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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 |
BPM
3051
Bowling Portfolio Management
Cincinnati,
Ohio
| $364M | -$32.6M | -8% | 3.47% | 45.7% | 209 | 22.97% | 4.5 |
|
| 3052 |
BC
3052
Bruce & Co
Chicago,
Illinois
| $364M | -$61.2M | -14% | 6.68% | 94.5% | 34 | 2.94% | 5.4 |
|
| 3053 |
3053
McIlrath & Eck
Arlington,
Washington
| $364M | +$42M | +13% | 4.96% | 44% | 923 | 11.27% | 2.9 |
|
| 3054 |
AMCA
3054
Arthur M. Cohen & Associates
Northbrook,
Illinois
| $364M | -$37.9M | -9% | 2.03% | 129% | 141 | 18.44% | 4.1 |
|
| 3055 |
3055
Bourgeon Capital Management
Darien,
Connecticut
| $364M | -$14.6M | -4% | 5.08% | 121% | 466 | 36.7% | 1.7 |
|
| 3056 |
3056
180 Wealth Advisors
Federal Way,
Washington
| $363M | -$28.3M | -7% | 5.09% | 136% | 392 | 15.05% | 2.6 |
|
| 3057 |
3057
Miramar Capital
Northbrook,
Illinois
| $363M | +$10M | +3% | 6.04% | 47.3% | 100 | 15% | 1.8 |
|
| 3058 |
3058
Newfoundland Capital Management
Sao Paulo,
Brazil
| $363M | +$10.6M | +3% | 0.63% | 49.5% | 56 | 71.43% | 0.4 |
|
| 3059 |
3059
Kingfisher Capital
Charlotte,
North Carolina
| $363M | +$13.4M | +4% | 1.72% | 58.5% | 190 | 18.95% | 3.2 |
|
| 3060 |
3060
Vantage Wealth
Pasadena,
California
| $363M | +$8.25M | +2% | 5.5% | 56.1% | 35 | 8.57% | 4.5 |
|
| 3061 |
3061
Ullmann Wealth Partners Group
Jacksonville Beach,
Florida
| $363M | -$6.52M | -2% | 5.89% | 62.2% | 87 | 9.2% | 3 |
|
| 3062 |
CAM
3062
Centre Asset Management
New York
| $362M | -$15M | -4% | 1.43% | 45.3% | 83 | 26.51% | 1.6 |
|
| 3063 |
ARMC
3063
American Research & Management Company
Marion,
Massachusetts
| $362M | -$26.9M | -7% | 4.87% | 35.1% | 471 | 19.75% | 4.6 |
|
| 3064 |
3064
Wealth Advisory Solutions
Indiianapolis,
Indiana
| $362M | -$44.5M | -11% | 5.25% | 60.5% | 166 | 33.73% | 1.5 |
|
| 3065 |
3065
Bridgewater Advisors
New York
| $362M | -$121M | -25% | 4.02% | 61% | 240 | 54.17% | 2.4 |
|
| 3066 |
3066
Ellis Investment Partners
Berwyn,
Pennsylvania
| $361M | -$11.6M | -3% | 5.89% | 70.8% | 850 | 6% | 2.5 |
|
| 3067 |
3067
Compass Ion Advisors
Conshohocken,
Pennsylvania
| $361M | +$15.6M | +5% | 4.99% | 75.6% | 83 | 19.28% | 1.5 |
|
| 3068 |
TP
3068
Thunderbird Partners
London,
United Kingdom
| $360M | -$60.1M | -14% | 6.93% | 38% | 14 | 57.14% | 1.4 |
|
| 3069 |
CCM
3069
Chimera Capital Management
New York
| $360M | +$146M | +68% | 3.69% | – | 227 | 86.78% | 0.1 |
|
| 3070 |
3070
Wescott Financial Advisory Group
Philadelphia,
Pennsylvania
| $359M | -$9.2M | -2% | 5.17% | 55.5% | 144 | 12.5% | 0.9 |
|
| 3071 |
3071
Kesler Norman & Wride
Ogden,
Utah
| $359M | -$1.9M | -0.5% | 5.48% | 76% | 159 | 8.18% | 1.5 |
|
| 3072 |
3072
Security National Bank
Omaha,
Nebraska
| $359M | -$1.14M | -0.3% | 2.05% | 125% | 107 | 14.95% | 3 |
|
| 3073 |
3073
HBW Advisory Services
Simi Valley,
California
| $359M | -$28.6M | -7% | 5.11% | 68.6% | 251 | 21.12% | 1.4 |
|
| 3074 |
3074
Incline Global Management
New York
| $358M | +$8.24M | +2% | 3.56% | 40.1% | 22 | 4.55% | 1.7 |
|
| 3075 |
3075
Affinity Asset Advisors
New York
| $358M | +$121M | +51% | 19.8% | 1,487% | 85 | 60% | 0.6 |
|