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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2576 |
MIP
2576
Marietta Investment Partners
Milwaukee,
Wisconsin
| $257M | +$1.31M | +0.5% | 1.82% | 160% | 120 | 13.33% | 1.3 |
|
| 2577 |
AIIMS
2577
Analyst IMS Investment Management Services
Tel-Aviv,
Israel
| $257M | -$972K | -0.4% | 1.28% | 99.4% | 113 | 25.66% | 0.4 |
|
| 2578 |
GJCM
2578
Grand Jean Capital Management
San Francisco,
California
| $257M | -$14.6M | -5% | 0.73% | 61.4% | 43 | 16.28% | 1.4 |
|
| 2579 |
GPP
2579
Great Point Partners
Greenwich,
Connecticut
| $257M | +$29.3M | +13% | 13.9% | 710% | 47 | 57.45% | 0.4 |
|
| 2580 |
CA
2580
Capital Advantage
Walnut Creek,
California
| $257M | +$12.9M | +5% | 0.34% | 49.2% | 76 | 15.79% | 1 |
|
| 2581 |
CANC
2581
Culbertson A N & Co
Charlottesville,
Virginia
| $256M | +$5.28M | +2% | 0.11% | 80.7% | 88 | 5.68% | 1.8 |
|
| 2582 |
CFA
2582
Capstone Financial Advisors
Downers Grove,
Illinois
| $256M | -$3.91M | -2% | 0.69% | 54.5% | 114 | 30.7% | 0.9 |
|
| 2583 |
BCM
2583
Birmingham Capital Management
Birmingham,
Alabama
| $256M | -$6.87M | -3% | 0.84% | 103% | 106 | 1.89% | 1.8 |
|
| 2584 |
BWAM
2584
Boyd Watterson Asset Management
Cleveland,
Ohio
| $256M | +$6.72M | +3% | 0.47% | 101% | 178 | 7.3% | 1.6 |
|
| 2585 |
TAM
2585
Tealwood Asset Management
Minneapolis,
Minnesota
| $256M | +$11.5M | +5% | 1.76% | 128% | 87 | 13.79% | 1.4 |
|
| 2586 |
CPA
2586
Cowen Prime Advisors
New York
| $255M | +$12.5M | +5% | 18.8% | 116% | 347 | 29.11% | 1.4 |
|
| 2587 |
PJSIMP
2587
P.J. Schmidt Investment Management (PJS)
Cedarburg,
Wisconsin
| $255M | -$424K | -0.2% | 0.46% | 65.9% | 164 | 12.8% | 1.4 |
|
| 2588 |
WA
2588
WBH Advisory
Baltimore,
Maryland
| $254M | -$102M | -29% | 0.21% | 57.6% | 214 | 9.35% | 1.7 |
|
| 2589 |
CFG
2589
CKW Financial Group
Honolulu,
Hawaii
| $254M | +$2.67M | +1% | 0.83% | 62.4% | 363 | 8.26% | 1.2 |
|
| 2590 |
2590
Klingman & Associates
New York
| $254M | +$11M | +5% | 2.24% | 59.3% | 420 | 12.62% | 0.4 |
|
| 2591 |
2591
Modera Wealth Management
Westwood,
New Jersey
| $254M | -$2.75M | -1% | 0.59% | 68.2% | 91 | 8.79% | 1.4 |
|
| 2592 |
GAG
2592
GM Advisory Group
Melville,
New York
| $254M | +$6.48M | +3% | 0.33% | 53.6% | 42 | 11.9% | 1 |
|
| 2593 |
AIU
2593
Algebris Investments (UK)
London,
United Kingdom
| $254M | +$102M | +68% | 0.35% | 15.3% | 79 | 51.9% | 0.7 |
|
| 2594 |
DCM
2594
Dinsmore Capital Management
Morristown,
New Jersey
| $253M | -$1.88M | -0.7% | 0.33% | – | 152 | 8.55% | 1.1 |
|
| 2595 |
2595
Waldron Private Wealth
Bridgeville,
Pennsylvania
| $253M | +$7.42M | +3% | 0.68% | 68.7% | 138 | 15.94% | 1.1 |
|
| 2596 |
CA
2596
Claar Advisors
New York
| $253M | +$3.83M | +2% | 3.07% | 65.5% | 35 | 34.29% | 0.6 |
|
| 2597 |
GS
2597
Gagnon Securities
New York
| $253M | -$48.7M | -16% | 4.67% | 129% | 97 | 12.37% | 1.3 |
|
| 2598 |
FC
2598
FIC Capital
New York
| $252M | -$10.9M | -4% | 0.31% | 49.7% | 131 | 12.21% | 1.7 |
|
| 2599 |
ICP
2599
IBIS Capital Partners
London,
United Kingdom
| $252M | +$50.1M | +25% | 10.1% | 35.1% | 20 | 30% | 0.6 |
|
| 2600 |
EVM
2600
Evelyn V. Moreno
| $252M | -$13M | -5% | 1.57% | 39.4% | 76 | 6.58% | 1.5 |
|