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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 |
GHAM
2876
Gilman Hill Asset Management
New Canaan,
Connecticut
| $244M | +$13M | +6% | 2.26% | 54.2% | 180 | 12.22% | 2.5 |
|
| 2877 |
CFSG
2877
Community Financial Services Group
Newport,
Vermont
| $244M | +$16.6M | +7% | 5.04% | – | 67 | 20.9% | 2.7 |
|
| 2878 |
IA
2878
IPL Advisers
New York
| $244M | -$9.15M | -4% | 1.83% | – | 20 | 30% | 0.5 |
|
| 2879 |
SIG
2879
Sky Investment Group
Hartford,
Connecticut
| $244M | +$7.74M | +3% | 2.89% | 68% | 93 | 2.15% | 2.8 |
|
| 2880 |
BWFM
2880
Bridgewater Wealth & Financial Management
Bethesda,
Maryland
| $244M | -$56M | -19% | 3.89% | 30.8% | 118 | 75.42% | 2.2 |
|
| 2881 |
BBP
2881
Banco BTG Pactual
Rio De Janeiro,
Brazil
| $244M | -$43.5M | -15% | 9.55% | 134% | 117 | 84.62% | 0.1 |
|
| 2882 |
WIP
2882
Wellesley Investment Partners
Wellesley,
Massachusetts
| $244M | +$5.83M | +2% | 3.14% | 22.7% | 124 | 8.87% | 1.3 |
|
| 2883 |
PWAP
2883
Private Wealth Advisors (Pennsylvania)
Greensburg,
Pennsylvania
| $244M | +$10M | +4% | 4.37% | 58.5% | 125 | 2.4% | 3.2 |
|
| 2884 |
ACP
2884
Atalan Capital Partners
New York
| $244M | +$6.67M | +3% | 5.41% | 319% | 14 | 35.71% | 0.9 |
|
| 2885 |
2885
Circle Wealth Management
Summit,
New Jersey
| $244M | +$17.6M | +8% | 4.44% | 71.8% | 90 | 8.89% | 0.6 |
|
| 2886 |
IAA
2886
Ironsides Asset Advisors
Rocky Mount,
North Carolina
| $243M | +$12.8M | +6% | 2.6% | 44.9% | 96 | 20.83% | 1.7 |
|
| 2887 |
GCM
2887
Grisanti Capital Management
New York
| $243M | +$11.1M | +5% | 2.97% | 17.9% | 74 | 29.73% | 1.6 |
|
| 2888 |
2888
Element Capital Management
New York
| $243M | -$250M | -51% | 7.39% | 49.4% | 149 | 66.44% | 0.2 |
|
| 2889 |
SCM
2889
Stadium Capital Management
New Canaan,
Connecticut
| $243M | +$9.75M | +4% | 9.8% | 10.9% | 13 | 23.08% | 1.8 |
|
| 2890 |
OAMA
2890
Oslo Asset Management AS
Oslo,
Norway
| $243M | +$103M | +74% | 6.83% | 82.7% | 17 | 35.29% | 1.3 |
|
| 2891 |
BO
2891
Bank OZK
Little Rock,
Arkansas
| $242M | -$37.8M | -13% | 3.69% | 112% | 142 | 12.68% | 2.9 |
|
| 2892 |
2892
Quadrant Capital Group
Cincinnati,
Ohio
| $242M | +$16.2M | +7% | 4.43% | 105% | 2,283 | 7.31% | 1.6 |
|
| 2893 |
RGREA
2893
Ranger Global Real Estate Advisors
Denver,
Colorado
| $242M | -$30M | -11% | 2.38% | 18% | 41 | 41.46% | 0.6 |
|
| 2894 |
FC
2894
FCA Corp
Houston,
Texas
| $242M | +$13.4M | +6% | 2.77% | 57.4% | 154 | 7.14% | 2.3 |
|
| 2895 |
2895
Global Retirement Partners
San Rafael,
California
| $242M | +$29.2M | +14% | 3.87% | – | 1,280 | 14.3% | 0.6 |
|
| 2896 |
CL
2896
CIM LLC
Albany,
New York
| $242M | +$7.86M | +3% | 6.34% | 108% | 98 | 9.18% | 2 |
|
| 2897 |
HC
2897
Hawkins Capital
Houston,
Texas
| $241M | -$47.3M | -16% | 4.9% | 8.54% | 66 | 10.61% | 1.4 |
|
| 2898 |
IP
2898
Intellectus Partners
San Francisco,
California
| $241M | +$19.3M | +9% | 5.65% | 157% | 856 | 15.77% | 0.6 |
|
| 2899 |
CWM
2899
Cranbrook Wealth Management
Bloomfield Hills,
Michigan
| $241M | +$11.1M | +5% | 3.58% | 48.8% | 254 | 7.09% | 2.5 |
|
| 2900 |
RP
2900
Rowlandmiller & Partners
Atlanta,
Georgia
| $241M | +$4.67M | +2% | 3.25% | 84% | 129 | 6.98% | 2.3 |
|