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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
Kellner Capital
New York
| $233M | +$69.2M | +42% | 9.1% | 390% | 44 | 70.45% | 0.3 |
|
| 3152 |
3152
Walter & Keenan Wealth Management
Souh Bend,
Indiana
| $233M | +$1.22M | +0.5% | 2.2% | 92% | 183 | 9.29% | 2.7 |
|
| 3153 |
3153
CreativeOne Wealth
Overland Park,
Kansas
| $232M | +$31.1M | +15% | 0.39% | 67.6% | 69 | 40.58% | 0.2 |
|
| 3154 |
3154
Bridgeworth
Birmingham,
Alabama
| $232M | +$14M | +6% | 2.86% | 19.3% | 663 | 77.98% | 0.1 |
|
| 3155 |
3155
Formidable Asset Management
Cincinnati,
Ohio
| $232M | +$32.7M | +16% | 7.22% | 52.2% | 161 | 48.45% | 2 |
|
| 3156 |
BCM
3156
BBT Capital Management
Fort Worth,
Texas
| $232M | -$206M | -47% | 3.8% | 31.4% | 88 | 55.68% | 1.6 |
|
| 3157 |
3157
Fruth Investment Management
Houston,
Texas
| $232M | +$6.58M | +3% | 4.36% | 79.4% | 200 | 4% | 4.1 |
|
| 3158 |
3158
Supplemental Annuity Collective Trust (SACT) of New Jersey
Trenton,
New Jersey
| $232M | +$2.88M | +1% | 3.56% | 147% | 203 | 16.75% | 2.4 |
|
| 3159 |
3159
Carderock Capital Management
Chevy Chase,
Maryland
| $232M | +$5.27M | +2% | 4.13% | 97.6% | 82 | 10.98% | 3.3 |
|
| 3160 |
3160
Stillwater Investment Management (Minnesota)
Stillwater,
Minnesota
| $232M | +$2.42M | +1% | 3.37% | 72.3% | 69 | 8.7% | 3.4 |
|
| 3161 |
3161
Gould Asset Management
Claremont,
California
| $232M | +$3.47M | +2% | 1.19% | 42.8% | 150 | 14.67% | 2.9 |
|
| 3162 |
3162
Ashburton (Jersey)
St Helier,
Jersey
| $231M | -$9.7M | -4% | 5.74% | – | 86 | 41.86% | 1.2 |
|
| 3163 |
3163
BSW Wealth Partners
Boulder,
Colorado
| $231M | +$8.02M | +4% | 0.66% | 75.4% | 98 | 14.29% | 2.6 |
|
| 3164 |
3164
Exane Asset Management
Paris,
France
| $231M | -$102M | -31% | 5.97% | 74.5% | 199 | 79.4% | 0.3 |
|
| 3165 |
KS
3165
Karpas Strategies
Litchfield,
Connecticut
| $231M | +$609K | +0.3% | 3.09% | 16.1% | 124 | 5.65% | 4 |
|
| 3166 |
ECM
3166
Endurant Capital Management
San Mateo,
California
| $231M | -$37.1M | -14% | 4.42% | 18.4% | 85 | 42.35% | 1.3 |
|
| 3167 |
3167
Geller Advisors
New York
| $230M | +$25.4M | +12% | 9.52% | 20.4% | 37 | 24.32% | 2.5 |
|
| 3168 |
3168
Princeton Capital Management
Red Bank,
New Jersey
| $230M | +$4.84M | +2% | 2.29% | 180% | 306 | 8.82% | 0.7 |
|
| 3169 |
GWA
3169
Guidant Wealth Advisors
Palatine,
Illinois
| $230M | +$8.7M | +4% | 0.49% | 17.8% | 311 | 25.4% | 1.1 |
|
| 3170 |
3170
Edmonds Duncan Registered Investment Advisors
Lawrence,
Kansas
| $230M | +$7.06M | +3% | 1.69% | 12.8% | 116 | 5.17% | 1.9 |
|
| 3171 |
GCM
3171
Grisanti Capital Management
New York
| $230M | +$11.2M | +5% | 2.36% | 17.9% | 76 | 23.68% | 1.9 |
|
| 3172 |
PLFAM
3172
Pineno Levin & Ford Asset Management
Richmond,
Virginia
| $230M | +$206K | +0.1% | 2.01% | 81.6% | 109 | 10.09% | 3.3 |
|
| 3173 |
3173
Ironwood Investment Counsel
Scottsdale,
Arizona
| $230M | +$4.82M | +2% | 2.25% | 64% | 144 | 9.72% | 3.2 |
|
| 3174 |
3174
BCWM LLC
Overland Park,
Kansas
| $229M | -$6.32M | -3% | 2.59% | – | 78 | 25.64% | 2.2 |
|
| 3175 |
3175
MYDA Advisors
Woodmere,
New York
| $229M | +$82M | +56% | 60.8% | 232% | 223 | 86.55% | 0.1 |
|