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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2601 |
2601
Great Lakes Retirement
Sandusky,
Ohio
| $531M | +$140M | +36% | 6.37% | 118% | 224 | 41.52% | 1.2 |
|
| 2602 |
2602
Private Capital Advisors
Darien,
Connecticut
| $531M | -$52.5M | -9% | 2.84% | 132% | 102 | 28.43% | 4.5 |
|
| 2603 |
2603
Cary Street Partners Asset Management
Richmond,
Virginia
| $529M | +$35.7M | +7% | 4.25% | 25.3% | 454 | 15.42% | 1 |
|
| 2604 |
2604
Cyrus Capital Partners
New York
| $528M | +$41.9M | +9% | 2.87% | 163% | 10 | 30% | 3.3 |
|
| 2605 |
2605
Chanos & Company
New York
| $528M | -$105M | -17% | 1.41% | – | 93 | 55.91% | 0.2 |
|
| 2606 |
2606
Makena Capital Management
Menlo Park,
California
| $527M | -$4.87M | -0.9% | 7.68% | 78.7% | 46 | 17.39% | 1.4 |
|
| 2607 |
T
2607
TCWP
Beachwood,
Ohio
| $527M | +$34.6M | +7% | 5.48% | – | 296 | 30.07% | 0.9 |
|
| 2608 |
2608
Clear Creek Financial Management
Silverdale,
Washington
| $527M | +$71.5M | +16% | 5.92% | 86.1% | 333 | 19.82% | 1.3 |
|
| 2609 |
IMOV
2609
Investment Management of Virginia
Richmond,
Virginia
| $526M | +$16.3M | +3% | 4.49% | 93.4% | 187 | 8.02% | 5.2 |
|
| 2610 |
2610
RMR Wealth Builders
Montclair,
New Jersey
| $526M | +$84.8M | +19% | 8.47% | 91.7% | 219 | 15.53% | 1.5 |
|
| 2611 |
2611
Kistler-Tiffany Companies
Berwyn,
Pennsylvania
| $526M | +$39.4M | +8% | 7.37% | 52% | 835 | 8.14% | 4.6 |
|
| 2612 |
2612
Tortoise Index Solutions
Overland Park,
Kansas
| $524M | -$48.1M | -8% | 0.39% | 52.2% | 67 | 4.48% | 5 |
|
| 2613 |
2613
MIC Capital Management (UK)
London,
United Kingdom
| $524M | +$17.7M | +3% | 7.22% | 67.2% | 25 | 4% | 1 |
|
| 2614 |
2614
Greenline Partners
New York
| $524M | +$17.3M | +3% | 4.62% | 69.6% | 133 | 11.28% | 2.7 |
|
| 2615 |
TIM
2615
Total Investment Management
Scottsdale,
Arizona
| $524M | +$113M | +28% | 6.23% | 44.4% | 67 | 17.91% | 2.5 |
|
| 2616 |
2616
Institute for Wealth Management
Denver,
Colorado
| $524M | +$47.9M | +10% | 13.9% | 137% | 474 | 10.97% | 3.3 |
|
| 2617 |
GA
2617
GRS Advisors
Chicago,
Illinois
| $523M | +$105M | +25% | 2.1% | 54.3% | 41 | 51.22% | 0.7 |
|
| 2618 |
2618
IQ EQ Fund Management
Dublin 2,
Ireland
| $521M | +$33.8M | +7% | 8.46% | 109% | 254 | 13.78% | 2.7 |
|
| 2619 |
2619
Dudley & Shanley
Palm Beach,
Florida
| $521M | +$77.4M | +17% | 9.27% | 67.9% | 38 | 18.42% | 2.8 |
|
| 2620 |
2620
Gabelli & Co Investment Advisers
Rye,
New York
| $521M | +$51.6M | +11% | 16% | 248% | 342 | 43.27% | 1.3 |
|
| 2621 |
2621
One Day In July LLC
Burlington,
Vermont
| $521M | +$35.8M | +7% | 4.71% | 48.2% | 97 | 16.49% | 2.3 |
|
| 2622 |
2622
Heck Capital Advisors
Rhinelander,
Wisconsin
| $521M | +$4.95M | +1% | 3.28% | 67% | 157 | 18.47% | 2.8 |
|
| 2623 |
GWI
2623
Grace & White Inc
Ny,
New York
| $521M | +$15.6M | +3% | 8.07% | 59.6% | 142 | 9.15% | 6.1 |
|
| 2624 |
2624
Rodgers Brothers
Harmony,
Pennsylvania
| $521M | +$23.2M | +5% | 1.43% | 108% | 215 | 12.09% | 5.5 |
|
| 2625 |
2625
Sectoral Asset Management
Montreal,
Quebec, Canada
| $520M | +$3.52M | +0.7% | 0.45% | 168% | 129 | 15.5% | 1.8 |
|