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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
Strategic Point Investment Advisors
Providence,
Rhode Island
| $274M | +$18.1M | +7% | 7.79% | 58.2% | 24 | 8.33% | 2.8 |
|
| 3202 |
3202
Monetary Management Group
St Louis,
Missouri
| $274M | +$9.48M | +4% | 10.1% | 138% | 311 | 10.29% | 4.3 |
|
| 3203 |
ECM
3203
EagleClaw Capital Management
Boston,
Massachusetts
| $273M | +$28M | +11% | 9.54% | 104% | 135 | 8.89% | 3.7 |
|
| 3204 |
3204
Contravisory Investment Management
Norwell,
Massachusetts
| $273M | +$10M | +4% | 4.84% | 135% | 311 | 23.47% | 1.2 |
|
| 3205 |
3205
Pinz Capital Management
New York
| $273M | – | – | 34.5% | 199% | 313 | – | 0 |
|
| 3206 |
3206
Systelligence LLC
Bloomington,
Minnesota
| $273M | – | – | 5.36% | 57.3% | 48 | – | 0 |
|
| 3207 |
PAS
3207
Partnervest Advisory Services
Santa Barbara,
California
| $273M | -$6.48M | -2% | 6.71% | 45.1% | 285 | 26.67% | 2.4 |
|
| 3208 |
3208
9258 Wealth Management
Blue Ash,
Ohio
| $273M | +$145M | +113% | 7.45% | 49.6% | 323 | 45.2% | 0.5 |
|
| 3209 |
3209
Nalanda India Fund
Moka,
Mauritius
| $273M | +$30.5M | +13% | 12.6% | 15.3% | 1 | 0% | 1 |
|
| 3210 |
3210
White Lighthouse Investment Management
Bedford,
Massachusetts
| $273M | +$24.2M | +10% | 5.92% | 62% | 136 | 8.09% | 1.5 |
|
| 3211 |
3211
Sargent Investment Group
Bethesda,
Maryland
| $273M | +$49.9M | +22% | 11.8% | 113% | 161 | 18.63% | 0.7 |
|
| 3212 |
3212
Financial Sense Advisors
San Diego,
California
| $272M | +$65.5M | +32% | 5.51% | 152% | 93 | 31.18% | 1.2 |
|
| 3213 |
SWK
3213
Stephen W. Kidder
| $272M | +$17.9M | +7% | 8.07% | 94.7% | 72 | 1.39% | 5.2 |
|
| 3214 |
WWM
3214
Windsor Wealth Management
Indianapolis,
Indiana
| $272M | +$42.3M | +18% | 7.65% | 37.3% | 189 | 9.52% | 1.4 |
|
| 3215 |
3215
Cadence Bank NA
Houston,
Texas
| $272M | +$16.4M | +6% | 6.56% | 33.3% | 183 | 7.1% | 3.4 |
|
| 3216 |
3216
Fairfield, Bush & Co
Darien,
Connecticut
| $272M | -$17.6M | -6% | 9.64% | 112% | 155 | 11.61% | 4.4 |
|
| 3217 |
3217
Old West Investment Management
Los Angeles,
California
| $272M | +$101M | +59% | 9.47% | 242% | 78 | 29.49% | 2 |
|
| 3218 |
3218
Oakview Capital Management
Dallas,
Texas
| $272M | -$20.6M | -7% | 1.08% | 21.2% | 15 | 0% | 1.7 |
|
| 3219 |
3219
McRae Capital Management
Morristown,
New Jersey
| $271M | +$14.9M | +6% | 8.18% | 78.2% | 101 | 12.87% | 4 |
|
| 3220 |
3220
CFM Wealth Partners
Austin,
Texas
| $271M | – | – | 9.56% | 152% | 491 | – | 0 |
|
| 3221 |
3221
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
| $271M | +$16.8M | +7% | 4.43% | 42.8% | 117 | 8.55% | 1.9 |
|
| 3222 |
3222
Alpha Capital Management
Austin,
Texas
| $271M | +$847K | +0.3% | 8.96% | 88% | 109 | 17.43% | 2.3 |
|
| 3223 |
TC
3223
Tavio Capital
New York
| $271M | +$82.1M | +43% | 20.6% | 81.4% | 13 | 23.08% | 0.7 |
|
| 3224 |
DS
3224
Dalal Street
West Lake Hills,
Texas
| $271M | +$9.9M | +4% | 13.5% | 92.7% | 3 | 0% | 2.2 |
|
| 3225 |
UAM
3225
UAS Asset Management
New York
| $271M | +$19.8M | +8% | 13.3% | 98% | 42 | 38.1% | 1.1 |
|