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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
Ashburton (Jersey)
St Helier,
Jersey
| $211M | -$22M | -9% | 5.81% | – | 79 | 39.24% | 1 |
|
| 3027 |
3027
Oakview Capital Management
Dallas,
Texas
| $211M | +$33.2M | +19% | 8.44% | 21.2% | 49 | 8.16% | 0.2 |
|
| 3028 |
3028
TSP Capital Management Group
Summit,
New Jersey
| $210M | +$13.9M | +7% | 16.6% | 186% | 61 | 0% | 2 |
|
| 3029 |
3029
Roanoke Asset Management
Jersey City,
New Jersey
| $210M | -$9.8M | -4% | 7.46% | 50.3% | 103 | 2.91% | 2.9 |
|
| 3030 |
3030
The Family Firm
Bethesda,
Maryland
| $210M | -$2.38M | -1% | 3.29% | 40.2% | 114 | 11.4% | 1.9 |
|
| 3031 |
VIA
3031
Vantis Investment Advisers
Miami,
Florida
| $210M | +$79.8M | +61% | 6.18% | 39.6% | 18 | 83.33% | 0.1 |
|
| 3032 |
3032
Technology Crossover Management VIII
Menlo Park,
California
| $209M | +$15.3M | +8% | 9.67% | 77.9% | 2 | 0% | 0.3 |
|
| 3033 |
3033
Westside Investment Management
Santa Monica,
California
| $209M | +$62.5M | +42% | 11.6% | 114% | 808 | 27.6% | 0.2 |
|
| 3034 |
3034
BlueSky Wealth Advisors
New Bern,
North Carolina
| $209M | +$5.63M | +3% | 3.32% | 42.9% | 51 | 0% | 0.3 |
|
| 3035 |
3035
AB CarVal Investors
Minneapolis,
Minnesota
| $209M | +$31.2M | +18% | 0.06% | 24% | 13 | 53.85% | 0.2 |
|
| 3036 |
3036
Pacific Grove Capital
San Francisco,
California
| $209M | -$94.6M | -31% | 6.18% | 9.9% | 84 | 64.29% | 0.3 |
|
| 3037 |
CCM
3037
CrestPoint Capital Management
Four Seasons,
Missouri
| $209M | +$9.6M | +5% | 5.42% | 42.6% | 236 | 20.76% | 1.6 |
|
| 3038 |
3038
Punch Card Management
Winter Park,
Florida
| $209M | -$4.99M | -2% | 3.69% | 41% | 3 | 0% | 2 |
|
| 3039 |
SM
3039
Salzhauer Michael
| $209M | +$6.35M | +3% | 1.06% | 107% | 174 | 14.37% | 2.1 |
|
| 3040 |
3040
Good Life Advisors
Reading,
Pennsylvania
| $209M | +$37.6M | +22% | 4.02% | 60% | 206 | 25.73% | 0.2 |
|
| 3041 |
RCM
3041
Ratan Capital Management
Miami Beach,
Florida
| $209M | +$43.3M | +26% | 11.8% | 616% | 38 | 71.05% | 0.3 |
|
| 3042 |
3042
Stillwater Investment Management (Minnesota)
Stillwater,
Minnesota
| $209M | +$15.2M | +8% | 5.61% | 72.3% | 78 | 3.85% | 2.8 |
|
| 3043 |
3043
Schnieders Capital Management
Pasadena,
California
| $209M | +$14.2M | +7% | 4.39% | 103% | 157 | 9.55% | 2.2 |
|
| 3044 |
3044
Circle Wealth Management
Summit,
New Jersey
| $208M | +$21.1M | +11% | 5.28% | 71.8% | 77 | 14.29% | 0.2 |
|
| 3045 |
WCMN
3045
Westchester Capital Management (Nebraska)
Omaha,
Nebraska
| $208M | +$7.87M | +4% | 4.63% | 107% | 35 | 8.57% | 3.2 |
|
| 3046 |
3046
Smith & Howard Wealth Management
Atlanta,
Georgia
| $208M | +$16.5M | +9% | 6.46% | 40.4% | 61 | 32.79% | 1.7 |
|
| 3047 |
AIP
3047
Ahrens Investment Partners
Lafayette,
Louisiana
| $208M | +$17.6M | +9% | 2.82% | 82.3% | 166 | 19.28% | 0.2 |
|
| 3048 |
3048
Chase Investment Counsel
Charlottesville,
Virginia
| $208M | +$6.96M | +3% | 10.5% | 350% | 109 | 39.45% | 1.1 |
|
| 3049 |
3049
Arax Advisory Partners
Denver,
Colorado
| $208M | +$8.13M | +4% | 4.65% | 64.7% | 559 | 5.01% | 0.2 |
|
| 3050 |
3050
MPM Asset Management
Boston,
Massachusetts
| $208M | -$3.98M | -2% | 14.8% | 5.89% | 9 | 22.22% | 2 |
|