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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2726 |
NCMW
2726
Northern Capital Management (Wisconsin)
Madison,
Wisconsin
| $269M | +$17.8M | +7% | 2.85% | 12.8% | 154 | 11.04% | 2 |
|
| 2727 |
PC
2727
Periscope Capital
Toronto,
Ontario, Canada
| $269M | +$23.8M | +10% | 0.28% | 28.8% | 88 | 36.36% | 0.3 |
|
| 2728 |
WA
2728
Wealth Architects
Mountain View,
California
| $269M | +$17M | +7% | 3.29% | 80.1% | 127 | 7.87% | 2 |
|
| 2729 |
AFIA
2729
America First Investment Advisors
Omaha,
Nebraska
| $268M | +$1.42M | +0.5% | 2.79% | 78.2% | 149 | 28.19% | 3.2 |
|
| 2730 |
LYV
2730
Live Your Vision
West Conshohocken,
Pennsylvania
| $268M | +$13M | +5% | 2.18% | 17.9% | 336 | 11.61% | 1.1 |
|
| 2731 |
GF
2731
Greenhouse Funds
Baltimore,
Maryland
| $268M | +$29.7M | +12% | 4.05% | 90.7% | 44 | 29.55% | 0.4 |
|
| 2732 |
OA
2732
Outfitter Advisors
Mclean,
Virginia
| $268M | +$1.39M | +0.5% | 1.8% | 35.6% | 140 | 7.14% | 3.1 |
|
| 2733 |
FWM
2733
Focused Wealth Management
Newburgh,
New York
| $268M | +$12.2M | +5% | 2.45% | 73.9% | 781 | 10.76% | 2.7 |
|
| 2734 |
TAM
2734
Tealwood Asset Management
Minneapolis,
Minnesota
| $267M | +$14.1M | +6% | 3.55% | 128% | 103 | 19.42% | 1.7 |
|
| 2735 |
WA
2735
WealthTrust Axiom
Wayne,
Pennsylvania
| $266M | -$6.9M | -3% | 0.99% | 125% | 240 | 10.83% | 2.9 |
|
| 2736 |
MG
2736
McCutchen Group
Seattle,
Washington
| $266M | +$14.3M | +6% | 3.04% | 2.54% | 21 | 19.05% | 3 |
|
| 2737 |
DI
2737
Dalton Investments
Las Vegas,
Nevada
| $266M | +$24.9M | +10% | 1.21% | 95.1% | 30 | 6.67% | 2.3 |
|
| 2738 |
ASA
2738
Armstrong Shaw Associates
New Canaan,
Connecticut
| $265M | -$135M | -34% | 4.22% | 51.2% | 44 | 9.09% | 2.3 |
|
| 2739 |
EP
2739
Edgestream Partners
Princeton,
New Jersey
| $265M | +$38.2M | +17% | 6.66% | 41.7% | 163 | 39.88% | 0.6 |
|
| 2740 |
PAM
2740
PVG Asset Management
Golden,
Colorado
| $265M | -$58.3M | -18% | 3.47% | – | 102 | 47.06% | 1 |
|
| 2741 |
BCM
2741
Brookmont Capital Management
Dallas,
Texas
| $265M | -$5.24M | -2% | 2.18% | 36.6% | 61 | 16.39% | 2.8 |
|
| 2742 |
AC
2742
Alley Company
Lake Forest,
Illinois
| $265M | +$11.8M | +5% | 3.11% | 88.2% | 78 | 3.85% | 3 |
|
| 2743 |
SMG
2743
Spectrum Management Group
Indianapolis,
Indiana
| $265M | -$6.57M | -2% | 2.56% | 44% | 93 | 22.58% | 1.4 |
|
| 2744 |
BIA
2744
Barry Investment Advisors
New Bedford,
Massachusetts
| $265M | -$4.49M | -2% | 0.2% | 66.7% | 74 | 10.81% | 1.8 |
|
| 2745 |
IIC
2745
Ironwood Investment Counsel
Scottsdale,
Arizona
| $265M | +$26.5M | +11% | 1.25% | 64% | 158 | 5.06% | 2.8 |
|
| 2746 |
EAMA
2746
EFG Asset Management (Americas)
Miami,
Florida
| $265M | +$6M | +2% | 2.58% | 112% | 143 | 23.08% | 1.4 |
|
| 2747 |
PA
2747
Probity Advisors
Dallas,
Texas
| $265M | +$7M | +3% | 1.93% | 55.8% | 143 | 6.29% | 0.9 |
|
| 2748 |
SCM
2748
Stonehill Capital Management
New York
| $265M | +$36.2M | +16% | 1.54% | 117% | 20 | 40% | 1 |
|
| 2749 |
WIS
2749
Wright Investors Service
Shelton,
Connecticut
| $265M | +$17.7M | +7% | 4.73% | 146% | 254 | 22.44% | 1.9 |
|
| 2750 |
DDSF
2750
Diana Davis Spencer Foundation
Bethesda,
Maryland
| $264M | +$4.34M | +2% | 1.28% | 13.4% | 3 | 0% | 2.5 |
|