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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
WESCAP Management Group
Glendale,
California
| $196M | +$3.96M | +2% | 4.61% | 45.7% | 56 | 0% | 0.9 |
|
| 3027 |
RIM
3027
Regent Investment Management
Louisville,
Kentucky
| $195M | +$3M | +2% | 4.64% | 44% | 195 | 9.74% | 2.7 |
|
| 3028 |
3028
Ritholtz Wealth Management
New York
| $195M | – | – | 0.17% | 93% | 70 | – | 0 |
|
| 3029 |
3029
Crestone Asset Management
Boulder,
Colorado
| $195M | +$18.6M | +11% | 0.81% | 6.65% | 40 | 52.5% | 0.5 |
|
| 3030 |
SIG
3030
Schaller Investment Group
Winston Salem,
North Carolina
| $195M | +$62.4M | +47% | 19.5% | 21.9% | 43 | 18.6% | 2.5 |
|
| 3031 |
3031
Gould Asset Management
Claremont,
California
| $195M | +$9.44M | +5% | 1.08% | 42.8% | 117 | 13.68% | 2.3 |
|
| 3032 |
3032
JGP Global Gestao de Recursos
Rio De Janeiro,
Brazil
| $195M | -$837M | -81% | 7.39% | 261% | 45 | 26.67% | 0.8 |
|
| 3033 |
3033
Iowa State Bank
Urbandale,
Iowa
| $195M | +$8.13M | +4% | 3.86% | 85.7% | 92 | 9.78% | 2.5 |
|
| 3034 |
3034
Highland Private Wealth Management
Bellevue,
Washington
| $195M | -$733K | -0.4% | 0.3% | 19% | 85 | 16.47% | 0.7 |
|
| 3035 |
3035
Arkansas Financial Group
Little Rock,
Arkansas
| $195M | +$11M | +6% | 3.76% | 39.1% | 22 | 18.18% | 2.3 |
|
| 3036 |
3036
Gramercy Funds Management
Greenwich,
Connecticut
| $195M | -$93.3M | -32% | 0.39% | 87.6% | 60 | 23.33% | 2.2 |
|
| 3037 |
3037
Phoenix Investment Adviser
New York
| $195M | +$72.4M | +59% | 15.6% | 25% | 70 | 42.86% | 0.7 |
|
| 3038 |
3038
EnCap Energy Capital Fund IX
Houston,
Texas
| $195M | – | – | 18.8% | 69.2% | 1 | – | 0 |
|
| 3039 |
3039
Rock Point Advisors
Burlington,
Vermont
| $194M | +$3.01M | +2% | 2.97% | 82.8% | 88 | 17.05% | 2 |
|
| 3040 |
3040
Schnieders Capital Management
Pasadena,
California
| $194M | +$16.2M | +9% | 2.54% | 103% | 155 | 13.55% | 2.1 |
|
| 3041 |
HA
3041
Hamel Associates
Chatham,
New Jersey
| $194M | +$5.09M | +3% | 3.86% | 50.6% | 84 | 4.76% | 2.4 |
|
| 3042 |
3042
Technology Crossover Management VIII
Menlo Park,
California
| $194M | – | – | 17.1% | 77.9% | 2 | – | 0 |
|
| 3043 |
3043
AlphaMark Advisors
Ft. Wright,
Kentucky
| $194M | -$4.44M | -2% | 3.02% | 26.4% | 489 | 34.36% | 1.5 |
|
| 3044 |
3044
AJ Wealth Strategies
New York
| $194M | – | – | 1.39% | 32.2% | 67 | – | 0 |
|
| 3045 |
3045
Stillwater Investment Management (Minnesota)
Stillwater,
Minnesota
| $194M | +$9.23M | +5% | 4.9% | 72.3% | 76 | 2.63% | 2.6 |
|
| 3046 |
3046
TIFF Advisory Services
Radnor,
Pennsylvania
| $194M | +$97M | +101% | 9.58% | 86.3% | 3 | 33.33% | 1.3 |
|
| 3047 |
3047
Sustainable Insight Capital Management
New York
| $194M | – | – | 3.16% | 150% | 45 | – | 0 |
|
| 3048 |
3048
Corsair Capital
New York
| $193M | -$26.6M | -12% | 15.7% | 17.1% | 3 | 0% | 1.7 |
|
| 3049 |
3049
Financial Enhancement Group
Anderson,
Indiana
| $193M | +$9.19M | +5% | 0.3% | 62.2% | 70 | 34.29% | 0.8 |
|
| 3050 |
KSA
3050
Ken Stern & Associates
San Diego,
California
| $193M | +$48.3M | +33% | 1.9% | 39.4% | 119 | 35.29% | 0.9 |
|