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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 |
MWP
3001
Moller Wealth Partners
| $181M | +$73.5M | +68% | 2.78% | 44.1% | 40 | 12.5% | 2 |
|
| 3002 |
KWMG
3002
King Wealth Management Group
Naples,
Florida
| $181M | +$18.6M | +11% | 6.79% | 86% | 115 | 18.26% | 1.6 |
|
| 3003 |
CPH
3003
C Partners Holding
Zurich,
Switzerland
| $181M | -$141K | -0.1% | 8.62% | 25.6% | 18 | 16.67% | 0.9 |
|
| 3004 |
KC
3004
Kellner Capital
New York
| $181M | -$9.63M | -5% | 12% | 390% | 64 | 51.56% | 0.4 |
|
| 3005 |
ZCM
3005
Zebra Capital Management
Stamford,
Connecticut
| $180M | +$18.2M | +11% | 2.31% | 142% | 273 | 32.97% | 1.1 |
|
| 3006 |
BMC
3006
Benin Management Corp
Wilton,
Connecticut
| $180M | -$4.09M | -2% | 5.08% | 76.3% | 102 | 9.8% | 2 |
|
| 3007 |
PAS
3007
Partnervest Advisory Services
Santa Barbara,
California
| $180M | +$4.51M | +3% | 3.35% | 45.1% | 202 | 31.68% | 1.4 |
|
| 3008 |
TCM
3008
Talara Capital Management
Montclair,
New Jersey
| $180M | +$18.7M | +12% | 4.49% | 17.4% | 22 | 22.73% | 0.9 |
|
| 3009 |
SPCM
3009
Sound Point Capital Management
New York
| $180M | – | – | 2.32% | 61.5% | 22 | – | 0 |
|
| 3010 |
TCOO
3010
Trust Company of Oklahoma
Tulsa,
Oklahoma
| $180M | +$6.91M | +4% | 6.27% | 101% | 104 | 11.54% | 2 |
|
| 3011 |
OCM
3011
Oskie Capital Management
New York
| $180M | +$4.8M | +3% | 1.21% | 69.3% | 23 | 34.78% | 0.7 |
|
| 3012 |
OFM
3012
Omega Fund Management
Boston,
Massachusetts
| $180M | +$2.07M | +1% | 5.86% | 106% | 10 | 0% | 0.7 |
|
| 3013 |
3013
TCI Wealth Advisors
Tucson,
Arizona
| $180M | +$13.6M | +8% | 6.84% | 65% | 1,147 | 17.79% | 1.6 |
|
| 3014 |
RDM
3014
Retirement Design & Management
Westport,
Connecticut
| $179M | +$82.6M | +85% | 6.34% | – | 80 | 26.25% | 0.7 |
|
| 3015 |
CBA
3015
Coastal Bridge Advisors
Westport,
Connecticut
| $179M | – | – | 6.2% | 88.1% | 59 | – | 0 |
|
| 3016 |
AWP
3016
Ascent Wealth Partners
New Hartford,
New York
| $179M | +$11.7M | +7% | 6.15% | 94.4% | 117 | 20.51% | 1.5 |
|
| 3017 |
AIA
3017
Allegis Investment Advisors
Idaho Falls,
Idaho
| $179M | – | – | 3.6% | – | 1,164 | – | 0 |
|
| 3018 |
OC
3018
Oarsman Capital
Milwaukee,
Wisconsin
| $179M | +$9.48M | +6% | 4.63% | 70.6% | 202 | 10.89% | 1.8 |
|
| 3019 |
SIM
3019
Strategic Investment Management
Arlington,
Virginia
| $178M | -$80.4M | -31% | 2.34% | 53.3% | 144 | 54.86% | 0.5 |
|
| 3020 |
SAM
3020
Shamrock Asset Management
Dallas,
Texas
| $178M | -$10.8M | -6% | 3.85% | 31% | 292 | 19.86% | 1.3 |
|
| 3021 |
KRC
3021
Kingdom Ridge Capital
White Plains,
New York
| $178M | +$7.04M | +4% | 9.75% | 51.6% | 23 | 65.22% | 0.6 |
|
| 3022 |
LGC
3022
Laurel Grove Capital
Los Angeles,
California
| $178M | +$3.25M | +2% | 5.01% | 59.2% | 106 | 14.15% | 1.9 |
|
| 3023 |
SIG
3023
Schaller Investment Group
Winston Salem,
North Carolina
| $178M | +$31.8M | +22% | 3.25% | 21.9% | 42 | 9.52% | 2.1 |
|
| 3024 |
PCI
3024
Pacifica Capital Investments
Leander,
Texas
| $178M | +$10.8M | +6% | 0.58% | 70.4% | 17 | 5.88% | 1.9 |
|
| 3025 |
PWAP
3025
Private Wealth Advisors (Pennsylvania)
Greensburg,
Pennsylvania
| $178M | -$22.1M | -11% | 6.75% | 58.5% | 132 | 18.18% | 2 |
|