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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 |
DCM
2901
Divisar Capital Management
San Francisco,
California
| $294M | -$11.8M | -4% | 1.75% | 194% | 30 | 10% | 1.5 |
|
| 2902 |
2902
All Terrain Financial Advisors
Coon Rapids,
Minnesota
| $294M | +$4.71M | +2% | 1.5% | 71.1% | 257 | 24.51% | 1 |
|
| 2903 |
2903
Fairfield, Bush & Co
Darien,
Connecticut
| $294M | -$7.77M | -3% | 3.74% | 112% | 152 | 4.61% | 4.1 |
|
| 2904 |
2904
Noesis Capital Mangement
Boca Raton,
Florida
| $293M | +$17M | +6% | 5.02% | 128% | 98 | 20.41% | 3.8 |
|
| 2905 |
2905
Moon Capital Management
New York
| $293M | +$89M | +44% | 5.35% | 76.3% | 36 | 61.11% | 1.4 |
|
| 2906 |
BCH
2906
Berkshire Capital Holdings
San Jose,
California
| $293M | +$60.6M | +26% | 10.5% | 2,748% | 48 | 33.33% | 0.6 |
|
| 2907 |
CFSG
2907
Community Financial Services Group
Newport,
Vermont
| $293M | -$1.05M | -0.4% | 2.82% | – | 90 | 27.78% | 3.7 |
|
| 2908 |
AMCA
2908
Arthur M. Cohen & Associates
Northbrook,
Illinois
| $292M | +$12.1M | +4% | 4.4% | 110% | 120 | 9.17% | 3 |
|
| 2909 |
2909
Proficio Capital Partners
Newton,
Massachusetts
| $292M | +$11.9M | +4% | 4.3% | 97% | 2,190 | 29.09% | 1.6 |
|
| 2910 |
2910
Cypress Asset Management
Houston,
Texas
| $292M | -$1.84M | -0.6% | 5.29% | 141% | 152 | 13.82% | 4 |
|
| 2911 |
2911
Strid Group
Newtown Square,
Pennsylvania
| $292M | +$18.9M | +7% | 2% | 50.4% | 26 | 15.38% | 1.7 |
|
| 2912 |
BRCA
2912
Birch Run Capital Advisors
Dallas,
Texas
| $292M | -$22.4M | -7% | 7.77% | 8.22% | 20 | 15% | 2 |
|
| 2913 |
2913
Barry Investment Advisors
New Bedford,
Massachusetts
| $292M | -$27.6M | -9% | 3.79% | 66.7% | 77 | 16.88% | 2.4 |
|
| 2914 |
RCM
2914
Rockshelter Capital Management
Canonsburg,
Pennsylvania
| $292M | +$3.04M | +1% | 4.86% | 31.2% | 39 | 5.13% | 3.1 |
|
| 2915 |
2915
Formidable Asset Management
Cincinnati,
Ohio
| $291M | +$36.3M | +14% | 5.28% | 52.2% | 369 | 88.62% | 0.3 |
|
| 2916 |
2916
Hunter Associates Investment Management
Pittsburgh,
Pennsylvania
| $291M | +$5.07M | +2% | 4.22% | 76.1% | 174 | 10.34% | 4.1 |
|
| 2917 |
2917
Lucia Wealth Services
San Diego,
California
| $291M | -$1.14M | -0.4% | 4.91% | 45.6% | 200 | 22% | 0.9 |
|
| 2918 |
2918
Ferox Capital Management
London,
United Kingdom
| $290M | +$156M | +116% | 0.07% | 2.07% | 49 | 8.16% | 0.8 |
|
| 2919 |
WIP
2919
Wellesley Investment Partners
Wellesley,
Massachusetts
| $290M | -$1.25M | -0.4% | 3.19% | 22.7% | 127 | 21.26% | 2.5 |
|
| 2920 |
CL
2920
CIM LLC
Albany,
New York
| $290M | +$18M | +7% | 7.09% | 108% | 121 | 21.49% | 2.7 |
|
| 2921 |
GCA
2921
Gideon Capital Advisors
New York
| $290M | +$10.1M | +4% | 4.85% | 37.6% | 500 | 78.8% | 0.2 |
|
| 2922 |
2922
Hamilton Capital
Columbus,
Ohio
| $290M | +$67.4M | +30% | 0.13% | – | 55 | 36.36% | 0.7 |
|
| 2923 |
2923
Cable Hill Partners
Portland,
Oregon
| $289M | -$12.3M | -4% | 2.73% | 20.3% | 837 | 86.02% | 3.2 |
|
| 2924 |
2924
Sound Income Strategies
Ft Lauderdale,
Florida
| $289M | +$69.9M | +32% | 1.72% | 31.4% | 818 | 12.71% | 1.2 |
|
| 2925 |
2925
Rowland Carmichael Advisors
Scottsdale,
Arizona
| $289M | +$16.7M | +6% | 3.13% | 39% | 353 | 13.88% | 1.8 |
|