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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3501 |
3501
BCM Advisors
Lafayette,
Louisiana
| $191M | +$9.7M | +5% | 1.97% | 59.3% | 39 | 15.38% | 1.3 |
|
| 3502 |
3502
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
| $191M | -$6.43M | -3% | 5.28% | 100% | 1,089 | 16.16% | 3.4 |
|
| 3503 |
VIA
3503
Vantis Investment Advisers
Miami,
Florida
| $191M | -$23.2M | -11% | 0.64% | 39.6% | 22 | 72.73% | 0.3 |
|
| 3504 |
3504
Chanos & Company
New York
| $191M | +$30.8M | +19% | 5.3% | – | 51 | 33.33% | 1.2 |
|
| 3505 |
3505
American National Registered Investment Advisor
Galveston,
Texas
| $190M | -$18.4M | -9% | 8.01% | 95.8% | 243 | 11.11% | 4.1 |
|
| 3506 |
3506
Sterling Investment Advisors (Pennsylvania)
Berwyn,
Pennsylvania
| $190M | +$20.9M | +12% | 7.18% | 97.5% | 449 | 12.25% | 1.2 |
|
| 3507 |
CWM
3507
Cedar Wealth Management
Walnut Creek,
California
| $190M | +$12M | +7% | 2.95% | 68.1% | 243 | 38.27% | 1.4 |
|
| 3508 |
3508
Shine Investment Advisory Services
Lone Tree,
Colorado
| $190M | -$5.49M | -3% | 5.56% | 29% | 686 | 11.66% | 1.2 |
|
| 3509 |
3509
University of Chicago
Chicago,
Illinois
| $190M | -$23.5M | -11% | 4.2% | 62.3% | 4 | 0% | 1.7 |
|
| 3510 |
3510
ELCO Management
New York
| $190M | +$3.75M | +2% | 3.76% | 98.3% | 150 | 10.67% | 1.5 |
|
| 3511 |
LJHT
3511
Laurie J. Hall Trustee
| $190M | +$15.7M | +9% | 8.57% | 105% | 358 | 2.79% | 2.6 |
|
| 3512 |
3512
Pinnacle Family Advisors
Springfield,
Missouri
| $189M | +$1.36M | +0.7% | 6.18% | 85.8% | 78 | 38.46% | 0.9 |
|
| 3513 |
3513
Fernwood Investment Management
Quincy,
Massachusetts
| $189M | +$3.94M | +2% | 4.15% | 83.4% | 175 | 15.43% | 2.5 |
|
| 3514 |
3514
American Financial Network Advisory Services
Calabasas,
California
| $189M | +$4.93M | +3% | 5.37% | – | 182 | 6.04% | 0.9 |
|
| 3515 |
3515
Thomas Story & Son
Culver,
Indiana
| $189M | +$16.6M | +10% | 10.1% | 101% | 56 | 5.36% | 3.7 |
|
| 3516 |
3516
Segantii Capital Management
Hong Kong
| $189M | -$52.5M | -22% | 3.66% | 33.1% | 42 | 73.81% | 0.3 |
|
| 3517 |
3517
Atlas Venture Associates IX
Boston,
Massachusetts
| $189M | -$38.3M | -17% | 6.8% | 89.8% | 7 | 0% | 0.8 |
|
| 3518 |
3518
Black Diamond Capital Management
Stamford,
Connecticut
| $189M | -$31.9M | -14% | 11.7% | 28.3% | 6 | 50% | 1.2 |
|
| 3519 |
3519
Ironwood Financial
Tucson,
Arizona
| $188M | +$15.7M | +9% | 3.13% | 54.1% | 384 | 24.74% | 2.3 |
|
| 3520 |
3520
Triangle Securities Wealth Management
Raleigh,
North Carolina
| $188M | +$9.32M | +5% | 7.55% | 83.6% | 141 | 3.55% | 3.6 |
|
| 3521 |
3521
SevenBridge Financial Group
Harrisburg,
Pennsylvania
| $188M | +$8.61M | +5% | 8.51% | 81.7% | 638 | 8.78% | 1.9 |
|
| 3522 |
FIM
3522
Farmhouse Investment Management
Greenbrae,
California
| $188M | +$24.9M | +15% | 8.08% | – | 19 | 15.79% | 1 |
|
| 3523 |
AC
3523
Athos Capital
Hong Kong
| $188M | -$107M | -36% | 0.16% | 110% | 40 | 55% | 0.4 |
|
| 3524 |
MCM
3524
McMillion Capital Management
Greensboro,
North Carolina
| $188M | +$11.2M | +6% | 8.16% | 59.3% | 76 | 14.47% | 3.3 |
|
| 3525 |
3525
Strategic Wealth Partners
Independence,
Ohio
| $188M | +$14.9M | +9% | 5.42% | – | 736 | 13.59% | 0.7 |
|