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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3476 |
CMAI
3476
Capital Management Associates Inc
Minneapolis,
Minnesota
| $442M | +$175M | +65% | 2.36% | 75.6% | 140 | 33.57% | 0.7 |
|
| 3477 |
3477
Vickerman Investment Advisors
Spokane,
Washington
| $441M | +$73.5M | +20% | 0.65% | 47.3% | 85 | 22.35% | 2.3 |
|
| 3478 |
3478
Long Run Wealth Advisors
Lake Placid,
New York
| $441M | +$23.7M | +6% | 0.34% | 50.5% | 109 | 16.51% | 2.2 |
|
| 3479 |
3479
Perkins Coie Trust Company
Seattle,
Washington
| $441M | -$13.5M | -3% | 2.53% | 83.2% | 493 | 47.26% | 3.7 |
|
| 3480 |
3480
BCM Advisors
Lafayette,
Louisiana
| $441M | -$6.81M | -2% | 4.06% | 66.3% | 70 | 1.43% | 4.5 |
|
| 3481 |
3481
Maia Wealth
Denver,
Colorado
| $441M | -$23.7M | -5% | 1.7% | – | 363 | 30.03% | 0.8 |
|
| 3482 |
AAM
3482
AR Asset Management
West Hollywood,
California
| $440M | -$1.06M | -0.2% | 0.94% | 66% | 115 | 5.22% | 8.3 |
|
| 3483 |
3483
JFG Wealth Management
Denver,
Colorado
| $440M | +$3.7M | +0.8% | 1.6% | 65.2% | 99 | 21.21% | 1.7 |
|
| 3484 |
3484
Raffa Wealth Management
Washington,
District of Columbia
| $439M | +$9.7M | +2% | 0.06% | 35.8% | 1,124 | 4.98% | 4.5 |
|
| 3485 |
3485
West Paces Advisors
Atlanta,
Georgia
| $439M | +$29.3M | +7% | 1.26% | 57.7% | 588 | 9.52% | 5.1 |
|
| 3486 |
3486
Calton & Associates
Tampa,
Florida
| $438M | +$212M | +94% | 1.6% | 73.9% | 350 | 47.71% | 1 |
|
| 3487 |
3487
TFG Asset Management
Grand Cayman,
Cayman Islands
| $438M | +$46.7M | +12% | 0.68% | 72.1% | 33 | 27.27% | 1.4 |
|
| 3488 |
CIM
3488
CIM Investment Management
Pittsburgh,
Pennsylvania
| $438M | +$96.2M | +28% | 4.44% | 123% | 252 | 5.95% | 4.5 |
|
| 3489 |
DL
3489
DOHJ LLC
Seattle,
Washington
| $438M | +$4.97M | +1% | 1.43% | 51.5% | 157 | 19.11% | 2.5 |
|
| 3490 |
3490
Medicxi Ventures Management
St. Helier,
Jersey
| $438M | -$91.4M | -17% | 17% | 369% | 5 | 0% | 3 |
|
| 3491 |
3491
Delta Financial Group
Basking Ridge,
New Jersey
| $438M | +$10.5M | +2% | 2.97% | – | 267 | 9.36% | 0.9 |
|
| 3492 |
3492
ALM First Financial Advisors
Dallas,
Texas
| $438M | +$14.4M | +3% | 0.14% | 50.5% | 28 | 21.43% | 1.9 |
|
| 3493 |
3493
New Hampshire Trust
Concord,
New Hampshire
| $437M | -$37.4M | -8% | 2.85% | 88.5% | 179 | 5.03% | 2 |
|
| 3494 |
3494
M. Kulyk & Associates
Decatur,
Georgia
| $437M | -$24.9M | -5% | 1.94% | 63.3% | 110 | 12.73% | 2.8 |
|
| 3495 |
3495
WestHill Financial Advisors
San Rafael,
California
| $437M | -$9.32M | -2% | 2.02% | 62.9% | 81 | 13.58% | 3.1 |
|
| 3496 |
VC
3496
Vision Capital
Toronto,
Ontario, Canada
| $437M | -$182M | -29% | 7% | 19.8% | 24 | 58.33% | 0.5 |
|
| 3497 |
3497
Topline Capital Management
Santa Monica,
California
| $437M | -$92M | -17% | 13% | – | 39 | 10.26% | 0.2 |
|
| 3498 |
3498
Patten Group
Chattanooga,
Tennessee
| $436M | -$15.4M | -3% | 0.18% | 99% | 254 | 3.94% | 6 |
|
| 3499 |
3499
Noked Israel
Ramat Hasharon,
Israel
| $436M | -$71.9M | -14% | 14.2% | 265% | 16 | 6.25% | 1.6 |
|
| 3500 |
3500
Clayton Dubilier & Rice
New York
| $436M | +$243M | +126% | 127% | 176% | 3 | 33.33% | 5.1 |
|