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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 |
KS
3001
Karpas Strategies
Litchfield,
Connecticut
| $222M | +$2.92M | +1% | 1.74% | 16.1% | 124 | 4.84% | 3.3 |
|
| 3002 |
CCM
3002
Carderock Capital Management
Chevy Chase,
Maryland
| $222M | +$5.5M | +3% | 5.67% | 88.6% | 77 | 5.19% | 3 |
|
| 3003 |
DLG
3003
Daniel L. Goodwin
| $222M | -$17.5M | -7% | 8.37% | 72.6% | 100 | 12% | 2.4 |
|
| 3004 |
PAS
3004
Partnervest Advisory Services
Santa Barbara,
California
| $222M | +$80K | +0% | 1.82% | 45.1% | 216 | 15.74% | 2 |
|
| 3005 |
HP
3005
HT Partners
Centerbrook,
Connecticut
| $221M | +$4.8M | +2% | 2.72% | 63.1% | 23 | 13.04% | 2 |
|
| 3006 |
FRM
3006
Fore Research & Management
New York
| $221M | +$140M | +172% | 0.17% | 1.94% | 64 | 71.88% | 0.1 |
|
| 3007 |
NIC
3007
Northwest Investment Counselors
Lake Oswego,
Oregon
| $221M | +$13.4M | +6% | 3.58% | 32.4% | 312 | 61.86% | 1.3 |
|
| 3008 |
TWMP
3008
Taylor Wealth Management Partners
Boston,
Massachusetts
| $221M | -$3K | -0% | 4.9% | 62% | 173 | 8.67% | 1.6 |
|
| 3009 |
SM
3009
Salzhauer Michael
| $221M | +$11.7M | +6% | 2.32% | 107% | 172 | 10.47% | 2.2 |
|
| 3010 |
BA
3010
Bard Associates
Chicago,
Illinois
| $220M | +$5.25M | +2% | 4% | 241% | 197 | 11.68% | 2.6 |
|
| 3011 |
FMP
3011
Financial Management Professionals
Austin,
Texas
| $220M | +$24.4M | +12% | 2.42% | 62.1% | 342 | 19.3% | 2.5 |
|
| 3012 |
PFP
3012
Patriot Financial Partners
Radnor,
Pennsylvania
| $220M | -$81.7M | -27% | 3.42% | 16.6% | 12 | 25% | 2.5 |
|
| 3013 |
WIM
3013
Wittenberg Investment Management
Carlisle,
Massachusetts
| $220M | +$12.7M | +6% | 0.4% | 89.9% | 78 | 6.41% | 0.5 |
|
| 3014 |
3014
Nicholas Hoffman & Company
Atlanta,
Georgia
| $220M | +$6.56M | +3% | 2.96% | 65.1% | 161 | 11.18% | 0.9 |
|
| 3015 |
BOS
3015
Bank of Stockton
Stockton,
California
| $220M | +$891K | +0.4% | 2.58% | 92.3% | 105 | 4.76% | 3.2 |
|
| 3016 |
BWP
3016
BSW Wealth Partners
Boulder,
Colorado
| $220M | +$17.7M | +9% | 3.01% | 75.4% | 86 | 19.77% | 2.1 |
|
| 3017 |
CIA
3017
Capital Impact Advisors
Boston,
Massachusetts
| $220M | -$31.3M | -12% | 9.91% | – | 158 | 5.06% | 1.8 |
|
| 3018 |
LPAM
3018
Legion Partners Asset Management
Los Angeles,
California
| $220M | +$36.9M | +20% | 14.8% | 206% | 15 | 46.67% | 0.4 |
|
| 3019 |
CCM
3019
Compton Capital Management
Providence,
Rhode Island
| $219M | +$15.7M | +8% | 3.29% | 75.6% | 153 | 13.07% | 3 |
|
| 3020 |
PGC
3020
Pacific Grove Capital
San Francisco,
California
| $219M | +$10M | +5% | 3.85% | 9.9% | 79 | 64.56% | 0.3 |
|
| 3021 |
WCMN
3021
Westchester Capital Management (Nebraska)
Omaha,
Nebraska
| $219M | +$10.9M | +5% | 1.72% | 107% | 35 | 8.57% | 3.2 |
|
| 3022 |
CBN
3022
Cadence Bank NA
Houston,
Texas
| $219M | +$2.28M | +1% | 1.32% | 33.3% | 151 | 14.57% | 2.6 |
|
| 3023 |
KSA
3023
Ken Stern & Associates
San Diego,
California
| $219M | +$6.02M | +3% | 4.61% | 39.4% | 118 | 10.17% | 1.2 |
|
| 3024 |
AWA
3024
Arete Wealth Advisors
Chicago,
Illinois
| $219M | -$10.5M | -5% | 0.19% | 85.3% | 244 | 22.95% | 1.2 |
|
| 3025 |
AIMU
3025
Allianz Investment Management US
Minneapolis,
Minnesota
| $219M | +$14.6M | +7% | 2.11% | 7.58% | 3 | 0% | 0.5 |
|