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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2651 |
2651
Meristem Family Wealth
Minnetonka,
Minnesota
| $240M | -$34.5M | -13% | 1.19% | 67.7% | 121 | 7.44% | 1.5 |
|
| 2652 |
2652
Integrated Wealth Management (Palm Desert)
Palm Desert,
California
| $240M | – | – | 0.61% | – | 1,443 | – | 0 |
|
| 2653 |
2653
Philadelphia International Advisors
Philadelphia,
Pennsylvania
| $239M | -$96.8M | -29% | 1.16% | – | 82 | 23.17% | 1.2 |
|
| 2654 |
KM
2654
KS Management
New York
| $239M | +$28.6M | +14% | 13.5% | – | 46 | 71.74% | 0.1 |
|
| 2655 |
2655
Spitfire Capital
Mill Valley,
California
| $239M | +$23.4M | +11% | 13.1% | 25.9% | 24 | 12.5% | 1.1 |
|
| 2656 |
2656
MV Capital Management
Bethesda,
Maryland
| $239M | +$18.8M | +9% | 1.99% | 67.6% | 583 | 34.31% | 0.2 |
|
| 2657 |
2657
Financial Sense Advisors
San Diego,
California
| $239M | -$8.68M | -4% | 2.61% | 152% | 144 | 35.42% | 0.8 |
|
| 2658 |
2658
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
| $238M | +$12.6M | +6% | 1.41% | 58% | 151 | 7.28% | 1.5 |
|
| 2659 |
2659
United Fire Group
Cedar Rapids,
Iowa
| $238M | -$2.79M | -1% | 0.58% | 27.4% | 114 | 2.63% | 1.6 |
|
| 2660 |
2660
Chicago Capital Management
Chicago,
Illinois
| $238M | – | – | 26.9% | 270% | 37 | – | 0 |
|
| 2661 |
IHM
2661
Iguana Healthcare Management
New York
| $238M | +$30.8M | +15% | 23.9% | 141% | 90 | 65.56% | 0.4 |
|
| 2662 |
2662
CNO Financial Group
Carmel,
Indiana
| $237M | +$8.3M | +4% | 0.8% | – | 19 | 10.53% | 0.2 |
|
| 2663 |
2663
Baker Street Capital Management
Los Angeles,
California
| $237M | +$3.03M | +1% | 8.41% | 78.6% | 8 | 62.5% | 0.7 |
|
| 2664 |
2664
Hanson & Doremus Investment Management
Burlington,
Vermont
| $237M | +$3.94M | +2% | 0.47% | 86.3% | 472 | 7.2% | 1.5 |
|
| 2665 |
2665
Cardinal Capital Management Inc (North Carolina)
Raleigh,
North Carolina
| $237M | +$18.2M | +8% | 4.19% | 86.4% | 121 | 9.92% | 1.3 |
|
| 2666 |
2666
United Bank (West Virginia)
Parkersburg,
West Virginia
| $236M | -$33.4M | -12% | 1.22% | 22.5% | 124 | 18.55% | 1.5 |
|
| 2667 |
2667
Avidian Wealth Enterprises
Houston,
Texas
| $236M | -$6.63M | -3% | 0.18% | 71.7% | 49 | 44.9% | 0.6 |
|
| 2668 |
2668
Lafayette Investments
Ashton,
Maryland
| $236M | -$2.54M | -1% | 0.51% | 77.9% | 71 | 9.86% | 1.5 |
|
| 2669 |
2669
Mendon Capital Advisors
Key Largo,
Florida
| $236M | -$3.38M | -1% | 1.51% | – | 118 | 50.85% | 0.9 |
|
| 2670 |
HF
2670
Hoxton Financial
Shepherdstown,
West Virginia
| $236M | -$3.88M | -2% | 4.6% | 15.3% | 372 | 9.41% | 1.2 |
|
| 2671 |
2671
Marlowe Partners
New York
| $236M | +$77.5M | +49% | 0.88% | 16.3% | 19 | 42.11% | 0.2 |
|
| 2672 |
2672
Advisor Partners
Walnut Creek,
California
| $236M | +$8.89M | +4% | 2.07% | 63.8% | 342 | 18.42% | 1.1 |
|
| 2673 |
2673
Cabot-Wellington
Boston,
Massachusetts
| $235M | -$33.8M | -13% | 1.76% | 65% | 43 | 11.63% | 1.6 |
|
| 2674 |
2674
Abingworth
London,
United Kingdom
| $235M | -$117M | -33% | 27.7% | 187% | 18 | 11.11% | 1 |
|
| 2675 |
2675
Brouwer & Janachowski
Mill Valley,
California
| $235M | +$2.39M | +1% | 0.08% | 41.8% | 50 | 12% | 1.1 |
|