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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
Continental Grain Company
New York
| $294M | -$75M | -20% | 0.65% | 5.73% | 6 | 16.67% | 0.5 |
|
| 3077 |
3077
Smith & Howard Wealth Management
Atlanta,
Georgia
| $294M | +$42.8M | +17% | 5.87% | 43.8% | 92 | 22.83% | 2.1 |
|
| 3078 |
3078
BSW Wealth Partners
Boulder,
Colorado
| $294M | +$33.6M | +13% | 7.23% | 75.4% | 166 | 37.35% | 2.6 |
|
| 3079 |
3079
Aegon USA Investment Management
Cedar Rapids,
Iowa
| $293M | +$11.9M | +4% | 5% | 39.9% | 51 | 13.73% | 1 |
|
| 3080 |
3080
GFI Investment Counsel
Toronto,
Ontario, Canada
| $293M | +$37.5M | +15% | 14.5% | 41.8% | 13 | 15.38% | 1.9 |
|
| 3081 |
3081
Krensavage Asset Management
New York
| $293M | +$32.6M | +13% | 12% | 124% | 14 | 42.86% | 2.1 |
|
| 3082 |
3082
Running Oak Capital
Edina,
Minnesota
| $293M | – | – | 7.38% | 32.7% | 64 | – | 0 |
|
| 3083 |
3083
Winmill & Co
Walpole,
New Hampshire
| $292M | +$57M | +24% | 10% | 146% | 122 | 18.03% | 0.2 |
|
| 3084 |
3084
Amarillo National Bank
Amarillo,
Texas
| $292M | +$29M | +11% | 7.09% | 63.5% | 94 | 6.38% | 4.1 |
|
| 3085 |
3085
MIC Capital Partners (Public) (US) IM
Al Maryah Island Abu Dhabi,
United Arab Emirates
| $292M | – | – | 10.4% | – | 18 | – | 0 |
|
| 3086 |
3086
Requisite Capital Management
Dallas,
Texas
| $292M | +$32M | +12% | 7.69% | 41% | 112 | 42.86% | 0.6 |
|
| 3087 |
3087
Ironwood Investment Counsel
Scottsdale,
Arizona
| $292M | +$20.9M | +8% | 6.7% | 64% | 175 | 6.86% | 3.7 |
|
| 3088 |
3088
Adventist Health System West
Roseville,
California
| $292M | -$14.5M | -5% | 8.06% | 60.2% | 4 | 25% | 0.8 |
|
| 3089 |
3089
Wright Investors Service
Shelton,
Connecticut
| $292M | +$13.6M | +5% | 10% | 146% | 157 | 21.02% | 2.9 |
|
| 3090 |
3090
Squadra Investments
Rio De Janeiro,
Brazil
| $292M | – | – | 5.28% | 1.55% | 3 | – | 0 |
|
| 3091 |
MAM
3091
Morse Asset Management
Darien,
Connecticut
| $292M | +$24.1M | +9% | 10.7% | 222% | 151 | 32.45% | 1.6 |
|
| 3092 |
MCM
3092
Mason Capital Management
New York
| $291M | -$119M | -29% | 13.5% | 18.5% | 9 | 11.11% | 1.9 |
|
| 3093 |
3093
DAFNA Capital Management
Los Angeles,
California
| $291M | +$25.4M | +10% | 35.6% | 313% | 96 | 22.92% | 2 |
|
| 3094 |
3094
Paradigm Financial Advisors
Des Peres,
Missouri
| $291M | +$35.2M | +14% | 10.2% | 114% | 134 | 8.96% | 3.4 |
|
| 3095 |
3095
New England Investment & Retirement Group
North Andover,
Massachusetts
| $291M | +$51.7M | +22% | 5.57% | 72.5% | 66 | 24.24% | 1.3 |
|
| 3096 |
3096
Rowland Carmichael Advisors
Scottsdale,
Arizona
| $291M | -$242K | -0.1% | 5.48% | 39% | 378 | 14.55% | 2 |
|
| 3097 |
3097
RMR Advisors
Newton,
Massachusetts
| $291M | -$1.3M | -0.4% | 0.27% | 2.17% | 116 | 1.72% | 4.9 |
|
| 3098 |
3098
Rikoon Group
Santa Fe,
New Mexico
| $291M | +$20.8M | +8% | 8.93% | 63.3% | 208 | 6.25% | 2.5 |
|
| 3099 |
GCA
3099
Gideon Capital Advisors
New York
| $291M | -$15M | -5% | 6.42% | 37.6% | 424 | 75.47% | 0.2 |
|
| 3100 |
3100
Martel Wealth Advisors
Vancouver,
Washington
| $290M | +$13.4M | +5% | 4.67% | 43.4% | 41 | 7.32% | 1.1 |
|