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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
Telos Capital Management
San Diego,
California
| $821M | +$101M | +14% | 10.3% | 71.1% | 205 | 13.17% | 5.5 |
|
| 2202 |
2202
Beacon Financial Group
Dallas,
Texas
| $820M | +$115M | +16% | 8.1% | 66.6% | 326 | 33.44% | 3.6 |
|
| 2203 |
2203
CapWealth Advisors
Franklin,
Tennessee
| $820M | +$40.6M | +5% | 11.1% | 152% | 110 | 14.55% | 5.6 |
|
| 2204 |
2204
CenterBook Partners
Greenwich,
Connecticut
| $820M | +$17.8M | +2% | 13% | 62.4% | 520 | 47.88% | 0.9 |
|
| 2205 |
2205
Asset Advisors Investment Management
Augusta,
Georgia
| $819M | +$75.5M | +10% | 11.9% | 67.5% | 89 | 7.87% | 4.3 |
|
| 2206 |
2206
J.L. Bainbridge & Co
Sarasota,
Florida
| $817M | +$71M | +10% | 14.9% | 118% | 91 | 13.19% | 2.9 |
|
| 2207 |
2207
Verus Capital Partners
Scottsdale,
Arizona
| $817M | +$100M | +14% | 13.1% | 139% | 343 | 13.99% | 2.4 |
|
| 2208 |
2208
Tanglewood Wealth Management
Houston,
Texas
| $817M | +$227M | +39% | 9.27% | 64.6% | 32 | 28.13% | 2.8 |
|
| 2209 |
2209
Webster Bank
Waterbury,
Connecticut
| $817M | +$77.3M | +10% | 10.3% | 77.5% | 597 | 8.54% | 5.4 |
|
| 2210 |
2210
Global Strategic Investment Solutions
Scottsdale,
Arizona
| $816M | +$39.7M | +5% | 8.53% | 56.8% | 153 | 13.73% | 2.7 |
|
| 2211 |
2211
Cable Hill Partners
Portland,
Oregon
| $816M | +$75M | +10% | 7.84% | 20.3% | 255 | 79.22% | 1.7 |
|
| 2212 |
2212
Anderson Hoagland & Co
St Louis,
Missouri
| $815M | +$67.2M | +9% | 12.1% | 104% | 131 | 12.98% | 3.4 |
|
| 2213 |
2213
Gemmer Asset Management
Walnut Creek,
California
| $815M | +$73.7M | +10% | 9.95% | 96.8% | 131 | 7.63% | 5.6 |
|
| 2214 |
2214
Silchester International Investors
London,
United Kingdom
| $813M | +$118M | +17% | 11.7% | 53.9% | 5 | 60% | 3.4 |
|
| 2215 |
2215
Marble Harbor Investment Counsel
Boston,
Massachusetts
| $813M | +$50.8M | +7% | 9.81% | 66.7% | 201 | 8.46% | 6.1 |
|
| 2216 |
2216
CCM Investment Advisers
Columbia,
South Carolina
| $813M | +$87.8M | +12% | 12.8% | 170% | 77 | 14.29% | 4.5 |
|
| 2217 |
2217
Strategic Wealth Partners
Independence,
Ohio
| $811M | +$52M | +7% | 9.97% | – | 307 | 17.92% | 2.5 |
|
| 2218 |
2218
PrairieView Partners
St. Paul,
Minnesota
| $811M | +$73M | +10% | 8.46% | 34% | 430 | 10.23% | 3.2 |
|
| 2219 |
BIC
2219
Beach Investment Counsel
West Conshohocken,
Pennsylvania
| $810M | +$10.3M | +1% | 7.39% | 36% | 160 | 16.25% | 6.1 |
|
| 2220 |
2220
Liberty One Investment Management
Libertyville,
Illinois
| $810M | +$120M | +17% | 8.41% | 40.3% | 170 | 5.88% | 2.9 |
|
| 2221 |
2221
Praesidium Investment Management Company
New York
| $810M | +$33.9M | +4% | 16.6% | 79% | 13 | 0% | 3.3 |
|
| 2222 |
2222
Estate Counselors
Thiensville,
Wisconsin
| $810M | +$58M | +8% | 8.37% | 60% | 141 | 28.37% | 2.1 |
|
| 2223 |
2223
SeaCrest Wealth Management
Purchase,
New York
| $810M | +$39.9M | +5% | 11.8% | 153% | 664 | 13.25% | 3.7 |
|
| 2224 |
2224
Howard Capital Management
Roswell,
Georgia
| $809M | +$68.1M | +9% | 10% | 144% | 75 | 38.67% | 1.4 |
|
| 2225 |
2225
Proficio Capital Partners
Newton,
Massachusetts
| $809M | +$58.7M | +8% | 10% | 97% | 329 | 18.54% | 2.7 |
|