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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%
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 Time Held (Qtrs) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3276 |
ACM
3276
Antonetti Capital Management
Naples,
Florida
| $128M | +$13.2M | +12% | 3.1% | – | 257 | 13.23% | 3.5 |
|
| 3277 |
IT
3277
Investors Trust
Dallas,
Texas
| $128M | +$8.15M | +7% | 4.54% | – | 99 | 13.13% | 3.2 |
|
| 3278 |
CFA
3278
Cahill Financial Advisors
Edina,
Minnesota
| $128M | +$10.6M | +9% | 4.62% | 55.9% | 117 | 17.09% | 1.7 |
|
| 3279 |
FCM
3279
Forester Capital Management
Lake Forest,
Illinois
| $128M | -$1.09M | -0.8% | 3.49% | 33.4% | 67 | 20.9% | 2.8 |
|
| 3280 |
BCM
3280
Blume Capital Management
Berkeley,
California
| $127M | +$1.42M | +1% | 6.61% | 96.9% | 246 | 17.48% | 1.8 |
|
| 3281 |
HCA
3281
Harbour Capital Advisors
Tysons Corner,
Virginia
| $127M | +$21.7M | +21% | 3.52% | 161% | 211 | 39.81% | 2.5 |
|
| 3282 |
PCM
3282
Potomac Capital Management
New York
| $127M | +$10.4M | +9% | 1.59% | – | 96 | 55.21% | 1 |
|
| 3283 |
LWI
3283
Long Wharf Investors
Boston,
Massachusetts
| $127M | +$10.5M | +9% | 4.59% | – | 152 | 7.89% | 2.9 |
|
| 3284 |
TIC
3284
Trees Investment Counsel
Chicago,
Illinois
| $127M | +$2.38M | +2% | 5.04% | – | 59 | 6.78% | 3.5 |
|
| 3285 |
AF
3285
Aldebaran Financial
| $127M | +$12.6M | +11% | 6.22% | 89.7% | 132 | 23.48% | 1.6 |
|
| 3286 |
IWC
3286
Integrated Wealth Counsel
Carmel,
California
| $127M | +$266K | +0.2% | 1.49% | 8.52% | 167 | 48.5% | 3.8 |
|
| 3287 |
CC
3287
Columbia Capital
Fullerton,
California
| $127M | -$12.6M | -9% | 8.35% | – | 87 | 13.79% | 2.9 |
|
| 3288 |
BWP
3288
BSW Wealth Partners
Boulder,
Colorado
| $127M | +$3.25M | +3% | 3.58% | 75.4% | 52 | 5.77% | 3.5 |
|
| 3289 |
DSN
3289
D. Scott Neal
Lexington,
Kentucky
| $127M | +$7.79M | +7% | 3.52% | 105% | 41 | 17.07% | 1.9 |
|
| 3290 |
OIM
3290
Orca Investment Management
Roseburg,
Oregon
| $127M | +$6.37M | +5% | 6.06% | 122% | 89 | 11.24% | 1.8 |
|
| 3291 |
NFG
3291
NewFocus Financial Group
Vancouver,
Washington
| $127M | +$5.63M | +5% | 5.07% | 55.4% | 48 | 22.92% | 1.6 |
|
| 3292 |
PCM
3292
Prentice Capital Management
Greenwich,
Connecticut
| $126M | +$11M | +10% | 0.57% | 128% | 32 | 56.25% | 1.1 |
|
| 3293 |
FCE
3293
Fiera Capital (Europe)
Grand Cayman,
Cayman Islands
| $126M | -$6.16M | -5% | 9.16% | 41.3% | 63 | 25.4% | 1.9 |
|
| 3294 |
BAM
3294
Boyar Asset Management
New York
| $126M | +$3.11M | +3% | 3.99% | 75.5% | 71 | 5.63% | 3.5 |
|
| 3295 |
SIS
3295
Sandell Investment Services
New York
| $126M | -$503K | -0.4% | 8.95% | – | 25 | 44% | 1.9 |
|
| 3296 |
ILM
3296
Indigo Latam Management
Phoenix,
Arizona
| $125M | +$9.76M | +8% | 8.43% | 39.3% | 1 | 0% | 2 |
|
| 3297 |
LBIM
3297
Land & Buildings Investment Management
Stamford,
Connecticut
| $125M | +$22.3M | +22% | 6.49% | 53.9% | 31 | 67.74% | 1.2 |
|
| 3298 |
PAPAIJV
3298
Paragon Associates & Paragon Associates II Joint Venture
Dallas,
Texas
| $125M | +$25M | +25% | 5.14% | 168% | 22 | 36.36% | 1.4 |
|
| 3299 |
BCM
3299
Boyle Capital Management
West Des Moines,
Iowa
| $125M | +$3.92M | +3% | 5.9% | 19.5% | 26 | 19.23% | 3.4 |
|
| 3300 |
CCAM
3300
Coupland Cardiff Asset Management
London,
United Kingdom
| $125M | -$18.7M | -13% | 0.29% | – | 11 | 36.36% | 1.9 |
|