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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
CVentures
Denver,
Colorado
| $490M | – | – | 34% | – | 1 | – | 10 |
|
| 3002 |
3002
Sirios Capital Management
Boston,
Massachusetts
| $490M | -$37.9M | -7% | 12.7% | 177% | 60 | 23.33% | 1.8 |
|
| 3003 |
3003
TBH Global Asset Management
Brentwood,
Tennessee
| $490M | -$30M | -6% | 9.02% | 70.7% | 239 | 13.81% | 2.1 |
|
| 3004 |
3004
Wilsey Asset Management
San Diego,
California
| $490M | +$49.3M | +11% | 12.5% | 66.9% | 25 | 4% | 4.1 |
|
| 3005 |
3005
Lathrop Investment Management
Little Rock,
Arkansas
| $490M | +$25.8M | +6% | 9.97% | 72.2% | 80 | 1.25% | 6.1 |
|
| 3006 |
3006
Paragon Capital Management (Colorado)
Denver,
Colorado
| $489M | +$44.7M | +10% | 18.3% | 109% | 203 | 23.15% | 2.6 |
|
| 3007 |
3007
Eagle Rock Investment Company
Atlanta,
Georgia
| $489M | +$46.6M | +11% | 10.9% | 121% | 136 | 9.56% | 1.6 |
|
| 3008 |
3008
Coerente Capital Management
Toronto,
Ontario, Canada
| $489M | +$40.6M | +9% | 9.72% | 54.7% | 42 | 19.05% | 2.2 |
|
| 3009 |
3009
Capital Insight Partners
Scottsdale,
Arizona
| $489M | +$48.7M | +11% | 9.28% | 51.7% | 170 | 10.59% | 3.2 |
|
| 3010 |
3010
Mirova
Paris,
France
| $488M | -$8.4M | -2% | 11.9% | 64.6% | 142 | 22.54% | 2.5 |
|
| 3011 |
3011
Founders Capital Management (Connecticut)
East Hartford,
Connecticut
| $488M | +$47.3M | +11% | 10.6% | 99.9% | 78 | 3.85% | 5.2 |
|
| 3012 |
RGREA
3012
Ranger Global Real Estate Advisors
Denver,
Colorado
| $488M | -$173M | -26% | 11.4% | 18% | 38 | 31.58% | 2 |
|
| 3013 |
3013
Speece Thorson Capital Group
Minnetonka,
Minnesota
| $488M | +$34.2M | +8% | 8.35% | 34.2% | 41 | 4.88% | 6.9 |
|
| 3014 |
3014
Titan Global Capital Management USA
New York
| $488M | +$78.2M | +19% | 15.5% | 191% | 67 | 20.9% | 1.5 |
|
| 3015 |
3015
Bell Investment Advisors
Oakland,
California
| $487M | +$41M | +9% | 8.15% | 45% | 2,039 | 12.06% | 1.8 |
|
| 3016 |
3016
Sloy Dahl & Holst
Vancouver,
Washington
| $487M | +$27.6M | +6% | 7.02% | 132% | 91 | 14.29% | 2 |
|
| 3017 |
3017
Lawson Kroeker Investment Management
Omaha,
Nebraska
| $487M | +$33.5M | +7% | 8.07% | 69.7% | 88 | 4.55% | 3.8 |
|
| 3018 |
3018
Affinity Wealth Management
Wilmington,
Delaware
| $487M | +$52.6M | +12% | 11.2% | 116% | 114 | 25.44% | 2.3 |
|
| 3019 |
3019
Cantor Fitzgerald
New York
| $487M | -$3.25B | -87% | 15.1% | 373% | 635 | 71.97% | 0.8 |
|
| 3020 |
WCM
3020
Woodson Capital Management
Greenwich,
Connecticut
| $487M | -$26.7M | -5% | 16.3% | 235% | 45 | 28.89% | 1.5 |
|
| 3021 |
3021
Cigna Investments
Bloomfield,
Connecticut
| $486M | +$47.7M | +11% | 12.8% | 154% | 453 | 9.71% | 5.4 |
|
| 3022 |
3022
Fractal Investments
Glastonbury,
Connecticut
| $486M | -$380K | -0.1% | 3.18% | 74.2% | 103 | 35.92% | 1.2 |
|
| 3023 |
3023
Scarborough Advisors
Annapolis,
Maryland
| $486M | +$74M | +18% | 10.1% | 63.3% | 736 | 89.67% | 0.1 |
|
| 3024 |
3024
Biltmore Family Office
Charlotte,
North Carolina
| $486M | +$44.7M | +10% | 13.2% | 78.1% | 252 | 13.49% | 3.6 |
|
| 3025 |
3025
Tolleson Wealth Management
Dallas,
Texas
| $485M | +$69.8M | +17% | 9.66% | 56.2% | 88 | 18.18% | 3 |
|