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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 |
3151
Tradewinds Capital Management
Bellingham,
Washington
| $223M | +$18.1M | +9% | 0.53% | 96.9% | 780 | 20.9% | 2.7 |
|
| 3152 |
3152
Stadium Capital Management
New Canaan,
Connecticut
| $223M | +$38.6M | +21% | 6.08% | 10.9% | 12 | 16.67% | 1.6 |
|
| 3153 |
3153
Slow Capital
Greenbrae,
California
| $223M | +$29.7M | +15% | 6.17% | 156% | 219 | 19.18% | 0.2 |
|
| 3154 |
3154
Edmonds Duncan Registered Investment Advisors
Lawrence,
Kansas
| $223M | +$594K | +0.3% | 2.48% | 12.8% | 114 | 6.14% | 1.8 |
|
| 3155 |
3155
Patton Albertson Miller Group
Chattanooga,
Tennessee
| $222M | -$22.8M | -9% | 1.53% | 117% | 127 | 14.17% | 3.2 |
|
| 3156 |
3156
Benin Management Corp
Wilton,
Connecticut
| $222M | -$27.1M | -11% | 2.95% | 91.7% | 99 | 10.1% | 3.6 |
|
| 3157 |
SCM
3157
Sanoor Capital Management
Greenwich,
Connecticut
| $222M | +$33.4M | +18% | 8.1% | – | 18 | 72.22% | 0.5 |
|
| 3158 |
HIS
3158
Horizon Investment Services
Hammond,
Indiana
| $222M | -$20.3M | -8% | 0.6% | 250% | 117 | 28.21% | 1.6 |
|
| 3159 |
3159
McRae Capital Management
Morristown,
New Jersey
| $221M | -$15.7M | -7% | 1.77% | 78.2% | 101 | 11.88% | 3.2 |
|
| 3160 |
3160
Cheyne Capital Management (UK)
London,
United Kingdom
| $221M | -$8.44M | -4% | 2.07% | 35.6% | 41 | 26.83% | 0.7 |
|
| 3161 |
3161
Stanley Capital Management
Houston,
Texas
| $221M | +$25.9M | +13% | 4.99% | 158% | 34 | 2.94% | 2.3 |
|
| 3162 |
GWA
3162
Guidant Wealth Advisors
Palatine,
Illinois
| $221M | -$2.39M | -1% | 0.6% | 17.8% | 276 | 31.52% | 0.9 |
|
| 3163 |
3163
Construction & Building Unions Superannuation Fund
Melbourne,
Australia
| $221M | -$7.41M | -3% | 1.13% | 90.1% | 37 | 16.22% | 0.2 |
|
| 3164 |
LCM
3164
Lionstone Capital Management
New York
| $221M | +$8.78M | +4% | 3.09% | 74.1% | 16 | 18.75% | 2.3 |
|
| 3165 |
3165
Arias Resource Capital
George Town, Grand Cayman,
Cayman Islands
| $221M | +$15.4M | +7% | 3.46% | 81.3% | 2 | 0% | 0.3 |
|
| 3166 |
DVM
3166
Dreman Value Management
West Palm Beach,
Florida
| $221M | +$43.2M | +24% | 1.41% | 36.6% | 464 | 4.74% | 1.4 |
|
| 3167 |
3167
Delphi Financial Group
Wilmington,
Delaware
| $220M | +$16M | +8% | 8.01% | 66.3% | 19 | 26.32% | 1.8 |
|
| 3168 |
3168
Fort Baker Capital Management
Larkspur,
California
| $220M | +$55.2M | +33% | 10.4% | 46.3% | 32 | 84.38% | 0.1 |
|
| 3169 |
3169
Sturgeon Ventures
London,
United Kingdom
| $220M | -$25.5M | -10% | 0.58% | 85.9% | 82 | 50% | 0.2 |
|
| 3170 |
3170
All Terrain Financial Advisors
Coon Rapids,
Minnesota
| $220M | +$2.4M | +1% | 0.72% | 71.1% | 295 | 37.29% | 0.2 |
|
| 3171 |
3171
Oarsman Capital
Milwaukee,
Wisconsin
| $220M | -$12.6M | -5% | 2.82% | 70.6% | 196 | 9.69% | 3.3 |
|
| 3172 |
3172
Shikiar Asset Management
New York
| $220M | +$5.98M | +3% | 1.48% | 117% | 101 | 23.76% | 2.2 |
|
| 3173 |
3173
CAMG Solamere Management
Charlotte,
North Carolina
| $220M | -$5.23M | -2% | 1.25% | 51.7% | 146 | 13.01% | 1 |
|
| 3174 |
3174
Knights of Columbus Asset Advisors
New Haven,
Connecticut
| $219M | +$64.5M | +42% | 2.03% | 137% | 91 | 9.89% | 0.9 |
|
| 3175 |
3175
Fieldpoint Private Securities
Greenwich,
Connecticut
| $219M | +$29.8M | +16% | 0.52% | 47.2% | 428 | 15.42% | 0.6 |
|