% | 22.5% | 383 | 16.19% | 3.5 |
|
| 1911 |
1911
Gratus Capital
Atlanta,
Georgia
| $613M | -$47K | -0% | 2.78% | 51.4% | 183 | 9.29% | 2.7 |
|
| 1912 |
CCMD
1912
Cypress Capital Management (Delaware)
Greenville,
Delaware
| $612M | +$36M | +6% | 1.55% | 25.6% | 172 | 11.63% | 2.5 |
|
| 1913 |
1913
Washington Trust Bank
Spokane,
Washington
| $611M | -$3.75M | -0.6% | 1.25% | 80.5% | 198 | 9.6% | 4.9 |
|
| 1914 |
1914
Legacy Wealth Management (Tennessee)
Memphis,
Tennessee
| $611M | +$56.2M | +10% | 0.29% | 50.4% | 12 | 0% | 4.1 |
|
| 1915 |
1915
Baskin Financial Services
Toronto,
Ontario, Canada
| $611M | +$24M | +4% | 2.51% | 69.1% | 46 | 13.04% | 3.5 |
|
| 1916 |
PS
1916
Presima Securities
Montreal,
Quebec, Canada
| $610M | -$18.1M | -3% | 4.64% | 10.3% | 37 | 2.7% | 2.7 |
|
| 1917 |
1917
Henry H. Armstrong Associates
Pittsburgh,
Pennsylvania
| $610M | -$122M | -17% | 1.93% | 70% | 52 | 1.92% | 4.6 |
|
| 1918 |
1918
CCM Investment Advisers
Columbia,
South Carolina
| $609M | +$14.5M | +2% | 3.52% | 170% | 73 | 13.7% | 3.4 |
|
| 1919 |
1919
Baltimore-Washington Financial Advisors
Columbia,
Maryland
| $609M | +$14.7M | +2% | 0.56% | 80.6% | 109 | 4.59% | 2.7 |
|
| 1920 |
1920
Global Retirement Partners
San Rafael,
California
| $608M | +$86.1M | +16% | 1.09% | – | 1,749 | 12.52% | 1.8 |
|
| 1921 |
GPCM
1921
Greenbrier Partners Capital Management
Dallas,
Texas
| $608M | +$11.3M | +2% | 3.44% | 96.1% | 15 | 0% | 5 |
|
| 1922 |
1922
Avidian Wealth Enterprises
Houston,
Texas
| $607M | +$184M | +44% | 0.03% | 71.7% | 212 | 41.51% | 1.1 |
|
| 1923 |
1923
PSquared Asset Management
Zurich,
Switzerland
| $607M | +$190M | +45% | 2.52% | 178% | 8 | 62.5% | 0.1 |
|
| 1924 |
CEI
1924
Clark Estates Inc
New York
| $607M | -$18.7M | -3% | 0.27% | 34.5% | 98 | 14.29% | 2.1 |
|
| 1925 |
1925
Citizens Business Bank
Ontario,
California
| $606M | +$2.24M | +0.4% | 1.63% | 108% | 260 | 8.46% | 3.9 |
|