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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
Fernwood Investment Management
Quincy,
Massachusetts
| $209M | +$7.36M | +4% | 18.2% | 83.4% | 196 | 27.04% | 3 |
|
| 3702 |
SP
3702
StackLine Partners
New York
| $209M | +$14.6M | +7% | 12.2% | 12.7% | 17 | 35.29% | 0.7 |
|
| 3703 |
VS
3703
VK Services
Menlo Park,
California
| $209M | -$87.4M | -30% | 22.4% | 1,605% | 1 | 0% | 1 |
|
| 3704 |
3704
Bison Wealth
Atlanta,
Georgia
| $209M | +$28.8M | +16% | 6.96% | 37.4% | 400 | 44.5% | 1.7 |
|
| 3705 |
3705
Shah Capital Management
Raleigh,
North Carolina
| $209M | +$23.4M | +13% | 11.4% | 287% | 18 | 16.67% | 2.5 |
|
| 3706 |
3706
Samsara BioCapital
Palo Alto,
California
| $209M | +$61.8M | +42% | 68.4% | 1,580% | 21 | 23.81% | 0.7 |
|
| 3707 |
DA
3707
DSC Advisors
Chicago,
Illinois
| $209M | -$297M | -59% | 12.6% | 3.18% | 109 | 35.78% | 1.6 |
|
| 3708 |
3708
Summit Financial Group
Moorefield,
West Virginia
| $209M | +$11.9M | +6% | 6.25% | 26.1% | 158 | 4.43% | 1.6 |
|
| 3709 |
3709
McIlrath & Eck
Arlington,
Washington
| $208M | +$19.1M | +10% | 6.13% | 44% | 684 | 9.06% | 1.5 |
|
| 3710 |
PCM
3710
Perritt Capital Management
Chicago,
Illinois
| $208M | -$27.2M | -12% | 7.38% | 80.9% | 235 | 12.77% | 3.5 |
|
| 3711 |
3711
Summit Partners
Boston,
Massachusetts
| $208M | -$300M | -59% | 32.5% | 13.7% | 8 | 25% | 3.6 |
|
| 3712 |
3712
Perennial Advisors
New York
| $208M | +$15.2M | +8% | 7.95% | – | 81 | 11.11% | 2.6 |
|
| 3713 |
3713
TLWM Financial
San Antonio,
Texas
| $208M | +$13.7M | +7% | 5.89% | 53.9% | 70 | 34.29% | 1.3 |
|
| 3714 |
3714
HHM Wealth Advisors
Chattanooga,
Tennessee
| $208M | +$32.3M | +18% | 6.99% | 62.3% | 91 | 17.58% | 0.8 |
|
| 3715 |
MCM
3715
McMillion Capital Management
Greensboro,
North Carolina
| $208M | +$19.6M | +10% | 9.74% | 59.3% | 290 | 7.24% | 1.3 |
|
| 3716 |
3716
Meridian Wealth Management
Lexington,
Kentucky
| $208M | -$4.47M | -2% | 12.7% | 117% | 226 | 24.78% | 1.5 |
|
| 3717 |
AWAM
3717
Appian Way Asset Management
New York
| $208M | – | – | 9.77% | 49.4% | 29 | – | 0 |
|
| 3718 |
3718
Leelyn Smith
Geneva,
Illinois
| $208M | – | – | 6.37% | 77.3% | 327 | – | 0 |
|
| 3719 |
3719
CenturyLink Investment Management
Denver,
Colorado
| $208M | -$12M | -5% | 9.44% | – | 167 | 17.37% | 3.5 |
|
| 3720 |
3720
Precept Management
Dallas,
Texas
| $208M | +$41.2M | +25% | 20.1% | 110% | 87 | 64.37% | 0.6 |
|
| 3721 |
QCMC
3721
Quantum Capital Management (California)
San Francisco,
California
| $207M | +$10.1M | +5% | 12.9% | 53.7% | 334 | 5.09% | 1.5 |
|
| 3722 |
GCM
3722
Grisanti Capital Management
New York
| $207M | +$24.4M | +13% | 10.2% | 17.9% | 55 | 9.09% | 2.7 |
|
| 3723 |
3723
D. Scott Neal
Lexington,
Kentucky
| $207M | +$13.1M | +7% | 5.02% | 105% | 43 | 20.93% | 2.5 |
|
| 3724 |
3724
Globe Life
Mckinney,
Texas
| $207M | +$18.1M | +10% | 8.51% | 60.1% | 1 | 0% | 3 |
|
| 3725 |
3725
Old Port Advisors
Portland,
Maine
| $207M | +$16.1M | +8% | 7.07% | 114% | 185 | 9.73% | 1.3 |
|