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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3626 |
CCC
3626
Chelsea Counsel Company
Los Angeles,
California
| $187M | +$1.26M | +0.7% | 2.94% | 106% | 77 | 7.79% | 4 |
|
| 3627 |
3627
Oak Grove Capital
North Hampton,
New Hampshire
| $187M | +$28.2M | +18% | 5.97% | 470% | 77 | 29.87% | 0.9 |
|
| 3628 |
3628
Pine Brook Road Advisors
Bedford,
New York
| $187M | -$9.8M | -5% | 0.57% | – | 3 | 0% | 0.8 |
|
| 3629 |
3629
Vontobel Swiss Wealth Advisors
Zurich,
Switzerland
| $187M | +$94.4M | +102% | 2.77% | 70.1% | 123 | 60.16% | 1 |
|
| 3630 |
3630
Wisconsin Capital Management
Madison,
Wisconsin
| $186M | +$74.2M | +66% | 6.63% | 153% | 65 | 29.23% | 2.6 |
|
| 3631 |
3631
JW Asset Management
Miami Beach,
Florida
| $186M | -$8.68M | -4% | 4.39% | 251% | 19 | 31.58% | 2 |
|
| 3632 |
3632
Financial Advisors Network
Tustin,
California
| $186M | +$13.4M | +8% | 2.79% | – | 106 | 9.43% | 1.4 |
|
| 3633 |
3633
Lumbard & Kellner
Hollis,
New Hampshire
| $186M | +$6.41M | +4% | 3.45% | 137% | 83 | 9.64% | 3.4 |
|
| 3634 |
3634
Falcon Point Capital
San Francisco,
California
| $186M | +$2.38M | +1% | 5.3% | 119% | 115 | 16.52% | 2.1 |
|
| 3635 |
3635
Selkirk Management
Chatham,
New Jersey
| $186M | +$9.6M | +5% | 7.36% | 245% | 18 | 0% | 4.1 |
|
| 3636 |
3636
Globe Life
Mckinney,
Texas
| $186M | +$7.64M | +4% | 3.7% | 60.1% | 1 | 0% | 2.5 |
|
| 3637 |
3637
Monument Capital Management
Alexandria,
Virginia
| $186M | +$9.8M | +6% | 3.44% | 170% | 91 | 14.29% | 1.1 |
|
| 3638 |
3638
Arbor Wealth Management (Florida)
Miramar Beach,
Florida
| $185M | +$19.3M | +12% | 3.06% | 101% | 253 | 37.94% | 0.7 |
|
| 3639 |
3639
Vectors Research Management
New York
| $185M | +$8.75M | +5% | 3.65% | 67.3% | 448 | 5.58% | 0.6 |
|
| 3640 |
3640
Biltmore Family Office
Charlotte,
North Carolina
| $185M | -$12.1M | -6% | 3.12% | 78.1% | 168 | 21.43% | 1.2 |
|
| 3641 |
ACM
3641
Asymmetry Capital Management
San Francisco,
California
| $185M | +$125M | +209% | 0.76% | 300% | 37 | 51.35% | 0.7 |
|
| 3642 |
3642
Eagle Capital Management (Louisiana)
Mandeville,
Louisiana
| $185M | +$14.4M | +8% | 4.7% | 103% | 35 | 2.86% | 3.2 |
|
| 3643 |
MAS
3643
Managed Account Services
Coconut Grove,
Florida
| $185M | +$6.42M | +4% | 1.74% | 32.4% | 88 | 6.82% | 1.7 |
|
| 3644 |
3644
Minot Capital
Broomfield,
Colorado
| $185M | +$33.1M | +22% | 2.95% | 19.6% | 9 | 11.11% | 0.4 |
|
| 3645 |
3645
VV Manager
Boston,
Massachusetts
| $184M | -$70.4M | -28% | 8.52% | – | 3 | 0% | 0.5 |
|
| 3646 |
MA
3646
Minerva Advisors
Bala Cynwyd,
Pennsylvania
| $184M | +$6.46M | +4% | 3.88% | 166% | 87 | 4.6% | 4 |
|
| 3647 |
3647
Creative Financial Designs
Kokomo,
Indiana
| $184M | +$17.4M | +10% | 2.33% | 56.2% | 622 | 15.92% | 1.6 |
|
| 3648 |
3648
Paragon Wealth Strategies
Jacksonville,
Florida
| $184M | +$11.8M | +7% | 3.18% | 59.8% | 54 | 27.78% | 1.3 |
|
| 3649 |
3649
D. Scott Neal
Lexington,
Kentucky
| $184M | -$7.08M | -4% | 2.33% | 105% | 36 | 25% | 3 |
|
| 3650 |
3650
Soapstone Management
Bethesda,
Maryland
| $184M | -$21M | -10% | 7.16% | 30.3% | 19 | 5.26% | 1 |
|