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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3126 |
3126
SlateStone Wealth
Jupiter,
Florida
| $217M | – | – | 12.8% | 79.1% | 98 | – | 0 |
|
| 3127 |
3127
First National Corp
Rockland,
Massachusetts
| $217M | – | – | 6.49% | 56.3% | 411 | – | 0 |
|
| 3128 |
1C
3128
1060 Capital
Denver,
Colorado
| $217M | +$3.68M | +2% | 28% | 301% | 34 | 91.18% | 0.1 |
|
| 3129 |
3129
Versant Capital Management
Phoenix,
Arizona
| $217M | -$27.5M | -11% | 9.78% | 97.3% | 1,786 | 5.99% | 2.5 |
|
| 3130 |
3130
General Pension Society PZU Joint Stock
Warsaw,
Poland
| $216M | -$31.3M | -13% | 13.2% | 116% | 14 | 0% | 4.7 |
|
| 3131 |
3131
Waddell & Associates
Memphis,
Tennessee
| $216M | – | – | 14.5% | 194% | 14 | – | 0 |
|
| 3132 |
3132
Watermark Asset Management
San Ramon,
California
| $216M | -$26.2M | -11% | 10.1% | – | 297 | 19.53% | 1.3 |
|
| 3133 |
3133
Grace Capital
Quincy,
Massachusetts
| $215M | -$40.2M | -16% | 12.7% | 127% | 254 | 35.04% | 0.9 |
|
| 3134 |
3134
ADW Capital Management
Miami Beach,
Florida
| $215M | – | – | 9.22% | 78.2% | 5 | – | 0 |
|
| 3135 |
WCMN
3135
Westchester Capital Management (Nebraska)
Omaha,
Nebraska
| $215M | -$37.2M | -15% | 10.7% | 121% | 43 | 23.26% | 3.4 |
|
| 3136 |
3136
Loeb Partners Corp
New York
| $215M | -$56.2M | -21% | 10.7% | 34.4% | 344 | 60.17% | 1.1 |
|
| 3137 |
3137
Kistler-Tiffany Companies
Berwyn,
Pennsylvania
| $215M | -$27.1M | -11% | 12.4% | 52% | 599 | 10.35% | 3.5 |
|
| 3138 |
3138
CenturyLink Investment Management
Denver,
Colorado
| $215M | -$64.9M | -23% | 12.9% | – | 162 | 14.2% | 3 |
|
| 3139 |
3139
Rainier Group Investment Advisory
Bellevue,
Washington
| $215M | -$44.2M | -17% | 14.3% | 41.4% | 41 | 24.39% | 1.6 |
|
| 3140 |
3140
Domani Wealth
Lancaster,
Pennsylvania
| $215M | -$18.5M | -8% | 12.8% | 48.6% | 115 | 18.26% | 2.5 |
|
| 3141 |
3141
Camelot Portfolios
Maumee,
Ohio
| $215M | -$7.48M | -3% | 12.3% | 41.3% | 249 | 25.3% | 2 |
|
| 3142 |
3142
Geller Advisors
New York
| $214M | +$45.3M | +27% | 14.6% | 20.4% | 32 | 18.75% | 2.6 |
|
| 3143 |
AIP
3143
Ahrens Investment Partners
Lafayette,
Louisiana
| $214M | -$51.7M | -19% | 12.6% | 82.3% | 197 | 27.41% | 1.4 |
|
| 3144 |
SCM
3144
Stonehill Capital Management
New York
| $214M | -$49.4M | -19% | 22.8% | 117% | 23 | 52.17% | 0.6 |
|
| 3145 |
GWA
3145
Guidant Wealth Advisors
Palatine,
Illinois
| $214M | -$25M | -10% | 9.72% | 17.8% | 308 | 47.08% | 1.4 |
|
| 3146 |
3146
IMA Advisory Services
Denver,
Colorado
| $214M | -$41.4M | -16% | 12.4% | 74.5% | 368 | 11.41% | 1.2 |
|
| 3147 |
3147
Grove Bank & Trust
Miami,
Florida
| $214M | -$29.3M | -12% | 11.6% | 80.5% | 160 | 10.63% | 2.4 |
|
| 3148 |
3148
Virtue Capital Management
Brentwood,
Tennessee
| $214M | -$259M | -55% | 0.76% | 91% | 257 | 70.04% | 0.7 |
|
| 3149 |
3149
180 Wealth Advisors
Federal Way,
Washington
| $214M | -$2.07M | -1% | 12.6% | 136% | 253 | 0% | 0.8 |
|
| 3150 |
3150
Stillwater Investment Management (Minnesota)
Stillwater,
Minnesota
| $214M | -$33.7M | -14% | 13.2% | 72.3% | 67 | 5.97% | 3.9 |
|