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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 |
2976
Clarius Group LLC
Seattle,
Washington
| $180M | +$7.87M | +5% | 3.04% | 92.1% | 94 | 25.53% | 0.2 |
|
| 2977 |
2977
Sand Grove Capital Management
London,
United Kingdom
| $180M | +$40.2M | +29% | 11.6% | 410% | 22 | 81.82% | 0.1 |
|
| 2978 |
2978
McKinley Carter Wealth Services
Wheeling,
West Virginia
| $180M | +$5.7M | +3% | 1.3% | 63.2% | 130 | 13.85% | 1.6 |
|
| 2979 |
JCM
2979
JD Capital Management
Darien,
Connecticut
| $180M | +$21.2M | +13% | 2.21% | 47.8% | 35 | 45.71% | 0.6 |
|
| 2980 |
2980
BCWM LLC
Overland Park,
Kansas
| $180M | +$13.8M | +8% | 5.72% | – | 83 | 24.1% | 1.9 |
|
| 2981 |
TM
2981
Tikvah Management
Charlotte,
North Carolina
| $180M | -$10.9M | -6% | 1.83% | 169% | 19 | 21.05% | 1.5 |
|
| 2982 |
RIM
2982
Regent Investment Management
Louisville,
Kentucky
| $180M | -$7.25M | -4% | 0.41% | 44% | 191 | 9.95% | 2.1 |
|
| 2983 |
2983
Trust Company of Oklahoma
Tulsa,
Oklahoma
| $180M | -$68.1K | -0% | 1.7% | 101% | 103 | 10.68% | 2.1 |
|
| 2984 |
2984
Kentucky Farm Bureau Mutual Insurance
Louisville,
Kentucky
| $180M | – | – | 0.48% | 83.3% | 84 | – | 0 |
|
| 2985 |
2985
Atalan Capital Partners
New York
| $179M | +$24.1M | +16% | 3.25% | 319% | 18 | 33.33% | 0.2 |
|
| 2986 |
2986
Kistler-Tiffany Companies
Berwyn,
Pennsylvania
| $179M | -$2.38M | -1% | 2.85% | 52% | 628 | 9.08% | 2.2 |
|
| 2987 |
2987
Acuta Capital Partners
Redwood City,
California
| $179M | -$30.2M | -14% | 3.22% | 7,269% | 65 | 50.77% | 0.5 |
|
| 2988 |
FA
2988
FMA Advisory
Harrisburg,
Pennsylvania
| $179M | – | – | 0% | 46.7% | 129 | – | 0 |
|
| 2989 |
2989
Sageview Capital
Greenwich,
Connecticut
| $179M | -$21.3M | -11% | 9.28% | 335% | 4 | 0% | 2.3 |
|
| 2990 |
2990
Evermay Wealth Management
Arlington,
Virginia
| $178M | +$8.67M | +5% | 1.34% | 56.2% | 80 | 13.75% | 1.8 |
|
| 2991 |
IC
2991
Immersion Capital
London,
United Kingdom
| $178M | -$64.1M | -26% | 15.7% | 63.4% | 6 | 66.67% | 0.2 |
|
| 2992 |
2992
InvenTrust Properties
Downers Grove,
Illinois
| $178M | +$4.21M | +2% | 3.18% | 7.56% | 22 | 4.55% | 0.9 |
|
| 2993 |
CCM
2993
Compton Capital Management
Providence,
Rhode Island
| $178M | +$1.04M | +0.6% | 0.65% | 75.6% | 144 | 4.86% | 2.3 |
|
| 2994 |
2994
Salem Capital Management
Woburn,
Massachusetts
| $178M | +$1.23M | +0.7% | 2.92% | 32.3% | 69 | 8.7% | 2.4 |
|
| 2995 |
2995
Stanford Investment Group
Mountain View,
California
| $178M | -$5.89M | -3% | 0.26% | – | 376 | 14.63% | 1 |
|
| 2996 |
2996
KPCB DGF Associates
Menlo Park,
California
| $178M | -$135M | -43% | 3.66% | – | 5 | 0% | 1.2 |
|
| 2997 |
2997
Maple Rock Capital Partners
Toronto,
Ontario, Canada
| $178M | +$40.1M | +29% | 12.8% | 602% | 22 | 40.91% | 0.2 |
|
| 2998 |
2998
BSW Wealth Partners
Boulder,
Colorado
| $178M | -$22.6M | -11% | 0.67% | 75.4% | 68 | 14.71% | 1.9 |
|
| 2999 |
2999
CT Financial Advisors
Chadds Ford,
Pennsylvania
| $177M | +$3.59M | +2% | 2.6% | – | 657 | 3.81% | 1.6 |
|
| 3000 |
3000
Altavista Wealth Management
Asheville,
North Carolina
| $177M | +$7.7M | +5% | 2.34% | 80.6% | 129 | 13.18% | 1.9 |
|