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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
Hilton Capital Management
Garden City,
New York
| $815M | -$121M | -13% | 6.36% | 58.2% | 141 | 27.66% | 2.1 |
|
| 1902 |
GPCM
1902
Greenbrier Partners Capital Management
Dallas,
Texas
| $814M | -$246M | -23% | 22.4% | 96.1% | 15 | 0% | 7.2 |
|
| 1903 |
1903
BDO Wealth Advisors
Jacksonville,
Florida
| $813M | -$124M | -13% | 12.8% | 38.3% | 1,145 | 6.99% | 2.4 |
|
| 1904 |
1904
Strategic Blueprint
Atlanta,
Georgia
| $812M | -$48.8M | -6% | 13.3% | 82.1% | 568 | 24.82% | 1.2 |
|
| 1905 |
1905
Taurus Asset Management
New York
| $811M | -$182M | -18% | 15.5% | 26.9% | 92 | 8.7% | 5.9 |
|
| 1906 |
1906
Foster Dykema Cabot & Co
Waltham,
Massachusetts
| $811M | -$18.3M | -2% | 11.8% | 34% | 117 | 28.21% | 4.6 |
|
| 1907 |
1907
Novare Capital Management
Charlotte,
North Carolina
| $810M | -$128M | -14% | 12.6% | 76.5% | 186 | 18.28% | 3.7 |
|
| 1908 |
RPGK
1908
Retirement Planning Group (Kansas)
Leawood,
Kansas
| $810M | -$105M | -11% | 13.9% | 54.7% | 137 | 40.88% | 2.9 |
|
| 1909 |
1909
SPC Financial Inc
Rockville,
Maryland
| $810M | -$51.4M | -6% | 8.54% | 65.1% | 209 | 19.62% | 3.3 |
|
| 1910 |
1910
Ghisallo Capital Management
Boston,
Massachusetts
| $810M | -$112M | -12% | 3.27% | 122% | 340 | 35.59% | 0.7 |
|
| 1911 |
1911
McDaniel Terry & Co
Austin,
Texas
| $810M | -$115M | -12% | 12.7% | 57.9% | 103 | 13.59% | 4.5 |
|
| 1912 |
SGCIA
1912
Smith Graham & Co Investment Advisors
Houston,
Texas
| $810M | -$153M | -16% | 13.5% | 56.9% | 140 | 2.86% | 6 |
|
| 1913 |
1913
Woodmont Investment Counsel
Nashville,
Tennessee
| $810M | -$56M | -6% | 10.9% | 66.8% | 249 | 5.62% | 4.5 |
|
| 1914 |
1914
Bristlecone Advisors
Bellevue,
Washington
| $810M | -$4.59M | -0.6% | 16.3% | 103% | 251 | 13.15% | 3.1 |
|
| 1915 |
1915
Jag Capital Management
St Louis,
Missouri
| $809M | -$202M | -20% | 17.7% | 230% | 258 | 51.16% | 2.7 |
|
| 1916 |
1916
Southernsun Asset Management
Memphis,
Tennessee
| $807M | -$120M | -13% | 8.11% | 54.7% | 31 | 12.9% | 5.4 |
|
| 1917 |
1917
MMBG Investment Advisors
Miami,
Florida
| $806M | -$153M | -16% | 18.8% | 118% | 164 | 8.54% | 0.5 |
|
| 1918 |
1918
Clough Capital Partners
Boston,
Massachusetts
| $806M | -$512M | -39% | 10.9% | 175% | 135 | 57.04% | 0.9 |
|
| 1919 |
1919
Wellington Shields Capital Management
New York
| $806M | -$108M | -12% | 7.37% | 137% | 329 | 11.25% | 3.7 |
|
| 1920 |
1920
Summit Securities Group
New York
| $805M | -$89.5M | -10% | 13.4% | 136% | 1,327 | 44.69% | 0.6 |
|
| 1921 |
1921
Conservest Capital Advisors
Wynnewood,
Pennsylvania
| $803M | -$99.3M | -11% | 13.3% | 58.6% | 101 | 22.77% | 3.3 |
|
| 1922 |
1922
Voya Financial Advisors
Windsor,
Connecticut
| $803M | -$71.4M | -8% | 11.7% | 44.8% | 273 | 13.55% | 4.6 |
|
| 1923 |
1923
Kontiki Capital Management (HK)
Hong Kong
| $803M | +$179M | +29% | 13.4% | 90.6% | 7 | 0% | 2.8 |
|
| 1924 |
1924
Bank Hapoalim BM
Tel Aviv,
Israel
| $803M | -$158M | -16% | 15.6% | 76.6% | 202 | 17.82% | 3 |
|
| 1925 |
1925
American Assets Investment Management
San Diego,
California
| $801M | -$144M | -15% | 11.7% | 507% | 178 | 5.06% | 4 |
|