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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2751 |
CA
2751
Cambridge Advisors
Omaha,
Nebraska
| $226M | +$7.15M | +3% | 3.26% | 52.9% | 134 | 4.48% | 1.5 |
|
| 2752 |
TAM
2752
Tealwood Asset Management
Minneapolis,
Minnesota
| $226M | +$4.09M | +2% | 5.46% | 128% | 96 | 21.88% | 1.6 |
|
| 2753 |
2753
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
| $226M | +$4.01M | +2% | 3.95% | 58% | 181 | 22.65% | 1.5 |
|
| 2754 |
KCM
2754
Keywise Capital Management
Grand Cayman,
Cayman Islands
| $226M | +$36M | +19% | 25.9% | 219% | 16 | 31.25% | 0.9 |
|
| 2755 |
FC
2755
Finepoint Capital
Boston,
Massachusetts
| $226M | +$18.8M | +9% | 9.97% | 27.4% | 5 | 0% | 1.8 |
|
| 2756 |
SAM
2756
Shikiar Asset Management
New York
| $225M | +$1.16M | +0.5% | 5.42% | 97.8% | 123 | 15.45% | 1.6 |
|
| 2757 |
CBOR
2757
Community Bank of Raymore
Raymore,
Missouri
| $225M | +$5.82M | +3% | 3.39% | 89.6% | 49 | 4.08% | 1.5 |
|
| 2758 |
SC
2758
Stratford Consulting
Addison,
Texas
| $225M | +$2.58M | +1% | 2.81% | 8.23% | 58 | 10.34% | 2.7 |
|
| 2759 |
VFP
2759
Verus Financial Partners
Richmond,
Virginia
| $225M | +$2.56M | +1% | 2.02% | 41.6% | 48 | 8.33% | 2.5 |
|
| 2760 |
VIA
2760
Vantage Investment Advisors
State College,
Pennsylvania
| $225M | -$12.7M | -5% | 2.3% | 56.3% | 1,012 | 19.07% | 1.8 |
|
| 2761 |
ICRM
2761
Insight Capital Research & Management
Walnut Creek,
California
| $225M | -$62.3M | -22% | 18.8% | 287% | 144 | 66.67% | 0.4 |
|
| 2762 |
SC
2762
Spitfire Capital
Mill Valley,
California
| $225M | +$9.69M | +5% | 17.4% | 25.9% | 23 | 0% | 2.3 |
|
| 2763 |
AC
2763
Alley Company
Lake Forest,
Illinois
| $224M | +$4.17M | +2% | 1.15% | 88.2% | 79 | 5.06% | 2.6 |
|
| 2764 |
VCM
2764
Verger Capital Management
Winston-Salem,
North Carolina
| $224M | -$16M | -7% | 3.04% | 53.1% | 15 | 6.67% | 1.1 |
|
| 2765 |
EM
2765
Endicott Management
New York
| $224M | -$50.2M | -18% | 8.36% | 229% | 55 | 58.18% | 0.6 |
|
| 2766 |
AFGI4KRSP
2766
American Financial Group Inc 401(K) Retirement & Savings Plan
Cincinnati,
Ohio
| $224M | -$536K | -0.2% | 1.45% | 17.8% | 1 | 0% | 3.3 |
|
| 2767 |
GGPE
2767
Golden Gate Private Equity
San Francisco,
California
| $223M | +$39.3M | +21% | 0.84% | 8.72% | 19 | 31.58% | 0.8 |
|
| 2768 |
BC
2768
Boxer Capital
San Diego,
California
| $223M | +$110M | +98% | 54.1% | 262% | 30 | 30% | 0.4 |
|
| 2769 |
BC
2769
Bocage Capital
San Francisco,
California
| $223M | +$63.8M | +40% | 10.6% | 25.3% | 22 | 50% | 0.6 |
|
| 2770 |
TWMP
2770
Taylor Wealth Management Partners
Boston,
Massachusetts
| $223M | -$26.7M | -11% | 3.52% | 62% | 171 | 15.79% | 1.1 |
|
| 2771 |
NI
2771
NFC Investments
Memphis,
Tennessee
| $223M | +$10.3M | +5% | 10.7% | – | 42 | 11.9% | 2.4 |
|
| 2772 |
FC
2772
FIC Capital
New York
| $223M | +$11.6M | +5% | 6.62% | 49.7% | 126 | 11.11% | 2.2 |
|
| 2773 |
BCM
2773
BlueMar Capital Management
Miami,
Florida
| $223M | +$15.3M | +7% | 7.78% | 27.4% | 83 | 54.22% | 0.4 |
|
| 2774 |
TP
2774
Truvvo Partners
New York
| $223M | +$28M | +14% | 8.46% | 21.1% | 129 | 15.5% | 0.5 |
|
| 2775 |
SG
2775
Strid Group
Newtown Square,
Pennsylvania
| $222M | -$16.3M | -7% | 2.53% | 50.4% | 56 | 62.5% | 0.5 |
|