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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 |
TPMI
2651
Tilden Park Management I
New York
| $231M | -$199M | -46% | 4.36% | 29.6% | 3 | 33.33% | 0.3 |
|
| 2652 |
BCB
2652
Brian C. Broderick
| $231M | +$7.48M | +3% | 3.07% | 98.6% | 108 | 16.67% | 2 |
|
| 2653 |
2653
Cetera Investment Advisers
Schaumburg,
Illinois
| $231M | +$13.1M | +6% | 2.14% | 73.4% | 302 | 21.85% | 0.2 |
|
| 2654 |
VCP
2654
Vernier Capital Partners
New York
| $231M | -$99.3M | -30% | 4.6% | 75.7% | 28 | 75% | 0.1 |
|
| 2655 |
TI
2655
Tyrian Investments
New York
| $230M | -$102M | -31% | 2.45% | 33.7% | 32 | 56.25% | 0.5 |
|
| 2656 |
FWM
2656
FFT Wealth Management
Philadelphia,
Pennsylvania
| $230M | +$106M | +86% | 1.45% | 65.6% | 69 | 18.84% | 0.2 |
|
| 2657 |
GMA
2657
Goldstein Munger & Associates
San Ramon,
California
| $230M | +$4.86M | +2% | 2.13% | 11.9% | 32 | 3.13% | 2.2 |
|
| 2658 |
HHAM
2658
HITE Hedge Asset Management
Braintree,
Massachusetts
| $230M | -$3.98M | -2% | 0.37% | 54.4% | 70 | 35.71% | 0.8 |
|
| 2659 |
AAM
2659
AR Asset Management
West Hollywood,
California
| $230M | +$10.4M | +5% | 3.13% | 64.9% | 118 | 11.02% | 2.2 |
|
| 2660 |
RB
2660
Rodgers Brothers
Harmony,
Pennsylvania
| $230M | +$15.7M | +7% | 5.67% | 108% | 179 | 11.17% | 2 |
|
| 2661 |
CIM
2661
CIM Investment Management
Pittsburgh,
Pennsylvania
| $230M | +$11.2M | +5% | 0.57% | 123% | 299 | 25.42% | 1.2 |
|
| 2662 |
CIC
2662
Chase Investment Counsel
Charlottesville,
Virginia
| $229M | -$21.9M | -9% | 3.75% | 350% | 113 | 34.51% | 1.3 |
|
| 2663 |
RCP
2663
RPM Capital Partners
New York
| $229M | -$14.9M | -6% | 5.02% | – | 1 | 0% | 2.8 |
|
| 2664 |
MIM
2664
Miller Investment Management
West Conshohocken,
Pennsylvania
| $229M | -$30.7M | -12% | 0.8% | 60.2% | 64 | 3.13% | 2.2 |
|
| 2665 |
GP
2665
Girard Partners
King Of Prussia,
Pennsylvania
| $229M | +$21.8M | +11% | 2.6% | 25.7% | 194 | 15.98% | 1.4 |
|
| 2666 |
AAM
2666
Azzad Asset Management
Falls Church,
Virginia
| $229M | +$20.1M | +10% | 4.15% | 101% | 247 | 11.34% | 1.9 |
|
| 2667 |
NFG
2667
Nadler Financial Group
Deerfield,
Illinois
| $229M | +$7M | +3% | 1.09% | 72.4% | 91 | 13.19% | 2 |
|
| 2668 |
SFWA
2668
Summit Financial Wealth Advisors
Lafayette,
Louisiana
| $229M | +$10.1M | +5% | 4.12% | 71.4% | 144 | 20.14% | 0.7 |
|
| 2669 |
ACA
2669
Abdiel Capital Advisors
New York
| $228M | +$22.1M | +11% | 7.1% | 43.7% | 10 | 40% | 0.2 |
|
| 2670 |
BMM
2670
Buffington Mohr McNeal
Boise,
Idaho
| $228M | +$40.7M | +22% | 1.18% | 29.3% | 182 | 29.12% | 0.9 |
|
| 2671 |
FC
2671
Forte Capital
Rochester,
New York
| $227M | -$16.7M | -7% | 0.61% | 98.3% | 159 | 12.58% | 1.3 |
|
| 2672 |
EC
2672
Estate Counselors
Thiensville,
Wisconsin
| $227M | -$18.2M | -7% | 1.7% | 60% | 75 | 41.33% | 1.5 |
|
| 2673 |
LCM
2673
Lonestar Capital Management
San Francisco,
California
| $227M | -$32.4M | -13% | 0.25% | 260% | 17 | 58.82% | 0.7 |
|
| 2674 |
VIA
2674
Vantage Investment Advisors
State College,
Pennsylvania
| $226M | +$27.2M | +14% | 2.37% | 56.3% | 924 | 20.24% | 1.6 |
|
| 2675 |
MFW
2675
Meristem Family Wealth
Minnetonka,
Minnesota
| $226M | -$28.7M | -11% | 1.5% | 67.7% | 118 | 8.47% | 1.3 |
|