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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3051 |
SH
3051
Sandia Holdings
Greenwich,
Connecticut
| $214M | +$15.9M | +8% | 5.5% | – | 27 | 25.93% | 0.4 |
|
| 3052 |
WFG
3052
Windsor Financial Group
Minneapolis,
Minnesota
| $214M | -$3.94M | -2% | 1.09% | 15.3% | 83 | 9.64% | 2.7 |
|
| 3053 |
DSAM
3053
Dock Street Asset Management
Palm Beach,
Florida
| $214M | -$2.31M | -1% | 6.52% | 175% | 56 | 23.21% | 2.1 |
|
| 3054 |
VWA
3054
V Wealth Advisors
Overland Park,
Kansas
| $213M | +$50.6M | +31% | 2.66% | 36.9% | 859 | 78.23% | 0.2 |
|
| 3055 |
IIM
3055
Ipswich Investment Management
Beverly,
Massachusetts
| $213M | -$16.1M | -7% | 2.19% | 104% | 140 | 10.71% | 2.9 |
|
| 3056 |
SICM
3056
Sustainable Insight Capital Management
New York
| $213M | +$11.4M | +6% | 7.09% | 150% | 66 | 53.03% | 0.3 |
|
| 3057 |
SIRP
3057
Shelter Insurance Retirement Plan
Columbia,
Missouri
| $213M | -$11.8M | -5% | 2.57% | 60.5% | 42 | 2.38% | 3.5 |
|
| 3058 |
DAM
3058
Doheny Asset Management
Los Angeles,
California
| $213M | -$8.13M | -4% | 0.38% | 135% | 119 | 12.61% | 2.8 |
|
| 3059 |
FC
3059
Ferris Capital
Marlborough,
Massachusetts
| $213M | – | – | 2.43% | 67% | 675 | – | 0 |
|
| 3060 |
DAM
3060
Dorsey Asset Management
Chicago,
Illinois
| $213M | +$36.3M | +21% | 7.39% | 122% | 10 | 10% | 0.4 |
|
| 3061 |
CCM
3061
CrestPoint Capital Management
Four Seasons,
Missouri
| $213M | +$3.75M | +2% | 2.02% | 42.6% | 247 | 29.55% | 1.6 |
|
| 3062 |
RPA
3062
Rock Point Advisors
Burlington,
Vermont
| $213M | +$16.4M | +8% | 6.92% | 82.8% | 78 | 5.13% | 2.4 |
|
| 3063 |
TCP
3063
ThornTree Capital Partners
Boston,
Massachusetts
| $213M | +$52.9M | +33% | 7.71% | 217% | 18 | 27.78% | 0.3 |
|
| 3064 |
AFG
3064
Arkansas Financial Group
Little Rock,
Arkansas
| $213M | +$5.71M | +3% | 1.66% | 39.1% | 22 | 9.09% | 2.8 |
|
| 3065 |
RAM
3065
Redmond Asset Management
Henrico,
Virginia
| $213M | +$17.4M | +9% | 5.47% | 61.5% | 161 | 16.15% | 2.2 |
|
| 3066 |
3066
Global Retirement Partners
San Rafael,
California
| $213M | +$33.8M | +19% | 2.4% | – | 1,207 | 12.84% | 0.4 |
|
| 3067 |
FIM
3067
Fruth Investment Management
Houston,
Texas
| $213M | -$2.04M | -0.9% | 1.45% | 79.4% | 200 | 6.5% | 3.4 |
|
| 3068 |
TI
3068
Telemetry Investments
New York
| $213M | -$10.1M | -5% | 4.84% | 77.4% | 158 | 55.7% | 0.4 |
|
| 3069 |
BA
3069
Birinyi Associates
Westport,
Connecticut
| $213M | +$11.5M | +6% | 3.82% | 113% | 98 | 18.37% | 2.5 |
|
| 3070 |
KIP
3070
Kayak Investment Partners
San Francisco,
California
| $212M | +$9.08M | +4% | 11.2% | 27% | 22 | 31.82% | 0.4 |
|
| 3071 |
TM
3071
Tikvah Management
Charlotte,
North Carolina
| $212M | +$21.9M | +11% | 9.98% | 169% | 18 | 5.56% | 2.3 |
|
| 3072 |
IFA
3072
Interactive Financial Advisors
New Lenox,
Illinois
| $212M | +$6.98M | +3% | 1.7% | 47.6% | 108 | 12.96% | 2.7 |
|
| 3073 |
NB
3073
Nicolet Bankshares
Green Bay,
Wisconsin
| $212M | +$22.1M | +12% | 5.16% | 75.5% | 179 | 11.17% | 1.2 |
|
| 3074 |
MCM
3074
Marathon Capital Management
Hunt Valley,
Maryland
| $212M | +$10.3M | +5% | 6.52% | 70.9% | 95 | 16.84% | 2 |
|
| 3075 |
BEC
3075
Blue Edge Capital
Richmond,
Virginia
| $212M | +$12.2M | +6% | 3.3% | 67.4% | 87 | 16.09% | 2.1 |
|