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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 |
3101
Doliver Advisors
Houston,
Texas
| $239M | +$9.24M | +4% | 4.5% | 92.3% | 393 | 37.15% | 0.8 |
|
| 3102 |
3102
Tradewinds Capital Management
Bellingham,
Washington
| $239M | +$15.5M | +7% | 3.91% | 96.9% | 718 | 12.26% | 2.8 |
|
| 3103 |
3103
Dumont & Blake Investment Advisors
Princeton,
New Jersey
| $238M | +$3.91M | +2% | 2.47% | 78.3% | 202 | 10.89% | 3.4 |
|
| 3104 |
3104
CNO Financial Group
Carmel,
Indiana
| $238M | -$121M | -34% | 1.24% | – | 22 | 31.82% | 0.5 |
|
| 3105 |
3105
Symmetry Partners
Glastonbury,
Connecticut
| $238M | +$3.06M | +1% | 0.2% | 58.5% | 36 | 11.11% | 1.4 |
|
| 3106 |
3106
New Silk Road Investment
Singapore
| $238M | +$24.5M | +11% | 1.3% | 21.2% | 10 | 50% | 0.8 |
|
| 3107 |
3107
Nicolet Bankshares
Green Bay,
Wisconsin
| $238M | +$2.88M | +1% | 2.49% | 75.5% | 194 | 7.73% | 1.9 |
|
| 3108 |
3108
Chubb Ltd
Zurich,
Switzerland
| $238M | +$7.98M | +3% | 3.68% | 64.2% | 21 | 4.76% | 2 |
|
| 3109 |
3109
Prime Capital Investment Advisors
Overland Park,
Kansas
| $238M | +$96.7M | +68% | 0.78% | 78.7% | 386 | 46.63% | 0.3 |
|
| 3110 |
3110
Icon Wealth Partners
Houston,
Texas
| $238M | +$51.3M | +27% | 4.21% | – | 841 | 70.27% | 0.1 |
|
| 3111 |
3111
Covenant Multifamily Offices
San Antonio,
Texas
| $238M | +$71M | +43% | 0.57% | 38.3% | 52 | 23.08% | 1.1 |
|
| 3112 |
3112
Cutler Capital Management
Worcester,
Massachusetts
| $237M | -$9.7M | -4% | 3.03% | 39.7% | 103 | 16.5% | 2.2 |
|
| 3113 |
3113
Ferris Capital
Marlborough,
Massachusetts
| $237M | -$10.4M | -4% | 2.83% | 67% | 730 | 7.81% | 0.4 |
|
| 3114 |
3114
Oakwood Capital Management
Los Angeles,
California
| $237M | +$3.02M | +1% | 3.57% | 72.7% | 48 | 6.25% | 2.8 |
|
| 3115 |
3115
Versant Capital Management
Phoenix,
Arizona
| $237M | -$4.87M | -2% | 0.67% | 97.3% | 1,754 | 4.45% | 2.1 |
|
| 3116 |
3116
Rainier Group Investment Advisory
Bellevue,
Washington
| $237M | +$18.6M | +9% | 2.46% | 41.4% | 47 | 23.4% | 1.3 |
|
| 3117 |
3117
HSG Holding
Na,
Hong Kong
| $237M | -$101M | -30% | 6.44% | 2.94% | 6 | 33.33% | 3.2 |
|
| 3118 |
3118
Portland Hill Asset Management
London,
United Kingdom
| $237M | +$9.02M | +4% | 4.74% | 30.2% | 21 | 4.76% | 1.3 |
|
| 3119 |
3119
Northwest Bancshares
Warren,
Pennsylvania
| $237M | -$6.41M | -3% | 0.27% | 84.8% | 153 | 9.15% | 0.5 |
|
| 3120 |
3120
Wittenberg Investment Management
Carlisle,
Massachusetts
| $237M | +$4.64M | +2% | 4.21% | 89.9% | 83 | 9.64% | 1.3 |
|
| 3121 |
3121
Goldstein Munger & Associates
San Ramon,
California
| $237M | +$4.62M | +2% | 1.76% | 11.9% | 36 | 2.78% | 3.6 |
|
| 3122 |
3122
InterWest Venture Management
San Francisco,
California
| $237M | -$617K | -0.3% | 5.38% | 57.6% | 12 | 8.33% | 1.3 |
|
| 3123 |
3123
Schnieders Capital Management
Pasadena,
California
| $237M | +$4.79M | +2% | 3.69% | 103% | 157 | 7.64% | 3.1 |
|
| 3124 |
3124
Harfst & Associates
Sheridan,
Wyoming
| $237M | -$8.42M | -3% | 1.45% | 88.1% | 86 | 12.79% | 1.7 |
|
| 3125 |
CCM
3125
Compton Capital Management
Providence,
Rhode Island
| $236M | +$546K | +0.2% | 2.08% | 75.6% | 156 | 10.26% | 3.8 |
|