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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
Capital Investment Counsel Inc
Raleigh,
North Carolina
| $344M | -$57.1M | -14% | 5.53% | 174% | 203 | 26.11% | 5.7 |
|
| 3177 |
3177
WBI Investments
Red Bank,
New Jersey
| $344M | -$120M | -26% | 4.81% | 97.3% | 146 | 44.52% | 1 |
|
| 3178 |
TA
3178
TCM Advisors
Martinsburg,
West Virginia
| $343M | +$251M | +270% | 5.95% | 56.1% | 61 | 0% | 0.2 |
|
| 3179 |
3179
Sycamore Partners Management
New York
| $343M | -$41.1M | -11% | 3.47% | 31.8% | 2 | 50% | 0.8 |
|
| 3180 |
3180
White Lighthouse Investment Management
Bedford,
Massachusetts
| $343M | -$6.11M | -2% | 5.52% | 62% | 112 | 9.82% | 3.8 |
|
| 3181 |
3181
Canal Capital Management
Richmond,
Virginia
| $343M | +$7.4M | +2% | 4.78% | 67.8% | 142 | 11.27% | 3.6 |
|
| 3182 |
RIM
3182
Regent Investment Management
Louisville,
Kentucky
| $343M | -$15.7M | -4% | 4.52% | 44% | 203 | 8.87% | 5.9 |
|
| 3183 |
PWS
3183
Private Wealth Strategies
New Albany,
Ohio
| $343M | -$16.4M | -5% | 4.5% | 18.8% | 85 | 20% | 1.9 |
|
| 3184 |
3184
Bulldog Investors
Saddle Brook,
New Jersey
| $342M | -$19.8M | -5% | 2.45% | 22.5% | 371 | 20.22% | 0.9 |
|
| 3185 |
3185
Swiss Re
Zurich,
Switzerland
| $342M | -$157M | -32% | 8.03% | – | 10 | 10% | 0.9 |
|
| 3186 |
3186
SkyView Investment Advisors
Shrewsbury,
New Jersey
| $342M | -$37.6M | -10% | 2.83% | 70.3% | 635 | 22.52% | 0.9 |
|
| 3187 |
3187
D'Orazio & Associates
Falls Church,
Virginia
| $342M | -$34.3M | -9% | 3.62% | 61.2% | 147 | 33.33% | 4.1 |
|
| 3188 |
LA
3188
Lynch & Associates
Newburgh,
Indiana
| $342M | -$25.8M | -7% | 6.65% | 73.5% | 108 | 6.48% | 6.7 |
|
| 3189 |
3189
PL Capital Advisors
Naples,
Florida
| $342M | -$5.94M | -2% | 0.19% | 100% | 42 | 9.52% | 3.8 |
|
| 3190 |
3190
Wilkins Investment Counsel
Boston,
Massachusetts
| $342M | -$35.2M | -9% | 7.94% | 56.2% | 76 | 2.63% | 7.2 |
|
| 3191 |
3191
Schneider Downs Wealth Management Advisors
Pittsburgh,
Pennsylvania
| $341M | -$16.5M | -5% | 2.03% | 61.5% | 145 | 10.34% | 2.8 |
|
| 3192 |
3192
Domani Wealth
Lancaster,
Pennsylvania
| $341M | -$24.7M | -7% | 5.26% | 48.6% | 108 | 6.48% | 5.2 |
|
| 3193 |
3193
Engle Capital Management
Greenwich,
Connecticut
| $341M | +$89M | +35% | 4.96% | 398% | 23 | 47.83% | 0.5 |
|
| 3194 |
3194
Helikon Investments
London,
United Kingdom
| $341M | +$87.9M | +35% | 4.93% | 282% | 6 | 33.33% | 0.9 |
|
| 3195 |
3195
Curated Wealth Partners
El Segundo,
California
| $340M | +$56K | +0% | 0.07% | 39.9% | 136 | 12.5% | 1.3 |
|
| 3196 |
3196
Hartford Financial Management
Hartford,
Connecticut
| $340M | -$20.4M | -6% | 5.08% | 87.9% | 392 | 5.1% | 4.9 |
|
| 3197 |
3197
Nelson Capital Management
Menlo Park,
California
| $340M | -$21.8M | -6% | 5.46% | 121% | 99 | 3.03% | 5 |
|
| 3198 |
3198
Howard Capital Management
Roswell,
Georgia
| $340M | -$17.1M | -5% | 4.48% | 144% | 35 | 34.29% | 2 |
|
| 3199 |
3199
Atlas FRM
Greenwich,
Connecticut
| $340M | +$62.8M | +23% | 5.82% | 38.9% | 8 | 50% | 0.4 |
|
| 3200 |
3200
Johnson & Johnson
New Brunswick,
New Jersey
| $340M | -$51.6M | -13% | 2.02% | 339% | 22 | 0% | 1 |
|