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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2151 |
2151
Jabre Capital Partners
Geneva,
Switzerland
| $483M | -$31.3M | -6% | 7.46% | 62.9% | 136 | 54.41% | 0.5 |
|
| 2152 |
PGCM
2152
Prescott Group Capital Management
Tulsa,
Oklahoma
| $483M | -$7.79M | -2% | 4.25% | 148% | 195 | 27.69% | 1.8 |
|
| 2153 |
2153
University of Notre Dame du Lac
South Bend,
Indiana
| $482M | +$123M | +34% | 4.26% | – | 86 | 36.05% | 0.7 |
|
| 2154 |
2154
Sentinel Trust
Houston,
Texas
| $481M | -$114M | -19% | 5.27% | 79.2% | 124 | 14.52% | 2.6 |
|
| 2155 |
2155
Cypress Capital Group
Palm Beach,
Florida
| $481M | +$11.3M | +2% | 6.33% | 97.8% | 213 | 10.33% | 3 |
|
| 2156 |
2156
Buckingham Strategic Wealth
Clayton,
Missouri
| $480M | +$59.1M | +14% | 5.32% | 16.3% | 331 | 16.31% | 2.1 |
|
| 2157 |
2157
Whitegate Investment Counselors
Concord,
New Hampshire
| $479M | +$25.8M | +6% | 5.19% | 48% | 184 | 5.43% | 2.8 |
|
| 2158 |
2158
Cobiz Wealth
Denver,
Colorado
| $479M | +$22.3M | +5% | 6.87% | 54% | 138 | 13.04% | 3.2 |
|
| 2159 |
2159
Buckingham Capital Management (Ohio)
Dayton,
Ohio
| $476M | +$24.9M | +6% | 4.55% | 26.3% | 144 | 5.56% | 3.4 |
|
| 2160 |
2160
Guinness Asset Management
London,
United Kingdom
| $476M | -$1.28M | -0.3% | 7.03% | 73.9% | 101 | 1.98% | 2.7 |
|
| 2161 |
2161
Kings Point Capital Management
Great Neck,
New York
| $476M | +$27.7M | +6% | 6.21% | 80.1% | 407 | 21.13% | 2.6 |
|
| 2162 |
2162
Baltimore-Washington Financial Advisors
Columbia,
Maryland
| $476M | +$35.6M | +8% | 5.3% | 80.6% | 83 | 13.25% | 2.5 |
|
| 2163 |
2163
Savant Capital
Rockford,
Illinois
| $475M | +$29.6M | +7% | 7.39% | 61.2% | 292 | 9.59% | 2.9 |
|
| 2164 |
2164
JNBA Financial Advisors
Bloomington,
Minnesota
| $475M | +$27.4M | +6% | 5.84% | 61.8% | 503 | 5.96% | 2.7 |
|
| 2165 |
2165
RK Capital Management (Colorado)
Denver,
Colorado
| $475M | +$46M | +11% | 9.15% | 89% | 58 | 27.59% | 1.8 |
|
| 2166 |
RCIM
2166
Russell Clark Investment Management
London,
United Kingdom
| $475M | +$24.4M | +5% | 11.2% | 174% | 68 | 13.24% | 0.6 |
|
| 2167 |
2167
Phillips Financial Management
Fort Wayne,
Indiana
| $474M | +$17.7M | +4% | 3.08% | 45.6% | 73 | 10.96% | 3.5 |
|
| 2168 |
2168
Sunriver Management
Greenwich,
Connecticut
| $474M | +$95.8M | +25% | 2.31% | 9.27% | 24 | 50% | 0.6 |
|
| 2169 |
2169
Professional Advisory Services
Vero Beach,
Florida
| $474M | +$4.78M | +1% | 6.41% | 69.3% | 64 | 6.25% | 3 |
|
| 2170 |
WEC
2170
White Elm Capital
Greenwich,
Connecticut
| $474M | -$31.7M | -6% | 7.78% | 103% | 30 | 10% | 2.2 |
|
| 2171 |
2171
Private Trust Company
Cleveland,
Ohio
| $473M | +$13.1M | +3% | 6.37% | 87.7% | 390 | 12.56% | 2.7 |
|
| 2172 |
2172
Adell Harriman & Carpenter
Houston,
Texas
| $473M | +$14.8M | +3% | 6.43% | 176% | 150 | 8.67% | 3 |
|
| 2173 |
2173
RWC Asset Advisors
Miami,
Florida
| $472M | +$148M | +45% | 2.26% | 267% | 19 | 21.05% | 1.9 |
|
| 2174 |
2174
Intel Corp
Santa Clara,
California
| $472M | – | – | 0.21% | 9.79% | 7 | – | 0 |
|
| 2175 |
2175
First Interstate Bank
Billings,
Montana
| $471M | +$6.27M | +1% | 6.31% | 48.2% | 754 | 14.85% | 1.8 |
|