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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2501 |
2501
Columbia Asset Management
Ann Arbor,
Michigan
| $246M | -$16.8M | -6% | 5.89% | 94.1% | 199 | 15.58% | 1.5 |
|
| 2502 |
SFG
2502
Sather Financial Group
Victoria,
Texas
| $246M | +$9.6M | +4% | 7.32% | 70% | 56 | 19.64% | 1.6 |
|
| 2503 |
2503
Monarch Capital Management
Fort Wayne,
Indiana
| $246M | -$16.3M | -6% | 5.5% | 77% | 104 | 8.65% | 2 |
|
| 2504 |
2504
CKW Financial Group
Honolulu,
Hawaii
| $245M | -$9.19M | -4% | 7.81% | 62.4% | 353 | 57.79% | 1.5 |
|
| 2505 |
WIP
2505
Wayzata Investment Partners
Wayzata,
Minnesota
| $245M | +$55.3M | +29% | 8.78% | – | 2 | 50% | 1.1 |
|
| 2506 |
2506
Carlson Capital Management
Northfield,
Minnesota
| $244M | -$19.1M | -7% | 7.08% | 9.85% | 60 | 8.33% | 2 |
|
| 2507 |
2507
Gargoyle Investment Advisor
Englewood,
New Jersey
| $244M | -$18.5M | -7% | 9.29% | 34.5% | 192 | 28.13% | 1 |
|
| 2508 |
2508
Aviance Capital Partners
Naples,
Florida
| $244M | -$23.8M | -9% | 7.59% | 98.2% | 215 | 21.86% | 1.7 |
|
| 2509 |
GFG
2509
Gray Financial Group
Atlanta,
Georgia
| $243M | -$29.7M | -11% | 6.43% | – | 59 | 20.34% | 0.6 |
|
| 2510 |
2510
HITE Hedge Asset Management
Braintree,
Massachusetts
| $243M | -$122M | -33% | 32.7% | 54.4% | 84 | 51.19% | 0.8 |
|
| 2511 |
2511
Grace Capital
Quincy,
Massachusetts
| $243M | $0 | 0% | 6.71% | 127% | 107 | 0% | 1.5 |
|
| 2512 |
2512
Bienville Capital Management
New York
| $243M | -$5.26M | -2% | 13.6% | 36.3% | 86 | 18.6% | 0.5 |
|
| 2513 |
2513
Pomelo Capital
New York
| $242M | +$85.3M | +55% | 6.47% | 4.35% | 131 | 35.88% | 0.7 |
|
| 2514 |
BP
2514
Banbury Partners
Charlotte,
North Carolina
| $242M | +$72.5M | +43% | 7.08% | 138% | 16 | 56.25% | 0.4 |
|
| 2515 |
2515
West Face Capital
Toronto,
Ontario, Canada
| $241M | -$97.6M | -29% | 35.8% | 10.9% | 5 | 0% | 1.4 |
|
| 2516 |
GIM
2516
Greystone Investment Management
Cincinnati,
Ohio
| $241M | -$23.4M | -9% | 8.74% | 32.8% | 63 | 19.05% | 1.6 |
|
| 2517 |
2517
Bridgewater Wealth & Financial Management
Bethesda,
Maryland
| $241M | +$5.6M | +2% | 3.9% | 30.8% | 94 | 23.4% | 0.6 |
|
| 2518 |
2518
Flowering Tree Investment Management
Singapore
| $241M | -$25M | -9% | 27.2% | 47.4% | 5 | 20% | 1.9 |
|
| 2519 |
SAS
2519
Spectrum Advisory Services
Atlanta,
Georgia
| $241M | -$21.7M | -8% | 5.09% | 35.6% | 160 | 6.25% | 2.1 |
|
| 2520 |
2520
WBH Advisory
Baltimore,
Maryland
| $241M | -$13.8M | -5% | 6.55% | 57.6% | 210 | 14.29% | 1.9 |
|
| 2521 |
2521
Griffin Asset Management
New York
| $240M | -$20.2M | -8% | 7.18% | 88.9% | 106 | 13.21% | 1.9 |
|
| 2522 |
WA
2522
WealthTrust Axiom
Wayne,
Pennsylvania
| $240M | -$30.3M | -11% | 8.6% | 125% | 239 | 11.72% | 1.8 |
|
| 2523 |
2523
Gunma Bank
Gunma,
Japan
| $240M | -$3.99M | -2% | 2.1% | 24.5% | 15 | 40% | 1.8 |
|
| 2524 |
HCP
2524
Holt Capital Partners
Fort Worth,
Texas
| $240M | -$7.45M | -3% | 4.94% | 69.5% | 243 | 6.17% | 1.1 |
|
| 2525 |
2525
Ancora Family Wealth Advisors
Cleveland,
Ohio
| $240M | – | – | 7.45% | – | 198 | – | 0 |
|