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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 |
BWP
3001
BSW Wealth Partners
Boulder,
Colorado
| $182M | +$4.33M | +2% | 1.02% | 75.4% | 70 | 12.86% | 2 |
|
| 3002 |
FTIM
3002
Flowering Tree Investment Management
Singapore
| $182M | -$62.9M | -26% | 15% | 47.4% | 3 | 0% | 2.6 |
|
| 3003 |
PG
3003
Proffitt & Goodson
Knoxville,
Tennessee
| $181M | +$6.57M | +4% | 1.4% | 48.5% | 46 | 6.52% | 2.2 |
|
| 3004 |
AWM
3004
Altavista Wealth Management
Asheville,
North Carolina
| $181M | +$4.04M | +2% | 1.71% | 80.6% | 135 | 18.52% | 2 |
|
| 3005 |
GCM
3005
Grisanti Capital Management
New York
| $181M | -$31.4M | -15% | 6.1% | 17.9% | 66 | 42.42% | 1.5 |
|
| 3006 |
HAM
3006
Harber Asset Management
Asheville,
North Carolina
| $181M | +$10M | +6% | 5.41% | 63.6% | 59 | 40.68% | 0.9 |
|
| 3007 |
RWM
3007
Raffa Wealth Management
Washington,
District of Columbia
| $181M | +$6.45M | +4% | 1.14% | 35.8% | 886 | 6.66% | 1.7 |
|
| 3008 |
RBC
3008
Roble Belko & Company
Sewickley,
Pennsylvania
| $181M | +$3.99M | +2% | 2.59% | 53.3% | 320 | 29.06% | 0.9 |
|
| 3009 |
GI
3009
Gavea Investimentos
Rj,
Brazil
| $181M | +$36.9M | +26% | 25.2% | 60.3% | 13 | 84.62% | 0.4 |
|
| 3010 |
BEC
3010
Blue Edge Capital
Richmond,
Virginia
| $181M | +$12M | +7% | 2.48% | 67.4% | 81 | 7.41% | 1.6 |
|
| 3011 |
ZCA
3011
Zeke Capital Advisors
Berwyn,
Pennsylvania
| $180M | -$4.4M | -2% | 2.77% | 41% | 24 | 41.67% | 0.2 |
|
| 3012 |
3012
TCI Wealth Advisors
Tucson,
Arizona
| $180M | -$219K | -0.1% | 3.74% | 65% | 1,527 | 20.69% | 1.5 |
|
| 3013 |
TCOO
3013
Trust Company of Oklahoma
Tulsa,
Oklahoma
| $180M | +$279K | +0.2% | 3.39% | 88.7% | 107 | 11.21% | 2.2 |
|
| 3014 |
BC
3014
Barnett & Company
Chattanooga,
Tennessee
| $180M | -$10.1M | -5% | 0.96% | 65.9% | 418 | 7.66% | 1 |
|
| 3015 |
FBT
3015
First Bankers Trust
Louisville,
Kentucky
| $180M | -$58.9M | -25% | 5.92% | 78.9% | 148 | 19.59% | 2.7 |
|
| 3016 |
CPA
3016
Capital Planning Advisors
Roseville,
California
| $180M | -$28M | -13% | 2.31% | 64.2% | 102 | 5.88% | 1.2 |
|
| 3017 |
FAM
3017
Formidable Asset Management
Cincinnati,
Ohio
| $180M | +$37.4M | +26% | 1.33% | 52.2% | 527 | 74.76% | 1.9 |
|
| 3018 |
KL
3018
Kinsight LLC
Birmingham,
Alabama
| $180M | +$5.72M | +3% | 2.21% | 15.7% | 36 | 11.11% | 2.2 |
|
| 3019 |
WKWM
3019
Walter & Keenan Wealth Management
Souh Bend,
Indiana
| $179M | +$5.04M | +3% | 3.8% | 92% | 144 | 9.03% | 1.7 |
|
| 3020 |
SCM
3020
Southport Capital Management
Chattanooga,
Tennessee
| $179M | +$23.5M | +15% | 2.03% | 80% | 559 | 72.99% | 0.6 |
|
| 3021 |
SCM
3021
Schnieders Capital Management
Pasadena,
California
| $179M | +$9.78M | +6% | 4.98% | 103% | 148 | 12.16% | 1.7 |
|
| 3022 |
CCM
3022
Compton Capital Management
Providence,
Rhode Island
| $179M | +$945K | +0.5% | 0.62% | 75.6% | 148 | 7.43% | 2.5 |
|
| 3023 |
CCM
3023
Courage Capital Management
Nashville,
Tennessee
| $179M | -$30.5M | -15% | 4.36% | 86.5% | 18 | 38.89% | 1.1 |
|
| 3024 |
CRM
3024
Capital Returns Management
Rye,
New York
| $179M | -$55.8M | -24% | 6.52% | 4.39% | 22 | 31.82% | 1.2 |
|
| 3025 |
ACP
3025
Atalan Capital Partners
New York
| $179M | -$712K | -0.4% | 0.83% | 319% | 19 | 52.63% | 0.3 |
|