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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3076 |
3076
Kinsight LLC
Birmingham,
Alabama
| $171M | +$22.8M | +15% | 3.83% | 15.7% | 34 | 8.82% | 1.9 |
|
| 3077 |
SRCM
3077
Swift Run Capital Management
Charlottesville,
Virginia
| $171M | -$20.2M | -11% | 4.65% | 9.9% | 58 | 24.14% | 1.1 |
|
| 3078 |
BSWMG
3078
Barrington Strategic Wealth Management Group
Chicago,
Illinois
| $171M | +$14.3M | +9% | 4.2% | 17.9% | 103 | 9.71% | 2 |
|
| 3079 |
CBTWT
3079
Community Bank & Trust (Waco, Texas)
Waco,
Texas
| $171M | – | – | 6.61% | 124% | 113 | – | 0 |
|
| 3080 |
3080
Versant Venture Management
San Francisco,
California
| $171M | -$3.46M | -2% | 36.8% | 409% | 7 | 0% | 0.7 |
|
| 3081 |
3081
NorthRock Partners
Minneapolis,
Minnesota
| $171M | +$12M | +8% | 1.51% | 62.8% | 49 | 30.61% | 0.6 |
|
| 3082 |
3082
Garcia Hamilton & Associates
Houston,
Texas
| $171M | +$7.3M | +4% | 5.9% | 39.1% | 71 | 14.08% | 1.7 |
|
| 3083 |
KCM
3083
Kempner Capital Management
Galveston,
Texas
| $170M | -$6.02M | -3% | 3% | 60.9% | 78 | 12.82% | 1.7 |
|
| 3084 |
3084
Monetta Financial Services
Wheaton,
Illinois
| $170M | +$7.48M | +5% | 8.99% | 275% | 103 | 31.07% | 0.8 |
|
| 3085 |
3085
Aston Asset Management
Chicago,
Illinois
| $170M | -$5.32M | -3% | 5.4% | 26.1% | 146 | 16.44% | 1.7 |
|
| 3086 |
3086
Corrado Advisors
Ramsey,
New Jersey
| $170M | -$6.59M | -4% | 4.63% | 64% | 89 | 32.58% | 1.1 |
|
| 3087 |
EIGI
3087
Elmrox Investment Group IM
New York
| $170M | – | – | 5.18% | – | 17 | – | 0 |
|
| 3088 |
3088
Cranberry Lake Advisors
Houston,
Texas
| $170M | +$19.3M | +13% | 6.31% | 31.5% | 20 | 25% | 1.5 |
|
| 3089 |
FNBOMD
3089
First National Bank of Mount Dora
Mount Dora,
Florida
| $170M | +$6.45M | +4% | 6.93% | 96.2% | 85 | 10.59% | 2.2 |
|
| 3090 |
3090
Beck Capital Management
Austin,
Texas
| $170M | +$25.7M | +18% | 6.55% | 291% | 165 | 47.88% | 0.8 |
|
| 3091 |
3091
Proffitt & Goodson
Knoxville,
Tennessee
| $170M | +$10.9M | +7% | 4.75% | 48.5% | 43 | 11.63% | 2.1 |
|
| 3092 |
3092
Vontobel Swiss Wealth Advisors
Zurich,
Switzerland
| $170M | +$24.3M | +17% | 0.78% | 70.1% | 59 | 20.34% | 0.7 |
|
| 3093 |
3093
Evermay Wealth Management
Arlington,
Virginia
| $170M | +$2.95M | +2% | 5.09% | 56.2% | 85 | 17.65% | 1.6 |
|
| 3094 |
3094
Valley National Advisers
Bethlehem,
Pennsylvania
| $170M | +$4.6M | +3% | 4.85% | 87.2% | 698 | 13.47% | 0.8 |
|
| 3095 |
3095
Selkirk Management
Chatham,
New Jersey
| $170M | +$8.44M | +5% | 7.29% | 245% | 21 | 9.52% | 2.1 |
|
| 3096 |
3096
Gladius Capital Management
Chicago,
Illinois
| $170M | +$9.48M | +6% | 5.93% | 78% | 2 | 0% | 2 |
|
| 3097 |
3097
Altavista Wealth Management
Asheville,
North Carolina
| $170M | +$17.6M | +12% | 5.91% | 80.6% | 126 | 19.05% | 1.8 |
|
| 3098 |
3098
Cleary Gull Holdings
Milwaukee,
Wisconsin
| $170M | +$35.9M | +27% | 2.8% | – | 117 | 38.46% | 0.3 |
|
| 3099 |
3099
Bard Associates
Chicago,
Illinois
| $170M | -$4.14M | -2% | 1.62% | 241% | 168 | 7.14% | 1.9 |
|
| 3100 |
3100
Yiheng Capital Management
San Francisco,
California
| $170M | – | – | 22.6% | 82% | 13 | – | 0 |
|