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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 |
2826
Peak Asset Management
Louisville,
Colorado
| $267M | -$30M | -10% | 11.4% | 70.1% | 141 | 16.31% | 2.8 |
|
| 2827 |
2827
Needham Investment Management
New York
| $266M | -$65.4M | -20% | 15.8% | 424% | 94 | 21.28% | 3.4 |
|
| 2828 |
2828
Crestone Asset Management
Boulder,
Colorado
| $266M | +$38M | +17% | 15.3% | 6.65% | 49 | 28.57% | 1.7 |
|
| 2829 |
2829
First Wilshire Securities Management
Pasadena,
California
| $266M | -$74.1M | -22% | 16.8% | 135% | 121 | 9.09% | 3.5 |
|
| 2830 |
2830
Bright Rock Capital Management
Hanover,
Massachusetts
| $266M | -$40.4M | -13% | 9.74% | 53.1% | 82 | 17.07% | 3.4 |
|
| 2831 |
2831
Permanens Capital
New York
| $266M | -$28.5M | -10% | 13.8% | 76.9% | 25 | 68% | 1.2 |
|
| 2832 |
2832
Gifford Fong Associates
Lafayette,
California
| $265M | -$49.4M | -16% | 16.7% | 180% | 121 | 5.79% | 0.6 |
|
| 2833 |
2833
Bessemer Securities
New York
| $265M | +$253M | +2,232% | 11.3% | 45% | 100 | 99% | 0 |
|
| 2834 |
2834
BSW Wealth Partners
Boulder,
Colorado
| $265M | +$2.25M | +0.9% | 10.9% | 75.4% | 152 | 45.39% | 2.8 |
|
| 2835 |
2835
Parker Investment Management
Menlo Park,
California
| $265M | -$62.9M | -19% | 13.4% | 208% | 39 | 46.15% | 1.2 |
|
| 2836 |
2836
McGuire Investment Group
Wakefield,
Rhode Island
| $264M | -$38.2M | -13% | 11.6% | 202% | 90 | 7.78% | 0.2 |
|
| 2837 |
2837
Valley Forge Capital Management
Miami,
Florida
| $264M | -$36.2M | -12% | 15.4% | 49% | 11 | 9.09% | 1.5 |
|
| 2838 |
2838
Tuttle Capital Management
Riverside,
Connecticut
| $264M | -$262M | -50% | 0.17% | 115% | 175 | 82.86% | 0.2 |
|
| 2839 |
2839
Teza Capital Management
Chicago,
Illinois
| $264M | -$170M | -39% | 15% | 133% | 516 | 71.32% | 0.2 |
|
| 2840 |
2840
Solus Alternative Asset Management
Summit,
New Jersey
| $264M | -$283M | -52% | 28.7% | 79.3% | 15 | 40% | 1.3 |
|
| 2841 |
CFSG
2841
Community Financial Services Group
Newport,
Vermont
| $264M | -$29.3M | -10% | 10.7% | – | 100 | 16% | 2.8 |
|
| 2842 |
2842
Capital Advantage
Walnut Creek,
California
| $264M | -$171M | -39% | 8.54% | 49.2% | 89 | 26.97% | 3.2 |
|
| 2843 |
RTS
2843
Round Table Services
Westfield,
New Jersey
| $264M | -$29M | -10% | 13.1% | 16.1% | 159 | 31.45% | 1.9 |
|
| 2844 |
2844
CAS Investment Partners
Westport,
Connecticut
| $264M | -$65.5M | -20% | 16.4% | 527% | 5 | 0% | 1 |
|
| 2845 |
2845
MA Private Wealth
San Carlos,
California
| $264M | – | – | 9.75% | 57.5% | 96 | – | 0 |
|
| 2846 |
CIA
2846
Covington Investment Advisors
Ligonier,
Pennsylvania
| $263M | -$43.9M | -14% | 9.62% | 100% | 96 | 14.58% | 3.7 |
|
| 2847 |
2847
Cutter & Co Brokerage
Ballwin,
Missouri
| $263M | -$30M | -10% | 11.9% | 40.4% | 308 | 21.43% | 2.3 |
|
| 2848 |
2848
Tortoise Index Solutions
Overland Park,
Kansas
| $263M | +$111M | +72% | 13.2% | 52.2% | 91 | 8.79% | 2.5 |
|
| 2849 |
2849
Dillon & Associates
Jackson,
Michigan
| $263M | -$39.5M | -13% | 11% | 117% | 73 | 12.33% | 4.3 |
|
| 2850 |
2850
Strategic Wealth Partners Group
Deerfield,
Illinois
| $263M | – | – | 13.4% | – | 28 | – | 1.8 |
|