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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 |
WAM
3076
WT Asset Management
Hong Kong
| $260M | -$62.7M | -19% | 10.2% | 2,788% | 44 | 70.45% | 0.3 |
|
| 3077 |
3077
Rosenblum Silverman Sutton
San Francisco,
California
| $260M | -$3.94M | -1% | 0.15% | 90.1% | 60 | 10% | 3.1 |
|
| 3078 |
3078
Renaissance Investment Group
Lenox,
Massachusetts
| $259M | -$8.93M | -3% | 2.53% | 99.6% | 90 | 13.33% | 4.2 |
|
| 3079 |
3079
Fagan Associates
Troy,
New York
| $259M | +$12.9M | +5% | 2.77% | 127% | 121 | 14.88% | 2.9 |
|
| 3080 |
3080
Versant Venture Management
San Francisco,
California
| $258M | -$84.7M | -25% | 15.5% | 409% | 9 | 11.11% | 2.7 |
|
| 3081 |
3081
Rational Advisors
Huntington,
New York
| $258M | -$23.7M | -8% | 2.76% | 37.7% | 613 | 17.62% | 1.4 |
|
| 3082 |
NC
3082
Northpointe Capital
Bloomfield Hills,
Michigan
| $258M | -$56.8M | -18% | 2% | 33% | 108 | 47.22% | 1.6 |
|
| 3083 |
3083
Pier 88 Investment Partners
San Francisco,
California
| $258M | +$22.3M | +9% | 1.77% | 36.1% | 96 | 11.46% | 1.2 |
|
| 3084 |
3084
Court Place Advisors
Ellicott City,
Maryland
| $258M | +$3.92M | +2% | 2.39% | 92% | 184 | 7.61% | 4 |
|
| 3085 |
3085
USA Financial Formulas
Ada,
Michigan
| $258M | +$58.2M | +29% | 5.89% | 104% | 280 | 73.57% | 0.3 |
|
| 3086 |
3086
Cahill Financial Advisors
Edina,
Minnesota
| $257M | +$4.88M | +2% | 1.15% | 55.9% | 159 | 6.29% | 3.4 |
|
| 3087 |
NAMP
3087
NorthStar Asset Management (Pennsylvania)
Blue Bell,
Pennsylvania
| $257M | +$3.4M | +1% | 1.88% | 90.2% | 124 | 7.26% | 4.1 |
|
| 3088 |
3088
Franklin, Parlapiano, Turner & Welch
Houston,
Texas
| $257M | +$1.66M | +0.7% | 1.31% | 41.6% | 45 | 4.44% | 5.3 |
|
| 3089 |
3089
Optimus Prime Fund Management
Grand Cayman,
Cayman Islands
| $257M | -$11.5M | -4% | 0.34% | 94.5% | 34 | 38.24% | 0.5 |
|
| 3090 |
3090
Bedell Frazier Investment Counselling
Walnut Creek,
California
| $257M | -$18.3M | -7% | 1.88% | 72.5% | 59 | 11.86% | 1.9 |
|
| 3091 |
3091
McRae Capital Management
Morristown,
New Jersey
| $257M | +$6.64M | +3% | 1.41% | 78.2% | 95 | 8.42% | 4.3 |
|
| 3092 |
3092
Kavar Capital Partners Group
Leawood,
Kansas
| $256M | +$1.77M | +0.7% | 1.94% | 77.2% | 517 | 75.44% | 2.9 |
|
| 3093 |
KCP
3093
KDI Capital Partners
Raleigh,
North Carolina
| $256M | -$11.1M | -4% | 2.53% | 77.1% | 35 | 14.29% | 2.8 |
|
| 3094 |
3094
Huber Financial Advisors
Lincolnshire,
Illinois
| $256M | +$25.8M | +11% | 1.71% | – | 126 | 7.94% | 1.3 |
|
| 3095 |
3095
Paradigm Financial Advisors
Des Peres,
Missouri
| $256M | -$15.5M | -6% | 1.13% | 114% | 140 | 17.14% | 3.3 |
|
| 3096 |
3096
Global Strategic Investment Solutions
Scottsdale,
Arizona
| $256M | +$58.3M | +29% | 0.54% | 56.8% | 82 | 34.15% | 0.5 |
|
| 3097 |
3097
Cliffwater
Marina Del Rey,
California
| $256M | -$32.1M | -11% | 0.12% | 29.4% | 21 | 4.76% | 1.5 |
|
| 3098 |
3098
GFI Investment Counsel
Toronto,
Ontario, Canada
| $256M | +$18.9M | +8% | 4.81% | 41.8% | 13 | 15.38% | 1.9 |
|
| 3099 |
3099
Strategic Point Investment Advisors
Providence,
Rhode Island
| $256M | +$19.9M | +8% | 1.06% | 51.9% | 22 | 22.73% | 2.8 |
|
| 3100 |
BCA
3100
Bray Capital Advisors
Naples,
Florida
| $256M | -$4.32M | -2% | 0.66% | 36.6% | 374 | 9.63% | 1.9 |
|