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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3151 |
VST
3151
Van Strum & Towne
San Francisco,
California
| $162M | +$8.41M | +5% | 3.22% | 62.2% | 74 | 16.22% | 1.1 |
|
| 3152 |
OWIM
3152
Old West Investment Management
Los Angeles,
California
| $162M | +$2.97M | +2% | 1.82% | 242% | 88 | 13.64% | 1.1 |
|
| 3153 |
3153
TCI Wealth Advisors
Tucson,
Arizona
| $162M | +$2.97M | +2% | 3.45% | 65% | 981 | 14.37% | 1.2 |
|
| 3154 |
CWM
3154
Cranbrook Wealth Management
Bloomfield Hills,
Michigan
| $161M | +$12.8M | +9% | 1.32% | 48.8% | 238 | 33.61% | 0.6 |
|
| 3155 |
TI
3155
Telemetry Investments
New York
| $161M | – | – | 3.72% | 77.4% | 179 | – | 0 |
|
| 3156 |
SIM
3156
Sigma Investment Management
Portland,
Oregon
| $161M | +$20.2M | +14% | 1.65% | 8.4% | 33 | 27.27% | 1.1 |
|
| 3157 |
HA
3157
Havens Advisors
New York
| $161M | -$19.4M | -11% | 10.8% | 460% | 68 | 55.88% | 0.4 |
|
| 3158 |
TI
3158
TT International
London,
United Kingdom
| $160M | – | – | 8.78% | – | 16 | – | 0.2 |
|
| 3159 |
HC
3159
Hillman Company
Pittsburgh,
Pennsylvania
| $160M | – | – | 4.79% | 134% | 15 | – | 0 |
|
| 3160 |
3160
Dakota Wealth Management
Palm Beach Gardens,
Florida
| $160M | – | – | 1.9% | 112% | 59 | – | 0 |
|
| 3161 |
GP
3161
Girard Partners
King Of Prussia,
Pennsylvania
| $160M | +$10.5M | +7% | 5.1% | 25.7% | 149 | 12.75% | 0.8 |
|
| 3162 |
CWM
3162
Confluence Wealth Management
Portland,
Oregon
| $160M | +$12.1M | +8% | 4.07% | 31.9% | 96 | 23.96% | 0.6 |
|
| 3163 |
1CM
3163
1492 Capital Management
Milwaukee,
Wisconsin
| $160M | -$21M | -12% | 3.27% | 332% | 157 | 43.95% | 0.5 |
|
| 3164 |
BRM
3164
Boston Research & Management
Manchester,
Massachusetts
| $160M | +$10.8M | +7% | 5.32% | 53.2% | 105 | 5.71% | 1.3 |
|
| 3165 |
CAM
3165
Chesapeake Asset Management
New York
| $159M | -$4.3M | -3% | 5.03% | 153% | 94 | 26.6% | 1.1 |
|
| 3166 |
TWM
3166
Tanglewood Wealth Management
Houston,
Texas
| $159M | +$11.3M | +8% | 1.81% | 59.7% | 6 | 16.67% | 1.2 |
|
| 3167 |
DCM
3167
DG Capital Management
New York
| $159M | – | – | 2.26% | 76.7% | 12 | – | 0 |
|
| 3168 |
LC
3168
Lubar & Co
Milwaukee,
Wisconsin
| $159M | -$14.7M | -8% | 8.02% | – | 13 | 7.69% | 1.2 |
|
| 3169 |
WWM
3169
Willingdon Wealth Management
Huntersville,
North Carolina
| $159M | +$7.03M | +5% | 3.11% | 15.3% | 93 | 18.28% | 0.8 |
|
| 3170 |
HIM
3170
Harbour Investment Management
Edmonds,
Washington
| $159M | +$8.61M | +6% | 5.15% | 58.8% | 83 | 7.23% | 1.4 |
|
| 3171 |
KCP
3171
Kenmare Capital Partners
New York
| $159M | -$37.7M | -19% | 2.36% | 48.8% | 22 | 31.82% | 1 |
|
| 3172 |
HP
3172
HT Partners
Centerbrook,
Connecticut
| $159M | -$38.9M | -20% | 3.77% | 63.1% | 44 | 50% | 0.8 |
|
| 3173 |
TCM
3173
Tuttle Capital Management
Riverside,
Connecticut
| $158M | -$12.2M | -7% | 6.66% | 115% | 36 | 63.89% | 0.3 |
|
| 3174 |
ISB
3174
Iowa State Bank
Urbandale,
Iowa
| $158M | +$8.78M | +6% | 4.45% | 85.7% | 76 | 3.95% | 1.4 |
|
| 3175 |
MP
3175
Marlowe Partners
New York
| $158M | – | – | 12.5% | 16.3% | 12 | – | 0 |
|