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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 |
PWAP
2976
Private Wealth Advisors (Pennsylvania)
Greensburg,
Pennsylvania
| $250M | -$8.59M | -3% | 0.59% | 58.5% | 126 | 1.59% | 3.7 |
|
| 2977 |
2977
Ackerman Capital Advisors
Dallas,
Texas
| $249M | +$13.9M | +6% | 0.49% | 40.4% | 88 | 13.64% | 0.7 |
|
| 2978 |
2978
Integrated Wealth Concepts
Waltham,
Massachusetts
| $249M | +$15.7M | +7% | 1.11% | 69.4% | 210 | 14.76% | 0.2 |
|
| 2979 |
2979
Adirondack Research & Management
Guilderland,
New York
| $249M | -$5.33M | -2% | 3.62% | 47.8% | 120 | 16.67% | 2.5 |
|
| 2980 |
CC
2980
Carve Capital
Stockholm,
Sweden
| $249M | -$86.3M | -26% | 2.13% | 84.3% | 8 | 50% | 0.2 |
|
| 2981 |
2981
Hyperion Asset Management
Brisbane,
Australia
| $249M | -$3.93M | -2% | 6.49% | 151% | 13 | 15.38% | 0.2 |
|
| 2982 |
2982
Coliseum Capital Management
Rowayton,
Connecticut
| $249M | +$91.4M | +58% | 4.34% | 41.1% | 11 | 36.36% | 1.2 |
|
| 2983 |
AAM
2983
AR Asset Management
West Hollywood,
California
| $248M | -$11.3M | -4% | 3.54% | 64.9% | 117 | 5.13% | 3.9 |
|
| 2984 |
2984
Beddow Capital Management
Jackson,
Wyoming
| $248M | +$1.54M | +0.6% | 1.96% | 50.7% | 46 | 0% | 3.2 |
|
| 2985 |
2985
DDD Partners
Bellevue,
Washington
| $248M | -$8.91M | -3% | 4.63% | 62.1% | 57 | 17.54% | 0.2 |
|
| 2986 |
WCM
2986
Woodson Capital Management
Greenwich,
Connecticut
| $248M | +$10.9M | +5% | 1.43% | 235% | 41 | 48.78% | 0.6 |
|
| 2987 |
2987
Blue Edge Capital
Richmond,
Virginia
| $248M | -$2.18M | -0.9% | 1.19% | 67.4% | 90 | 11.11% | 2.6 |
|
| 2988 |
KCM
2988
Karp Capital Management
Sausalito,
California
| $248M | +$11.8M | +5% | 1.18% | 21.3% | 131 | 22.9% | 1.2 |
|
| 2989 |
2989
Ferris Capital
Marlborough,
Massachusetts
| $248M | -$33.7M | -12% | 1.04% | 67% | 713 | 74.19% | 0.2 |
|
| 2990 |
2990
Kemper
Chicago,
Illinois
| $247M | +$20M | +9% | 0.64% | 28.6% | 22 | 13.64% | 2.5 |
|
| 2991 |
2991
Renaissance Investment Group
Lenox,
Massachusetts
| $247M | -$3.43M | -1% | 0.1% | 99.6% | 92 | 14.13% | 3.2 |
|
| 2992 |
2992
Cutler Capital Management
Worcester,
Massachusetts
| $247M | -$5.29M | -2% | 2.77% | 39.7% | 108 | 15.74% | 1.8 |
|
| 2993 |
2993
Ramsay Stattman Vela & Price
Colorado Springs,
Colorado
| $247M | -$5.53M | -2% | 2% | 81.8% | 63 | 7.94% | 3.8 |
|
| 2994 |
2994
Moloney Securities Asset Management
Manchester,
Missouri
| $247M | +$9.06M | +4% | 1.5% | 86% | 319 | 22.26% | 0.9 |
|
| 2995 |
2995
Rikoon Group
Santa Fe,
New Mexico
| $247M | +$5.06M | +2% | 1.57% | 63.3% | 197 | 18.78% | 1.1 |
|
| 2996 |
2996
La Financiere de L'Echiquier
Paris,
France
| $247M | +$104M | +73% | 10% | 28.1% | 18 | 27.78% | 1.2 |
|
| 2997 |
2997
Sky Investment Group
Hartford,
Connecticut
| $247M | -$9.1M | -4% | 3.48% | 68% | 100 | 6% | 3.1 |
|
| 2998 |
2998
Hendershot Investments
Centreville,
Virginia
| $247M | -$1.94M | -0.8% | 0.96% | 50.5% | 71 | 8.45% | 3.3 |
|
| 2999 |
AH
2999
Aviva Holdings
New Providence,
Bahamas
| $246M | +$75.7M | +44% | 40.2% | 36.5% | 5 | 20% | 1 |
|
| 3000 |
3000
IBEX Wealth Advisors
Bedminster,
New Jersey
| $246M | +$20.5M | +9% | 1.56% | 221% | 123 | 59.35% | 0.7 |
|