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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 |
RG
2826
Rikoon Group
Santa Fe,
New Mexico
| $227M | +$101M | +80% | 2.01% | 63.3% | 177 | 28.25% | 0.2 |
|
| 2827 |
IA
2827
Independence Advisors
Wayne,
Pennsylvania
| $227M | +$14.5M | +7% | 1.22% | 24.4% | 79 | 17.72% | 0.4 |
|
| 2828 |
ICM
2828
Intrepid Capital Management
Jacksonville Beach,
Florida
| $227M | +$14.7M | +7% | 4.15% | 70.2% | 33 | 6.06% | 2.2 |
|
| 2829 |
PP
2829
Pegasus Partners
Mequon,
Wisconsin
| $227M | +$15.9M | +8% | 6.15% | 32.6% | 120 | 14.17% | 1 |
|
| 2830 |
MCM
2830
McRae Capital Management
Morristown,
New Jersey
| $226M | +$6.4M | +3% | 3.61% | 78.2% | 105 | 11.43% | 2.3 |
|
| 2831 |
TI
2831
Think Investments
San Francisco,
California
| $226M | -$5.09M | -2% | 2.04% | 285% | 8 | 12.5% | 1 |
|
| 2832 |
UBWV
2832
United Bank (West Virginia)
Parkersburg,
West Virginia
| $226M | +$8.44M | +4% | 7.87% | 22.5% | 110 | 12.73% | 2.6 |
|
| 2833 |
CRB
2833
Chad R. Baker
| $226M | -$6.22M | -3% | 1.86% | 108% | 60 | 3.33% | 0.9 |
|
| 2834 |
GC
2834
Gilbert & Cook
West Des Moines,
Iowa
| $226M | – | – | 1.84% | 63.2% | 76 | – | 0 |
|
| 2835 |
CA
2835
Cambridge Advisors
Omaha,
Nebraska
| $226M | +$295K | +0.1% | 0.9% | 52.9% | 137 | 8.03% | 1.7 |
|
| 2836 |
ATC
2836
Argent Trust Co
Nashville,
Tennessee
| $226M | -$9.62M | -4% | 3.36% | 86.2% | 278 | 17.63% | 1.4 |
|
| 2837 |
LWAC
2837
Laurel Wealth Advisors (California)
Solana Beach,
California
| $226M | +$14.5M | +7% | 1.7% | 33% | 317 | 23.97% | 0.8 |
|
| 2838 |
VCM
2838
Verger Capital Management
Winston-Salem,
North Carolina
| $226M | +$1.56M | +0.7% | 0.48% | 53.1% | 17 | 17.65% | 1.2 |
|
| 2839 |
TCM
2839
Telos Capital Management
San Diego,
California
| $225M | +$9.94M | +5% | 2.41% | 71.1% | 146 | 9.59% | 2.5 |
|
| 2840 |
SRF
2840
Silver Rock Financial
Los Angeles,
California
| $225M | – | – | 13.2% | 2.58% | 21 | – | 0.3 |
|
| 2841 |
WA
2841
Wealth Architects
Mountain View,
California
| $225M | +$8.55M | +4% | 3.23% | 80.1% | 123 | 10.57% | 1.6 |
|
| 2842 |
IIC
2842
Ironwood Investment Counsel
Scottsdale,
Arizona
| $225M | +$10.6M | +5% | 4.05% | 64% | 161 | 14.29% | 2.3 |
|
| 2843 |
GMA
2843
Goldstein Munger & Associates
San Ramon,
California
| $225M | +$5.26M | +2% | 1.37% | 11.9% | 37 | 16.22% | 2.4 |
|
| 2844 |
JWM
2844
Janiczek Wealth Management
Denver,
Colorado
| $224M | – | – | 1.28% | 16.4% | 55 | – | 0 |
|
| 2845 |
CCP
2845
Cryder Capital Partners
London,
United Kingdom
| $224M | +$53.3M | +31% | 1.01% | 55.7% | 12 | 25% | 1.5 |
|
| 2846 |
2846
Northeast Financial Consultants
Westport,
Connecticut
| $224M | -$12.9M | -5% | 1.61% | 63.8% | 160 | 12.5% | 1.9 |
|
| 2847 |
AWA
2847
ARS Wealth Advisors
St. Petersburg,
Florida
| $223M | -$13.1M | -6% | 1.06% | 61.8% | 109 | 15.6% | 1.6 |
|
| 2848 |
OSNBOA
2848
Old Second National Bank of Aurora
Aurora,
Illinois
| $223M | +$5.01M | +2% | 4.29% | 89.5% | 353 | 9.92% | 2.5 |
|
| 2849 |
FA
2849
FCG Advisors
Chatham,
New Jersey
| $223M | -$103M | -32% | 3.19% | 19.7% | 126 | 19.05% | 1.9 |
|
| 2850 |
PG
2850
Patten Group
Chattanooga,
Tennessee
| $223M | +$9.79M | +5% | 3.35% | 88.1% | 670 | 10.45% | 1.4 |
|