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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3201 |
3201
TCI Wealth Advisors
Tucson,
Arizona
| $216M | -$11.8M | -5% | 1.32% | 65% | 1,502 | 15.85% | 2.6 |
|
| 3202 |
SH
3202
Sandia Holdings
Greenwich,
Connecticut
| $216M | -$3.37M | -2% | 8.94% | – | 28 | 28.57% | 0.9 |
|
| 3203 |
3203
Advisors Preferred
Rockville,
Maryland
| $215M | -$20M | -8% | 0.81% | 102% | 324 | 66.36% | 0.5 |
|
| 3204 |
ITIM
3204
Indiana Trust & Investment Management
Mishawaka,
Indiana
| $215M | -$112K | -0.1% | 1.14% | 114% | 139 | 5.04% | 3.4 |
|
| 3205 |
3205
Eversept Partners
New York
| $215M | +$41.5M | +24% | 20.7% | 321% | 68 | 48.53% | 0.2 |
|
| 3206 |
3206
Shelter Insurance Retirement Plan
Columbia,
Missouri
| $215M | -$11.7M | -5% | 2.33% | 60.5% | 41 | 0% | 4 |
|
| 3207 |
GIM
3207
Greystone Investment Management
Cincinnati,
Ohio
| $215M | -$5.74M | -3% | 1.62% | 32.8% | 53 | 11.32% | 2.8 |
|
| 3208 |
3208
Shah Capital Management
Raleigh,
North Carolina
| $215M | -$1.96M | -0.9% | 6.25% | 287% | 13 | 7.69% | 2.6 |
|
| 3209 |
3209
Cedar Capital
Barrington,
Illinois
| $215M | +$6.13M | +3% | 1.98% | 98% | 171 | 30.99% | 0.9 |
|
| 3210 |
3210
Camelot Portfolios
Maumee,
Ohio
| $214M | +$2.83M | +1% | 4.6% | 41.3% | 214 | 22.9% | 2.3 |
|
| 3211 |
SGH
3211
Sivik Global Healthcare
Greenwich,
Connecticut
| $214M | -$55.1M | -20% | 3.51% | 83.8% | 81 | 43.21% | 1.2 |
|
| 3212 |
3212
Mathes Company
New York
| $214M | -$4.44M | -2% | 2.22% | 121% | 148 | 12.84% | 2.9 |
|
| 3213 |
BCA
3213
Bray Capital Advisors
Naples,
Florida
| $214M | +$5.82M | +3% | 0.49% | 36.6% | 343 | 61.22% | 0.8 |
|
| 3214 |
3214
Armbruster Capital Management
Pittsford,
New York
| $214M | -$4.63M | -2% | 1.24% | 66.7% | 277 | 22.38% | 1.9 |
|
| 3215 |
SH
3215
Scepter Holdings
Fort Worth,
Texas
| $214M | +$172M | +414% | 1.2% | – | 7 | 71.43% | 0.2 |
|
| 3216 |
3216
General Pension Society PZU Joint Stock
Warsaw,
Poland
| $214M | -$6.37M | -3% | 1.48% | 116% | 14 | 0% | 3.9 |
|
| 3217 |
3217
Chartist Inc
Seal Beach,
California
| $214M | -$12.1M | -5% | 1.71% | – | 38 | 10.53% | 2.4 |
|
| 3218 |
3218
Sculptor Capital
New York
| $214M | -$19.9B | -99% | 11% | 130% | 300 | 98.67% | 0.2 |
|
| 3219 |
3219
New Silk Road Investment
Singapore
| $214M | +$24.4M | +13% | 6.26% | 21.2% | 9 | 33.33% | 0.8 |
|
| 3220 |
3220
Valley Forge Capital Management
Miami,
Florida
| $214M | +$24.2M | +13% | 5.3% | 49% | 9 | 11.11% | 1 |
|
| 3221 |
LCM
3221
Lucha Capital Management
San Francisco,
California
| $213M | +$39.8M | +23% | 14.8% | 84.3% | 37 | 62.16% | 0.4 |
|
| 3222 |
3222
Ninety One
Cape Town,
South Africa
| $213M | +$12.9M | +6% | 2.17% | 232% | 102 | 30.39% | 1.1 |
|
| 3223 |
3223
Alliance Wealth Management Group
Flemington,
New Jersey
| $213M | +$11.6M | +6% | 1.57% | – | 79 | 18.99% | 1.1 |
|
| 3224 |
MM
3224
Midas Management
New York
| $213M | -$38.3M | -15% | 3.47% | 43.3% | 146 | 26.03% | 1.9 |
|
| 3225 |
3225
Glenview State Bank Trust Department
Glenview,
Illinois
| $212M | -$4.34M | -2% | 1.51% | 76.6% | 100 | 5% | 3.4 |
|