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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3026 |
3026
Alpha Capital Management
Austin,
Texas
| $113M | +$6.22M | +6% | 7.08% | 88% | 95 | 30.53% | 0.2 |
|
| 3027 |
3027
Scotia Institutional Investments US
Berwyn,
Pennsylvania
| $112M | +$59.6M | +114% | 18.3% | – | 36 | 25% | 0.2 |
|
| 3028 |
3028
Murphy Pohlad Asset Management
Eden Prairie,
Minnesota
| $112M | +$3.66M | +3% | 4.22% | 83% | 82 | 3.66% | 0.2 |
|
| 3029 |
SC
3029
Salzman & Co
Pittsford,
New York
| $112M | +$48.9M | +78% | 15.8% | 15.7% | 7 | 57.14% | 0.1 |
|
| 3030 |
3030
Yorkville Capital Management
New York
| $112M | +$5.9M | +6% | 2.43% | – | 54 | 7.41% | 0.2 |
|
| 3031 |
3031
American Family Mutual Insurance Company SI
Madison,
Wisconsin
| $112M | +$4.09M | +4% | 3.81% | – | 2 | 0% | 0.3 |
|
| 3032 |
3032
Ridgemont Partners Management
Charlotte,
North Carolina
| $111M | -$22.6M | -17% | 19.3% | 45.6% | 5 | 20% | 0.3 |
|
| 3033 |
CC
3033
Columbia Capital
Fullerton,
California
| $111M | +$14.4M | +15% | 6.03% | – | 73 | 12.33% | 0.2 |
|
| 3034 |
3034
Peninsula Asset Management
Bradenton,
Florida
| $111M | +$4.47M | +4% | 6.04% | 44.1% | 47 | 0% | 0.3 |
|
| 3035 |
3035
Palisades Hudson Asset Management
Fort Lauderdale,
Florida
| $111M | +$6.29M | +6% | 6.36% | 66.8% | 64 | 6.25% | 0.2 |
|
| 3036 |
3036
Lyons Wealth Management
Winter Park,
Florida
| $111M | +$12.3M | +12% | 6.79% | 40.1% | 116 | 62.93% | 0.1 |
|
| 3037 |
3037
Shayne & Jacobs LLC
Nashville,
Tennessee
| $111M | -$1.91M | -2% | 3.22% | 79.4% | 20 | 5% | 0.2 |
|
| 3038 |
3038
A.D. Beadell Investment Counsel
Mequon,
Wisconsin
| $110M | +$1.02M | +0.9% | 0.79% | 83.3% | 89 | 10.11% | 0.2 |
|
| 3039 |
3039
Piershale Financial Group
Barrington,
Illinois
| $110M | +$58.5M | +113% | 6.91% | 82% | 153 | 37.25% | 0.2 |
|
| 3040 |
3040
Investure LLC
Charlottesville,
Virginia
| $110M | -$13.1M | -11% | 7.06% | 55.4% | 6 | 33.33% | 0.2 |
|
| 3041 |
3041
Princeton Capital Management
Red Bank,
New Jersey
| $110M | +$4.15M | +4% | 7.23% | 180% | 101 | 8.91% | 0.2 |
|
| 3042 |
LC
3042
Lakeshore Capital
Birmingham,
Alabama
| $110M | +$3.05M | +3% | 3.25% | – | 30 | 0% | 0.3 |
|
| 3043 |
PCMI
3043
Princeton Capital Management Inc
Princeton,
New Jersey
| $109M | +$5.29M | +5% | 7.52% | 57.9% | 75 | 12% | 0.2 |
|
| 3044 |
3044
NuWave Investment Management
Parsippany,
New Jersey
| $109M | +$18.3M | +20% | 6.15% | 26.4% | 356 | 26.69% | 0.2 |
|
| 3045 |
3045
Sequent Asset Management
Houston,
Texas
| $109M | +$23.8M | +28% | 8.7% | 51.3% | 52 | 15.38% | 0.2 |
|
| 3046 |
3046
Timber Creek Capital Management
Boston,
Massachusetts
| $109M | +$1.38M | +1% | 3.36% | 139% | 122 | 29.51% | 0.2 |
|
| 3047 |
3047
Weaver C. Barksdale & Associates
Nashville,
Tennessee
| $109M | +$7.39M | +7% | 10.1% | 52.2% | 587 | 10.73% | 0.2 |
|
| 3048 |
ACM
3048
Accipiter Capital Management
Palm Beach Gardens,
Florida
| $109M | -$18.5M | -15% | 6.76% | 55.9% | 10 | 30% | 0.2 |
|
| 3049 |
3049
Tanglewood Wealth Management
Houston,
Texas
| $109M | -$7.56M | -6% | 4.43% | 59.7% | 7 | 28.57% | 0.3 |
|
| 3050 |
3050
G.F.W. Energy VII
Irving,
Texas
| $109M | -$13.3M | -11% | 7.53% | 97.5% | 2 | 0% | 0.3 |
|