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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2776 |
2776
Canal Capital Management
Richmond,
Virginia
| $490M | -$4.06M | -0.8% | 1.14% | 67.8% | 155 | 7.74% | 3.7 |
|
| 2777 |
2777
Gateway Advisory
Westfield,
New Jersey
| $490M | +$18.3M | +4% | 0.81% | 26% | 115 | 14.78% | 1.8 |
|
| 2778 |
2778
Symmetry Investments
St Helier,
Jersey
| $490M | -$166M | -25% | 0.94% | 148% | 237 | 72.15% | 0.3 |
|
| 2779 |
2779
Total Wealth Planning
Cincinnati,
Ohio
| $489M | +$9.09M | +2% | 3.72% | 37.2% | 88 | 9.09% | 2.3 |
|
| 2780 |
2780
Evermay Wealth Management
Arlington,
Virginia
| $489M | -$30.2M | -6% | 3.26% | 56.2% | 584 | 9.76% | 2.7 |
|
| 2781 |
BIM
2781
Bridgecreek Investment Management
Tulsa,
Oklahoma
| $489M | -$33M | -6% | 1.56% | 48.4% | 100 | 7% | 5 |
|
| 2782 |
2782
North Point Portfolio Managers
Orange Village,
Ohio
| $489M | -$15.7M | -3% | 1.34% | 72.8% | 51 | 9.8% | 5.9 |
|
| 2783 |
2783
Roble Belko & Company
Sewickley,
Pennsylvania
| $489M | -$15M | -3% | 3.47% | 53.3% | 335 | 8.06% | 4.6 |
|
| 2784 |
2784
BlueSky Wealth Advisors
New Bern,
North Carolina
| $489M | -$8.71M | -2% | 3.27% | 42.9% | 81 | 17.28% | 4.1 |
|
| 2785 |
2785
Atlas Merchant Capital
New York
| $489M | -$60.7M | -11% | 0.76% | 65.7% | 136 | 34.56% | 0.5 |
|
| 2786 |
CCM
2786
Cohen Capital Management
Corte Madera,
California
| $488M | -$26.5M | -5% | 3.12% | 91.5% | 140 | 6.43% | 6.4 |
|
| 2787 |
2787
12th Street Asset Management Company
Nashville,
Tennessee
| $488M | -$8.2M | -2% | 0.8% | 106% | 34 | 5.88% | 3 |
|
| 2788 |
CIA
2788
Covington Investment Advisors
Ligonier,
Pennsylvania
| $488M | -$12.7M | -3% | 3.51% | 100% | 78 | 7.69% | 6.3 |
|
| 2789 |
2789
Proffitt & Goodson
Knoxville,
Tennessee
| $487M | -$19.6M | -4% | 3.54% | 48.5% | 236 | 6.36% | 4.2 |
|
| 2790 |
2790
Camden National Bank
Camden,
Maine
| $487M | -$23.9M | -5% | 4.65% | 48.8% | 120 | 2.5% | 4.5 |
|
| 2791 |
2791
IQ EQ Fund Management
Dublin 2,
Ireland
| $487M | -$39.5M | -8% | 4.43% | 109% | 261 | 12.26% | 3.1 |
|
| 2792 |
2792
Sanders Morris Harris
Houston,
Texas
| $487M | +$35.2M | +8% | 0.15% | 85.8% | 275 | 14.91% | 1.4 |
|
| 2793 |
2793
Titleist Asset Management
San Antonio,
Texas
| $487M | -$21.6M | -4% | 3.96% | 101% | 237 | 15.19% | 0.5 |
|
| 2794 |
2794
Fractal Investments
Glastonbury,
Connecticut
| $487M | +$37.6M | +8% | 6.74% | 74.2% | 110 | 20% | 1.1 |
|
| 2795 |
2795
Redpoint Management
Woodside,
California
| $486M | -$155M | -24% | 10.4% | 20.6% | 11 | 9.09% | 1.3 |
|
| 2796 |
FAG
2796
Financial Advisory Group
Houston,
Texas
| $486M | -$20.7M | -4% | 3.94% | 20.6% | 93 | 16.13% | 5.4 |
|
| 2797 |
2797
Financial Partners Group (Kansas)
Overland Park,
Kansas
| $485M | -$8.89M | -2% | 2.73% | 76.7% | 176 | 18.75% | 2.4 |
|
| 2798 |
2798
Hanson & Doremus Investment Management
Burlington,
Vermont
| $485M | +$3.94M | +0.8% | 3.16% | 86.3% | 462 | 12.77% | 6.2 |
|
| 2799 |
2799
LVW Advisors
Pittsford,
New York
| $485M | -$35.3M | -7% | 2.99% | 79.1% | 231 | 17.75% | 3.4 |
|
| 2800 |
2800
CenterStar Asset Management
Chicago,
Illinois
| $484M | -$431M | -47% | 3.78% | 104% | 493 | 77.48% | 0.4 |
|