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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2826 |
WIM
2826
Wingspan Investment Management
New York
| $215M | +$65.5M | +44% | 21% | – | 25 | 64% | 0.3 |
|
| 2827 |
2827
Telos Capital Management
San Diego,
California
| $215M | +$10.3M | +5% | 4.1% | 71.1% | 143 | 6.99% | 2.4 |
|
| 2828 |
2828
Clarius Group LLC
Seattle,
Washington
| $214M | +$26.9M | +14% | 11.5% | 92.1% | 99 | 19.19% | 0.6 |
|
| 2829 |
2829
American National Registered Investment Advisor
Galveston,
Texas
| $214M | -$835K | -0.4% | 3.58% | 95.8% | 253 | 6.72% | 2.5 |
|
| 2830 |
2830
Cambria Investment Management
Manhattan Beach,
California
| $214M | -$2.5M | -1% | 5.58% | 72% | 191 | 27.75% | 1 |
|
| 2831 |
2831
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
| $214M | +$23.5M | +12% | 1.26% | 62.3% | 90 | 20% | 1.2 |
|
| 2832 |
2832
Advisors Preferred
Rockville,
Maryland
| $214M | +$41.8M | +24% | 6.86% | 102% | 307 | 73.29% | 0.4 |
|
| 2833 |
2833
Foresite Capital Management III
Larkspur,
California
| $214M | +$68.2M | +47% | 56.1% | 444% | 21 | 33.33% | 0.5 |
|
| 2834 |
2834
Ironwood Investment Counsel
Scottsdale,
Arizona
| $214M | +$42.8M | +25% | 2.9% | 64% | 150 | 22% | 2.3 |
|
| 2835 |
2835
Schooner Capital
Vero Beach,
Florida
| $214M | -$25M | -10% | 5.77% | 31.1% | 1 | 0% | 3.3 |
|
| 2836 |
CL
2836
CIM LLC
Albany,
New York
| $213M | +$13.2M | +7% | 5.88% | 108% | 96 | 22.92% | 1.6 |
|
| 2837 |
WFG
2837
Windsor Financial Group
Minneapolis,
Minnesota
| $213M | -$6.13M | -3% | 1.32% | 15.3% | 79 | 12.66% | 2.3 |
|
| 2838 |
2838
Montgomery Investment Management
Rockville,
Maryland
| $213M | +$6.87M | +3% | 3.91% | 98.4% | 100 | 7% | 2.3 |
|
| 2839 |
2839
Patten Group
Chattanooga,
Tennessee
| $213M | -$624K | -0.3% | 3.45% | 88.1% | 687 | 11.06% | 1.2 |
|
| 2840 |
2840
Whetstone Capital Advisors
Shawnee Mission,
Kansas
| $213M | +$42.7M | +25% | 10.8% | 282% | 25 | 44% | 0.9 |
|
| 2841 |
YP
2841
YG Partners
New York
| $213M | +$29M | +16% | 11.2% | – | 33 | 39.39% | 0.4 |
|
| 2842 |
IA
2842
Independence Advisors
Wayne,
Pennsylvania
| $213M | +$22.4M | +12% | 3.48% | 24.4% | 76 | 31.58% | 0.2 |
|
| 2843 |
2843
Banco BTG Pactual
Rio De Janeiro,
Brazil
| $212M | +$119M | +127% | 11.3% | 134% | 70 | 82.86% | 0.1 |
|
| 2844 |
2844
Stanford Investment Group
Mountain View,
California
| $212M | +$16.2M | +8% | 6.14% | – | 425 | 16.94% | 1.2 |
|
| 2845 |
2845
Intrepid Capital Management
Jacksonville Beach,
Florida
| $212M | -$40.4M | -16% | 6.69% | 70.2% | 34 | 17.65% | 2 |
|
| 2846 |
TCM
2846
Texan Capital Management
Houston,
Texas
| $212M | -$5.84M | -3% | 2.02% | 19.3% | 146 | 15.75% | 2.2 |
|
| 2847 |
PAS
2847
Partnervest Advisory Services
Santa Barbara,
California
| $212M | +$9.7M | +5% | 2.46% | 45.1% | 208 | 11.54% | 1.6 |
|
| 2848 |
CRIM
2848
Castle Ridge Investment Management
Greenwich,
Connecticut
| $212M | +$40.3M | +23% | 1.28% | – | 53 | 64.15% | 0.3 |
|
| 2849 |
CFSG
2849
Community Financial Services Group
Newport,
Vermont
| $212M | +$9.02M | +4% | 5.41% | – | 66 | 10.61% | 2.6 |
|
| 2850 |
2850
U.S. Global Investors (USGI)
San Antonio,
Texas
| $212M | +$29.3M | +16% | 7.35% | 119% | 197 | 41.62% | 0.7 |
|