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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
Fiduciary Group
Savannah,
Georgia
| $854M | +$70.2M | +9% | 9.95% | 67.1% | 263 | 11.41% | 5.3 |
|
| 2152 |
2152
Gladstone Capital Management
London,
United Kingdom
| $853M | -$126M | -13% | 18.8% | 304% | 18 | 38.89% | 1.2 |
|
| 2153 |
2153
Penobscot Investment Management
Boston,
Massachusetts
| $853M | +$117M | +16% | 11.7% | 114% | 300 | 11.33% | 5 |
|
| 2154 |
SC
2154
Sasco Capital
Fairfield,
Connecticut
| $852M | +$77M | +10% | 7.25% | 15.5% | 60 | 15% | 2.8 |
|
| 2155 |
2155
Traphagen Investment Advisors
Oradell,
New Jersey
| $852M | +$63.2M | +8% | 8.21% | 65.8% | 182 | 15.38% | 2.6 |
|
| 2156 |
2156
Private Trust Company
Cleveland,
Ohio
| $851M | +$93.3M | +12% | 10.3% | 87.7% | 2,477 | 14.37% | 2 |
|
| 2157 |
2157
Quantum Capital Management (New Jersey)
Northfield,
New Jersey
| $850M | +$94.8M | +13% | 12% | 22.7% | 32 | 12.5% | 5.2 |
|
| 2158 |
2158
MMBG Investment Advisors
Miami,
Florida
| $850M | +$56.3M | +7% | 11.6% | 118% | 162 | 9.26% | 1.7 |
|
| 2159 |
2159
Technology Crossover Management X
Menlo Park,
California
| $849M | +$132M | +18% | 20.1% | 73.1% | 6 | 0% | 2.5 |
|
| 2160 |
2160
IQ EQ Fund Management
Dublin 2,
Ireland
| $849M | +$362M | +74% | 12.2% | 109% | 323 | 38.7% | 2.6 |
|
| 2161 |
2161
Smith, Moore & Co
Clayton,
Missouri
| $849M | +$91.6M | +12% | 10.2% | 67% | 427 | 14.52% | 4.5 |
|
| 2162 |
2162
HTLF Bank
Denver,
Colorado
| $848M | – | – | 10.4% | – | 240 | – | 0 |
|
| 2163 |
2163
Kontiki Capital Management (HK)
Hong Kong
| $847M | -$68.5M | -7% | 3.85% | 90.6% | 8 | 0% | 3.1 |
|
| 2164 |
2164
Mizuho Bank
Tokyo,
Japan
| $847M | -$185M | -18% | 11.4% | 99.8% | 10 | 50% | 2.8 |
|
| 2165 |
2165
Laird Norton Wetherby Trust Company
Seattle,
Washington
| $846M | +$68.6M | +9% | 12.9% | 88.1% | 156 | 67.95% | 1.1 |
|
| 2166 |
2166
Texas Capital Bank Wealth Management Services
Dallas,
Texas
| $846M | +$54M | +7% | 10.7% | 81.9% | 231 | 21.21% | 2 |
|
| 2167 |
2167
Stratos Investment Management
Beachwood,
Ohio
| $845M | +$176M | +26% | 9.46% | 58.2% | 190 | 21.05% | 2.5 |
|
| 2168 |
2168
Northcape Capital
Sydney,
Australia
| $845M | +$184M | +28% | 16.8% | – | 32 | 9.38% | 3.3 |
|
| 2169 |
2169
Hengehold Capital Management
Cincinnati,
Ohio
| $844M | +$78M | +10% | 8.96% | 54.5% | 182 | 10.99% | 4.3 |
|
| 2170 |
2170
SNS Financial Group
Minneapolis,
Minnesota
| $844M | +$86M | +11% | 9.15% | 54.2% | 196 | 10.2% | 4.7 |
|
| 2171 |
2171
Campbell Wealth Management
Alexandria,
Virginia
| $843M | +$21.4M | +3% | 9.6% | 11.2% | 79 | 26.58% | 2.8 |
|
| 2172 |
2172
Kovack Advisors
Ft. Lauderdale,
Florida
| $842M | +$125M | +17% | 12.1% | 118% | 622 | 19.45% | 3.3 |
|
| 2173 |
2173
Charter Oak Capital Management
Portsmouth,
New Hampshire
| $842M | +$86.7M | +11% | 9.46% | 39.2% | 175 | 6.29% | 2.6 |
|
| 2174 |
2174
Fort Baker Capital Management
Larkspur,
California
| $841M | -$243M | -22% | 2.01% | 46.3% | 108 | 34.26% | 1 |
|
| 2175 |
TFP
2175
Triple Frond Partners
San Francisco,
California
| $841M | +$52.4M | +7% | 10.6% | 92.9% | 11 | 18.18% | 4.8 |
|