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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%
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250
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2,500
5,000
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50
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1,000
2,500
5,000
| # | Name | AUM |
AUM Growth |
AUM Growth % | Quarter Est. Return | 3 Year Est. Return | Holdings | Portfolio Turnover | |
|---|---|---|---|---|---|---|---|---|---|
| 2551 |
2551
Cetera Investment Advisers
Schaumburg,
Illinois
| $255M | +$24.4M | +11% | 2.66% | 73.4% | 315 | 17.14% |
|
| 2552 |
NL
2552
NWAM LLC
Mercer Island,
Washington
| $255M | +$2.15M | +0.9% | 3.51% | 112% | 273 | 15.02% |
|
| 2553 |
MRM
2553
Michael R. Murphy
| $255M | -$32.7M | -11% | 14.3% | 93.9% | 27 | 48.15% |
|
| 2554 |
EC
2554
EcoR1 Capital
San Francisco,
California
| $254M | -$32.6M | -11% | 15.5% | 310% | 44 | 45.45% |
|
| 2555 |
FWM
2555
FFT Wealth Management
Philadelphia,
Pennsylvania
| $254M | +$23.1M | +10% | 4.41% | 65.6% | 68 | 13.24% |
|
| 2556 |
AIM
2556
Anchor Investment Management
Columbia,
South Carolina
| $254M | +$9.21M | +4% | 3.42% | 59.4% | 686 | 10.5% |
|
| 2557 |
CP
2557
Clover Partners
Dallas,
Texas
| $253M | +$15.1M | +6% | 5.05% | 32.2% | 34 | 5.88% |
|
| 2558 |
PWW
2558
Pettyjohn Wood & White
Lynchburg,
Virginia
| $253M | +$8.19M | +3% | 2.89% | 70.9% | 133 | 5.26% |
|
| 2559 |
ICM
2559
Intrepid Capital Management
Jacksonville Beach,
Florida
| $253M | -$600K | -0.2% | 5.38% | 70.2% | 37 | 21.62% |
|
| 2560 |
DOA
2560
D'Orazio & Associates
Falls Church,
Virginia
| $253M | +$14.7M | +6% | 4.8% | 61.2% | 357 | 23.25% |
|
| 2561 |
1SAMC
2561
12th Street Asset Management Company
Nashville,
Tennessee
| $252M | +$46.2M | +22% | 6.63% | 106% | 18 | 11.11% |
|
| 2562 |
BCFA
2562
BP Capital Fund Advisors
Dallas,
Texas
| $252M | +$58.8M | +30% | 17.7% | 17.9% | 68 | 36.76% |
|
| 2563 |
BRCA
2563
Birch Run Capital Advisors
Dallas,
Texas
| $252M | -$64.4M | -20% | 14% | 8.22% | 17 | 17.65% |
|
| 2564 |
TBA
2564
Train Babcock Advisors
New York
| $252M | +$841K | +0.3% | 1.53% | 41.9% | 117 | 3.42% |
|
| 2565 |
SWK
2565
Stephen W. Kidder
| $251M | +$4.68M | +2% | 1.86% | 94.7% | 103 | 7.77% |
|
| 2566 |
EC
2566
Estate Counselors
Thiensville,
Wisconsin
| $251M | +$24.1M | +11% | 2.71% | 60% | 60 | 20% |
|
| 2567 |
IFS
2567
Ifrah Financial Services
Little Rock,
Arkansas
| $251M | +$154K | +0.1% | 1.47% | 61.7% | 211 | 15.64% |
|
| 2568 |
WSA
2568
Wall Street Associates
Lajolla,
California
| $250M | +$9.2M | +4% | 11.7% | 94.4% | 246 | 25.2% |
|
| 2569 |
MCM
2569
Mitchell Capital Management
Leawood,
Kansas
| $250M | -$41.3M | -14% | 1.82% | 219% | 41 | 29.27% |
|
| 2570 |
UFG
2570
United Fire Group
Cedar Rapids,
Iowa
| $250M | +$11.9M | +5% | 5.3% | 27.4% | 115 | 2.61% |
|
| 2571 |
TWMP
2571
Taylor Wealth Management Partners
Boston,
Massachusetts
| $250M | +$37.7M | +18% | 7.3% | 62% | 157 | 7.01% |
|
| 2572 |
CAM
2572
CG Asset Management
New York
| $249M | -$698K | -0.3% | 4.55% | 62.7% | 135 | 23.7% |
|
| 2573 |
BI
2573
BlueSpruce Investments
Chicago,
Illinois
| $249M | -$109M | -31% | 3.38% | 59.6% | 17 | 35.29% |
|
| 2574 |
ACM
2574
Amber Capital Management
Grand Cayman,
Cayman Islands
| $249M | +$180M | +262% | 31.1% | 45% | 7 | 42.86% |
|
| 2575 |
FPM
2575
Francisco Partners Management
San Francisco,
California
| $249M | -$37.4M | -13% | 12.9% | 14.3% | 6 | 16.67% |
|