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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2901 |
2901
Vantagepoint Investment Advisers
Washington,
District of Columbia
| $193M | +$10.3M | +6% | 5.72% | 32.7% | 1 | 0% | 2.3 |
|
| 2902 |
KS
2902
Karpas Strategies
Litchfield,
Connecticut
| $193M | +$3.44M | +2% | 2.11% | 16.1% | 122 | 4.92% | 2.4 |
|
| 2903 |
CA
2903
Claar Advisors
New York
| $193M | +$36.1M | +23% | 0.01% | 65.5% | 42 | 57.14% | 0.6 |
|
| 2904 |
2904
NorthRock Partners
Minneapolis,
Minnesota
| $193M | +$21.8M | +13% | 0.53% | 62.8% | 54 | 35.19% | 0.6 |
|
| 2905 |
PCI
2905
Pacifica Capital Investments
Leander,
Texas
| $192M | +$14.4M | +8% | 2.74% | 70.4% | 17 | 0% | 2.1 |
|
| 2906 |
EAM
2906
Exane Asset Management
Paris,
France
| $192M | +$27.2M | +16% | 4.2% | 77.5% | 36 | 66.67% | 0.1 |
|
| 2907 |
MIS
2907
Man Investments (Switzerland)
Pfaffikon,
Switzerland
| $192M | -$60.3M | -24% | 0.02% | 0.23% | 67 | 1.49% | 1.3 |
|
| 2908 |
BA
2908
BKS Advisors
Southfield,
Michigan
| $192M | -$2.65M | -1% | 0.12% | 58% | 180 | 21.67% | 0.7 |
|
| 2909 |
FFC
2909
First Financial Corp
Terre Haute,
Indiana
| $192M | +$2.78M | +1% | 2.3% | 95.3% | 457 | 4.38% | 2.3 |
|
| 2910 |
EDRE
2910
Edmond de Rothschild (Europe)
Luxembourg
| $192M | -$39.6M | -17% | 2.33% | – | 278 | 23.02% | 0.6 |
|
| 2911 |
TCM
2911
Talara Capital Management
Montclair,
New Jersey
| $192M | +$11.7M | +7% | 2.07% | 17.4% | 24 | 41.67% | 0.8 |
|
| 2912 |
PAS
2912
Partnervest Advisory Services
Santa Barbara,
California
| $191M | +$11.3M | +6% | 2.83% | 45.1% | 209 | 28.71% | 1.3 |
|
| 2913 |
IIC
2913
Ironwood Investment Counsel
Scottsdale,
Arizona
| $191M | +$16.7M | +10% | 2.87% | 64% | 141 | 12.77% | 2.1 |
|
| 2914 |
NGA
2914
New Generation Advisors
Manchester,
Massachusetts
| $191M | -$5.28M | -3% | 5.17% | 45.1% | 40 | 12.5% | 1.8 |
|
| 2915 |
TCM
2915
TCS Capital Management
New York
| $191M | -$7.59M | -4% | 6.31% | 271% | 36 | 72.22% | 0.5 |
|
| 2916 |
TCM
2916
Telos Capital Management
San Diego,
California
| $191M | +$5.23M | +3% | 1.52% | 71.1% | 158 | 21.52% | 1.9 |
|
| 2917 |
2917
Northeast Financial Consultants
Westport,
Connecticut
| $191M | -$2.02M | -1% | 2.4% | 63.8% | 143 | 13.29% | 1.5 |
|
| 2918 |
GA
2918
Giralda Advisors
New York
| $190M | -$11.8M | -6% | 2.88% | 36.8% | 23 | 30.43% | 0.9 |
|
| 2919 |
BC
2919
Barnett & Company
Chattanooga,
Tennessee
| $190M | +$248K | +0.1% | 1.73% | 65.9% | 427 | 63.47% | 0.7 |
|
| 2920 |
ITIM
2920
Indiana Trust & Investment Management
Mishawaka,
Indiana
| $189M | -$2.28M | -1% | 1% | 104% | 143 | 30.77% | 2.1 |
|
| 2921 |
MC
2921
Matisse Capital
Portland,
Oregon
| $189M | -$9.36M | -5% | 1.24% | 66.9% | 122 | 32.79% | 0.2 |
|
| 2922 |
CWM
2922
Cranbrook Wealth Management
Bloomfield Hills,
Michigan
| $189M | +$12.7M | +7% | 1.32% | 48.8% | 234 | 3.85% | 1.8 |
|
| 2923 |
CCA
2923
Covey Capital Advisors
Atlanta,
Georgia
| $189M | -$7.01M | -4% | 1.44% | 118% | 55 | 29.09% | 1.2 |
|
| 2924 |
ECAM
2924
East Coast Asset Management
Essex,
Massachusetts
| $189M | +$6.38M | +3% | 1.58% | 147% | 106 | 9.43% | 2.4 |
|
| 2925 |
SCM
2925
Springhouse Capital Management
Westport,
Connecticut
| $189M | +$45.1M | +31% | 8.95% | 52% | 34 | 23.53% | 0.2 |
|