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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2201 |
2201
Convergence Financial
Columbia,
Missouri
| $1.26B | +$315M | +33% | 16.3% | 70.6% | 302 | 38.08% | 1.2 |
|
| 2202 |
2202
Conservest Capital Advisors
Wynnewood,
Pennsylvania
| $1.26B | +$154M | +14% | 15.9% | 58.6% | 137 | 10.95% | 2.4 |
|
| 2203 |
2203
Jay A. Fishman Ltd
Troy,
Michigan
| $1.26B | +$136M | +12% | 13.5% | 119% | 80 | 6.25% | 7.6 |
|
| 2204 |
2204
RKL Wealth Management
Lancaster,
Pennsylvania
| $1.25B | +$143M | +13% | 16.8% | 76.8% | 191 | 7.33% | 5.4 |
|
| 2205 |
2205
Sentinus LLC
Oak Brook,
Illinois
| $1.25B | +$146M | +13% | 13% | – | 707 | 22.91% | 1 |
|
| 2206 |
PCM
2206
Prime Capital Management
Hong Kong
| $1.25B | +$361M | +41% | 72.5% | 579% | 7 | 0% | 1 |
|
| 2207 |
2207
Private Trust Company
Cleveland,
Ohio
| $1.25B | +$131M | +12% | 16.8% | 87.7% | 2,833 | 12.39% | 3.3 |
|
| 2208 |
2208
Hartford Funds Management
Wayne,
Pennsylvania
| $1.25B | +$98.5M | +9% | 6.25% | 26.8% | 103 | 11.65% | 2.3 |
|
| 2209 |
2209
FountainVest China Capital Partners GP3
Grand Cayman,
Cayman Islands
| $1.25B | +$48.9M | +4% | 4.3% | 121% | 2 | 0% | 4.4 |
|
| 2210 |
2210
AWM Capital
Phoenix,
Arizona
| $1.25B | +$144M | +13% | 10.5% | 51.1% | 131 | 20.61% | 2.6 |
|
| 2211 |
2211
SP Asset Management
Cupertino,
California
| $1.25B | +$114M | +10% | 17.6% | 92.4% | 140 | 17.14% | 4.5 |
|
| 2212 |
2212
JTC Employer Solutions Trustee
St Helier,
Jersey
| $1.25B | +$50.3M | +4% | 8.62% | 88.7% | 318 | 4.72% | 3.7 |
|
| 2213 |
2213
Ledyard National Bank
| $1.25B | +$93.4M | +8% | 11.5% | 80.7% | 264 | 14.02% | 6.6 |
|
| 2214 |
2214
SYM Financial Corp
Winona Lake,
Indiana
| $1.24B | +$243M | +24% | 11.6% | 64.3% | 569 | 33.92% | 1.7 |
|
| 2215 |
2215
LRI Investments
Palm Beach Gardens,
Florida
| $1.24B | +$115M | +10% | 11.9% | – | 2,018 | 33.1% | 1.2 |
|
| 2216 |
EC
2216
E20 Capital
Hong Kong,
| $1.24B | +$174M | +16% | 93.9% | – | 40 | 90% | 0.1 |
|
| 2217 |
2217
Diameter Capital Partners
New York
| $1.24B | +$172M | +16% | 0.42% | 378% | 45 | 57.78% | 0.4 |
|
| 2218 |
2218
Certified Advisory Corp
Altamonte Springs,
Florida
| $1.24B | +$125M | +11% | 12.4% | 62.9% | 340 | 10.29% | 4.1 |
|
| 2219 |
2219
United Services Automobile Association
San Antonio,
Texas
| $1.24B | +$389M | +46% | 1.24% | 31.8% | 15 | 6.67% | 9.2 |
|
| 2220 |
2220
Linden Thomas Advisory Services
Charlotte,
North Carolina
| $1.24B | +$202M | +19% | 28.9% | 149% | 552 | 5.8% | 2.4 |
|
| 2221 |
2221
First Nebraska Trust
Lincoln,
Nebraska
| $1.24B | +$156M | +14% | 18.8% | 76.9% | 236 | 9.75% | 6.2 |
|
| 2222 |
2222
a16z Perennial Management
Menlo Park,
California
| $1.24B | +$32.7M | +3% | 4.97% | – | 173 | 75.72% | 0.8 |
|
| 2223 |
2223
Rossmore Private Capital
Glastonbury,
Connecticut
| $1.24B | +$97.2M | +9% | 11.6% | 87.1% | 365 | 8.49% | 3.9 |
|
| 2224 |
2224
Caldwell Trust
Venice,
Florida
| $1.24B | +$117M | +10% | 15.4% | 97.5% | 851 | 12.57% | 4.4 |
|
| 2225 |
2225
Continuum Advisory
Eagle,
Idaho
| $1.24B | +$194M | +19% | 17.1% | 77% | 1,992 | 77.56% | 0.9 |
|