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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
Capital Investment Counsel Inc
Raleigh,
North Carolina
| $242M | -$528K | -0.2% | 0.33% | 174% | 151 | 9.27% | 3.5 |
|
| 3027 |
3027
Monetary Management Group
St Louis,
Missouri
| $241M | -$6.91M | -3% | 0.12% | 138% | 319 | 7.52% | 3.2 |
|
| 3028 |
3028
Ashburton (Jersey)
St Helier,
Jersey
| $241M | -$10.4M | -4% | 0.36% | – | 88 | 38.64% | 1.3 |
|
| 3029 |
BCM
3029
Birmingham Capital Management
Birmingham,
Alabama
| $241M | -$20.1M | -8% | 4.7% | 103% | 103 | 5.83% | 4.1 |
|
| 3030 |
3030
Foresite Capital Management IV
Larkspur,
California
| $241M | +$98.5M | +69% | 8.39% | 151% | 19 | 36.84% | 0.2 |
|
| 3031 |
3031
EFG Asset Management (Americas)
Miami,
Florida
| $241M | -$35.6M | -13% | 3.38% | 112% | 138 | 22.46% | 1.9 |
|
| 3032 |
3032
Money Design
Tokyo,
Japan
| $241M | +$70M | +41% | 1.31% | 26.4% | 29 | 6.9% | 0.5 |
|
| 3033 |
3033
Watermark Asset Management
San Ramon,
California
| $241M | +$896K | +0.4% | 1.19% | – | 259 | 8.11% | 0.9 |
|
| 3034 |
3034
Heritage Wealth Advisors
Richmond,
Virginia
| $241M | +$7.11M | +3% | 2.18% | 65% | 117 | 6.84% | 2.5 |
|
| 3035 |
3035
Hudock Inc
Williamsport,
Pennsylvania
| $241M | +$11.7M | +5% | 1.55% | 69.7% | 730 | 13.29% | 2.9 |
|
| 3036 |
3036
Polunin Capital Partners
London,
United Kingdom
| $241M | -$37.4M | -13% | 8.52% | 268% | 12 | 8.33% | 0.3 |
|
| 3037 |
3037
Precept Management
Dallas,
Texas
| $240M | +$72.6M | +43% | 10.1% | 110% | 96 | 64.58% | 0.4 |
|
| 3038 |
3038
PenderFund Capital Management
Vancouver,
British Columbia, Canada
| $240M | +$87.7M | +58% | 2.92% | 129% | 78 | 51.28% | 0.1 |
|
| 3039 |
3039
Archford Capital Strategies
Swansea,
Illinois
| $240M | -$28.6M | -11% | 3.48% | 87.4% | 721 | 84.05% | 0.6 |
|
| 3040 |
3040
Verger Capital Management
Winston-Salem,
North Carolina
| $240M | -$16.6M | -6% | 1.23% | 58.3% | 15 | 20% | 2.1 |
|
| 3041 |
MCG
3041
McCollum Christoferson Group
Amherst,
New York
| $240M | -$1.67M | -0.7% | 0.22% | 59.4% | 77 | 7.79% | 0.2 |
|
| 3042 |
3042
Aveo Capital Partners
Englewood,
Colorado
| $240M | -$61.1M | -20% | 1.09% | 19.1% | 159 | 20.13% | 0.9 |
|
| 3043 |
3043
Dalton Investments
Las Vegas,
Nevada
| $239M | -$25.8M | -10% | 5.61% | 95.1% | 38 | 28.95% | 2.1 |
|
| 3044 |
3044
Arbor Investment Advisors
Winston Salem,
North Carolina
| $239M | +$10.3M | +5% | 1.09% | 48.5% | 49 | 16.33% | 3.3 |
|
| 3045 |
3045
RMR Advisors
Newton,
Massachusetts
| $239M | -$24.7M | -9% | 9.64% | 2.17% | 137 | 8.76% | 3.3 |
|
| 3046 |
WC
3046
Whitnell & Co
Oak Brook,
Illinois
| $239M | +$748K | +0.3% | 2.84% | 36.6% | 427 | 18.27% | 2.2 |
|
| 3047 |
3047
Court Place Advisors
Ellicott City,
Maryland
| $239M | -$3.08M | -1% | 1.38% | 92% | 179 | 11.17% | 3 |
|
| 3048 |
3048
Bank of Stockton
Stockton,
California
| $239M | -$4.19M | -2% | 0.46% | 99.2% | 121 | 14.88% | 3.4 |
|
| 3049 |
3049
Forte Capital
Rochester,
New York
| $239M | -$96.7M | -29% | 0.34% | 98.3% | 168 | 51.79% | 2.9 |
|
| 3050 |
3050
Night Owl Capital Management
Greenwich,
Connecticut
| $239M | +$24.3M | +11% | 10.3% | 162% | 28 | 14.29% | 2.3 |
|