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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%
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 Time Held (Qtrs) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3751 |
ECM
3751
Elgethun Capital Management
Sioux Falls,
South Dakota
| $128M | +$3.73M | +3% | 1.11% | 61.5% | 85 | 7.06% | 1.9 |
|
| 3752 |
TWA
3752
Tillar-Wenstrup Advisors
Centerville,
Ohio
| $128M | -$2.42M | -2% | 3.3% | 27.4% | 51 | 13.73% | 7 |
|
| 3753 |
FAM
3753
Foothills Asset Management
Scottsdale,
Arizona
| $128M | +$658K | +0.5% | 2.34% | 8.84% | 60 | 8.33% | 7.7 |
|
| 3754 |
CAM
3754
Caprin Asset Management
Henrico,
Virginia
| $128M | +$1.8M | +1% | 1.02% | 7.87% | 18 | 11.11% | 4.9 |
|
| 3755 |
JIC
3755
JRM Investment Counsel
Omaha,
Nebraska
| $128M | +$8.86M | +7% | 2.02% | 65.5% | 31 | 9.68% | 6.5 |
|
| 3756 |
QCM
3756
Quadrant Capital Management
Fairfield,
New Jersey
| $128M | +$4.02M | +3% | 3.28% | 50.3% | 65 | 6.15% | 9.6 |
|
| 3757 |
TCM
3757
Towercrest Capital Management
Newtown,
Pennsylvania
| $128M | +$7.77M | +6% | 1.98% | 39.1% | 25 | 0% | 8.4 |
|
| 3758 |
BCVI
3758
Bain Capital Venture Investors
Boston,
Massachusetts
| $128M | -$6.95M | -5% | 12.3% | 34.2% | 1 | 0% | 7 |
|
| 3759 |
HCM
3759
Highlander Capital Management
Short Hills,
New Jersey
| $127M | +$5.17M | +4% | 1.57% | 34.4% | 784 | 6.76% | 11.6 |
|
| 3760 |
SIC
3760
Shoker Investment Counsel
Oxford,
Ohio
| $127M | +$8.1M | +7% | 1.43% | 83.8% | 106 | 6.6% | 10.6 |
|
| 3761 |
TPW
3761
Tiller Private Wealth
Bethlehem,
Pennsylvania
| $127M | +$406K | +0.3% | 0.8% | 53.5% | 41 | 7.32% | 5.1 |
|
| 3762 |
CNC
3762
Citizens & Northern Corp
Wellsboro,
Pennsylvania
| $127M | +$3.09M | +2% | 2.56% | 73.3% | 97 | 8.25% | 11.4 |
|
| 3763 |
VVM
3763
Versant Venture Management
San Francisco,
California
| $127M | -$10.4M | -8% | 12.3% | 409% | 8 | 0% | 5.6 |
|
| 3764 |
RC
3764
Raine Capital
New York
| $127M | -$6.84M | -5% | 4.81% | 119% | 16 | 18.75% | 4 |
|
| 3765 |
CCM
3765
Colorado Capital Management
Boulder,
Colorado
| $127M | +$7.9M | +7% | 2.46% | 53.4% | 73 | 6.85% | 5 |
|
| 3766 |
BCA
3766
Benchmark Capital Advisors
New York
| $127M | +$153K | +0.1% | 1.34% | 29.5% | 147 | 20.41% | 9.5 |
|
| 3767 |
CT
3767
Clearstead Trust
Portland,
Maine
| $127M | +$5.9M | +5% | 3.18% | 111% | 244 | 51.23% | 1 |
|
| 3768 |
GWM
3768
Graybill Wealth Management
Elmhurst,
Illinois
| $127M | +$421K | +0.3% | 1.72% | – | 48 | 8.33% | 11.3 |
|
| 3769 |
MSDF
3769
Michael & Susan Dell Foundation
New York
| $126M | +$9.36M | +8% | 8.36% | 238% | 7 | 0% | 9.7 |
|
| 3770 |
SWA
3770
Sutton Wealth Advisors
Tampa,
Florida
| $126M | +$6.94M | +6% | 2.13% | 40.9% | 1,115 | 7.71% | 4.4 |
|
| 3771 |
SCM
3771
Stonehearth Capital Management
Danvers,
Massachusetts
| $126M | -$2.35M | -2% | 2.15% | 87.5% | 33 | 6.06% | 7.4 |
|
| 3772 |
CWM
3772
Concentric Wealth Management
Lafayette,
California
| $126M | +$2.98M | +2% | 2.31% | 33.4% | 85 | 3.53% | 1.9 |
|
| 3773 |
WPA
3773
West Paces Advisors
Atlanta,
Georgia
| $126M | +$584K | +0.5% | 2.25% | 57.7% | 515 | 2.91% | 2 |
|
| 3774 |
ICP
3774
IBIS Capital Partners
London,
United Kingdom
| $126M | -$42.6M | -25% | 2.59% | 35.1% | 14 | 28.57% | 5.6 |
|
| 3775 |
RWM
3775
Rezny Wealth Management
Fort Myers,
Florida
| $126M | +$4.29M | +4% | 2.8% | 91.9% | 16 | 18.75% | 5.9 |
|