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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3551 |
RWA
3551
RGT Wealth Advisors
Dallas,
Texas
| $147M | -$30.5M | -17% | 5.28% | 9.35% | 146 | 47.26% | 0.4 |
|
| 3552 |
BCP
3552
Berkeley Capital Partners
Milton,
Georgia
| $147M | +$8.3M | +6% | 4.73% | 62.8% | 123 | 17.07% | 0.9 |
|
| 3553 |
AP
3553
Agilis Partners
Waltham,
Massachusetts
| $147M | +$785K | +0.5% | 4.13% | 8.47% | 18 | 16.67% | 1.5 |
|
| 3554 |
MCM
3554
McMillion Capital Management
Greensboro,
North Carolina
| $147M | +$6.88M | +5% | 5.01% | 59.3% | 59 | 3.39% | 2.7 |
|
| 3555 |
CM
3555
Cartica Management
Washington,
District of Columbia
| $147M | +$51.8M | +54% | 12.5% | 92.9% | 1 | 0% | 2 |
|
| 3556 |
DA
3556
DSC Advisors
Chicago,
Illinois
| $147M | -$29.6M | -17% | 6.79% | 3.18% | 66 | 42.42% | 1.1 |
|
| 3557 |
CCM
3557
Canal Capital Management
Richmond,
Virginia
| $147M | +$22.8M | +18% | 4.13% | 67.8% | 118 | 38.14% | 1 |
|
| 3558 |
TG
3558
TLP Group
Evanston,
Illinois
| $147M | +$45.7M | +45% | 3.78% | 42.7% | 481 | 77.75% | 0.2 |
|
| 3559 |
SDWMA
3559
Schneider Downs Wealth Management Advisors
Pittsburgh,
Pennsylvania
| $146M | -$862K | -0.6% | 1.17% | 55% | 46 | 34.78% | 0.7 |
|
| 3560 |
CWM
3560
Catamount Wealth Management
Westport,
Connecticut
| $146M | +$22.8M | +19% | 8.97% | 70.7% | 194 | 23.71% | 1.2 |
|
| 3561 |
GVT
3561
Genesee Valley Trust
Pittsford,
New York
| $146M | +$4.24M | +3% | 6.25% | 30.2% | 239 | 11.3% | 1.9 |
|
| 3562 |
DCM
3562
Dean Capital Management
Overland Park,
Kansas
| $146M | +$19.6M | +16% | 1.67% | 89.7% | 79 | 46.84% | 0.6 |
|
| 3563 |
WFWM
3563
Wechter Feldman Wealth Management
Parsippany,
New Jersey
| $146M | -$7.09M | -5% | 4.06% | 53.8% | 37 | 27.03% | 0.2 |
|
| 3564 |
OP
3564
Osmium Partners
Greenbrae,
California
| $146M | +$3.41M | +2% | 12.2% | 28.4% | 24 | 25% | 2 |
|
| 3565 |
FM
3565
Family Management
New York
| $145M | -$856K | -0.6% | 7.27% | 69% | 80 | 27.5% | 1.8 |
|
| 3566 |
RGC
3566
Roberts, Glore & Co
Deerfield,
Illinois
| $145M | +$1.81M | +1% | 5.5% | 72.3% | 148 | 6.76% | 2.7 |
|
| 3567 |
EVC
3567
Eidelman Virant Capital
Saint Louis,
Missouri
| $145M | -$30M | -17% | 1.11% | 46.2% | 123 | 17.89% | 2.1 |
|
| 3568 |
BW
3568
Biegel & Waller
Columbia,
Maryland
| $145M | +$1.59M | +1% | 8.32% | 28.2% | 59 | 20.34% | 0.2 |
|
| 3569 |
WCWM
3569
Willow Creek Wealth Management
Sebastopol,
California
| $145M | +$9.31M | +7% | 1.36% | 36.5% | 20 | 0% | 1.6 |
|
| 3570 |
CMP
3570
Courage Miller Partners
Norfolk,
Virginia
| $145M | +$1.42M | +1% | 4.24% | 40.3% | 67 | 11.94% | 3.1 |
|
| 3571 |
LFDLE
3571
La Financiere de L'Echiquier
Paris,
France
| $145M | -$10.4M | -7% | 11.5% | 27.9% | 39 | 15.38% | 0.8 |
|
| 3572 |
DCM
3572
Delta Capital Management
Red Bank,
New Jersey
| $145M | +$4.13M | +3% | 5.1% | 125% | 74 | 8.11% | 2.5 |
|
| 3573 |
PWMAG
3573
Pinnacle Wealth Management Advisory Group
Red Bank,
New Jersey
| $145M | +$5.33M | +4% | 4.36% | 80.5% | 130 | 8.46% | 1.6 |
|
| 3574 |
3574
Bowie Capital Management
Richardson,
Texas
| $145M | -$52.6M | -27% | 9.83% | 31.6% | 26 | 19.23% | 0.2 |
|
| 3575 |
GWS
3575
Glassman Wealth Services
Vienna,
Virginia
| $145M | +$3.25M | +2% | 2.94% | 62.6% | 769 | 26.92% | 1.1 |
|