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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 |
2751
St Louis Trust
Saint Louis,
Missouri
| $299M | +$7.98M | +3% | 2.88% | 71.4% | 123 | 36.59% | 1.3 |
|
| 2752 |
TRIM
2752
Thompson Rubinstein Investment Management
Portland,
Oregon
| $299M | +$5.31M | +2% | 2.64% | 42.8% | 77 | 0% | 4.4 |
|
| 2753 |
2753
Summit Financial Wealth Advisors
Lafayette,
Louisiana
| $299M | -$5.18M | -2% | 1.51% | 71.4% | 147 | 6.8% | 2 |
|
| 2754 |
VAM
2754
Visionary Asset Management
Houston,
Texas
| $299M | -$11M | -4% | 2.2% | 31.9% | 336 | 38.99% | 0.8 |
|
| 2755 |
FPFS
2755
First Personal Financial Services
Charlotte,
North Carolina
| $299M | -$157M | -34% | 1.31% | 31.5% | 1,066 | 40.62% | 1.8 |
|
| 2756 |
YECIP
2756
YT Extraction Co Investment Partners
New York
| $299M | +$65.7M | +28% | 28.2% | – | 1 | 0% | 1.5 |
|
| 2757 |
TA
2757
Tamarack Advisers
Carlsbad,
California
| $299M | +$88.5M | +42% | 12.2% | 46.5% | 32 | 28.13% | 0.9 |
|
| 2758 |
2758
AIA Investment Management
Singapore
| $299M | -$141M | -32% | 1.04% | 63.3% | 15 | 20% | 0.5 |
|
| 2759 |
2759
Marquette Asset Management
Minneapolis,
Minnesota
| $299M | +$23.6M | +9% | 4.57% | 69.6% | 99 | 30.3% | 2.6 |
|
| 2760 |
2760
WrapManager Inc
Mill Valley,
California
| $298M | -$1.13M | -0.4% | 2.85% | 64.6% | 294 | 19.39% | 1.5 |
|
| 2761 |
2761
Fort Point Capital Partners
San Francisco,
California
| $298M | +$25.1M | +9% | 1.48% | 62.2% | 170 | 32.94% | 1.7 |
|
| 2762 |
2762
Harvest Capital Management
Concord,
New Hampshire
| $298M | +$40.6M | +16% | 1.61% | 19.5% | 105 | 20% | 2.9 |
|
| 2763 |
2763
Alley Company
Lake Forest,
Illinois
| $297M | +$5.45M | +2% | 2.2% | 88.2% | 82 | 4.88% | 3.5 |
|
| 2764 |
2764
Simcoe Capital Management
New York
| $297M | +$3.96M | +1% | 0.8% | 48.7% | 14 | 35.71% | 1.3 |
|
| 2765 |
2765
Gilbert & Cook
West Des Moines,
Iowa
| $297M | +$10.9M | +4% | 1.71% | 63.2% | 104 | 20.19% | 1.1 |
|
| 2766 |
2766
Cavalier Investments
Alpharetta,
Georgia
| $297M | +$13.3M | +5% | 6.92% | 171% | 215 | 54.42% | 0.5 |
|
| 2767 |
RTS
2767
Round Table Services
Westfield,
New Jersey
| $296M | +$17M | +6% | 0.98% | 16.1% | 126 | 20.63% | 2 |
|
| 2768 |
QCI
2768
Quaker Capital Investments
Mount Lebanon,
Pennsylvania
| $296M | +$12.9M | +5% | 3.13% | 107% | 25 | 12% | 2.4 |
|
| 2769 |
2769
Point72 Hong Kong
Hong Kong
| $296M | +$102M | +52% | 4.54% | 396% | 1,372 | 70.85% | 0.2 |
|
| 2770 |
CRM
2770
Capital Returns Management
Rye,
New York
| $296M | -$31.9M | -10% | 0.69% | 4.39% | 33 | 54.55% | 0.9 |
|
| 2771 |
2771
Versor Investments
New York
| $296M | -$1.08M | -0.4% | 6.76% | 240% | 326 | 54.6% | 0.4 |
|
| 2772 |
2772
Palouse Capital Management
Spokane,
Washington
| $295M | -$5.07M | -2% | 0.14% | 67.8% | 111 | 17.12% | 2.1 |
|
| 2773 |
TC
2773
Tavio Capital
New York
| $295M | +$83.2M | +39% | 9.83% | 81.4% | 20 | 55% | 0.4 |
|
| 2774 |
2774
Keywise Capital Management
Grand Cayman,
Cayman Islands
| $295M | -$29.2M | -9% | 6.8% | 219% | 18 | 38.89% | 0.8 |
|
| 2775 |
2775
JCIC Asset Management
Toronto,
Ontario, Canada
| $295M | -$6.88M | -2% | 5.07% | – | 129 | 7.75% | 1.2 |
|