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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
Inlet Private Wealth
Jupiter,
Florida
| $270M | -$8.1M | -3% | 0.01% | 111% | 156 | 15.38% | 0.6 |
|
| 3002 |
3002
Rikoon Group
Santa Fe,
New Mexico
| $270M | +$1.38M | +0.5% | 1.52% | 63.3% | 208 | 6.25% | 2.3 |
|
| 3003 |
3003
Palouse Capital Management
Spokane,
Washington
| $269M | -$8.34M | -3% | 0.57% | 67.8% | 110 | 19.09% | 2.4 |
|
| 3004 |
3004
HughesLittle Investment Management
Vancouver,
| $269M | +$7.34M | +3% | 3.61% | 106% | 16 | 0% | 3.6 |
|
| 3005 |
GWA
3005
Guidant Wealth Advisors
Palatine,
Illinois
| $269M | +$10.1M | +4% | 0.27% | 17.8% | 259 | 2.32% | 1.6 |
|
| 3006 |
3006
HMS Capital Management
Nashville,
Tennessee
| $269M | +$37.1M | +16% | 0.04% | 140% | 316 | 50.32% | 1.1 |
|
| 3007 |
3007
Family Management
New York
| $268M | +$13.6M | +5% | 0.98% | 69% | 200 | 18% | 1.2 |
|
| 3008 |
3008
FCA Corp
Houston,
Texas
| $268M | -$4.85M | -2% | 0.99% | 57.4% | 182 | 14.84% | 3.3 |
|
| 3009 |
3009
Algert Global
San Francisco,
California
| $268M | -$2.34M | -0.9% | 2% | 194% | 473 | 52.85% | 0.5 |
|
| 3010 |
3010
Point Break Capital Management
Miami,
Florida
| $268M | -$150M | -36% | 7.62% | – | 17 | 58.82% | 0.5 |
|
| 3011 |
3011
Proficio Capital Partners
Newton,
Massachusetts
| $268M | -$24.1M | -8% | 1.29% | 97% | 2,003 | 94.46% | 2.6 |
|
| 3012 |
3012
Matthew 25 Management Corp
Ambler,
Pennsylvania
| $268M | -$6.06M | -2% | 3.14% | 141% | 18 | 16.67% | 5.1 |
|
| 3013 |
3013
Archford Capital Strategies
Swansea,
Illinois
| $268M | -$6.87M | -2% | 2.2% | 87.4% | 573 | 63.35% | 2.8 |
|
| 3014 |
CIM
3014
CIM Investment Management
Pittsburgh,
Pennsylvania
| $268M | -$5.42M | -2% | 0.65% | 123% | 352 | 21.02% | 2.2 |
|
| 3015 |
3015
Intersect Capital
San Ramon,
California
| $268M | +$9.15M | +4% | 2.39% | 57.2% | 182 | 15.93% | 2.4 |
|
| 3016 |
MAM
3016
Morse Asset Management
Darien,
Connecticut
| $268M | -$72M | -21% | 2.48% | 222% | 149 | 28.19% | 1.6 |
|
| 3017 |
3017
White Pine Capital
Bloomington,
Minnesota
| $267M | -$493K | -0.2% | 1.52% | 143% | 242 | 9.5% | 3.8 |
|
| 3018 |
3018
Brio Consultants
San Francisco,
California
| $267M | +$17.9M | +7% | 0.59% | 42.7% | 74 | 4.05% | 0.7 |
|
| 3019 |
SA
3019
Strategic Advisors
New York
| $267M | +$4.11M | +2% | 1.93% | 106% | 178 | 21.35% | 3.1 |
|
| 3020 |
III
3020
Independent Investors Inc
Nesconset,
New York
| $266M | +$7.22M | +3% | 5.22% | 61.6% | 77 | 7.79% | 4.9 |
|
| 3021 |
3021
Orgel Wealth Management
Altoona,
Wisconsin
| $266M | +$9.9M | +4% | 0.07% | 39.6% | 49 | 22.45% | 1.7 |
|
| 3022 |
3022
DAFNA Capital Management
Los Angeles,
California
| $266M | -$131K | -0% | 6.61% | 313% | 95 | 15.79% | 1.9 |
|
| 3023 |
3023
Fort Point Capital Partners
San Francisco,
California
| $266M | +$12.6M | +5% | 0.63% | 62.2% | 125 | 19.2% | 2.3 |
|
| 3024 |
3024
Ferox Capital Management
London,
United Kingdom
| $266M | -$24.9M | -9% | 0.15% | 2.07% | 47 | 8.51% | 0.9 |
|
| 3025 |
3025
Campbell & Co Investment Adviser
Baltimore,
Maryland
| $266M | +$45.1M | +20% | 0.07% | 31% | 846 | 71.04% | 0.2 |
|