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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3251 |
3251
Cobalt Capital Management
Short Hills,
New Jersey
| $230M | -$117M | -34% | 16.8% | 235% | 47 | 61.7% | 0.7 |
|
| 3252 |
3252
Bank OZK
Little Rock,
Arkansas
| $230M | +$31.3M | +16% | 15.6% | 112% | 130 | 6.15% | 4 |
|
| 3253 |
3253
PSquared Asset Management
Zurich,
Switzerland
| $229M | +$144M | +168% | 28.5% | 178% | 5 | 60% | 0.1 |
|
| 3254 |
3254
Goldstein Munger & Associates
San Ramon,
California
| $229M | +$25.1M | +12% | 11.8% | 11.9% | 35 | 2.86% | 4 |
|
| 3255 |
3255
Dalton Investments
Las Vegas,
Nevada
| $229M | +$43.2M | +23% | 13.3% | 95.1% | 44 | 15.91% | 2.1 |
|
| 3256 |
3256
Greencape Capital
Melbourne,
Australia
| $229M | +$7.28M | +3% | 21.3% | 98.1% | 5 | 0% | 1.8 |
|
| 3257 |
3257
Fort Point Capital Partners
San Francisco,
California
| $229M | -$18.9M | -8% | 12% | 62.2% | 156 | 34.62% | 2.2 |
|
| 3258 |
3258
Menta Capital
San Francisco,
California
| $229M | -$40.9M | -15% | 14.4% | 61.2% | 696 | 55.6% | 0.8 |
|
| 3259 |
3259
Stockman Wealth Management
Billings,
Montana
| $229M | +$19.5M | +9% | 10.9% | 77.5% | 155 | 7.74% | 2.4 |
|
| 3260 |
3260
Eagle Boston Investment Management
Boston,
Massachusetts
| $229M | -$60.1M | -21% | 14.9% | 71.5% | 124 | 5.65% | 4.5 |
|
| 3261 |
3261
SignalPoint Asset Management
Springfield,
Missouri
| $229M | +$21.7M | +10% | 12.4% | 36% | 223 | 12.56% | 2.8 |
|
| 3262 |
3262
Prosight Management
Dallas,
Texas
| $229M | +$34.9M | +18% | 14% | 39.5% | 47 | 44.68% | 0.5 |
|
| 3263 |
3263
Pictet Bank & Trust
Nassau,
Bahamas
| $228M | -$22.1M | -9% | 14.2% | 82.7% | 79 | 26.58% | 2.9 |
|
| 3264 |
CBTWT
3264
Community Bank & Trust (Waco, Texas)
Waco,
Texas
| $228M | +$21.3M | +10% | 13.6% | 124% | 139 | 5.04% | 2.6 |
|
| 3265 |
3265
Means Investment Company
Bangor,
Maine
| $228M | +$47M | +26% | 14.2% | 87.9% | 137 | 12.41% | 0.2 |
|
| 3266 |
3266
C.V. Starr & Co Trust
New York
| $228M | +$35.6M | +19% | 16.4% | 51.7% | 31 | 19.35% | 4.1 |
|
| 3267 |
EGA
3267
E&G Advisors
Houston,
Texas
| $228M | +$6.4M | +3% | 11.1% | 97.7% | 192 | 9.38% | 2.4 |
|
| 3268 |
3268
Chesapeake Wealth Management
Williamsburg,
Virginia
| $227M | +$25.5M | +13% | 10.7% | 65.9% | 200 | 20.5% | 0.8 |
|
| 3269 |
3269
TCI Wealth Advisors
Tucson,
Arizona
| $227M | +$21M | +10% | 13% | 68.2% | 1,653 | 14.22% | 2.9 |
|
| 3270 |
3270
Winthrop Advisory Group
Boston,
Massachusetts
| $227M | +$30.6M | +16% | 10.2% | 78.3% | 97 | 15.46% | 1 |
|
| 3271 |
FNBOMD
3271
First National Bank of Mount Dora
Mount Dora,
Florida
| $227M | +$26.7M | +13% | 12% | 96.2% | 107 | 16.82% | 3.2 |
|
| 3272 |
TF
3272
TimeScale Financial
Danvers,
Massachusetts
| $227M | +$54.2M | +31% | 10.3% | 31.3% | 93 | 9.68% | 0.2 |
|
| 3273 |
3273
Walter & Keenan Wealth Management
Souh Bend,
Indiana
| $227M | +$5.01M | +2% | 11.2% | 92% | 167 | 14.37% | 3.4 |
|
| 3274 |
3274
Kora Management
Brooklyn,
New York
| $227M | +$70M | +45% | 57.1% | 307% | 7 | 0% | 2 |
|
| 3275 |
3275
Rainier Group Investment Advisory
Bellevue,
Washington
| $227M | +$12M | +6% | 13.7% | 41.4% | 41 | 19.51% | 1.6 |
|