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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
V Wealth Advisors
Overland Park,
Kansas
| $248M | +$51M | +26% | 12.5% | 36.9% | 288 | 36.81% | 1.4 |
|
| 3127 |
3127
Court Place Advisors
Ellicott City,
Maryland
| $248M | +$28.1M | +13% | 12.6% | 92% | 182 | 10.44% | 3.6 |
|
| 3128 |
3128
Wright Investors Service
Shelton,
Connecticut
| $247M | +$14.1M | +6% | 13.7% | 146% | 167 | 25.75% | 2.5 |
|
| 3129 |
3129
Doliver Advisors
Houston,
Texas
| $247M | +$43.7M | +21% | 16.2% | 92.3% | 179 | 45.81% | 0.8 |
|
| 3130 |
3130
Gladstone Capital Management
London,
United Kingdom
| $247M | +$39.8M | +19% | 30.9% | 304% | 12 | 33.33% | 0.8 |
|
| 3131 |
3131
Clean Yield Group
Norwich,
Vermont
| $247M | +$17.3M | +8% | 12.8% | 80.7% | 350 | 24% | 1.8 |
|
| 3132 |
3132
Ellis Investment Partners
Berwyn,
Pennsylvania
| $247M | +$27.6M | +13% | 12.5% | 70.8% | 160 | 10% | 0.2 |
|
| 3133 |
3133
Geller Advisors
New York
| $247M | +$32.1M | +15% | 13% | 20.4% | 30 | 23.33% | 3 |
|
| 3134 |
3134
Whetstone Capital Advisors
Shawnee Mission,
Kansas
| $247M | +$73.8M | +43% | 31.7% | 282% | 18 | 5.56% | 1.5 |
|
| 3135 |
PI
3135
Pennant Investors
Summit,
New Jersey
| $246M | +$5.68M | +2% | 15.4% | 372% | 18 | 16.67% | 0.4 |
|
| 3136 |
SWK
3136
Stephen W. Kidder
| $246M | +$19.4M | +9% | 15% | 94.7% | 81 | 13.58% | 4.5 |
|
| 3137 |
3137
Stordahl Capital Management
Greenwood Village,
Colorado
| $246M | +$41.7M | +20% | 10.8% | 54% | 50 | 18% | 1 |
|
| 3138 |
3138
Ausdal Financial Partners
Davenport,
Iowa
| $246M | +$41.1M | +20% | 12.3% | 63.2% | 291 | 20.62% | 2 |
|
| 3139 |
GJCM
3139
Grand Jean Capital Management
San Francisco,
California
| $246M | +$37.6M | +18% | 15.9% | 61.4% | 50 | 20% | 2.9 |
|
| 3140 |
NAMP
3140
NorthStar Asset Management (Pennsylvania)
Blue Bell,
Pennsylvania
| $246M | +$31.7M | +15% | 16.2% | 90.2% | 116 | 9.48% | 3.9 |
|
| 3141 |
3141
Arrow Investment Advisors
Laurel,
Maryland
| $246M | -$12.5M | -5% | 9.42% | 36.3% | 89 | 35.96% | 1.5 |
|
| 3142 |
3142
CenturyLink Investment Management
Denver,
Colorado
| $245M | +$30.4M | +14% | 14.5% | – | 160 | 14.38% | 3.1 |
|
| 3143 |
3143
Renaissance Investment Group
Lenox,
Massachusetts
| $245M | +$36.5M | +18% | 16.9% | 110% | 81 | 9.88% | 3.9 |
|
| 3144 |
3144
Carderock Capital Management
Chevy Chase,
Maryland
| $245M | +$51.5M | +27% | 17.8% | 97.6% | 75 | 9.33% | 4 |
|
| 3145 |
3145
Stillwater Investment Management (Minnesota)
Stillwater,
Minnesota
| $244M | +$30.5M | +14% | 12.9% | 72.3% | 66 | 4.55% | 3.9 |
|
| 3146 |
SC
3146
Southside Capital
Miami Beach,
Florida
| $244M | +$82.9M | +51% | 12.8% | – | 63 | 28.57% | 0.2 |
|
| 3147 |
3147
Prince Street Capital Management
New York
| $244M | -$161M | -40% | 32.1% | 302% | 45 | 73.33% | 1.1 |
|
| 3148 |
3148
Alambic Investment Management
Belvedere,
California
| $244M | +$5.79M | +2% | 16% | 47.6% | 428 | 49.07% | 0.6 |
|
| 3149 |
3149
Corbyn Investment Management
Lutherville,
Maryland
| $244M | +$20.9M | +9% | 14.4% | 71% | 52 | 13.46% | 3.2 |
|
| 3150 |
3150
Enterprise Bank & Trust
Lowell,
Massachusetts
| $243M | – | – | 9.36% | 65.9% | 105 | – | 0 |
|