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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 |
BWP
2876
BSW Wealth Partners
Boulder,
Colorado
| $200M | +$32.4M | +19% | 3.79% | 75.4% | 69 | 21.74% | 1.7 |
|
| 2877 |
FWP
2877
FAS Wealth Partners
Leawood,
Kansas
| $200M | +$26.5M | +15% | 4.61% | 72.3% | 138 | 24.64% | 1.3 |
|
| 2878 |
RO
2878
Reservoir Operations
New York
| $200M | +$3.52M | +2% | 2.73% | 12% | 31 | 6.45% | 1.7 |
|
| 2879 |
SC
2879
Sageview Capital
Greenwich,
Connecticut
| $200M | -$65.2M | -25% | 17.9% | 335% | 5 | 20% | 2.1 |
|
| 2880 |
KIC
2880
Keating Investment Counselors
Delray Beach,
Florida
| $200M | +$13.9M | +7% | 8.5% | 50% | 59 | 3.39% | 2.2 |
|
| 2881 |
RSVP
2881
Ramsay Stattman Vela & Price
Colorado Springs,
Colorado
| $200M | +$5.85M | +3% | 6.14% | 64.3% | 63 | 4.76% | 2 |
|
| 2882 |
PP
2882
Pegasus Partners
Mequon,
Wisconsin
| $199M | +$23.4M | +13% | 4.34% | 32.6% | 107 | 24.3% | 0.4 |
|
| 2883 |
GAG
2883
GM Advisory Group
Melville,
New York
| $199M | +$5.71M | +3% | 2.01% | 53.6% | 50 | 32% | 1.1 |
|
| 2884 |
VIA
2884
Vantage Investment Advisors
State College,
Pennsylvania
| $199M | +$21.9M | +12% | 7.04% | 56.3% | 890 | 15.17% | 1.5 |
|
| 2885 |
PAMG
2885
Patton Albertson Miller Group
Chattanooga,
Tennessee
| $199M | +$10.2M | +5% | 4.06% | 109% | 123 | 8.94% | 1.8 |
|
| 2886 |
TCGI
2886
Three Corner Global Investors
New York
| $199M | -$77.2M | -28% | 2.68% | 57.5% | 28 | 53.57% | 0.6 |
|
| 2887 |
MC
2887
Matisse Capital
Portland,
Oregon
| $199M | – | – | 1.4% | 66.9% | 106 | – | 0 |
|
| 2888 |
RCP
2888
Rothschild Capital Partners
New York
| $199M | +$5.59M | +3% | 8.61% | 90.8% | 49 | 32.65% | 1.5 |
|
| 2889 |
TCM
2889
TCS Capital Management
New York
| $199M | +$75.1M | +61% | 36.1% | 271% | 36 | 77.78% | 0.5 |
|
| 2890 |
MG
2890
McCutchen Group
Seattle,
Washington
| $198M | -$1.04M | -0.5% | 2.75% | 2.54% | 18 | 0% | 1.9 |
|
| 2891 |
LAM
2891
Lingohr Asset Management
Duesseldorf,
Germany
| $198M | -$14.3M | -7% | 1.01% | 141% | 108 | 22.22% | 1.5 |
|
| 2892 |
2892
Brevan Howard Capital Management
St. Helier,
Jersey
| $198M | -$314K | -0.2% | 21.1% | 148% | 19 | 36.84% | 0.8 |
|
| 2893 |
KM
2893
KS Management
New York
| $198M | +$27.8M | +16% | 12.4% | – | 50 | 72% | 0.3 |
|
| 2894 |
AFP
2894
Ausdal Financial Partners
Davenport,
Iowa
| $198M | – | – | 3.29% | 63.2% | 1,360 | – | 0 |
|
| 2895 |
MCAI
2895
Meritech Capital Associates III
Palo Alto,
California
| $198M | -$57.2M | -22% | 10.4% | 135% | 5 | 0% | 2.1 |
|
| 2896 |
AGC
2896
Alden Global Capital
Brandon,
Florida
| $198M | +$46.9M | +31% | 9.49% | 99.8% | 39 | 74.36% | 0.3 |
|
| 2897 |
SACTSONJ
2897
Supplemental Annuity Collective Trust (SACT) of New Jersey
Trenton,
New Jersey
| $197M | +$8.95M | +5% | 6.81% | 147% | 176 | 3.41% | 2.3 |
|
| 2898 |
CWA
2898
Cypress Wealth Advisors
San Francisco,
California
| $197M | +$12.6M | +7% | 4.47% | 29.3% | 202 | 16.83% | 0.4 |
|
| 2899 |
RP
2899
Rowlandmiller & Partners
Atlanta,
Georgia
| $197M | +$8.03M | +4% | 7.88% | 84% | 123 | 2.44% | 1 |
|
| 2900 |
PC
2900
Peavine Capital
Reno,
Nevada
| $197M | +$17.8M | +10% | 3.11% | 30.8% | 17 | 23.53% | 1.5 |
|