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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
Cabot Wealth Management
Salem,
Massachusetts
| $369M | -$19.5M | -5% | 1.3% | 69.3% | 160 | 16.25% | 2.1 |
|
| 2202 |
2202
JFS Wealth Advisors
Hermitage,
Pennsylvania
| $369M | +$19.4M | +6% | 2.45% | 54.8% | 511 | 16.44% | 2 |
|
| 2203 |
CA
2203
Continental Advisors
Park City,
Utah
| $368M | +$10M | +3% | 9.46% | 73.6% | 164 | 32.93% | 1.6 |
|
| 2204 |
2204
Summit Partners
Boston,
Massachusetts
| $368M | -$85.8M | -19% | 13.8% | 13.7% | 7 | 14.29% | 1.6 |
|
| 2205 |
2205
Vista Capital Partners
Portland,
Oregon
| $368M | +$13M | +4% | 3.05% | 61.2% | 54 | 14.81% | 2.5 |
|
| 2206 |
2206
Academy Capital Management
Waco,
Texas
| $368M | -$8.26M | -2% | 2.34% | 71.2% | 44 | 18.18% | 2.3 |
|
| 2207 |
CCM
2207
Cohen Capital Management
Corte Madera,
California
| $367M | +$9.9M | +3% | 3.19% | 91.5% | 132 | 6.82% | 2.8 |
|
| 2208 |
2208
Brown Advisory Securities
Baltimore,
Maryland
| $367M | +$23.8M | +7% | 1.45% | 51% | 350 | 15.43% | 2.2 |
|
| 2209 |
IAA
2209
Ironsides Asset Advisors
Rocky Mount,
North Carolina
| $366M | -$3.33M | -0.9% | 0.7% | 49.3% | 168 | 19.05% | 1.6 |
|
| 2210 |
2210
Merriman Wealth Management
Seattle,
Washington
| $366M | -$120M | -25% | 11.5% | 18.3% | 181 | 58.56% | 0.5 |
|
| 2211 |
SAM
2211
Sandell Asset Management
New York
| $366M | -$13.9M | -4% | 15.5% | 322% | 29 | 62.07% | 0.8 |
|
| 2212 |
2212
Sunriver Management
Greenwich,
Connecticut
| $366M | +$35.1M | +11% | 0.65% | 9.27% | 23 | 43.48% | 0.5 |
|
| 2213 |
2213
Baltimore-Washington Financial Advisors
Columbia,
Maryland
| $365M | +$14M | +4% | 2.86% | 80.6% | 79 | 13.92% | 2.3 |
|
| 2214 |
2214
Bremer Trust National Association
St. Cloud,
Minnesota
| $365M | -$2.9M | -0.8% | 5.86% | 31.2% | 294 | 15.31% | 2.1 |
|
| 2215 |
2215
Penn Davis McFarland
Dallas,
Texas
| $364M | -$26.1M | -7% | 1.87% | 100% | 40 | 7.5% | 1.9 |
|
| 2216 |
2216
Sandhill Capital Partners
Buffalo,
New York
| $364M | +$31.7M | +10% | 4.62% | 64.9% | 70 | 14.29% | 2.6 |
|
| 2217 |
2217
Charles-Lim Capital
Central,
Hong Kong
| $364M | -$19.3M | -5% | 12% | 4.44% | 6 | 0% | 1.5 |
|
| 2218 |
2218
Hutchinson Capital Management
San Rafael,
California
| $364M | +$42.9M | +13% | 6.31% | 52.6% | 51 | 9.8% | 2.7 |
|
| 2219 |
2219
Segantii Capital Management
Hong Kong
| $364M | -$4.29M | -1% | 0.12% | 33.1% | 183 | 89.62% | 0.1 |
|
| 2220 |
2220
Adams Street Partners
Chicago,
Illinois
| $363M | -$167M | -32% | 16% | 399% | 22 | 59.09% | 1 |
|
| 2221 |
2221
J.M. Forbes & Co
Boston,
Massachusetts
| $363M | -$2.74M | -0.7% | 0.35% | 112% | 114 | 16.67% | 2.4 |
|
| 2222 |
2222
Ecofin Advisors
London,
United Kingdom
| $363M | -$22.9M | -6% | 6.1% | 77% | 43 | 37.21% | 1.2 |
|
| 2223 |
2223
Sarissa Capital Management
Greenwich,
Connecticut
| $363M | -$71.1M | -16% | 9.33% | 80% | 15 | 33.33% | 1.7 |
|
| 2224 |
DP
2224
DSAM Partners
London,
United Kingdom
| $363M | -$93.4M | -20% | 12.3% | 343% | 54 | 66.67% | 0.4 |
|
| 2225 |
2225
Estate Counselors
Thiensville,
Wisconsin
| $362M | +$104M | +40% | 0.56% | 60% | 75 | 37.33% | 1.6 |
|