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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2626 |
COC
2626
Commonwealth Opportunity Capital
Los Angeles,
California
| $221M | -$132M | -37% | 13.8% | – | 39 | 89.74% | 0.2 |
|
| 2627 |
2627
SignalPoint Asset Management
Springfield,
Missouri
| $221M | -$20.2M | -8% | 5.03% | 36% | 212 | 12.26% | 1.6 |
|
| 2628 |
2628
Wright Investors Service
Shelton,
Connecticut
| $221M | +$11.5M | +5% | 6.06% | 146% | 237 | 22.78% | 1.4 |
|
| 2629 |
2629
Whitney & Co
Rochester,
New York
| $221M | -$8.28M | -4% | 7.19% | 93.2% | 110 | 5.45% | 1.9 |
|
| 2630 |
GJCM
2630
Grand Jean Capital Management
San Francisco,
California
| $221M | -$36.2M | -14% | 6.92% | 61.4% | 42 | 16.67% | 1.7 |
|
| 2631 |
CCM
2631
Castine Capital Management
Boston,
Massachusetts
| $220M | -$17.5M | -7% | 1.12% | 13.9% | 52 | 19.23% | 1.4 |
|
| 2632 |
2632
Goldstein Munger & Associates
San Ramon,
California
| $220M | -$10.7M | -5% | 6.44% | 11.9% | 33 | 9.09% | 1.8 |
|
| 2633 |
2633
MV Capital Management
Bethesda,
Maryland
| $220M | -$26.4M | -11% | 5.64% | 67.6% | 424 | 36.32% | 0.7 |
|
| 2634 |
2634
EcoR1 Capital
San Francisco,
California
| $220M | -$80.2M | -27% | 20.9% | 310% | 32 | 43.75% | 0.4 |
|
| 2635 |
2635
Accuvest Global Advisors
Provo,
Utah
| $219M | -$49.6M | -18% | 9.03% | 130% | 99 | 54.55% | 0.7 |
|
| 2636 |
LIM
2636
Lorem Ipsum Management
New York
| $219M | +$63.6M | +41% | 7.89% | – | 39 | 71.79% | 0.2 |
|
| 2637 |
2637
Forte Capital
Rochester,
New York
| $219M | -$16.2M | -7% | 5.44% | 98.3% | 161 | 9.32% | 0.9 |
|
| 2638 |
2638
Hefren-Tillotson
Pittsburgh,
Pennsylvania
| $219M | +$25.8M | +13% | 8.87% | 40% | 24 | 33.33% | 1 |
|
| 2639 |
2639
Giralda Advisors
New York
| $219M | -$41.2M | -16% | 6.08% | 36.8% | 21 | 28.57% | 1.2 |
|
| 2640 |
WFH
2640
Wealthy Fountain Holdings
Shanghai,
China
| $218M | -$6.86M | -3% | 42.9% | 97.9% | 1 | 0% | 0.8 |
|
| 2641 |
2641
Cutler Capital Management
Worcester,
Massachusetts
| $218M | -$8.76M | -4% | 4.75% | 39.7% | 98 | 14.29% | 1.3 |
|
| 2642 |
2642
Hengistbury Investment Partners
London,
United Kingdom
| $218M | -$51.1M | -19% | 1.43% | 108% | 6 | 33.33% | 1 |
|
| 2643 |
PWW
2643
Pettyjohn Wood & White
Lynchburg,
Virginia
| $218M | -$19.7M | -8% | 6.73% | 70.9% | 135 | 13.33% | 1.7 |
|
| 2644 |
2644
Kemper
Chicago,
Illinois
| $217M | -$27.6M | -11% | 7.14% | 28.6% | 17 | 5.88% | 1.6 |
|
| 2645 |
2645
United Asset Strategies
Garden City,
New York
| $217M | -$6.77M | -3% | 5.6% | 94.6% | 143 | 22.38% | 1.1 |
|
| 2646 |
2646
First Bankers Trust
Louisville,
Kentucky
| $217M | -$18.6M | -8% | 5.81% | 78.9% | 154 | 10.39% | 2 |
|
| 2647 |
2647
Aspiriant Holdings S3
Los Angeles,
California
| $217M | -$33.7M | -13% | 7.54% | – | 114 | 14.91% | 1.7 |
|
| 2648 |
2648
Suncoast Equity Management
Tampa,
Florida
| $217M | -$7.85M | -3% | 3.8% | 82.9% | 23 | 21.74% | 1.5 |
|
| 2649 |
2649
LVW Advisors
Pittsford,
New York
| $217M | -$18.2M | -8% | 8.68% | 79.1% | 158 | 22.15% | 0.6 |
|
| 2650 |
2650
Haverford Financial Services
Radnor,
Pennsylvania
| $217M | -$20M | -8% | 8.42% | 57.9% | 48 | 16.67% | 1.7 |
|