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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 |
2801
Winslow Asset Management
Beachwood,
Ohio
| $566M | +$48.5M | +9% | 12% | 89.9% | 91 | 8.79% | 5.3 |
|
| 2802 |
2802
Means Investment Company
Bangor,
Maine
| $566M | +$59.9M | +12% | 9.51% | 106% | 228 | 20.18% | 1.9 |
|
| 2803 |
2803
Cohanzick Management
Pleasantville,
New York
| $566M | +$151M | +36% | 0.33% | 1.18% | 487 | 67.56% | 0.2 |
|
| 2804 |
CFMC
2804
Curbstone Financial Management Corp
Manchester,
New Hampshire
| $566M | +$35.2M | +7% | 6.06% | 69.6% | 207 | 4.83% | 4.7 |
|
| 2805 |
2805
Kettle Hill Capital Management
New York
| $565M | +$30.1M | +6% | 0.04% | 37.4% | 61 | 54.1% | 0.5 |
|
| 2806 |
2806
IBEX Wealth Advisors
Bedminster,
New Jersey
| $565M | +$45.5M | +9% | 13.2% | 234% | 452 | 60.4% | 1.3 |
|
| 2807 |
2807
Zhang Financial
Portage,
Michigan
| $564M | +$132M | +30% | 8.52% | 67.9% | 212 | 24.53% | 2.6 |
|
| 2808 |
FPCM
2808
Financial Partners Capital Management
New York
| $564M | +$16.6M | +3% | 5.03% | 34.2% | 129 | 10.08% | 3.3 |
|
| 2809 |
2809
Alaska Wealth Advisors
Anchorage,
Alaska
| $564M | +$42.7M | +8% | 4.1% | 44.3% | 53 | 13.21% | 2.1 |
|
| 2810 |
2810
Montecito Bank & Trust
Santa Barbara,
California
| $564M | +$49.2M | +10% | 9.11% | – | 271 | 7.38% | 3.9 |
|
| 2811 |
2811
HeadInvest LLC
Portland,
Maine
| $564M | +$36.3M | +7% | 8.45% | 59.1% | 239 | 8.37% | 3.8 |
|
| 2812 |
2812
Tompkins Financial
Ithaca,
New York
| $564M | +$16.6M | +3% | 10.6% | 84.4% | 408 | 21.32% | 5.1 |
|
| 2813 |
2813
First Fiduciary Investment Counsel
Cleveland,
Ohio
| $563M | +$51M | +10% | 10.4% | 60% | 70 | 11.43% | 3.4 |
|
| 2814 |
2814
TrinityPoint Wealth
Milford,
Connecticut
| $563M | +$40.6M | +8% | 8.9% | 28.4% | 325 | 13.23% | 1.7 |
|
| 2815 |
2815
Formula Growth
Montreal,
Quebec, Canada
| $563M | -$136M | -19% | 4.15% | 118% | 158 | 20.25% | 2.6 |
|
| 2816 |
2816
EAM Global Investors
Solana Beach,
California
| $563M | +$140M | +33% | 30% | 2,399% | 291 | 69.07% | 0.2 |
|
| 2817 |
ECG
2817
EPIQ Capital Group
San Francisco,
California
| $563M | -$405M | -42% | 12.1% | 6.25% | 65 | 16.92% | 1.3 |
|
| 2818 |
2818
Pacific Ridge Capital Partners
Lake Oswego,
Oregon
| $562M | +$20.5M | +4% | 5.8% | 149% | 133 | 7.52% | 4.5 |
|
| 2819 |
2819
Rodgers Brothers
Harmony,
Pennsylvania
| $562M | +$60.3M | +12% | 10.8% | 108% | 213 | 13.15% | 4.7 |
|
| 2820 |
2820
Ascent Wealth Partners
New Hartford,
New York
| $562M | +$39M | +7% | 12.4% | 105% | 156 | 12.18% | 3.7 |
|
| 2821 |
2821
Keebeck Wealth Management
Chicago,
Illinois
| $560M | +$53.3M | +11% | 9.53% | 81.3% | 229 | 11.79% | 1.4 |
|
| 2822 |
2822
Evermay Wealth Management
Arlington,
Virginia
| $560M | +$43.4M | +8% | 8.29% | 61.1% | 544 | 17.28% | 1.6 |
|
| 2823 |
2823
Seven Eight Capital
New York
| $559M | -$480M | -46% | 1.9% | 13.6% | 756 | 72.35% | 0.3 |
|
| 2824 |
2824
Crabel Capital Management
Los Angeles,
California
| $558M | +$234M | +72% | 5.54% | 13.9% | 164 | 51.83% | 0.5 |
|
| 2825 |
2825
Tectonic Advisors
Frisco,
Texas
| $558M | +$48.9M | +10% | 6.43% | 44.9% | 237 | 15.61% | 0.8 |
|