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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3701 |
3701
ETF Portfolio Partners
Leawood,
Kansas
| $106M | – | – | 0.77% | 50.2% | 19 | – | 0 |
|
| 3702 |
3702
Taylor Frigon Capital Management
Scottsdale,
Arizona
| $106M | – | – | 4.93% | 131% | 102 | – | 0 |
|
| 3703 |
3703
Mendel Money Management
Northbrook,
Illinois
| $106M | +$4.17M | +4% | 4.92% | 75.4% | 52 | 7.69% | 0.2 |
|
| 3704 |
3704
Pecaut & Co
Sioux City,
Iowa
| $106M | +$4.53M | +4% | 4.41% | 67.6% | 52 | 15.38% | 0.8 |
|
| 3705 |
WIL
3705
Winifred I. Li
| $106M | +$1.17M | +1% | 4.97% | – | 573 | 18.5% | 0.9 |
|
| 3706 |
3706
Canal Capital Management
Richmond,
Virginia
| $106M | – | – | 0.75% | 67.8% | 57 | – | 0 |
|
| 3707 |
3707
Ibbotson Associates
Chicago,
Illinois
| $106M | +$16.1M | +18% | 2.07% | – | 22 | 4.55% | 1.5 |
|
| 3708 |
3708
Raffles Associates
New York
| $105M | -$7.58M | -7% | 0.46% | 50% | 72 | 33.33% | 1 |
|
| 3709 |
ABP
3709
Arthur B. Page
| $105M | +$3.92M | +4% | 5.6% | 40.4% | 75 | 14.67% | 0.9 |
|
| 3710 |
3710
Elite Wealth Management
Kirkland,
Washington
| $105M | -$5.93M | -5% | 4.86% | 142% | 680 | 92.65% | 1 |
|
| 3711 |
CWM
3711
Catamount Wealth Management
Westport,
Connecticut
| $105M | – | – | 5.56% | 70.7% | 130 | – | 0 |
|
| 3712 |
3712
Sandell Investment Services
New York
| $105M | -$18.1M | -15% | 10.6% | – | 25 | 72% | 0.2 |
|
| 3713 |
3713
Metropolitan Capital Advisors
New York
| $105M | -$5.68M | -5% | 1.04% | – | 53 | 49.06% | 0.6 |
|
| 3714 |
RCA
3714
Rex Capital Advisors
Providence,
Rhode Island
| $105M | +$2.6M | +3% | 0.94% | 7.31% | 63 | 23.81% | 1.2 |
|
| 3715 |
3715
Versant Venture Management
San Francisco,
California
| $105M | – | – | 58.7% | 409% | 5 | – | 0 |
|
| 3716 |
GBM
3716
Grace Brothers Management
Evanston,
Illinois
| $104M | -$2.08M | -2% | 0.21% | – | 45 | 4.44% | 0.7 |
|
| 3717 |
3717
Pettee Investors
Rowayton,
Connecticut
| $104M | +$2.5M | +2% | 2.62% | 96.1% | 60 | 5% | 0.9 |
|
| 3718 |
3718
Deane Retirement Strategies
New Orleans,
Louisiana
| $104M | – | – | 3.37% | 73.4% | 44 | – | 0 |
|
| 3719 |
3719
First United Bank & Trust
Oakland,
Maryland
| $104M | +$6.01M | +6% | 5.36% | 78% | 84 | 4.76% | 1.4 |
|
| 3720 |
3720
Leisure Capital Management
Costa Mesa,
California
| $104M | – | – | 5.68% | 98% | 97 | – | 0 |
|
| 3721 |
3721
Verity Asset Management
Durham,
North Carolina
| $104M | +$14.9M | +17% | 4.99% | 79.7% | 112 | 67.86% | 0.3 |
|
| 3722 |
KCM
3722
Keane Capital Management
Charlotte,
North Carolina
| $104M | -$49K | -0% | 5.23% | – | 67 | 37.31% | 0.8 |
|
| 3723 |
3723
Mengis Capital Management
Portland,
Oregon
| $104M | – | – | 2.58% | 104% | 102 | – | 0 |
|
| 3724 |
ACM
3724
Astenbeck Capital Management
Southport,
Connecticut
| $104M | +$101M | +4,215% | 14.8% | 12.4% | 17 | 94.12% | 0.1 |
|
| 3725 |
OIA
3725
Oechsle International Advisors
Boston,
Massachusetts
| $103M | +$15.3M | +17% | 8.02% | – | 5 | 0% | 0.5 |
|