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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3276 |
3276
Rempart Asset Management
Montreal,
Canada
| $503M | -$35.5M | -7% | 1.26% | 70.5% | 36 | 2.78% | 3.5 |
|
| 3277 |
3277
Breakwater Capital Group
Paramus,
New Jersey
| $502M | +$5.94M | +1% | 0.95% | 67.4% | 298 | 8.72% | 1.5 |
|
| 3278 |
3278
Huber Capital Management
El Segundo,
California
| $502M | +$4.54M | +0.9% | 3.3% | 70.4% | 106 | 7.55% | 4.5 |
|
| 3279 |
3279
Winslow Asset Management
Beachwood,
Ohio
| $502M | -$39M | -7% | 1.24% | 89.9% | 80 | 5% | 7 |
|
| 3280 |
3280
Convergence Financial
Columbia,
Missouri
| $501M | +$30.4M | +6% | 2.5% | 70.6% | 172 | 16.28% | 0.8 |
|
| 3281 |
3281
Dorchester Wealth Management
Montreal,
Quebec, Canada
| $501M | -$46.9M | -9% | 0.17% | 18.3% | 169 | 17.75% | 5.2 |
|
| 3282 |
3282
Paragon Capital Management (Colorado)
Denver,
Colorado
| $501M | -$8.99M | -2% | 3.71% | 109% | 209 | 12.44% | 2.9 |
|
| 3283 |
3283
RWC Asset Advisors
Miami,
Florida
| $501M | -$336M | -40% | 1.31% | 267% | 19 | 21.05% | 2.8 |
|
| 3284 |
3284
Private Capital Management (Colorado)
Denver,
Colorado
| $501M | -$54.1M | -10% | 0.68% | 20% | 293 | 27.99% | 2.8 |
|
| 3285 |
3285
ADAR1 Capital Management
Austin,
Texas
| $500M | -$115M | -19% | 5.02% | – | 330 | 49.39% | 0.5 |
|
| 3286 |
3286
Cypress Wealth Services
Palm Desert,
California
| $498M | +$14.3M | +3% | 1.39% | 82.7% | 309 | 18.12% | 2.4 |
|
| 3287 |
3287
Sierra Summit Advisors
Incline Village,
Nevada
| $498M | +$62.9M | +14% | 9.76% | 302% | 175 | 37.71% | 0.7 |
|
| 3288 |
3288
Tobias Financial Advisors
Plantation,
Florida
| $497M | -$1.49M | -0.3% | 2.16% | 44.5% | 115 | 10.43% | 2.1 |
|
| 3289 |
3289
East Coast Asset Management
Essex,
Massachusetts
| $497M | +$6.32M | +1% | 5.34% | 167% | 78 | 5.13% | 8.1 |
|
| 3290 |
3290
Virtue Capital Management
Brentwood,
Tennessee
| $497M | -$2.81M | -0.6% | 1.73% | 97.9% | 299 | 26.76% | 2.1 |
|
| 3291 |
NICM
3291
Neo Ivy Capital Management
New York
| $496M | +$188M | +61% | 1.17% | – | 427 | 77.75% | 0.2 |
|
| 3292 |
3292
Gagnon Securities
New York
| $496M | -$8.05M | -2% | 7.64% | 210% | 105 | 16.19% | 4.6 |
|
| 3293 |
RA
3293
Resolute Advisors
San Francisco,
California
| $496M | +$8.9M | +2% | 2.26% | 36.7% | 84 | 27.38% | 1.9 |
|
| 3294 |
3294
Allied Investment Advisors
Billings,
Montana
| $496M | -$8.66M | -2% | 1.17% | 68.4% | 80 | 8.75% | 4 |
|
| 3295 |
3295
Shah Capital Management
Raleigh,
North Carolina
| $496M | -$17.1M | -3% | 1.08% | 287% | 19 | 15.79% | 4.1 |
|
| 3296 |
3296
Retirement Income Solutions
Ann Arbor,
Michigan
| $496M | +$57.8M | +13% | 1.73% | 60.8% | 155 | 9.68% | 3.5 |
|
| 3297 |
3297
Ramirez Asset Management
New York
| $496M | -$25.6M | -5% | 1.31% | 86.8% | 399 | 5.76% | 1.1 |
|
| 3298 |
3298
Impact Partnership Wealth
Marietta,
Georgia
| $495M | +$52.3M | +12% | 1.13% | 47.3% | 340 | 45% | 0.6 |
|
| 3299 |
3299
Jackson Hole Capital Partners
Tulsa,
Oklahoma
| $495M | +$15.6M | +3% | 4.03% | 71.4% | 284 | 8.8% | 3.9 |
|
| 3300 |
3300
Beverly Hills Private Wealth
Beverly Hills,
California
| $495M | +$188K | +0% | 1.67% | 91.6% | 359 | 13.37% | 1.5 |
|