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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3226 |
OA
3226
Outfitter Advisors
Mclean,
Virginia
| $221M | +$1.85M | +0.8% | 3.67% | 35.6% | 128 | 7.03% | 3.7 |
|
| 3227 |
BDCM
3227
Black Diamond Capital Management
Stamford,
Connecticut
| $221M | +$29.4M | +15% | 15.4% | 28.3% | 4 | 25% | 2.4 |
|
| 3228 |
KM
3228
Kalos Management
Alpharetta,
Georgia
| $221M | +$51.4M | +30% | 2.91% | 48.5% | 218 | 50% | 0.6 |
|
| 3229 |
BSG
3229
Black Swift Group
Boulder,
Colorado
| $220M | +$81.8M | +59% | 9.24% | 139% | 64 | 57.81% | 0.4 |
|
| 3230 |
3230
Xponance
Philadelphia,
Pennsylvania
| $220M | -$17.2M | -7% | 5.41% | 144% | 108 | 43.52% | 0.4 |
|
| 3231 |
BBPWM
3231
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
| $220M | -$7.71M | -3% | 2.21% | 62.5% | 239 | 10.46% | 3.5 |
|
| 3232 |
OC
3232
Oarsman Capital
Milwaukee,
Wisconsin
| $220M | +$402K | +0.2% | 0.84% | 70.6% | 185 | 5.41% | 3.5 |
|
| 3233 |
USGIU
3233
U.S. Global Investors (USGI)
San Antonio,
Texas
| $220M | +$57.2M | +35% | 1.17% | 119% | 173 | 56.65% | 0.7 |
|
| 3234 |
FCMC
3234
Founders Capital Management (Connecticut)
East Hartford,
Connecticut
| $219M | +$1.72M | +0.8% | 1.32% | 88.9% | 53 | 9.43% | 3.4 |
|
| 3235 |
DCCA
3235
D.C. Capital Advisors
New York
| $219M | +$14.4M | +7% | 10.7% | 59.9% | 30 | 20% | 1.6 |
|
| 3236 |
AIC
3236
Argus Investors Counsel
New York
| $219M | +$17M | +8% | 1.8% | 132% | 71 | 30.99% | 3.4 |
|
| 3237 |
EP
3237
Eversept Partners
New York
| $219M | +$3.33M | +2% | 13.5% | 321% | 80 | 38.75% | 0.3 |
|
| 3238 |
TC
3238
Trust Company
Manhattan,
Kansas
| $219M | -$52.2M | -19% | 2.96% | 40.6% | 367 | 7.9% | 2.2 |
|
| 3239 |
SWM
3239
Stockman Wealth Management
Billings,
Montana
| $219M | +$27K | +0% | 2.53% | 73.5% | 162 | 11.73% | 1.8 |
|
| 3240 |
BPCA
3240
Bank Pictet & Cie (Asia)
Singapore
| $218M | +$6.74M | +3% | 2.9% | 30.4% | 104 | 48.08% | 1 |
|
| 3241 |
SC
3241
Saybrook Capital
Winston Salem,
North Carolina
| $218M | +$6.66M | +3% | 2.69% | 67.1% | 51 | 1.96% | 3.9 |
|
| 3242 |
RCM
3242
RVB Capital Management
Great Neck,
New York
| $218M | +$51.6M | +31% | 6.83% | 10.4% | 52 | 59.62% | 0.2 |
|
| 3243 |
DW
3243
Domani Wealth
Lancaster,
Pennsylvania
| $218M | -$15.6M | -7% | 1.68% | 48.6% | 105 | 5.71% | 2.4 |
|
| 3244 |
KM
3244
Kora Management
Brooklyn,
New York
| $218M | -$8.79M | -4% | 11.2% | 307% | 8 | 25% | 1.2 |
|
| 3245 |
SHI
3245
SV Health Investors
Boston,
Massachusetts
| $218M | +$84.5M | +63% | 46% | 97.4% | 9 | 33.33% | 1.7 |
|
| 3246 |
GIM
3246
Greystone Investment Management
Cincinnati,
Ohio
| $218M | +$2.64M | +1% | 3.33% | 32.8% | 51 | 9.8% | 3.1 |
|
| 3247 |
HA
3247
Hamel Associates
Chatham,
New Jersey
| $218M | -$1.27B | -85% | 1.34% | 50.6% | 98 | 10.2% | 2.8 |
|
| 3248 |
IIM
3248
Ipswich Investment Management
Beverly,
Massachusetts
| $218M | -$19.5M | -8% | 4.78% | 104% | 155 | 49.68% | 3.5 |
|
| 3249 |
VAS
3249
Valicenti Advisory Services
Elmira,
New York
| $217M | +$5.71M | +3% | 3.79% | 119% | 65 | 10.77% | 3 |
|
| 3250 |
BWM
3250
Brickley Wealth Management
San Mateo,
California
| $217M | +$19.5M | +10% | 1.39% | 62.6% | 29 | 24.14% | 0.4 |
|