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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
Grassi Investment Management
Santa Clara,
California
| $1.11B | +$152M | +16% | 24.6% | 170% | 127 | 5.51% | 6 |
|
| 1902 |
1902
Litman Gregory Wealth Management
Larkspur,
California
| $1.1B | +$48.8M | +5% | 6.82% | 55.5% | 133 | 12.03% | 0.9 |
|
| 1903 |
1903
Partners Group Holding
Baar-Zug,
Switzerland
| $1.1B | -$72.1M | -6% | 3.07% | 23.3% | 50 | 10% | 4.9 |
|
| 1904 |
1904
Linonia Partnership
New York
| $1.1B | +$343M | +45% | 14.1% | – | 11 | 9.09% | 0.2 |
|
| 1905 |
1905
Cahaba Wealth Management
Atlanta,
Georgia
| $1.1B | +$91.4M | +9% | 5.93% | 48.7% | 151 | 7.28% | 3.4 |
|
| 1906 |
1906
Maple Capital Management
Montpelier,
Vermont
| $1.1B | +$100M | +10% | 13.1% | 114% | 109 | 11.01% | 5.7 |
|
| 1907 |
1907
Verdence Capital Advisors
Hunt Valley,
Maryland
| $1.1B | +$65.1M | +6% | 9.89% | 104% | 619 | 13.89% | 2.8 |
|
| 1908 |
1908
Vicus Capital
State College,
Pennsylvania
| $1.1B | +$109M | +11% | 6.88% | 59.6% | 289 | 31.49% | 2.5 |
|
| 1909 |
1909
1900 Wealth Management
San Antonio,
Texas
| $1.1B | +$7.33M | +0.7% | 7.77% | 61% | 298 | 22.48% | 2.3 |
|
| 1910 |
1910
Foster Victor Wealth Advisors
Greenville,
South Carolina
| $1.1B | +$119M | +12% | 10.6% | 78.2% | 182 | 10.44% | 2.8 |
|
| 1911 |
1911
Stephens Group Asset Management
Little Rock,
Arkansas
| $1.09B | +$69.2M | +7% | 6.54% | 51.4% | 27 | 0% | 4.4 |
|
| 1912 |
1912
BTC Capital Management
Des Moines,
Iowa
| $1.09B | – | – | 10.5% | – | 225 | – | 4.3 |
|
| 1913 |
1913
a16z Perennial Management
Menlo Park,
California
| $1.09B | +$428M | +64% | 28.1% | – | 49 | 28.57% | 0.2 |
|
| 1914 |
1914
Francisco Partners Management
San Francisco,
California
| $1.09B | -$3.63M | -0.3% | 10.3% | 14.3% | 8 | 0% | 2.3 |
|
| 1915 |
1915
Washington Trust Advisors
Wellesley,
Massachusetts
| $1.09B | +$46.6M | +4% | 9.64% | 106% | 687 | 6.99% | 1.9 |
|
| 1916 |
1916
Naspers
South Africa
| $1.09B | +$192M | +21% | 5.55% | 88.2% | 4 | 0% | 2.3 |
|
| 1917 |
1917
Neumeier Poma Investment Counsel
Carmel,
California
| $1.09B | -$32M | -3% | 12.5% | 229% | 43 | 13.95% | 3.4 |
|
| 1918 |
1918
Stack Financial Management
Whitefish,
Montana
| $1.09B | +$204M | +23% | 8.54% | 70% | 48 | 16.67% | 4.5 |
|
| 1919 |
1919
Nixon Peabody Trust
Boston,
Massachusetts
| $1.09B | +$197M | +22% | 10.9% | 101% | 142 | 19.72% | 2.7 |
|
| 1920 |
1920
Cornerstone Wealth Group
Huntersville,
North Carolina
| $1.09B | +$389M | +56% | 14.5% | 108% | 252 | 45.24% | 1.6 |
|
| 1921 |
1921
Galvin Gaustad & Stein
Scottsdale,
Arizona
| $1.09B | +$17M | +2% | 4.89% | 60.7% | 194 | 10.82% | 2.3 |
|
| 1922 |
1922
Eagle Ridge Investment Management
Stamford,
Connecticut
| $1.09B | +$66.1M | +6% | 8.24% | 28.2% | 153 | 9.15% | 4.8 |
|
| 1923 |
1923
Coliseum Capital Management
Rowayton,
Connecticut
| $1.08B | -$162M | -13% | 14% | 41.1% | 11 | 0% | 3.3 |
|
| 1924 |
1924
Essex Financial Services
Essex,
Connecticut
| $1.08B | +$117M | +12% | 9.3% | 87.7% | 559 | 12.52% | 4.1 |
|
| 1925 |
1925
Money Concepts Capital
Palm Beach Gardens,
Florida
| $1.08B | +$6.85M | +0.6% | 7.57% | 74.5% | 417 | 17.27% | 2.2 |
|