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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
Ramsay Stattman Vela & Price
Colorado Springs,
Colorado
| $219M | +$7.68M | +4% | 7.07% | 81.8% | 60 | 1.67% | 3.2 |
|
| 2977 |
2977
Cypress Wealth Advisors
San Francisco,
California
| $219M | +$141K | +0.1% | 6.67% | 29.3% | 224 | 10.71% | 1.3 |
|
| 2978 |
2978
Harbour Capital Advisors
Tysons Corner,
Virginia
| $219M | +$79.6M | +57% | 6.04% | 168% | 698 | 77.08% | 0.5 |
|
| 2979 |
2979
Integrated Investment Consultants
Bloomfield Hills,
Michigan
| $219M | +$9.9M | +5% | 5.41% | 70.2% | 617 | 11.18% | 0.9 |
|
| 2980 |
2980
Bank of Stockton
Stockton,
California
| $219M | +$8.98M | +4% | 4.58% | 99.2% | 106 | 8.49% | 3 |
|
| 2981 |
2981
Financial Enhancement Group
Anderson,
Indiana
| $219M | +$25.8M | +13% | 6.44% | 62.2% | 70 | 21.43% | 0.9 |
|
| 2982 |
KS
2982
Karpas Strategies
Litchfield,
Connecticut
| $219M | +$6.72M | +3% | 4.44% | 16.1% | 123 | 4.88% | 3.1 |
|
| 2983 |
2983
Simcoe Capital Management
New York
| $219M | +$15.3M | +8% | 7.66% | 48.7% | 17 | 29.41% | 1 |
|
| 2984 |
2984
Van Hulzen Asset Management
El Dorado Hills,
California
| $218M | +$2.65M | +1% | 6.18% | 86.3% | 153 | 32.03% | 1.4 |
|
| 2985 |
WFG
2985
Windsor Financial Group
Minneapolis,
Minnesota
| $218M | +$6.63M | +3% | 4.07% | 15.3% | 84 | 16.67% | 2.6 |
|
| 2986 |
2986
PKO Investment Management Joint-Stock
Warsaw,
Poland
| $218M | +$66.8M | +44% | 12.2% | 145% | 79 | 22.78% | 1.2 |
|
| 2987 |
2987
Robinson Capital Management
Grosse Pointe Farms,
Michigan
| $218M | +$33.6M | +18% | 1.12% | 7.8% | 122 | 29.51% | 0.8 |
|
| 2988 |
2988
BP Capital Fund Advisors
Dallas,
Texas
| $218M | -$101M | -32% | 2.16% | 17.9% | 64 | 35.94% | 0.8 |
|
| 2989 |
2989
Cadence Bank NA
Houston,
Texas
| $217M | +$3.49M | +2% | 3.49% | 33.3% | 141 | 7.8% | 2.6 |
|
| 2990 |
2990
Foresters Asset Management
Toronto,
Ontario, Canada
| $217M | +$39.6M | +22% | 8.57% | 55.6% | 87 | 26.44% | 0.6 |
|
| 2991 |
2991
HT Partners
Centerbrook,
Connecticut
| $217M | +$28.7M | +15% | 5.02% | 71.1% | 22 | 13.64% | 1.8 |
|
| 2992 |
2992
Diker Management
New York
| $216M | -$18.5M | -8% | 7.22% | 210% | 75 | 40% | 1.1 |
|
| 2993 |
2993
Carderock Capital Management
Chevy Chase,
Maryland
| $216M | +$15.7M | +8% | 8.85% | 97.6% | 80 | 10% | 2.8 |
|
| 2994 |
2994
Dock Street Asset Management
Palm Beach,
Florida
| $216M | +$30.4M | +16% | 11% | 175% | 61 | 26.23% | 1.8 |
|
| 2995 |
2995
S. Muoio & Co
New York
| $216M | +$24.1M | +13% | 9.76% | 327% | 108 | 39.81% | 1.1 |
|
| 2996 |
2996
Franklin, Parlapiano, Turner & Welch
Houston,
Texas
| $215M | +$13.9M | +7% | 3.35% | 41.6% | 133 | 8.27% | 1.9 |
|
| 2997 |
2997
McKinley Carter Wealth Services
Wheeling,
West Virginia
| $215M | +$17.5M | +9% | 6.09% | 63.2% | 123 | 4.88% | 2.4 |
|
| 2998 |
2998
Hendershot Investments
Centreville,
Virginia
| $215M | +$6.7M | +3% | 5.8% | 50.5% | 70 | 14.29% | 2.9 |
|
| 2999 |
2999
AlphaMark Advisors
Ft. Wright,
Kentucky
| $215M | +$21.5M | +11% | 6.36% | 26.4% | 542 | 20.48% | 1.6 |
|
| 3000 |
3000
Bard Associates
Chicago,
Illinois
| $215M | -$144K | -0.1% | 4.24% | 241% | 185 | 5.41% | 2.6 |
|