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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3001 |
3001
Advisory Services Network
Atlanta,
Georgia
| $116M | -$6.5M | -5% | 4.14% | 105% | 88 | 36.36% | 0.2 |
|
| 3002 |
FA
3002
Financial Advantage
Columbia,
Maryland
| $116M | +$841K | +0.7% | 3.75% | 24.3% | 243 | 12.35% | 0.2 |
|
| 3003 |
PFM
3003
PacWest Financial Management
Phoenix,
Arizona
| $116M | +$10.7M | +10% | 3.73% | 19.2% | 94 | 13.83% | 0.2 |
|
| 3004 |
CCP
3004
Centaur Capital Partners
Southlake,
Texas
| $116M | +$26.3M | +29% | 1.15% | 48.5% | 43 | 55.81% | 0.1 |
|
| 3005 |
3005
Formidable Asset Management
Cincinnati,
Ohio
| $116M | – | – | 7.5% | 52.2% | 482 | – | 0 |
|
| 3006 |
3006
CoreCommodity Management
Stamford,
Connecticut
| $116M | – | – | 4.19% | 65.8% | 94 | – | 0 |
|
| 3007 |
THCM
3007
Tipp Hill Capital Management
New York
| $115M | -$11M | -9% | 4.67% | 1.13% | 33 | 51.52% | 0.2 |
|
| 3008 |
3008
First Citizens Bancorporation
Columbia,
South Carolina
| $115M | +$6.08M | +6% | 4.83% | – | 104 | 16.35% | 0.2 |
|
| 3009 |
3009
Afton Capital Management
Charlotte,
North Carolina
| $115M | +$7.2M | +7% | 19% | – | 37 | 21.62% | 0.2 |
|
| 3010 |
3010
WrapManager Inc
Mill Valley,
California
| $115M | +$17.8M | +18% | 4.84% | 64.6% | 54 | 12.96% | 0.2 |
|
| 3011 |
3011
BSW Wealth Partners
Boulder,
Colorado
| $115M | +$1.1M | +1% | 7.71% | 75.4% | 51 | 17.65% | 0.2 |
|
| 3012 |
3012
Trees Investment Counsel
Chicago,
Illinois
| $115M | +$5.83M | +5% | 6.93% | – | 67 | 34.33% | 0.2 |
|
| 3013 |
3013
Triangle Securities Wealth Management
Raleigh,
North Carolina
| $115M | -$20.5M | -15% | 5% | 83.6% | 497 | 76.26% | 0.3 |
|
| 3014 |
MAS
3014
Madden Advisory Services
Jacksonville,
Florida
| $115M | -$6.97M | -6% | 3.36% | 52.3% | 333 | 20.42% | 0.2 |
|
| 3015 |
3015
Oarsman Capital
Milwaukee,
Wisconsin
| $115M | +$8.86M | +8% | 4.96% | 70.6% | 159 | 8.18% | 0.2 |
|
| 3016 |
3016
Sandell Investment Services
New York
| $114M | +$28.2M | +33% | 11.8% | – | 35 | 62.86% | 0.1 |
|
| 3017 |
3017
Garrison Asset Management
Fayetteville,
Arkansas
| $114M | +$7.11M | +7% | 6.31% | 52.1% | 80 | 10% | 0.2 |
|
| 3018 |
3018
Healthcare Value Capital
Woodcliff Lake,
New Jersey
| $114M | -$23.6M | -17% | 14.3% | 19% | 74 | 56.76% | 0.2 |
|
| 3019 |
3019
Adirondack Trust Company
Saratoga Springs,
New York
| $114M | +$3.66M | +3% | 3.82% | 96.8% | 317 | 6.31% | 0.2 |
|
| 3020 |
3020
Elite Wealth Management
Kirkland,
Washington
| $113M | +$45.4M | +67% | 3.66% | 142% | 516 | 52.33% | 0.1 |
|
| 3021 |
SFM
3021
Signature Financial Management
Norfolk,
Virginia
| $113M | -$33.1M | -23% | 3.08% | 20.8% | 88 | 27.27% | 0.2 |
|
| 3022 |
3022
Myriad Asset Management
North Point,
Hong Kong
| $113M | +$26.2M | +30% | 17.4% | 149% | 16 | 62.5% | 0.1 |
|
| 3023 |
BSWMG
3023
Barrington Strategic Wealth Management Group
Chicago,
Illinois
| $113M | -$8.85M | -7% | 5.88% | 17.9% | 101 | 21.78% | 0.2 |
|
| 3024 |
3024
Summit Asset Management
Memphis,
Tennessee
| $113M | +$9.39M | +9% | 3.56% | 48.9% | 84 | 7.14% | 0.2 |
|
| 3025 |
3025
Detwiler Fenton Investment Management
Boston,
Massachusetts
| $113M | +$14.2M | +14% | 11.5% | – | 129 | 35.66% | 0.2 |
|