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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2876 |
2876
Northern Capital Management (Wisconsin)
Madison,
Wisconsin
| $203M | +$4.77M | +2% | 2.37% | 12.8% | 155 | 22.58% | 1 |
|
| 2877 |
2877
FCG Advisors
Chatham,
New Jersey
| $202M | +$50.5M | +33% | 6.55% | 19.7% | 118 | 40.68% | 0.8 |
|
| 2878 |
2878
Moller Wealth Partners
| $202M | -$9.9M | -5% | 3.74% | 44.1% | 52 | 25% | 1.3 |
|
| 2879 |
2879
Dumont & Blake Investment Advisors
Princeton,
New Jersey
| $202M | +$8.3M | +4% | 5.71% | 78.3% | 171 | 12.28% | 1.2 |
|
| 2880 |
2880
Vantagepoint Investment Advisers
Washington,
District of Columbia
| $202M | +$9.5M | +5% | 4.05% | 32.7% | 1 | 0% | 1 |
|
| 2881 |
NCIM
2881
New Century Investment Management
Southfield,
Michigan
| $202M | +$8.6M | +4% | 12.1% | 103% | 111 | 45.95% | 0.8 |
|
| 2882 |
CIG
2882
Candlewood Investment Group
Rye,
New York
| $202M | – | – | 4.47% | 10.6% | 9 | – | 0 |
|
| 2883 |
TBAM
2883
True Bearing Asset Management
San Francisco,
California
| $201M | +$6.68M | +3% | 9.22% | 66.3% | 99 | 26.26% | 1.1 |
|
| 2884 |
2884
Barings Real Estate Advisers
Hartford,
Connecticut
| $201M | +$68.6M | +52% | 15.4% | 44.2% | 50 | 34% | 1.1 |
|
| 2885 |
2885
Redmond Asset Management
Henrico,
Virginia
| $201M | +$8.13M | +4% | 8.62% | 61.5% | 150 | 10% | 1.2 |
|
| 2886 |
ACM
2886
Acertus Capital Management
Morristown,
New Jersey
| $201M | +$4.98M | +3% | 4.32% | 23.5% | 3 | 0% | 1 |
|
| 2887 |
2887
Koch Industries
Wichita,
Kansas
| $201M | -$32M | -14% | 1.43% | 56.9% | 7 | 28.57% | 1.1 |
|
| 2888 |
LYV
2888
Live Your Vision
West Conshohocken,
Pennsylvania
| $201M | +$11.2M | +6% | 1.15% | 17.9% | 55 | 18.18% | 1 |
|
| 2889 |
2889
Halbert Hargrove Global Advisors
Long Beach,
California
| $201M | -$162M | -45% | 2.6% | 68.2% | 156 | 21.79% | 1 |
|
| 2890 |
2890
Beech Hill Advisors
New York
| $201M | -$10.8M | -5% | 1.64% | 105% | 163 | 48.47% | 0.8 |
|
| 2891 |
2891
Keating Investment Counselors
Delray Beach,
Florida
| $200M | +$7.06M | +4% | 4.03% | 50% | 63 | 11.11% | 1.3 |
|
| 2892 |
2892
First Financial Corp
Terre Haute,
Indiana
| $200M | -$1.03M | -0.5% | 6.87% | 95.3% | 496 | 8.06% | 1.3 |
|
| 2893 |
2893
Signia Capital Management
Spokane,
Washington
| $200M | +$10.6M | +6% | 12.5% | 27% | 75 | 14.67% | 1.3 |
|
| 2894 |
2894
SV Health Investors
Boston,
Massachusetts
| $200M | -$13K | -0% | 22.6% | 97.4% | 3 | 0% | 0.4 |
|
| 2895 |
2895
Rodgers Brothers
Harmony,
Pennsylvania
| $200M | +$8.83M | +5% | 5.02% | 108% | 160 | 15% | 1.3 |
|
| 2896 |
MP
2896
Mediatel Partners
Fort Worth,
Texas
| $200M | +$10.8M | +6% | 5.91% | 11.6% | 2 | 0% | 1.5 |
|
| 2897 |
2897
Northern Right Capital Management
Darien,
Connecticut
| $200M | +$18.4M | +10% | 17.7% | 187% | 26 | 50% | 0.8 |
|
| 2898 |
2898
Consolidated Investment Group
Englewood,
Colorado
| $200M | -$3.8M | -2% | 1.49% | 140% | 75 | 16% | 1 |
|
| 2899 |
CCP
2899
Caymus Capital Partners
The Woodlands,
Texas
| $200M | -$5.7M | -3% | 29.7% | 57.3% | 23 | 43.48% | 0.8 |
|
| 2900 |
2900
Kerrisdale Advisers
Miami,
Florida
| $200M | +$6.53M | +3% | 8.79% | 78.8% | 49 | 55.1% | 0.5 |
|