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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3351 |
3351
Cartica Management
Washington,
District of Columbia
| $222M | +$61.5M | +38% | 0.47% | 92.9% | 4 | 0% | 1.3 |
|
| 3352 |
3352
TCI Wealth Advisors
Tucson,
Arizona
| $222M | -$5.42M | -2% | 3.27% | 65% | 1,650 | 16.67% | 3 |
|
| 3353 |
3353
American Securities
New York
| $222M | -$14.8M | -6% | 14.6% | – | 2 | 0% | 1.8 |
|
| 3354 |
3354
Ativo Capital Management
Chicago,
Illinois
| $222M | -$16M | -7% | 6.48% | 63.8% | 121 | 18.18% | 2.1 |
|
| 3355 |
BCM
3355
Birmingham Capital Management
Birmingham,
Alabama
| $221M | -$1.61M | -0.7% | 1.45% | 103% | 102 | 6.86% | 4.7 |
|
| 3356 |
3356
Roanoke Asset Management
Jersey City,
New Jersey
| $221M | +$6.78M | +3% | 5.16% | 50.3% | 106 | 5.66% | 4 |
|
| 3357 |
3357
Cypress Capital
Franklin,
Tennessee
| $221M | -$18.6M | -8% | 1.85% | 43.6% | 71 | 12.68% | 0.5 |
|
| 3358 |
3358
Summit Financial Group
Moorefield,
West Virginia
| $221M | +$93.2M | +73% | 2.97% | 26.1% | 160 | 31.88% | 1.3 |
|
| 3359 |
3359
Intrepid Capital Management
Jacksonville Beach,
Florida
| $221M | +$13.3M | +6% | 0.74% | 70.2% | 62 | 25.81% | 1.7 |
|
| 3360 |
3360
Oarsman Capital
Milwaukee,
Wisconsin
| $221M | +$10.1M | +5% | 1.41% | 70.6% | 184 | 5.98% | 4.1 |
|
| 3361 |
3361
Holderness Investments Company
Greensboro,
North Carolina
| $220M | +$11.6M | +6% | 3.63% | 144% | 194 | 8.76% | 3 |
|
| 3362 |
3362
Campbell & Co Investment Adviser
Baltimore,
Maryland
| $220M | +$17.1M | +8% | 1.35% | 31% | 787 | 72.55% | 0.2 |
|
| 3363 |
3363
Sharkey, Howes & Javer
Denver,
Colorado
| $220M | +$6.04M | +3% | 2.81% | 60.2% | 225 | 5.78% | 3 |
|
| 3364 |
3364
Claar Advisors
New York
| $220M | +$12.5M | +6% | 5.89% | 65.5% | 34 | 23.53% | 1.2 |
|
| 3365 |
AIP
3365
Ahrens Investment Partners
Lafayette,
Louisiana
| $220M | +$822K | +0.4% | 2.39% | 82.3% | 181 | 16.57% | 1.7 |
|
| 3366 |
3366
Dalton Investments
Las Vegas,
Nevada
| $220M | -$8.78M | -4% | 1.19% | 95.1% | 45 | 8.89% | 2.3 |
|
| 3367 |
3367
HGI Capital Management
New York
| $220M | +$29.9M | +16% | 5.28% | 47% | 82 | 47.56% | 0.5 |
|
| 3368 |
3368
Perkins Coie Trust Company
Seattle,
Washington
| $220M | +$5.06M | +2% | 5.09% | 83.2% | 344 | 17.73% | 3.8 |
|
| 3369 |
3369
Kalos Management
Alpharetta,
Georgia
| $220M | +$65.3M | +42% | 2.22% | 48.5% | 203 | 29.06% | 1.1 |
|
| 3370 |
3370
Southport Capital Management
Chattanooga,
Tennessee
| $220M | -$4.94M | -2% | 3.61% | 80% | 194 | 10.82% | 3.4 |
|
| 3371 |
3371
Rock Point Advisors
Burlington,
Vermont
| $220M | +$7.25M | +3% | 4.82% | 82.8% | 76 | 10.53% | 3.4 |
|
| 3372 |
3372
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
| $220M | -$29.1M | -12% | 3.02% | 82.6% | 169 | 13.02% | 3.7 |
|
| 3373 |
3373
Galibier Capital Management
Toronto,
Ontario, Canada
| $220M | +$52.1M | +31% | 1.95% | 66.8% | 34 | 17.65% | 0.4 |
|
| 3374 |
3374
Riverpoint Wealth Management Holdings
Chicago,
Illinois
| $219M | +$12.1M | +6% | 2.97% | 53.6% | 66 | 7.58% | 1.8 |
|
| 3375 |
3375
Versant Capital Management
Phoenix,
Arizona
| $219M | -$15.2M | -6% | 3.04% | 97.3% | 1,902 | 16.51% | 2.8 |
|