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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2551 |
CDIA
2551
Capital Directions Investment Advisors
Atlanta,
Georgia
| $311M | +$18.1M | +6% | 4.52% | 7.53% | 125 | 29.6% | 2.1 |
|
| 2552 |
2552
Dorchester Wealth Management
Montreal,
Quebec, Canada
| $311M | +$21.3M | +7% | 5.37% | 18.3% | 113 | 10.62% | 1.8 |
|
| 2553 |
2553
Bronson Point Management
Fairfield,
Connecticut
| $311M | +$87.1M | +39% | 6.67% | 7.56% | 66 | 65.15% | 0.3 |
|
| 2554 |
2554
LVZ Inc
Holland,
Michigan
| $311M | +$22.2M | +8% | 4.2% | 52.9% | 73 | 15.07% | 1.4 |
|
| 2555 |
NTCM
2555
Nine Ten Capital Management
Chicago,
Illinois
| $311M | -$16.2M | -5% | 8.09% | 166% | 9 | 0% | 2 |
|
| 2556 |
2556
Blue Chip Partners
Farmington Hills,
Michigan
| $311M | +$23.7M | +8% | 5.06% | 81.2% | 129 | 3.1% | 2.2 |
|
| 2557 |
TAM
2557
Taylor Asset Management
Toronto,
Ontario, Canada
| $310M | +$7.99M | +3% | 3.1% | 12.9% | 32 | 28.13% | 1.2 |
|
| 2558 |
2558
Lee Financial
Dallas,
Texas
| $310M | +$38.2M | +14% | 2.78% | 75% | 556 | 19.42% | 0.6 |
|
| 2559 |
2559
Miller Investment Management
West Conshohocken,
Pennsylvania
| $309M | +$26.7M | +9% | 4.37% | 60.2% | 73 | 5.48% | 3 |
|
| 2560 |
2560
Herald Investment Management
London,
United Kingdom
| $309M | +$17.2M | +6% | 8.06% | 493% | 95 | 10.53% | 2.6 |
|
| 2561 |
ARMC
2561
American Research & Management Company
Marion,
Massachusetts
| $309M | +$4.26M | +1% | 2.57% | 35.1% | 365 | 8.77% | 3.1 |
|
| 2562 |
TCM
2562
Tradition Capital Management
Summit,
New Jersey
| $309M | +$6.67M | +2% | 5.89% | 43.5% | 167 | 11.38% | 2.8 |
|
| 2563 |
2563
Zebra Capital Management
Stamford,
Connecticut
| $309M | -$13.8M | -4% | 4.18% | 142% | 309 | 28.8% | 1.4 |
|
| 2564 |
2564
Flagship Harbor Advisors
Boston,
Massachusetts
| $308M | +$20.2M | +7% | 4.18% | 68.3% | 370 | 13.51% | 0.6 |
|
| 2565 |
2565
Perigon Wealth Management
San Francisco,
California
| $308M | -$151M | -33% | 4.84% | 104% | 765 | 37.12% | 1.1 |
|
| 2566 |
2566
Bristlecone Advisors
Bellevue,
Washington
| $308M | +$13.1M | +4% | 4.22% | 103% | 295 | 51.86% | 0.7 |
|
| 2567 |
2567
AJ Wealth Strategies
New York
| $308M | +$44.2M | +17% | 3.74% | 32.2% | 81 | 8.64% | 0.6 |
|
| 2568 |
2568
Spectrum Management Group
Indianapolis,
Indiana
| $308M | +$42.5M | +16% | 4.56% | 44% | 482 | 81.12% | 0.3 |
|
| 2569 |
2569
Institute for Wealth Management
Denver,
Colorado
| $308M | -$56M | -15% | 5.19% | 137% | 430 | 46.51% | 0.5 |
|
| 2570 |
2570
CenturyLink Investment Management
Denver,
Colorado
| $307M | +$11.2M | +4% | 3.84% | – | 190 | 15.26% | 2.3 |
|
| 2571 |
2571
Martin & Co
Knoxville,
Tennessee
| $307M | -$17.3M | -5% | 3.39% | 67.8% | 109 | 3.67% | 3.5 |
|
| 2572 |
AIM
2572
Advantage Investment Management
Cedar Rapids,
Iowa
| $307M | +$20.4M | +7% | 3.56% | 28.6% | 1,175 | 18.21% | 1.8 |
|
| 2573 |
2573
Versor Investments
New York
| $306M | -$63M | -17% | 13.3% | 240% | 262 | 57.63% | 0.2 |
|
| 2574 |
2574
Intrust Bank
Wichita,
Kansas
| $306M | +$12.6M | +4% | 5.66% | 102% | 395 | 12.91% | 2.3 |
|
| 2575 |
HCP
2575
Holt Capital Partners
Fort Worth,
Texas
| $306M | +$15.4M | +5% | 3.25% | 69.5% | 142 | 4.23% | 2.8 |
|