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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3676 |
WWM
3676
Windsor Wealth Management
Indianapolis,
Indiana
| $178M | +$32M | +22% | 12.3% | 37.3% | 151 | 13.91% | 0.9 |
|
| 3677 |
AC
3677
Aperimus Capital
Marina Del Rey,
California
| $178M | +$10.9M | +6% | 13.8% | 44% | 3 | 0% | 5.8 |
|
| 3678 |
3678
Day & Ennis
Macon,
Georgia
| $178M | +$25.9M | +17% | 9.31% | 15.2% | 89 | 14.61% | 2.2 |
|
| 3679 |
3679
TLWM Financial
San Antonio,
Texas
| $178M | +$13M | +8% | 10.5% | 53.9% | 59 | 18.64% | 0.9 |
|
| 3680 |
MAS
3680
Managed Account Services
Coconut Grove,
Florida
| $178M | +$15.8M | +10% | 11.4% | 32.4% | 86 | 11.63% | 1.5 |
|
| 3681 |
3681
Private Advisory Group
Redmond,
Washington
| $178M | $0 | 0% | 11.8% | 177% | 124 | 0% | 0.9 |
|
| 3682 |
3682
Globe Life
Mckinney,
Texas
| $178M | +$20.4M | +13% | 12.9% | 60.1% | 1 | 0% | 2.3 |
|
| 3683 |
3683
GYL Financial Synergies
West Hartford,
Connecticut
| $178M | +$40.2M | +29% | 13.9% | 36% | 164 | 15.85% | 0.2 |
|
| 3684 |
MA
3684
Minerva Advisors
Bala Cynwyd,
Pennsylvania
| $178M | +$21.5M | +14% | 12.7% | 166% | 86 | 5.81% | 3.8 |
|
| 3685 |
3685
Greywolf Capital Management
Purchase,
New York
| $178M | +$38.4M | +28% | 5.79% | 174% | 9 | 22.22% | 2 |
|
| 3686 |
LFWA
3686
LBJ Family Wealth Advisors
Austin,
Texas
| $178M | +$63.8M | +56% | 13.7% | 64.9% | 19 | 0% | 3.9 |
|
| 3687 |
3687
Vickerman & Driscoll Financial Advisors
Spokane,
Washington
| $177M | +$48.5M | +38% | 9.54% | – | 73 | 15.07% | 1.1 |
|
| 3688 |
FRM
3688
Fox Run Management
Greenwich,
Connecticut
| $177M | -$11.7M | -6% | 16.4% | 64% | 801 | 85.89% | 0.1 |
|
| 3689 |
3689
Courage Miller Partners
Norfolk,
Virginia
| $177M | +$8.3M | +5% | 9.53% | 43.5% | 69 | 1.45% | 4.5 |
|
| 3690 |
3690
AltraVue Capital
Bellevue,
Washington
| $177M | +$17.9M | +11% | 15.2% | 221% | 38 | 15.79% | 0.2 |
|
| 3691 |
3691
Shorepoint Capital Partners
Norwood,
Massachusetts
| $177M | – | – | 10.5% | – | 86 | – | 0 |
|
| 3692 |
3692
Crestwood Capital Management
New York
| $177M | +$11.1M | +7% | 28% | 203% | 28 | 39.29% | 1.6 |
|
| 3693 |
PC
3693
Premise Capital
Naperville,
Illinois
| $177M | -$47.4M | -21% | 10.3% | 43% | 24 | 37.5% | 1.9 |
|
| 3694 |
3694
Vectors Research Management
New York
| $176M | -$33.4M | -16% | 11.8% | 67.3% | 786 | 56.74% | 0.3 |
|
| 3695 |
3695
Selkirk Management
Chatham,
New Jersey
| $176M | +$28.6M | +19% | 28.2% | 245% | 19 | 5.26% | 3.8 |
|
| 3696 |
3696
Parkside Advisors
Berkeley,
California
| $176M | +$12.6M | +8% | 9.12% | 36.7% | 60 | 3.33% | 2.7 |
|
| 3697 |
3697
CoreCommodity Management
Stamford,
Connecticut
| $176M | +$57M | +48% | 18% | 65.8% | 232 | 21.55% | 2.5 |
|
| 3698 |
3698
Essex Savings Bank
Essex,
Connecticut
| $176M | +$16.4M | +10% | 12.8% | 95.2% | 695 | 7.91% | 0.2 |
|
| 3699 |
3699
Arlington Financial Advisors
Santa Barbara,
California
| $176M | -$59.2M | -25% | 12.7% | 67.6% | 84 | 39.29% | 1.1 |
|
| 3700 |
NICM
3700
Neo Ivy Capital Management
New York
| $176M | +$48.9M | +38% | 12.5% | – | 431 | 82.83% | 0.1 |
|