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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2801 |
IIC
2801
Ironwood Investment Counsel
Scottsdale,
Arizona
| $183M | +$6.84M | +4% | 1.16% | 64% | 139 | 10.79% | 0.6 |
|
| 2802 |
MAS
2802
Madden Advisory Services
Jacksonville,
Florida
| $183M | +$49.6M | +37% | 2.15% | 52.3% | 405 | 28.4% | 0.5 |
|
| 2803 |
WKWM
2803
Walter & Keenan Wealth Management
Souh Bend,
Indiana
| $182M | – | – | 2.32% | 92% | 142 | – | 0 |
|
| 2804 |
AP
2804
Advisor Partners
Walnut Creek,
California
| $182M | +$8.33M | +5% | 1.52% | 63.8% | 268 | 7.09% | 0.6 |
|
| 2805 |
KGI
2805
Kopernik Global Investors
Tampa,
Florida
| $182M | +$120M | +193% | 3.19% | 128% | 26 | 38.46% | 0.2 |
|
| 2806 |
2806
Perigon Wealth Management
San Francisco,
California
| $182M | +$1.29M | +0.7% | 0.41% | 93.8% | 137 | 7.3% | 0.2 |
|
| 2807 |
2807
Waratah Capital Advisors
Toronto,
Ontario, Canada
| $182M | -$79.2M | -30% | 3.81% | 192% | 121 | 70.25% | 0.3 |
|
| 2808 |
BP
2808
Bandera Partners
New York
| $181M | -$23M | -11% | 0.84% | 55.4% | 17 | 11.76% | 0.6 |
|
| 2809 |
CVM
2809
Cheviot Value Management
Beverly Hills,
California
| $181M | +$150K | +0.1% | 4.07% | 77.8% | 35 | 2.86% | 0.7 |
|
| 2810 |
TAM
2810
TFG Asset Management
Grand Cayman,
Cayman Islands
| $181M | +$70.7M | +64% | 0.33% | 72.1% | 16 | 18.75% | 0.2 |
|
| 2811 |
A
2811
Abingworth
London,
United Kingdom
| $181M | +$48.5M | +37% | 2.39% | 184% | 13 | 15.38% | 0.6 |
|
| 2812 |
ICM
2812
Invicta Capital Management
New York
| $181M | -$63.4M | -26% | 6% | – | 32 | 59.38% | 0.3 |
|
| 2813 |
RMAM
2813
Raab & Moskowitz Asset Management
Chatham,
New Jersey
| $181M | +$6.52M | +4% | 0.32% | 75% | 143 | 11.19% | 0.2 |
|
| 2814 |
SIG
2814
Sky Investment Group
Hartford,
Connecticut
| $181M | +$4.29M | +2% | 0.31% | 68% | 77 | 6.49% | 0.4 |
|
| 2815 |
HCM
2815
HMI Capital Management
San Francisco,
California
| $181M | +$37.2M | +26% | 4.21% | 5.95% | 9 | 11.11% | 0.6 |
|
| 2816 |
CFA
2816
CT Financial Advisors
Chadds Ford,
Pennsylvania
| $181M | – | – | 1.47% | – | 633 | – | 0 |
|
| 2817 |
JWA
2817
JFS Wealth Advisors
Hermitage,
Pennsylvania
| $181M | -$49.1M | -21% | 1.24% | 54.8% | 137 | 24.82% | 0.6 |
|
| 2818 |
VFP
2818
Verus Financial Partners
Richmond,
Virginia
| $180M | -$11.7M | -6% | 1.22% | 41.6% | 48 | 6.25% | 0.6 |
|
| 2819 |
GCA
2819
Gideon Capital Advisors
New York
| $180M | +$11.8M | +7% | 1.37% | 37.6% | 316 | 81.96% | 0.1 |
|
| 2820 |
FTIM
2820
Flowering Tree Investment Management
Singapore
| $180M | -$37.3M | -17% | 8.17% | 47.4% | 9 | 22.22% | 0.6 |
|
| 2821 |
OL
2821
Orbitronix LP
Newport Beach,
California
| $180M | +$42.9M | +31% | 1.18% | 6.68% | 133 | 70.68% | 0.2 |
|
| 2822 |
FAG
2822
Financial Advisory Group
Houston,
Texas
| $179M | +$3.53M | +2% | 0.98% | 20.6% | 55 | 7.27% | 0.6 |
|
| 2823 |
TFMS
2823
Trust & Fiduciary Management Services
Boston,
Massachusetts
| $179M | +$30.4M | +20% | 3.85% | – | 130 | 20% | 0.6 |
|
| 2824 |
MP
2824
Mediatel Partners
Fort Worth,
Texas
| $178M | -$5.69M | -3% | 3.09% | 11.6% | 2 | 0% | 0.8 |
|
| 2825 |
SAM
2825
Selway Asset Management
| $178M | -$6.21M | -3% | 1% | 36.5% | 68 | 19.12% | 0.7 |
|