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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%
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50
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250
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2,500
5,000
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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 2676 |
OA
2676
Outfitter Advisors
Mclean,
Virginia
| $253M | +$6.23M | +3% | 5.45% | 35.6% | 137 | 9.49% |
|
| 2677 |
LIM
2677
Longfellow Investment Management
Boston,
Massachusetts
| $253M | -$33.8M | -12% | 16.2% | 45.9% | 74 | 81.08% |
|
| 2678 |
CIM
2678
Castleton Investment Management
Stamford,
Connecticut
| $253M | +$34.4M | +16% | 0.13% | 15.1% | 86 | 54.65% |
|
| 2679 |
CC
2679
Cedar Capital
Barrington,
Illinois
| $252M | -$21.4M | -8% | 6.87% | 98% | 106 | 32.08% |
|
| 2680 |
TW
2680
Transform Wealth
Greenwood Village,
Colorado
| $252M | +$19.3M | +8% | 2.22% | 48.4% | 223 | 14.8% |
|
| 2681 |
LI
2681
LVZ Inc
Holland,
Michigan
| $252M | +$8.22M | +3% | 1.19% | 47.1% | 69 | 23.19% |
|
| 2682 |
BIM
2682
Baldwin Investment Management
West Conshohocken,
Pennsylvania
| $252M | +$17.7M | +8% | 9.39% | 74.8% | 126 | 8.73% |
|
| 2683 |
BCM
2683
Beddow Capital Management
Jackson,
Wyoming
| $251M | +$7.82M | +3% | 5.43% | 50.7% | 46 | 15.22% |
|
| 2684 |
VHMC
2684
Value Holdings Management Company
Hampton Bays,
New York
| $251M | +$80.7M | +47% | 13.1% | 125% | 40 | 7.5% |
|
| 2685 |
DAS
2685
Dynamic Advisor Solutions
Phoenix,
Arizona
| $251M | -$13.3M | -5% | 3.47% | 64% | 252 | 26.98% |
|
| 2686 |
CS
2686
Credential Securities
Vancouver,
| $251M | +$30.2M | +14% | 2.83% | 32.5% | 282 | 15.6% |
|
| 2687 |
DOA
2687
D'Orazio & Associates
Falls Church,
Virginia
| $251M | +$998K | +0.4% | 2.47% | 61.2% | 306 | 13.4% |
|
| 2688 |
KJHP
2688
K.J. Harrison & Partners
Toronto,
Ontario, Canada
| $251M | +$40.5M | +19% | 5.02% | 140% | 251 | 38.65% |
|
| 2689 |
PAM
2689
Peak Asset Management
Louisville,
Colorado
| $250M | +$12M | +5% | 2.32% | 70.1% | 154 | 12.34% |
|
| 2690 |
CCT
2690
Capital City Trust
Tallahassee,
Florida
| $250M | +$2.31M | +0.9% | 1.61% | 86.1% | 105 | 10.48% |
|
| 2691 |
AA
2691
Antipodean Advisors
New York
| $250M | +$47.6M | +24% | 21.4% | 67.8% | 24 | 45.83% |
|
| 2692 |
UONDDL
2692
University of Notre Dame du Lac
South Bend,
Indiana
| $250M | +$134M | +116% | 2.77% | – | 58 | 50% |
|
| 2693 |
PA
2693
Paracle Advisors
Mercer Island,
Washington
| $249M | +$33.5M | +16% | 0.78% | 30.9% | 48 | 10.42% |
|
| 2694 |
DLG
2694
Daniel L. Goodwin
| $249M | -$33.7M | -12% | 4.91% | 72.6% | 110 | 22.73% |
|
| 2695 |
FP
2695
FDO Partners
Cambridge,
Massachusetts
| $248M | +$16.6M | +7% | 0.97% | – | 291 | 72.51% |
|
| 2696 |
PI
2696
PHH Investments
Addison,
Texas
| $248M | – | – | 0.21% | 30.9% | 65 | – |
|
| 2697 |
DW
2697
Domani Wealth
Lancaster,
Pennsylvania
| $248M | -$15.4M | -6% | 3.33% | 48.6% | 119 | 17.65% |
|
| 2698 |
GCM
2698
GoodHaven Capital Management
Millburn,
New Jersey
| $248M | -$51.3M | -17% | 2.9% | 80.7% | 23 | 4.35% |
|
| 2699 |
AA
2699
Advisory Alpha
Holland,
Michigan
| $248M | +$8.87M | +4% | 1% | 50.3% | 132 | 56.82% |
|
| 2700 |
TI
2700
Turner Investments
Berwyn,
Pennsylvania
| $248M | -$54.7M | -18% | 6.58% | 6.36% | 315 | 61.59% |
|