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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3601 |
WCM
3601
Wunderlich Capital Managemnt
Memphis,
Tennessee
| $116M | +$8.26M | +8% | 4.99% | 33.6% | 101 | 23.76% | 1.2 |
|
| 3602 |
3602
Moisand Fitzgerald Tamayo
Orlando,
Florida
| $116M | – | – | 3.86% | 51.1% | 232 | – | 0 |
|
| 3603 |
3603
Orbis Investment Management (US)
San Francisco,
California
| $116M | +$6.01M | +5% | 5.86% | 48.8% | 23 | 8.7% | 1.2 |
|
| 3604 |
3604
FC Advisory
West Chester,
Pennsylvania
| $116M | +$7.3M | +7% | 1.48% | 46.6% | 31 | 0% | 0.7 |
|
| 3605 |
LCM
3605
Lafitte Capital Management
Austin,
Texas
| $116M | -$17.7M | -13% | 8.42% | 55.2% | 30 | 50% | 1.1 |
|
| 3606 |
EFEM
3606
Eos Focused Equity Management
New York
| $116M | +$8.04M | +7% | 12.3% | 55.7% | 34 | 38.24% | 0.5 |
|
| 3607 |
3607
Park Avenue Institutional Advisers
New York
| $116M | +$3.22M | +3% | 7.49% | – | 512 | 2.54% | 0.5 |
|
| 3608 |
3608
Ospraie Management
New York
| $116M | +$31.4M | +37% | 54.4% | 37.6% | 1 | 0% | 2.5 |
|
| 3609 |
3609
Cornerstone Advisory
Hunt Valley,
Maryland
| $116M | – | – | 4.88% | 53.5% | 81 | – | 0 |
|
| 3610 |
3610
Edmond de Rothschild Asset Management (Luxembourg)
Luxembourg
| $116M | – | – | 5.49% | – | 81 | – | 0 |
|
| 3611 |
3611
Peregrine Asset Advisers
Portland,
Oregon
| $116M | +$18M | +18% | 12.1% | 182% | 105 | 34.29% | 1.4 |
|
| 3612 |
3612
Rench Wealth Management
Denton,
Texas
| $116M | +$6.99M | +6% | 7.63% | 106% | 43 | 11.63% | 1.7 |
|
| 3613 |
3613
Peloton Wealth Strategists
Indianapolis,
Indiana
| $116M | +$1.42M | +1% | 4.87% | 51.3% | 77 | 6.49% | 1.6 |
|
| 3614 |
3614
Boxer Capital
San Diego,
California
| $116M | – | – | 0.32% | 262% | 15 | – | 0 |
|
| 3615 |
3615
Graybill Wealth Management
Elmhurst,
Illinois
| $116M | -$6.25M | -5% | 5.49% | – | 54 | 18.52% | 2 |
|
| 3616 |
3616
Amica Retiree Medical Trust
Lincoln,
Rhode Island
| $116M | +$5.37M | +5% | 6.55% | – | 450 | 17.78% | 1.5 |
|
| 3617 |
NERM
3617
New England Research & Management
Chicago,
Illinois
| $116M | +$10.5M | +10% | 3.76% | 65% | 190 | 29.47% | 1 |
|
| 3618 |
AP
3618
Agilis Partners
Waltham,
Massachusetts
| $116M | +$7.23M | +7% | 2.91% | 8.47% | 15 | 20% | 0.7 |
|
| 3619 |
3619
Sterling Investment Management
Tucson,
Arizona
| $115M | -$11.7M | -9% | 3.17% | 45.3% | 69 | 14.49% | 1.9 |
|
| 3620 |
3620
Boardman Bay Capital Management
New York
| $115M | +$2.16M | +2% | 11.4% | 145% | 60 | 58.33% | 0.4 |
|
| 3621 |
DI
3621
DGH Investments
Geneva,
Switzerland
| $115M | – | – | 15.9% | – | 2 | – | 2.5 |
|
| 3622 |
3622
Reliant Investment Management
Memphis,
Tennessee
| $115M | +$13.3M | +13% | 5.95% | 129% | 72 | 20.83% | 1.5 |
|
| 3623 |
3623
Phoenix Investment Adviser
New York
| $115M | +$15.6M | +16% | 8.43% | 25% | 42 | 26.19% | 1 |
|
| 3624 |
3624
Mengis Capital Management
Portland,
Oregon
| $115M | +$7.32M | +7% | 6.24% | 104% | 110 | 9.09% | 0.9 |
|
| 3625 |
3625
Peninsula Asset Management
Bradenton,
Florida
| $115M | -$5.64M | -5% | 5.63% | 44.1% | 49 | 8.16% | 2.2 |
|