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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2951 |
2951
Ferris Capital
Marlborough,
Massachusetts
| $466M | +$211M | +83% | 0.03% | 67% | 222 | 92.34% | 0.3 |
|
| 2952 |
2952
Advanced Asset Management Advisors
Dublin,
Ohio
| $466M | -$6.78M | -1% | 0.94% | 93.6% | 96 | 4.17% | 2.4 |
|
| 2953 |
JC
2953
JBF Capital
Aspen,
Colorado
| $466M | +$33.8M | +8% | 0.06% | 93.6% | 113 | 23.89% | 1 |
|
| 2954 |
2954
KLCM Advisors
Milwaukee,
Wisconsin
| $466M | +$13.6M | +3% | 3.95% | 122% | 122 | 11.48% | 3.6 |
|
| 2955 |
CIA
2955
Covington Investment Advisors
Ligonier,
Pennsylvania
| $465M | +$9.32M | +2% | 1.11% | 100% | 78 | 0% | 5 |
|
| 2956 |
SA
2956
Strategic Advisors
New York
| $464M | +$79.9M | +21% | 1.06% | 106% | 186 | 11.29% | 3.2 |
|
| 2957 |
2957
Spirit of America Management Corp
Syosset,
New York
| $464M | -$3.56M | -0.8% | 0.31% | 113% | 244 | 2.46% | 4.6 |
|
| 2958 |
2958
Oak Grove Capital
North Hampton,
New Hampshire
| $463M | +$16.1M | +4% | 0.31% | 470% | 121 | 18.18% | 1.3 |
|
| 2959 |
2959
JGP Wealth Management
Bend,
Oregon
| $463M | -$2.21M | -0.5% | 0.07% | 87.8% | 160 | 6.25% | 2.1 |
|
| 2960 |
2960
Minot Wealth Management
Westwood,
Massachusetts
| $463M | +$5.02M | +1% | 0.49% | – | 221 | 14.93% | 1.1 |
|
| 2961 |
2961
Meridian Wealth Partners
Exton,
Pennsylvania
| $462M | +$33.9M | +8% | 1.34% | 54.2% | 82 | 12.2% | 1.5 |
|
| 2962 |
2962
Cardinal Capital Management Inc (North Carolina)
Raleigh,
North Carolina
| $462M | -$11.8M | -2% | 0.66% | 86.4% | 143 | 2.1% | 5.7 |
|
| 2963 |
VCM
2963
Vivaldi Capital Management
Chicago,
Illinois
| $462M | -$36.5M | -7% | 0.83% | 69.2% | 401 | 30.42% | 1.6 |
|
| 2964 |
2964
Amia Capital
London,
United Kingdom
| $462M | +$181M | +64% | 2.52% | 30.1% | 26 | 61.54% | 0.5 |
|
| 2965 |
2965
Overbrook Management Corp
New York
| $461M | -$17.8M | -4% | 0.25% | 157% | 91 | 6.59% | 3.5 |
|
| 2966 |
2966
Fagan Associates
Troy,
New York
| $460M | -$8.08M | -2% | 0.36% | 127% | 131 | 10.69% | 3.3 |
|
| 2967 |
2967
Capital Insight Partners
Scottsdale,
Arizona
| $460M | +$17.4M | +4% | 0.18% | 51.7% | 154 | 4.55% | 2.4 |
|
| 2968 |
GA
2968
GFS Advisors
Houston,
Texas
| $460M | +$15.9M | +4% | 3.02% | 97.9% | 180 | 20.56% | 3.5 |
|
| 2969 |
2969
Advisor OS
Chicago,
Illinois
| $460M | -$21.9M | -5% | 0.41% | 61.2% | 233 | 9.44% | 0.7 |
|
| 2970 |
2970
3G Capital Partners
New York
| $460M | +$72.8M | +19% | 24.8% | 351% | 17 | 5.88% | 1.2 |
|
| 2971 |
2971
Golden State Wealth Management
Santa Ana,
California
| $460M | +$6.25M | +1% | 0.22% | – | 335 | 16.72% | 0.9 |
|
| 2972 |
2972
Medicxi Ventures Management
St. Helier,
Jersey
| $460M | -$98.4M | -18% | 15.6% | 505% | 6 | 0% | 1.3 |
|
| 2973 |
2973
NFC Investments
Memphis,
Tennessee
| $460M | +$79.2M | +21% | 3.02% | – | 49 | 16.33% | 3.7 |
|
| 2974 |
2974
Thames Capital Management
Roseland,
New Jersey
| $459M | +$32.1M | +8% | 2.1% | 1,177% | 62 | 41.94% | 1.1 |
|
| 2975 |
2975
Columbia Asset Management
Ann Arbor,
Michigan
| $458M | +$7.81M | +2% | 1.09% | 94.1% | 189 | 12.17% | 4.4 |
|