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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2976 |
MIM
2976
Montgomery Investment Management
Rockville,
Maryland
| $169M | -$26.1M | -13% | 11.6% | 98.4% | 85 | 12.94% | 1.8 |
|
| 2977 |
CA
2977
Cambridge Advisors
Omaha,
Nebraska
| $169M | -$8.17M | -5% | 6.17% | 52.9% | 133 | 12.03% | 0.7 |
|
| 2978 |
OC
2978
Oarsman Capital
Milwaukee,
Wisconsin
| $169M | +$22.6M | +15% | 8% | 70.6% | 203 | 15.27% | 1.7 |
|
| 2979 |
HP
2979
HealthInvest Partners
Stockholm,
Sweden
| $169M | -$26.7M | -14% | 16.1% | – | 18 | 44.44% | 1 |
|
| 2980 |
PA
2980
Paracle Advisors
Mercer Island,
Washington
| $169M | +$14.4M | +9% | 5.82% | 30.9% | 39 | 20.51% | 0.8 |
|
| 2981 |
SV
2981
Stilwell Value
New York
| $169M | -$3.26M | -2% | 0.78% | 87.9% | 53 | 3.77% | 0.5 |
|
| 2982 |
QCI
2982
Quaker Capital Investments
Mount Lebanon,
Pennsylvania
| $169M | +$10.3M | +6% | 7.55% | 107% | 38 | 26.32% | 0.6 |
|
| 2983 |
IA
2983
Ibbotson Associates
Chicago,
Illinois
| $168M | +$19.7M | +13% | 6.04% | – | 21 | 0% | 2.2 |
|
| 2984 |
BC
2984
Bocage Capital
San Francisco,
California
| $168M | -$17.1M | -9% | 25.1% | 25.3% | 19 | 36.84% | 0.9 |
|
| 2985 |
NI
2985
Nepsis Inc
Minneapolis,
Minnesota
| $168M | +$19.4M | +13% | 7.43% | 131% | 34 | 35.29% | 1 |
|
| 2986 |
BWP
2986
BSW Wealth Partners
Boulder,
Colorado
| $168M | +$10.2M | +7% | 7.75% | 75.4% | 68 | 25% | 1.6 |
|
| 2987 |
TVM
2987
Tiger Veda Management
New York
| $168M | -$111M | -40% | 10.6% | – | 21 | 47.62% | 1 |
|
| 2988 |
RWM
2988
Raffa Wealth Management
Washington,
District of Columbia
| $168M | -$205K | -0.1% | 4% | 35.8% | 854 | 4.68% | 1.1 |
|
| 2989 |
AWP
2989
Ascent Wealth Partners
New Hartford,
New York
| $168M | -$14.3M | -8% | 7.01% | 94.4% | 120 | 16.67% | 1.4 |
|
| 2990 |
NMM
2990
NGP MR Management
Dallas,
Texas
| $167M | +$63.6M | +61% | 24.1% | 21.9% | 2 | 0% | 1.4 |
|
| 2991 |
CFG
2991
Cambridge Financial Group
Columbus,
Ohio
| $167M | -$20.5M | -11% | 5.5% | – | 33 | 18.18% | 1.2 |
|
| 2992 |
KTC
2992
Kistler-Tiffany Companies
Berwyn,
Pennsylvania
| $167M | +$576K | +0.3% | 6.32% | 52% | 656 | 8.54% | 1.8 |
|
| 2993 |
PCI
2993
Pacifica Capital Investments
Leander,
Texas
| $167M | +$4.33M | +3% | 6.99% | 70.4% | 16 | 6.25% | 1.7 |
|
| 2994 |
VEPM
2994
Vista Equity Partners Management
San Francisco,
California
| $167M | -$11.2M | -6% | 11.3% | 3.45% | 37 | 48.65% | 0.5 |
|
| 2995 |
NPGCU
2995
Napier Park Global Capital (US)
New York
| $167M | -$117M | -41% | 8% | 237% | 65 | 63.08% | 0.5 |
|
| 2996 |
EWM
2996
Evermay Wealth Management
Arlington,
Virginia
| $167M | -$1.27M | -0.8% | 7.19% | 56.2% | 87 | 10.34% | 1.4 |
|
| 2997 |
PCM
2997
Punch Card Management
Winter Park,
Florida
| $167M | +$50.9M | +44% | 15.5% | 41% | 7 | 28.57% | 0.4 |
|
| 2998 |
FPFS
2998
First Personal Financial Services
Charlotte,
North Carolina
| $166M | -$563K | -0.3% | 3.75% | 31.5% | 504 | 13.69% | 0.7 |
|
| 2999 |
CW
2999
Cabot-Wellington
Boston,
Massachusetts
| $166M | -$36.7M | -18% | 14.8% | 65% | 32 | 6.25% | 1.9 |
|
| 3000 |
3000
TCI Wealth Advisors
Tucson,
Arizona
| $166M | -$8.74M | -5% | 8% | 65% | 1,079 | 13.35% | 1.5 |
|