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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 |
3176
Strategic Point Investment Advisors
Providence,
Rhode Island
| $211M | -$49.5M | -19% | 14.6% | 51.9% | 18 | 5.56% | 3 |
|
| 3177 |
3177
Harbourvest Partners
Boston,
Massachusetts
| $211M | +$100M | +91% | 13.4% | 8.96% | 36 | 38.89% | 0.7 |
|
| 3178 |
CT
3178
Chicago Trust
Grayslake,
Illinois
| $211M | -$40M | -16% | 10.5% | 85.9% | 179 | 13.97% | 2.9 |
|
| 3179 |
3179
Patten Group
Chattanooga,
Tennessee
| $211M | -$51.4M | -20% | 11.4% | 88.1% | 783 | 35.12% | 2.5 |
|
| 3180 |
PCM
3180
Piermont Capital Management
St. Louis,
Missouri
| $211M | -$38.4M | -15% | 14.9% | 33.2% | 131 | 32.82% | 1.1 |
|
| 3181 |
3181
Tiger Pacific Capital
New York
| $211M | +$16.6M | +9% | 8.02% | 84.5% | 14 | 57.14% | 0.8 |
|
| 3182 |
3182
Tealwood Asset Management
Minneapolis,
Minnesota
| $211M | -$56.4M | -21% | 12% | 128% | 100 | 15% | 2.1 |
|
| 3183 |
3183
BCWM LLC
Overland Park,
Kansas
| $210M | -$29M | -12% | 9.42% | – | 76 | 15.79% | 2.3 |
|
| 3184 |
3184
Boston Research & Management
Manchester,
Massachusetts
| $210M | -$8.84M | -4% | 9.76% | 53.2% | 107 | 12.15% | 4.4 |
|
| 3185 |
OCM
3185
Opti Capital Management
New York
| $210M | – | – | 0.08% | 0.01% | 25 | – | 0 |
|
| 3186 |
3186
Wilks Brothers
Cisco,
Texas
| $210M | -$634M | -75% | 44.3% | – | 58 | 68.97% | 0.4 |
|
| 3187 |
3187
Vectors Research Management
New York
| $210M | +$47.2M | +29% | 6.91% | 67.3% | 800 | 51% | 0.1 |
|
| 3188 |
LCM
3188
Lonestar Capital Management
San Francisco,
California
| $210M | -$353M | -63% | 20.1% | 260% | 26 | 50% | 0.9 |
|
| 3189 |
SC
3189
Stralem & Co
New York
| $210M | -$127M | -38% | 10.3% | 25.5% | 46 | 0% | 3.6 |
|
| 3190 |
CCM
3190
Compton Capital Management
Providence,
Rhode Island
| $210M | -$43.7M | -17% | 13.3% | 75.6% | 150 | 12.67% | 4.1 |
|
| 3191 |
KCM
3191
Karp Capital Management
Sausalito,
California
| $210M | -$81M | -28% | 13.1% | 21.3% | 433 | 75.98% | 0.4 |
|
| 3192 |
SC
3192
Saybrook Capital
Winston Salem,
North Carolina
| $210M | -$23.3M | -10% | 10.7% | 67.1% | 49 | 4.08% | 4.5 |
|
| 3193 |
3193
Wind River Trust Company
Jackson,
Wyoming
| $209M | -$33.3M | -14% | 13.3% | 62.1% | 9 | 22.22% | 4 |
|
| 3194 |
3194
Stockman Wealth Management
Billings,
Montana
| $209M | -$22.6M | -10% | 11.2% | 73.5% | 155 | 6.45% | 2.2 |
|
| 3195 |
3195
MEAG MUNICH ERGO AssetManagement
Munich,
Germany
| $209M | -$16.2M | -7% | 9.39% | 18.2% | 15 | 0% | 2.8 |
|
| 3196 |
3196
WESCAP Management Group
Glendale,
California
| $209M | +$11.9M | +6% | 12.1% | 45.7% | 82 | 19.51% | 1.8 |
|
| 3197 |
3197
Harfst & Associates
Sheridan,
Wyoming
| $209M | -$24.9M | -11% | 15.4% | 88.1% | 99 | 18.18% | 1.9 |
|
| 3198 |
3198
Marietta Wealth Management
Marietta,
Georgia
| $209M | -$17.2M | -8% | 11.4% | 93% | 124 | 10.48% | 1.7 |
|
| 3199 |
3199
Covenant Partners
Nashville,
Tennessee
| $209M | – | – | 13.3% | 70.3% | 56 | – | 0 |
|
| 3200 |
3200
Redmond Asset Management
Henrico,
Virginia
| $209M | -$45.9M | -18% | 15.3% | 61.5% | 176 | 11.93% | 2.7 |
|