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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
Novare Capital Management
Charlotte,
North Carolina
| $781M | -$29.2M | -4% | 4.26% | 76.5% | 179 | 15.64% | 3.8 |
|
| 1902 |
1902
Provident Investment Management
Novi,
Michigan
| $781M | -$68.7M | -8% | 7.07% | 90.8% | 57 | 5.26% | 4.3 |
|
| 1903 |
1903
Northcape Capital
Sydney,
Australia
| $781M | -$18.2M | -2% | 2.43% | – | 25 | 12% | 3.2 |
|
| 1904 |
1904
BBR Partners
New York
| $781M | -$75.3M | -9% | 5.62% | 63.4% | 251 | 39.44% | 2.4 |
|
| 1905 |
1905
EMG Holdings
Old Greenwich,
Connecticut
| $780M | +$122M | +19% | 8.71% | 4.17% | 276 | 59.06% | 0.5 |
|
| 1906 |
1906
JHL Capital Group
Chicago,
Illinois
| $780M | -$445M | -36% | 14.9% | – | 1 | 0% | 1.8 |
|
| 1907 |
1907
Jaffetilchin Investment Partners
Tampa,
Florida
| $779M | -$67M | -8% | 3.78% | 88.1% | 350 | 18.29% | 2.3 |
|
| 1908 |
1908
Sonora Investment Management Group
Tucson,
Arizona
| $778M | -$278M | -26% | 6.92% | 78.3% | 246 | 15.04% | 0.7 |
|
| 1909 |
1909
Graypoint LLC
Albany,
New York
| $778M | -$1.94M | -0.2% | 5.1% | 72.8% | 328 | 12.8% | 1.7 |
|
| 1910 |
1910
Stonebridge Capital Advisors
St Paul,
Minnesota
| $777M | -$48.3M | -6% | 5.68% | 80.1% | 1,157 | 23.85% | 1.9 |
|
| 1911 |
1911
Quantinno Capital Management
New York
| $777M | +$83.5M | +12% | 2.4% | 119% | 681 | 22.47% | 0.8 |
|
| 1912 |
1912
Maple-Brown Abbott
Barangaroo,
Australia
| $776M | -$229M | -23% | 7.96% | 7.92% | 19 | 21.05% | 3.9 |
|
| 1913 |
1913
Texas Capital Bank Wealth Management Services
Dallas,
Texas
| $776M | -$85.9M | -10% | 5.42% | 81.9% | 163 | 20.25% | 1.8 |
|
| 1914 |
1914
Voya Financial Advisors
Windsor,
Connecticut
| $774M | -$29.7M | -4% | 5.29% | 44.8% | 252 | 9.92% | 4.8 |
|
| 1915 |
1915
Garde Capital
Seattle,
Washington
| $774M | -$48.2M | -6% | 5.79% | 57.6% | 270 | 14.07% | 3.5 |
|
| 1916 |
1916
McDaniel Terry & Co
Austin,
Texas
| $772M | -$38.1M | -5% | 4.28% | 57.9% | 94 | 5.32% | 4.9 |
|
| 1917 |
1917
Fiduciary Group
Savannah,
Georgia
| $772M | -$28.7M | -4% | 5.38% | 67.1% | 240 | 7.08% | 4.8 |
|
| 1918 |
1918
Capital Investment Advisory Services
Raleigh,
North Carolina
| $772M | -$54M | -7% | 4.18% | 69.3% | 862 | 9.86% | 2.7 |
|
| 1919 |
1919
Arch Venture Management
Chicago,
Illinois
| $771M | -$49.3M | -6% | 46.8% | 228% | 11 | 18.18% | 0.9 |
|
| 1920 |
1920
Gabelli & Co Investment Advisers
Rye,
New York
| $771M | -$3.16M | -0.4% | 9.7% | 248% | 547 | 23.77% | 1.3 |
|
| 1921 |
1921
Diameter Capital Partners
New York
| $771M | -$1.2B | -61% | 0.9% | 378% | 33 | 30.3% | 0.7 |
|
| 1922 |
1922
Transform Wealth
Greenwood Village,
Colorado
| $769M | +$97.1M | +14% | 3% | 48.4% | 213 | 20.19% | 3 |
|
| 1923 |
1923
Ledyard National Bank
| $769M | -$58.9M | -7% | 5.95% | 80.7% | 213 | 7.51% | 6.4 |
|
| 1924 |
1924
Capital Asset Advisory Services
Williamston,
Michigan
| $769M | -$139M | -15% | 6.18% | 51% | 597 | 26.8% | 2.4 |
|
| 1925 |
1925
Condor Capital Management
Martinsville,
New Jersey
| $768M | -$1.07M | -0.1% | 4.45% | 58.2% | 518 | 18.15% | 2.3 |
|