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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3376 |
3376
BT Wealth Management
Atlanta,
Georgia
| $384M | +$14.3M | +4% | 4.76% | 34.8% | 75 | 16% | 1.7 |
|
| 3377 |
3377
Integral Health Asset Management
New York
| $384M | +$22.9M | +6% | 6.53% | 564% | 89 | 40.45% | 0.7 |
|
| 3378 |
3378
Farmers & Merchants Trust Company
Long Beach,
California
| $384M | -$26.2M | -6% | 0.79% | 79.8% | 188 | 8.51% | 2.4 |
|
| 3379 |
VCM
3379
Vivaldi Capital Management
Chicago,
Illinois
| $384M | -$47.5M | -11% | 3.84% | 69.2% | 234 | 18.8% | 2.5 |
|
| 3380 |
3380
DAFNA Capital Management
Los Angeles,
California
| $384M | -$13.9M | -3% | 19.2% | 313% | 98 | 15.31% | 2 |
|
| 3381 |
3381
Leelyn Smith
Geneva,
Illinois
| $384M | +$9.8M | +3% | 2.5% | 77.3% | 416 | 15.14% | 1.7 |
|
| 3382 |
3382
Glen Eagle Advisors
Kingston,
New Jersey
| $383M | -$1.5M | -0.4% | 3.87% | 68.5% | 986 | 9.74% | 3 |
|
| 3383 |
3383
Arkos Global Advisors
Houston,
Texas
| $383M | +$54.4M | +17% | 4.23% | 43.6% | 105 | 22.86% | 1.8 |
|
| 3384 |
3384
Cavalier Investments
Alpharetta,
Georgia
| $383M | -$2.58M | -0.7% | 4.62% | 171% | 104 | 8.65% | 1.3 |
|
| 3385 |
3385
Varde Management
Minneapolis,
Minnesota
| $382M | +$84.4M | +28% | 1.52% | 149% | 14 | 28.57% | 0.3 |
|
| 3386 |
3386
B&I Capital
Zurich,
Switzerland
| $382M | -$37.8M | -9% | 7.73% | 30.5% | 37 | 18.92% | 0.9 |
|
| 3387 |
3387
Paragon Wealth Strategies
Jacksonville,
Florida
| $382M | -$31.8M | -8% | 3.83% | 59.8% | 59 | 32.2% | 1.1 |
|
| 3388 |
3388
The Family Firm
Bethesda,
Maryland
| $382M | -$4.99M | -1% | 2.61% | 40.2% | 185 | 8.65% | 4.3 |
|
| 3389 |
3389
TAP Consulting
Kirkwood,
Missouri
| $382M | -$56.6M | -13% | 5.71% | 3.08% | 590 | 77.63% | 1.8 |
|
| 3390 |
3390
Littlejohn & Co
Greenwich,
Connecticut
| $381M | -$2.97M | -0.8% | 2.43% | 56.2% | 188 | 14.89% | 0.7 |
|
| 3391 |
3391
Shelter Mutual Insurance
Columbia,
Missouri
| $381M | -$4.35M | -1% | 0.28% | 51.2% | 54 | 5.56% | 5 |
|
| 3392 |
3392
Cliffwater
Marina Del Rey,
California
| $381M | -$3.63M | -0.9% | 3.36% | 29.4% | 25 | 0% | 3.6 |
|
| 3393 |
WA
3393
Win Advisors
Palm Beach Gardens,
Florida
| $381M | -$55.8M | -13% | 6.12% | 226% | 218 | 76.15% | 0.1 |
|
| 3394 |
3394
Greenwood Capital Associates
Greenwood,
South Carolina
| $381M | -$326M | -46% | 0.43% | 87.7% | 240 | 23.75% | 2.2 |
|
| 3395 |
3395
Valicenti Advisory Services
Elmira,
New York
| $380M | -$21.8M | -5% | 3.09% | 134% | 87 | 8.05% | 4.3 |
|
| 3396 |
3396
Paradigm Asset Management
New York
| $380M | -$20M | -5% | 0.04% | 73.8% | 395 | 1.77% | 1.8 |
|
| 3397 |
3397
West Financial Advisors
Des Moines,
Iowa
| $380M | +$7.44M | +2% | 5.17% | 49.1% | 205 | 25.37% | 0.9 |
|
| 3398 |
A
3398
Apoletto
Road Town, Tortola,
British Virgin Islands
| $380M | -$423M | -53% | 33.9% | 192% | 19 | 21.05% | 0.8 |
|
| 3399 |
3399
Granger Management
New York
| $380M | -$229M | -38% | 6.35% | 69.9% | 34 | 20.59% | 1.1 |
|
| 3400 |
ECM
3400
Endurant Capital Management
San Mateo,
California
| $380M | -$34.7M | -8% | 5.01% | 18.4% | 91 | 56.04% | 0.5 |
|