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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3176 |
QAM
3176
Quantres Asset Management
Cayman,
Cayman Islands
| $161M | +$56.5M | +54% | 1.75% | 11% | 242 | 80.17% | 0.1 |
|
| 3177 |
LCP
3177
Legacy Capital Partners
Milwaukee,
Wisconsin
| $161M | +$5.63M | +4% | 4.08% | 85.6% | 118 | 10.17% | 2.2 |
|
| 3178 |
3178
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
| $160M | +$1.52M | +1% | 2.18% | 38.2% | 54 | 9.26% | 1.3 |
|
| 3179 |
3179
MEAG MUNICH ERGO AssetManagement
Munich,
Germany
| $160M | -$11.3M | -7% | 3.87% | 18.2% | 26 | 50% | 0.5 |
|
| 3180 |
3180
Sharkey, Howes & Javer
Denver,
Colorado
| $160M | +$23.9M | +18% | 2.08% | 60.2% | 275 | 18.91% | 0.9 |
|
| 3181 |
PFM
3181
PacWest Financial Management
Phoenix,
Arizona
| $160M | +$4.82M | +3% | 1.95% | 19.2% | 85 | 8.24% | 2.4 |
|
| 3182 |
3182
Equinox Partners Investment Management
Stamford,
Connecticut
| $160M | +$20.2M | +14% | 39.5% | 241% | 16 | 18.75% | 1.7 |
|
| 3183 |
3183
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
| $160M | +$22.6M | +16% | 2.55% | 82.6% | 146 | 13.7% | 2.2 |
|
| 3184 |
RDM
3184
Retirement Design & Management
Westport,
Connecticut
| $160M | +$19.9M | +14% | 2.82% | – | 73 | 13.7% | 1.1 |
|
| 3185 |
3185
Sand Grove Capital Management
London,
United Kingdom
| $160M | -$20.5M | -11% | 24.4% | 410% | 24 | 83.33% | 0.1 |
|
| 3186 |
3186
Guinness Atkinson Asset Management
Pasadena,
California
| $160M | -$2.29M | -1% | 3.83% | 132% | 72 | 8.33% | 2.3 |
|
| 3187 |
3187
Proficio Capital Partners
Newton,
Massachusetts
| $159M | +$39.8M | +33% | 3.44% | 97% | 1,274 | 25.75% | 0.4 |
|
| 3188 |
3188
IMA Advisory Services
Denver,
Colorado
| $159M | -$13M | -8% | 3.63% | 74.5% | 119 | 25.21% | 1.7 |
|
| 3189 |
3189
Kemper Corp Master Retirement Trust
Chicago,
Illinois
| $159M | -$34.6M | -18% | 2.54% | 21.9% | 110 | 28.18% | 2.2 |
|
| 3190 |
3190
Bocage Capital
San Francisco,
California
| $159M | +$25M | +19% | 19.7% | 25.3% | 22 | 63.64% | 0.7 |
|
| 3191 |
3191
Peoples Bank (Ohio)
Marietta,
Ohio
| $159M | +$2.78M | +2% | 4.03% | 71.7% | 103 | 11.65% | 0.5 |
|
| 3192 |
DA
3192
DSC Advisors
Chicago,
Illinois
| $159M | -$9.42M | -6% | 6% | 3.18% | 70 | 35.71% | 0.9 |
|
| 3193 |
3193
Arete Wealth Advisors
Chicago,
Illinois
| $159M | -$8.57M | -5% | 4.76% | 85.3% | 176 | 37.5% | 1.2 |
|
| 3194 |
3194
Rowland Carmichael Advisors
Scottsdale,
Arizona
| $159M | +$50.5M | +47% | 2.96% | 39% | 316 | 39.24% | 0.2 |
|
| 3195 |
3195
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
| $159M | +$13.7M | +9% | 2.45% | 91.5% | 93 | 21.51% | 0.4 |
|
| 3196 |
3196
Monetta Financial Services
Wheaton,
Illinois
| $158M | -$2.97M | -2% | 3.02% | 275% | 102 | 46.08% | 0.9 |
|
| 3197 |
NGA
3197
New Generation Advisors
Manchester,
Massachusetts
| $158M | -$32.8M | -17% | 0.13% | 45.1% | 39 | 7.69% | 2.1 |
|
| 3198 |
CCPM
3198
Cooper Creek Partners Management
New York
| $158M | +$19.4M | +14% | 0.37% | 86.4% | 45 | 62.22% | 0.6 |
|
| 3199 |
3199
Value Partners
Hong Kong
| $158M | +$47.7M | +43% | 25.8% | – | 28 | 57.14% | 0.4 |
|
| 3200 |
3200
Camarda Financial Advisors
Fleming Island,
Florida
| $158M | -$2.59M | -2% | 1.25% | 196% | 330 | 40.61% | 1 |
|