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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2926 |
2926
Verus Financial Partners
Richmond,
Virginia
| $283M | +$4.28M | +2% | 10.2% | 45.7% | 57 | 15.79% | 3.7 |
|
| 2927 |
APG
2927
Andrew P. Goldfarb
| $283M | +$21M | +8% | 19.2% | – | 3 | 0% | 0.3 |
|
| 2928 |
WAM
2928
Warlander Asset Management
New York
| $283M | -$295M | -51% | 17.5% | 0.72% | 12 | 83.33% | 0.3 |
|
| 2929 |
2929
Harbourvest Partners
Boston,
Massachusetts
| $283M | +$71.5M | +34% | 32.1% | 8.96% | 44 | 52.27% | 0.8 |
|
| 2930 |
2930
Altavista Wealth Management
Asheville,
North Carolina
| $282M | +$37.3M | +15% | 11.6% | 80.6% | 156 | 8.97% | 3.4 |
|
| 2931 |
2931
Lisanti Capital Growth
New York
| $282M | +$34.6M | +14% | 32.5% | 1,490% | 138 | 46.38% | 0.6 |
|
| 2932 |
2932
General Industrial Partners
London,
United Kingdom
| $282M | +$92.8M | +49% | 17.5% | – | 9 | 66.67% | 0.1 |
|
| 2933 |
SM
2933
Sciencast Management
Princeton,
New Jersey
| $282M | +$170M | +151% | 11.7% | 72.5% | 483 | 83.44% | 0.1 |
|
| 2934 |
2934
Capital Advantage
Walnut Creek,
California
| $282M | +$17.9M | +7% | 8.08% | 49.2% | 83 | 20.48% | 3.1 |
|
| 2935 |
KCM
2935
Karp Capital Management
Sausalito,
California
| $281M | +$71.9M | +34% | 12.9% | 21.3% | 429 | 75.52% | 1.6 |
|
| 2936 |
2936
Oak Hill Capital Management
New York
| $281M | +$24.9M | +10% | 9.86% | 1.19% | 3 | 0% | 2.5 |
|
| 2937 |
2937
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
| $281M | +$59.9M | +27% | 11.7% | 116% | 222 | 20.27% | 0.8 |
|
| 2938 |
WA
2938
WealthTrust Axiom
Wayne,
Pennsylvania
| $281M | +$36.9M | +15% | 16% | 125% | 235 | 8.09% | 3.8 |
|
| 2939 |
2939
AGF Investments America
Toronto,
Ontario, Canada
| $281M | +$34.5M | +14% | 17.9% | 72.1% | 73 | 12.33% | 2.7 |
|
| 2940 |
2940
Silver Rock Financial
Los Angeles,
California
| $281M | +$123M | +78% | 7.57% | 2.58% | 31 | 32.26% | 1.3 |
|
| 2941 |
2941
ACON Equity Management
Washington,
District of Columbia
| $281M | +$111M | +65% | 65.2% | 32.1% | 1 | 0% | 1.3 |
|
| 2942 |
2942
Proficio Capital Partners
Newton,
Massachusetts
| $280M | +$55.4M | +25% | 11.5% | 97% | 1,836 | 38.29% | 1.7 |
|
| 2943 |
2943
Advanced Asset Management Advisors
Dublin,
Ohio
| $280M | -$32.1M | -10% | 12.5% | 93.6% | 123 | 22.76% | 0.8 |
|
| 2944 |
AMCA
2944
Arthur M. Cohen & Associates
Northbrook,
Illinois
| $280M | -$34.1M | -11% | 12.7% | 129% | 119 | 10.92% | 2.9 |
|
| 2945 |
2945
Lawson Kroeker Investment Management
Omaha,
Nebraska
| $280M | +$25.2M | +10% | 13.4% | 69.7% | 62 | 0% | 4.8 |
|
| 2946 |
2946
Brian C. Broderick
| $280M | +$42.3M | +18% | 15% | 98.6% | 80 | 5% | 4.4 |
|
| 2947 |
2947
Aequim Alternative Investments
Mill Valley,
California
| $280M | +$83.1M | +42% | 6.81% | 32.3% | 44 | 29.55% | 0.2 |
|
| 2948 |
2948
Stratford Consulting
Addison,
Texas
| $280M | +$31.3M | +13% | 11% | 8.23% | 60 | 8.33% | 3.9 |
|
| 2949 |
2949
Oxford Financial Group
Carmel,
Indiana
| $280M | -$26.5M | -9% | 11.8% | 77.2% | 48 | 16.67% | 1.3 |
|
| 2950 |
2950
Steamboat Capital Partners
Rye,
New York
| $280M | +$45.4M | +19% | 17.3% | 280% | 36 | 33.33% | 1 |
|