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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3426 |
SCM
3426
Sanoor Capital Management
Greenwich,
Connecticut
| $189M | -$20.6M | -10% | 7.23% | – | 15 | 40% | 0.4 |
|
| 3427 |
CCM
3427
Cloverdale Capital Management
Dallas,
Texas
| $189M | +$19.5M | +12% | 10.5% | 20.8% | 29 | 62.07% | 0.3 |
|
| 3428 |
3428
Dakota Wealth Management
Palm Beach Gardens,
Florida
| $189M | +$4M | +2% | 3.62% | 112% | 78 | 23.08% | 1.8 |
|
| 3429 |
VW
3429
Vantage Wealth
Pasadena,
California
| $189M | $0 | 0% | 5.74% | 56.1% | 23 | 0% | 3.4 |
|
| 3430 |
TCM
3430
Talara Capital Management
Montclair,
New Jersey
| $189M | -$3.78M | -2% | 4.39% | 17.4% | 19 | 21.05% | 1.5 |
|
| 3431 |
BWM
3431
Brickley Wealth Management
San Mateo,
California
| $189M | – | – | 3.92% | 62.6% | 23 | – | 0 |
|
| 3432 |
NR
3432
Newfound Research
Wellesley Hills,
Massachusetts
| $188M | +$13.8M | +8% | 2.25% | 54.6% | 234 | 4.27% | 1.3 |
|
| 3433 |
KCPG
3433
Kavar Capital Partners Group
Leawood,
Kansas
| $188M | +$5.72M | +3% | 6.05% | 77.2% | 116 | 14.66% | 2.7 |
|
| 3434 |
WF
3434
WoodTrust Financial
Wisconsin Rapids,
Wisconsin
| $188M | – | – | 6.13% | 80.3% | 76 | – | 0 |
|
| 3435 |
CA
3435
CastleArk Alternatives
Chicago,
Illinois
| $188M | – | – | 12.4% | – | 61 | – | 0 |
|
| 3436 |
KFP
3436
Keystone Financial Planning
Cleveland,
Ohio
| $187M | +$11.1M | +6% | 5.88% | 46% | 48 | 10.42% | 3 |
|
| 3437 |
SM
3437
Selkirk Management
Chatham,
New Jersey
| $187M | +$4.23M | +2% | 1.22% | 245% | 19 | 10.53% | 3.1 |
|
| 3438 |
CCC
3438
Chelsea Counsel Company
Los Angeles,
California
| $187M | -$12.4M | -6% | 8.18% | 106% | 89 | 12.36% | 3.6 |
|
| 3439 |
VCP
3439
Vernier Capital Partners
New York
| $187M | +$51.1M | +38% | 3.94% | 75.7% | 28 | 60.71% | 0.4 |
|
| 3440 |
FIM
3440
Fernwood Investment Management
Quincy,
Massachusetts
| $187M | +$27.3M | +17% | 6.76% | 83.4% | 157 | 17.2% | 2.3 |
|
| 3441 |
SSI
3441
Scott & Selber Inc
Houston,
Texas
| $187M | +$13.8M | +8% | 9.28% | 187% | 75 | 8% | 1.9 |
|
| 3442 |
HM
3442
Heronetta Management
New York
| $187M | +$6.38M | +4% | 1.12% | 59.7% | 33 | 6.06% | 3.3 |
|
| 3443 |
RWA
3443
RGT Wealth Advisors
Dallas,
Texas
| $187M | +$36.4M | +24% | 6.59% | 9.35% | 109 | 23.85% | 0.8 |
|
| 3444 |
DCCA
3444
D.C. Capital Advisors
New York
| $187M | +$35.3M | +23% | 8.89% | 59.9% | 28 | 32.14% | 1.7 |
|
| 3445 |
SM
3445
Sciencast Management
Princeton,
New Jersey
| $187M | +$6.99M | +4% | 4.52% | 72.5% | 510 | 84.12% | 0.1 |
|
| 3446 |
CWM
3446
Connecticut Wealth Management
Farmington,
Connecticut
| $187M | +$16.4M | +10% | 5.84% | 70.2% | 67 | 14.93% | 1.1 |
|
| 3447 |
MC
3447
MRJ Capital
New York
| $186M | +$8.38M | +5% | 6.96% | 127% | 56 | 8.93% | 3 |
|
| 3448 |
WSC
3448
Wellington Shields & Co
New York
| $186M | -$117M | -39% | 6.07% | 109% | 160 | 16.25% | 2.6 |
|
| 3449 |
PC
3449
Permit Capital
West Conshohocken,
Pennsylvania
| $186M | +$16.6M | +10% | 7.58% | 121% | 27 | 3.7% | 3.6 |
|
| 3450 |
SFPIA
3450
Stevens First Principles Investment Advisors
Newport Beach,
California
| $186M | +$1.93M | +1% | 4.42% | 44% | 200 | 15.5% | 2.3 |
|