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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
Arrow Financial
Glens Falls,
New York
| $845M | +$70M | +9% | 8.24% | 71.1% | 341 | 7.04% | 5.7 |
|
| 2202 |
2202
Capital Investment Advisory Services
Raleigh,
North Carolina
| $844M | +$52.9M | +7% | 6.76% | 75.7% | 841 | 13.2% | 2.1 |
|
| 2203 |
2203
RKL Wealth Management
Lancaster,
Pennsylvania
| $842M | +$54.7M | +7% | 6.65% | 76.8% | 126 | 2.38% | 4.5 |
|
| 2204 |
2204
AH Equity Partners LSV I
Menlo Park,
California
| $842M | – | – | 8.69% | – | 3 | – | 0 |
|
| 2205 |
LP
2205
LGL Partners
Philadelphia,
Pennsylvania
| $841M | +$677M | +411% | 5.74% | 68.9% | 115 | 20% | 2.4 |
|
| 2206 |
2206
Lenox Wealth Advisors
New York
| $840M | +$62.9M | +8% | 6.48% | 35.7% | 1,034 | 29.69% | 1.7 |
|
| 2207 |
2207
United Asset Strategies
Garden City,
New York
| $840M | +$64.3M | +8% | 9.14% | 111% | 231 | 19.48% | 2.6 |
|
| 2208 |
2208
Jacobi Capital Management
Pittston,
Pennsylvania
| $839M | +$52.6M | +7% | 8.39% | 83.4% | 1,469 | 70.86% | 4.2 |
|
| 2209 |
2209
HHR Asset Management
Berkeley Heights,
New Jersey
| $838M | -$114M | -12% | 2.9% | 76.3% | 38 | 26.32% | 2.2 |
|
| 2210 |
2210
Olstein Capital Management
Purchase,
New York
| $838M | +$22.2M | +3% | 3.81% | 16.6% | 108 | 5.56% | 4.4 |
|
| 2211 |
2211
Quadrant Capital Group
Cincinnati,
Ohio
| $838M | +$121M | +17% | 8.22% | 118% | 2,813 | 12.83% | 3.6 |
|
| 2212 |
2212
Silverback Asset Management
Chapel Hill,
North Carolina
| $837M | +$156M | +23% | 0.22% | 92.1% | 85 | 9.41% | 0.5 |
|
| 2213 |
2213
Red Cedar Investment Management
Grand Rapids,
Michigan
| $835M | +$69.4M | +9% | 7.83% | 88.8% | 104 | 19.23% | 1.1 |
|
| 2214 |
2214
Mirova
Paris,
France
| $835M | +$58M | +7% | 8.97% | 64.6% | 209 | 38.76% | 1.4 |
|
| 2215 |
2215
CDAM (UK)
London,
United Kingdom
| $834M | +$22.5M | +3% | 11.4% | 7.89% | 13 | 7.69% | 2.3 |
|
| 2216 |
2216
Regal Partners
Sydney, NSW,
Australia
| $834M | -$76.6M | -8% | 3.47% | 146% | 16 | 25% | 2.2 |
|
| 2217 |
2217
Sage Mountain Advisors
Atlanta,
Georgia
| $834M | +$139M | +20% | 6.56% | 67% | 741 | 28.88% | 0.5 |
|
| 2218 |
2218
Bristlecone Advisors
Bellevue,
Washington
| $833M | +$69.1M | +9% | 10.2% | 103% | 233 | 9.87% | 2.8 |
|
| 2219 |
2219
Lannebo Fonder
Stockholm,
Sweden
| $833M | +$25.6M | +3% | 9.1% | 49.8% | 36 | 2.78% | 3.7 |
|
| 2220 |
2220
Barber Financial Group
Lenexa,
Kansas
| $832M | +$59.5M | +8% | 7.01% | 39% | 179 | 20.11% | 2.4 |
|
| 2221 |
2221
RiverPark Advisors
New York
| $832M | +$14.1M | +2% | 0.64% | 87.5% | 261 | 50.96% | 1 |
|
| 2222 |
LCM
2222
LH Capital Markets
New York
| $832M | +$638M | +328% | 2.13% | 12.2% | 68 | 64.71% | 0.2 |
|
| 2223 |
2223
Tensile Capital Management
Larkspur,
California
| $832M | -$27.7M | -3% | 0.21% | 47.7% | 19 | 21.05% | 2.6 |
|
| 2224 |
2224
First Nebraska Trust
Lincoln,
Nebraska
| $831M | +$67.1M | +9% | 10.3% | 76.9% | 186 | 6.99% | 4.6 |
|
| 2225 |
2225
Stieven Capital Advisors
St. Louis,
Missouri
| $831M | -$224K | -0% | 4.11% | 117% | 54 | 24.07% | 3 |
|