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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3101 |
EECFI
3101
EnCap Energy Capital Fund IX
Houston,
Texas
| $208M | +$23.3M | +13% | 12.6% | 69.2% | 1 | 0% | 0.5 |
|
| 3102 |
ACP
3102
Aquiline Capital Partners
New York
| $208M | +$155M | +294% | 5.49% | 14.7% | 2 | 100% | 0 |
|
| 3103 |
DCM
3103
Dean Capital Management
Overland Park,
Kansas
| $208M | +$62.2M | +43% | 2.78% | 89.7% | 86 | 52.33% | 0.6 |
|
| 3104 |
IAS
3104
IMA Advisory Services
Denver,
Colorado
| $208M | +$9.21M | +5% | 2.68% | 74.5% | 143 | 11.19% | 1.5 |
|
| 3105 |
EGA
3105
E&G Advisors
Houston,
Texas
| $208M | +$13.1M | +7% | 2.75% | 97.7% | 161 | 13.66% | 1.6 |
|
| 3106 |
JCM
3106
JS Capital Management
New York
| $208M | +$196M | +1,622% | 12.4% | 52.4% | 26 | 100% | 0 |
|
| 3107 |
GAM
3107
Gould Asset Management
Claremont,
California
| $207M | +$8.04M | +4% | 2.43% | 42.8% | 131 | 10.69% | 2.4 |
|
| 3108 |
DA
3108
Doliver Advisors
Houston,
Texas
| $207M | +$79.9M | +63% | 0.46% | 92.3% | 305 | 41.97% | 0.6 |
|
| 3109 |
CFA
3109
Capstone Financial Advisors
Downers Grove,
Illinois
| $207M | +$9.68M | +5% | 3.19% | 54.5% | 81 | 13.58% | 2.1 |
|
| 3110 |
CBTWT
3110
Community Bank & Trust (Waco, Texas)
Waco,
Texas
| $207M | +$3.36M | +2% | 2.71% | 108% | 127 | 9.45% | 1.3 |
|
| 3111 |
3111
IHT Wealth Management
Chicago,
Illinois
| $206M | +$56.5M | +38% | 2.23% | 74.8% | 1,513 | 18.64% | 0.4 |
|
| 3112 |
GIM
3112
Greystone Investment Management
Cincinnati,
Ohio
| $206M | -$31K | -0% | 4.98% | 32.8% | 55 | 14.55% | 2.4 |
|
| 3113 |
CIC
3113
Chase Investment Counsel
Charlottesville,
Virginia
| $206M | -$1.97M | -0.9% | 7.22% | 350% | 103 | 36.89% | 1.2 |
|
| 3114 |
K
3114
Kemper
Chicago,
Illinois
| $206M | +$9.35M | +5% | 2.35% | 28.6% | 20 | 15% | 2.5 |
|
| 3115 |
WAP
3115
Wealthcare Advisory Partners
West Chester,
Pennsylvania
| $206M | +$22.6M | +12% | 1.85% | 60.4% | 160 | 18.75% | 0.8 |
|
| 3116 |
SWPG
3116
Strategic Wealth Partners Group
Deerfield,
Illinois
| $206M | +$8.97M | +5% | 3.1% | – | 26 | 0% | 0.9 |
|
| 3117 |
LWM
3117
Lyell Wealth Management
Menlo Park,
California
| $205M | +$20.7M | +11% | 6.15% | 128% | 109 | 19.27% | 0.4 |
|
| 3118 |
CI
3118
Chartist Inc
Seal Beach,
California
| $205M | +$286K | +0.1% | 5.93% | – | 37 | 24.32% | 2 |
|
| 3119 |
TCA
3119
Teewinot Capital Advisers
New York
| $204M | +$23M | +13% | 5.38% | 149% | 51 | 21.57% | 1.9 |
|
| 3120 |
IFB
3120
iAB Financial Bank
Fort Wayne,
Indiana
| $204M | +$9.5M | +5% | 2.48% | 22.5% | 147 | 12.93% | 2.6 |
|
| 3121 |
ACM
3121
Axel Capital Management
New York
| $204M | +$66.3M | +48% | 4.64% | 194% | 19 | 15.79% | 2.4 |
|
| 3122 |
3122
CTC (Chicago Trading Company)
Chicago,
Illinois
| $204M | +$106M | +108% | 5.9% | 192% | 5 | 40% | 0.8 |
|
| 3123 |
ITIM
3123
Indiana Trust & Investment Management
Mishawaka,
Indiana
| $203M | +$3.61M | +2% | 1.63% | 104% | 133 | 4.51% | 2.9 |
|
| 3124 |
BL
3124
BFSG LLC
Irvine,
California
| $203M | +$4.48M | +2% | 2.42% | 81.9% | 129 | 26.36% | 0.2 |
|
| 3125 |
PVWM
3125
Point View Wealth Management
Summit,
New Jersey
| $203M | +$9.11M | +5% | 1.57% | 27% | 267 | 6.74% | 2.4 |
|