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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 |
VEA
2876
Virtus ETF Advisers
New York
| $207M | +$72.1M | +53% | 10.2% | 177% | 159 | 10.69% | 0.5 |
|
| 2877 |
BMC
2877
Benin Management Corp
Wilton,
Connecticut
| $207M | +$13.4M | +7% | 4.96% | 76.3% | 104 | 7.69% | 2.5 |
|
| 2878 |
CWM
2878
Confluence Wealth Management
Portland,
Oregon
| $207M | +$3.54M | +2% | 2.85% | 31.9% | 133 | 2.26% | 1.6 |
|
| 2879 |
VIMU
2879
Veritas Investment Management (UK)
London,
United Kingdom
| $207M | -$9.08M | -4% | 3.06% | 151% | 54 | 27.78% | 2 |
|
| 2880 |
ACM
2880
Accipiter Capital Management
Palm Beach Gardens,
Florida
| $206M | +$84.1M | +69% | 40.7% | 55.9% | 8 | 12.5% | 1 |
|
| 2881 |
FFM
2881
Fullerton Fund Management
Singapore
| $206M | +$52.5M | +34% | 14.1% | 412% | 27 | 40.74% | 0.4 |
|
| 2882 |
KL
2882
KWMG LLC
Overland Park,
Kansas
| $206M | +$20.9M | +11% | 3.85% | 76.2% | 144 | 4.86% | 1.4 |
|
| 2883 |
PC
2883
Peavine Capital
Reno,
Nevada
| $206M | -$11.9M | -5% | 2.85% | 30.8% | 18 | 5.56% | 1.8 |
|
| 2884 |
WCMN
2884
Westchester Capital Management (Nebraska)
Omaha,
Nebraska
| $206M | -$20.2M | -9% | 3.83% | 107% | 34 | 2.94% | 2.8 |
|
| 2885 |
KA
2885
Kovack Advisors
Ft. Lauderdale,
Florida
| $205M | +$17M | +9% | 2.38% | 118% | 330 | 36.36% | 1.1 |
|
| 2886 |
CBA
2886
Coastal Bridge Advisors
Westport,
Connecticut
| $205M | +$14M | +7% | 6.03% | 88.1% | 67 | 11.94% | 0.7 |
|
| 2887 |
KIC
2887
Keating Investment Counselors
Delray Beach,
Florida
| $205M | +$1.43M | +0.7% | 0.6% | 50% | 65 | 7.69% | 2.6 |
|
| 2888 |
2888
Simplicity Solutions
Minneapolis,
Minnesota
| $205M | +$19.4M | +10% | 2.85% | 37.1% | 265 | 24.91% | 0.7 |
|
| 2889 |
MA
2889
Marshwinds Advisory
St Simons Island,
Georgia
| $205M | -$161K | -0.1% | 2.49% | 32.9% | 144 | 3.47% | 2.8 |
|
| 2890 |
PC
2890
Permanens Capital
New York
| $205M | +$41M | +25% | 3.79% | 76.9% | 13 | 15.38% | 1.3 |
|
| 2891 |
PCP
2891
Proprium Capital Partners
Stamford,
Connecticut
| $205M | +$3.66M | +2% | 1.82% | 6.09% | 2 | 0% | 1.5 |
|
| 2892 |
LSC
2892
Lyon Street Capital
Sausalito,
California
| $205M | +$27.7M | +16% | 17.6% | – | 40 | 37.5% | 1.1 |
|
| 2893 |
BA
2893
Bard Associates
Chicago,
Illinois
| $205M | +$16.1M | +9% | 12.7% | 241% | 178 | 4.49% | 2.3 |
|
| 2894 |
KS
2894
Karpas Strategies
Litchfield,
Connecticut
| $205M | +$4.18M | +2% | 2.94% | 16.1% | 123 | 4.88% | 2.7 |
|
| 2895 |
IIM
2895
Ipswich Investment Management
Beverly,
Massachusetts
| $205M | +$2.38M | +1% | 2.72% | 104% | 137 | 5.84% | 2.4 |
|
| 2896 |
SCM
2896
Springhouse Capital Management
Westport,
Connecticut
| $204M | +$27.1M | +15% | 13.2% | 52% | 33 | 27.27% | 0.6 |
|
| 2897 |
RAM
2897
Redmond Asset Management
Henrico,
Virginia
| $204M | +$3.59M | +2% | 6.24% | 61.5% | 152 | 10.53% | 2 |
|
| 2898 |
BWAM
2898
Boyd Watterson Asset Management
Cleveland,
Ohio
| $204M | -$6.49M | -3% | 3.29% | 101% | 187 | 11.76% | 2.4 |
|
| 2899 |
FM
2899
Frazier Management
Seattle,
Washington
| $204M | +$78.4M | +63% | 128% | 408% | 8 | 12.5% | 0.7 |
|
| 2900 |
DBIA
2900
Dumont & Blake Investment Advisors
Princeton,
New Jersey
| $204M | +$4.31M | +2% | 3.31% | 78.3% | 200 | 11.5% | 2.3 |
|