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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3301 |
LCP
3301
Legacy Capital Partners
Milwaukee,
Wisconsin
| $217M | +$12.8M | +6% | 8.86% | 85.6% | 139 | 10.07% | 3 |
|
| 3302 |
BA
3302
Bard Associates
Chicago,
Illinois
| $217M | +$1.34M | +0.6% | 5.05% | 241% | 184 | 12.5% | 3.5 |
|
| 3303 |
CCM
3303
CWH Capital Management
Spokane,
Washington
| $217M | -$4.56M | -2% | 4.04% | 29.9% | 49 | 8.16% | 2.7 |
|
| 3304 |
CMI
3304
Cider Mill Investments
Greenwich,
Connecticut
| $216M | -$6.42M | -3% | 6.62% | – | 34 | 41.18% | 0.7 |
|
| 3305 |
VWA
3305
V Wealth Advisors
Overland Park,
Kansas
| $216M | +$37.6M | +21% | 7% | 36.9% | 247 | 26.72% | 1.3 |
|
| 3306 |
SIRP
3306
Shelter Insurance Retirement Plan
Columbia,
Missouri
| $216M | +$7.95M | +4% | 6.7% | 60.5% | 45 | 0% | 4.2 |
|
| 3307 |
VCM
3307
Venor Capital Management
New York
| $216M | +$48.6M | +29% | 8.73% | – | 8 | 37.5% | 0.8 |
|
| 3308 |
3308
180 Wealth Advisors
Federal Way,
Washington
| $216M | +$14.5M | +7% | 7.06% | 136% | 270 | 16.3% | 0.6 |
|
| 3309 |
3309
Certified Advisory Corp
Altamonte Springs,
Florida
| $216M | +$36.4M | +20% | 6.29% | 58.2% | 844 | 13.15% | 0.6 |
|
| 3310 |
3310
Summit Asset Management
Memphis,
Tennessee
| $216M | +$6.45M | +3% | 5.41% | 48.9% | 119 | 6.72% | 3.5 |
|
| 3311 |
3311
Next Financial Group
Houston,
Texas
| $216M | -$44.8M | -17% | 6.16% | 85.4% | 1,566 | 82.12% | 0.6 |
|
| 3312 |
SFPM
3312
Sensible Financial Planning & Management
Waltham,
Massachusetts
| $216M | +$4.63M | +2% | 0.84% | 24.5% | 30 | 3.33% | 3 |
|
| 3313 |
3313
Amarillo National Bank
Amarillo,
Texas
| $215M | +$23.3M | +12% | 5.89% | 56.3% | 93 | 9.68% | 3.1 |
|
| 3314 |
3314
Perkins Coie Trust Company
Seattle,
Washington
| $215M | +$13.1M | +6% | 7.81% | 83.2% | 307 | 0.98% | 3.5 |
|
| 3315 |
CPA
3315
Cowen Prime Advisors
New York
| $215M | +$12.1M | +6% | 8.35% | 116% | 231 | 19.48% | 3.1 |
|
| 3316 |
3316
Oxford Financial Group
Carmel,
Indiana
| $215M | +$20.3M | +10% | 5.73% | 77.2% | 37 | 10.81% | 1.4 |
|
| 3317 |
CCM
3317
Crabel Capital Management
Los Angeles,
California
| $215M | +$33M | +18% | 8.35% | 13.9% | 110 | 43.64% | 0.4 |
|
| 3318 |
3318
Consolidated Investment Group
Englewood,
Colorado
| $214M | +$7.98M | +4% | 4.07% | 140% | 50 | 12% | 3.3 |
|
| 3319 |
HS
3319
HighVista Strategies
Boston,
Massachusetts
| $214M | -$7.05M | -3% | 5.06% | 622% | 185 | 50.81% | 0.7 |
|
| 3320 |
CCM
3320
Cloverdale Capital Management
Dallas,
Texas
| $214M | +$6.7M | +3% | 10.2% | 20.8% | 27 | 51.85% | 0.3 |
|
| 3321 |
3321
Walleye Capital
New York
| $214M | – | – | 6.24% | 129% | 311 | – | 0 |
|
| 3322 |
ARC
3322
Arias Resource Capital
George Town, Grand Cayman,
Cayman Islands
| $214M | -$10M | -4% | 6.5% | 81.3% | 2 | 0% | 0.8 |
|
| 3323 |
MC
3323
Mathes Company
New York
| $214M | +$4.55M | +2% | 8.89% | 121% | 140 | 10.71% | 3.2 |
|
| 3324 |
CI
3324
Caerus Investors
New York
| $214M | +$44.7M | +26% | 1.07% | – | 46 | 63.04% | 0.3 |
|
| 3325 |
CRM
3325
Capital Returns Management
Rye,
New York
| $214M | -$81.9M | -28% | 8.25% | 4.39% | 34 | 47.06% | 1.1 |
|