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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2076 |
2076
Oakworth Capital
Birmingham,
Alabama
| $557M | +$131M | +31% | 19.3% | 70% | 611 | 12.27% | 4.2 |
|
| 2077 |
2077
Gillson Capital
Chicago,
Illinois
| $557M | -$33.9M | -6% | 17.4% | 84.9% | 82 | 51.22% | 0.6 |
|
| 2078 |
2078
Silvant Capital Management
Atlanta,
Georgia
| $556M | +$97.3M | +21% | 27.9% | 168% | 352 | 11.93% | 1.8 |
|
| 2079 |
2079
CDAM (UK)
London,
United Kingdom
| $555M | +$105M | +23% | 25.6% | 7.89% | 15 | 13.33% | 1.3 |
|
| 2080 |
2080
Sage Financial Group
W. Conshohocken,
Pennsylvania
| $555M | +$24.5M | +5% | 20.2% | 67% | 74 | 12.16% | 3.1 |
|
| 2081 |
2081
IFG Advisory
Atlanta,
Georgia
| $555M | +$107M | +24% | 19.5% | 70.1% | 401 | 15.21% | 1.5 |
|
| 2082 |
2082
North Point Portfolio Managers
Orange Village,
Ohio
| $554M | +$92.7M | +20% | 27.3% | 72.8% | 70 | 11.43% | 4.3 |
|
| 2083 |
2083
Girard Partners
King Of Prussia,
Pennsylvania
| $554M | +$53.7M | +11% | 18.9% | 25.7% | 217 | 9.68% | 3.8 |
|
| 2084 |
2084
Bath Savings Trust
Bath,
Maine
| $553M | +$91.5M | +20% | 20.5% | 57.8% | 126 | 11.11% | 4.7 |
|
| 2085 |
2085
Foster Dykema Cabot & Co
Waltham,
Massachusetts
| $553M | +$37.1M | +7% | 17.1% | 34% | 91 | 10.99% | 4.5 |
|
| 2086 |
AH
2086
Allen Holding
New York
| $553M | +$36.5M | +7% | 24.3% | 135% | 8 | 0% | 6.3 |
|
| 2087 |
2087
United Bank (Virginia)
Vienna,
Virginia
| $552M | +$91M | +20% | 17.4% | 76.1% | 136 | 13.24% | 2.6 |
|
| 2088 |
2088
Western Wealth Management
Golden,
Colorado
| $551M | +$115M | +26% | 21% | 82.6% | 459 | 25.49% | 1 |
|
| 2089 |
2089
SNS Financial Group
Minneapolis,
Minnesota
| $551M | +$28.3M | +5% | 14.8% | 54.2% | 216 | 18.52% | 2.8 |
|
| 2090 |
BCH
2090
Berkshire Capital Holdings
San Jose,
California
| $551M | +$214M | +63% | 74% | 2,748% | 62 | 22.58% | 0.9 |
|
| 2091 |
2091
Discovery Capital Management
South Norwalk,
Connecticut
| $551M | +$187M | +51% | 57.2% | 871% | 67 | 70.15% | 0.2 |
|
| 2092 |
2092
Fullerton Fund Management
Singapore
| $551M | +$25.4M | +5% | 39.2% | 412% | 70 | 31.43% | 0.9 |
|
| 2093 |
AP
2093
Archon Partners
Princeton Junction,
New Jersey
| $550M | +$88.2M | +19% | 28.9% | 99.5% | 60 | 25% | 3.4 |
|
| 2094 |
2094
J.L. Bainbridge & Co
Sarasota,
Florida
| $550M | +$23.5M | +4% | 19.1% | 118% | 78 | 16.67% | 1.3 |
|
| 2095 |
2095
Mesirow Financial Investment Management - Fixed Income
Chicago,
Illinois
| $549M | +$129M | +31% | 22% | 26.9% | 156 | 40.38% | 0.8 |
|
| 2096 |
2096
Freshford Capital Management
Rye Brook,
New York
| $548M | +$151M | +38% | 69% | 97.3% | 18 | 33.33% | 1 |
|
| 2097 |
MFP
2097
Michael F. Price
| $547M | +$54.4M | +11% | 13.5% | 42.6% | 121 | 21.49% | 2.9 |
|
| 2098 |
HAM
2098
Hillcrest Asset Management
Plano,
Texas
| $547M | +$131M | +32% | 22.4% | 97.2% | 65 | 29.23% | 1.7 |
|
| 2099 |
WCM
2099
Wallace Capital Management
Dallas,
Texas
| $547M | +$26.5M | +5% | 11% | 62.3% | 64 | 10.94% | 3.8 |
|
| 2100 |
2100
RVW Wealth
Los Angeles,
California
| $547M | +$119M | +28% | 17.9% | 65.8% | 113 | 35.4% | 0.7 |
|