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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 |
3051
Euro Pacific Asset Management
Dorado,
Puerto Rico
| $543M | +$37.7M | +7% | 11.9% | 172% | 75 | 9.33% | 2.9 |
|
| 3052 |
DCM
3052
Divisar Capital Management
San Francisco,
California
| $542M | +$14.3M | +3% | 4.21% | 194% | 34 | 8.82% | 3.6 |
|
| 3053 |
CSNH
3053
Crow's Nest Holdings
Richmond,
Virginia
| $542M | +$97M | +22% | 11.4% | 103% | 10 | 30% | 1.6 |
|
| 3054 |
3054
Speece Thorson Capital Group
Minnetonka,
Minnesota
| $541M | +$52.4M | +11% | 10% | 34.2% | 42 | 0% | 7.3 |
|
| 3055 |
3055
Fortis Group Advisors
Westwood,
New Jersey
| $541M | +$37.5M | +7% | 6.4% | 91.2% | 526 | 10.65% | 1.3 |
|
| 3056 |
3056
IAG Wealth Partners
Waukesha,
Wisconsin
| $541M | +$43.3M | +9% | 6.04% | 47.3% | 536 | 15.49% | 2.9 |
|
| 3057 |
3057
Winslow Asset Management
Beachwood,
Ohio
| $541M | +$33.1M | +7% | 8.95% | 89.9% | 81 | 9.88% | 7 |
|
| 3058 |
3058
Hudson Edge Investment Partners
Jersey City,
New Jersey
| $541M | +$23.2M | +4% | 5.94% | 67.9% | 199 | 5.53% | 3.6 |
|
| 3059 |
3059
Geometric Wealth Advisors
Washington,
District of Columbia
| $541M | +$53.8M | +11% | 6.55% | 62.1% | 66 | 12.12% | 1.4 |
|
| 3060 |
3060
HeadInvest LLC
Portland,
Maine
| $540M | +$32.6M | +6% | 6.49% | 59.1% | 246 | 10.98% | 5.6 |
|
| 3061 |
3061
Vanderbilt University
Nashville,
Tennessee
| $540M | +$62.5M | +13% | 10.3% | 61.8% | 80 | 23.75% | 1.1 |
|
| 3062 |
3062
Blue Grotto Capital
Atlanta,
Georgia
| $538M | +$40.7M | +8% | 19.4% | 300% | 30 | 40% | 0.9 |
|
| 3063 |
3063
Dimension Capital Management
Coral Gables,
Florida
| $538M | +$46.6M | +9% | 7.07% | 65.5% | 108 | 11.11% | 3.8 |
|
| 3064 |
3064
Rempart Asset Management
Montreal,
Canada
| $538M | +$30.7M | +6% | 5.85% | 70.5% | 42 | 14.29% | 3.3 |
|
| 3065 |
3065
Lathrop Investment Management
Little Rock,
Arkansas
| $538M | +$26.7M | +5% | 7.27% | 72.2% | 86 | 5.81% | 6.2 |
|
| 3066 |
3066
Drexel Morgan & Co
Radnor,
Pennsylvania
| $538M | +$71.5M | +15% | 7.95% | 50.1% | 55 | 3.64% | 7.2 |
|
| 3067 |
3067
West Oak Capital
Westlake Village,
California
| $538M | +$290M | +116% | 17% | 110% | 341 | 11.14% | 6.1 |
|
| 3068 |
3068
Ramsay Stattman Vela & Price
Colorado Springs,
Colorado
| $538M | +$9.45M | +2% | 6.19% | 81.8% | 77 | 5.19% | 7.1 |
|
| 3069 |
CEI
3069
Clark Estates Inc
New York
| $537M | +$4.8M | +0.9% | 13.5% | 34.5% | 94 | 12.77% | 2.2 |
|
| 3070 |
3070
North Growth Management
Vancouver,
British Columbia, Canada
| $537M | +$30.9M | +6% | 7.22% | 243% | 48 | 6.25% | 3.5 |
|
| 3071 |
3071
Bricktown Capital
Detroit,
Michigan
| $537M | +$45.8M | +9% | 5.35% | 46.2% | 51 | 47.06% | 1.1 |
|
| 3072 |
3072
Farmers Trust Company
Youngstown,
Ohio
| $536M | +$43.7M | +9% | 9.78% | 73.5% | 193 | 7.77% | 5.7 |
|
| 3073 |
3073
Coerente Capital Management
Toronto,
Ontario, Canada
| $536M | +$23.9M | +5% | 6.05% | 54.7% | 46 | 4.35% | 2.6 |
|
| 3074 |
SA
3074
Strategic Advisors
New York
| $536M | +$20.7M | +4% | 5.69% | 106% | 215 | 12.56% | 4.6 |
|
| 3075 |
3075
Redpoint Management
Woodside,
California
| $535M | -$94.5M | -15% | 7.94% | 20.6% | 7 | 14.29% | 2.1 |
|