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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3776 |
QCM
3776
Quadrant Capital Management
Fairfield,
New Jersey
| $124M | +$7.38M | +6% | 5.83% | 50.3% | 65 | 4.62% | 2.2 |
|
| 3777 |
AIS
3777
Accurate Investment Solutions
Seven Fields,
Pennsylvania
| $124M | +$11.5M | +10% | 2.65% | 6.74% | 351 | 11.97% | 1.1 |
|
| 3778 |
ARMT
3778
Amica Retiree Medical Trust
Lincoln,
Rhode Island
| $124M | -$2.33M | -2% | 4.93% | – | 414 | 15.94% | 2.1 |
|
| 3779 |
AC
3779
Ascribe Capital
New York
| $124M | -$38.4M | -24% | 5.63% | 73.8% | 1 | 0% | 0.3 |
|
| 3780 |
WPEP
3780
Walnut Private Equity Partners
Omaha,
Nebraska
| $123M | +$5.05M | +4% | 3.62% | 48% | 24 | 25% | 2.3 |
|
| 3781 |
CM
3781
CoreCommodity Management
Stamford,
Connecticut
| $123M | +$9.59M | +8% | 1.04% | 65.8% | 220 | 7.27% | 2 |
|
| 3782 |
PIM
3782
Profit Investment Management
North Bethesda,
Maryland
| $123M | +$17.4M | +16% | 7.39% | 101% | 96 | 4.17% | 3 |
|
| 3783 |
CWM
3783
Concentric Wealth Management
Lafayette,
California
| $123M | +$3.7M | +3% | 4.13% | 33.4% | 84 | 2.38% | 0.2 |
|
| 3784 |
WCM
3784
Woodson Capital Management
Greenwich,
Connecticut
| $123M | +$32.6M | +36% | 7.07% | 235% | 33 | 48.48% | 0.2 |
|
| 3785 |
AWA
3785
Artemis Wealth Advisors
New York
| $123M | +$16.8M | +16% | 8.88% | 174% | 42 | 21.43% | 0.2 |
|
| 3786 |
SC
3786
Spindletop Capital
Chappaqua,
New York
| $123M | +$7.55M | +7% | 5.06% | – | 11 | 0% | 1.8 |
|
| 3787 |
HCM
3787
Highlander Capital Management
Short Hills,
New Jersey
| $122M | +$6.97M | +6% | 2.02% | 34.4% | 823 | 11.54% | 2.8 |
|
| 3788 |
IDBONY
3788
Israel Discount Bank of New York
New York
| $122M | +$11.5M | +10% | 5.54% | 40.8% | 493 | 16.84% | 0.2 |
|
| 3789 |
PHIMC
3789
Private Harbour Investment Management & Counsel
Sagamore Hills,
Ohio
| $122M | +$11.5M | +10% | 5.01% | 82.6% | 88 | 10.23% | 2.7 |
|
| 3790 |
FC
3790
Flaherty & Crumrine
Pasadena,
California
| $122M | +$7.01M | +6% | 0.95% | 0.12% | 11 | 9.09% | 1.4 |
|
| 3791 |
CJA
3791
C-J Advisory
San Jose,
California
| $122M | +$7.78M | +7% | 6.11% | 39.2% | 129 | 4.65% | 0.5 |
|
| 3792 |
ROC
3792
River Oaks Capital
Wayzata,
Minnesota
| $122M | +$1.07M | +0.9% | 3.21% | – | 60 | 8.33% | 0.2 |
|
| 3793 |
RAM
3793
RK Asset Management
Grosse Pointe Farms,
Michigan
| $122M | -$2.96M | -2% | 0.33% | 47.6% | 19 | 15.79% | 1.9 |
|
| 3794 |
GBT
3794
Grove Bank & Trust
Miami,
Florida
| $122M | -$9.14M | -7% | 4.38% | 80.5% | 601 | 13.31% | 0.6 |
|
| 3795 |
DDC
3795
Daniel Devine & Co
Parkland,
Florida
| $122M | -$18.6M | -13% | 6.74% | 34.2% | 49 | 8.16% | 1.9 |
|
| 3796 |
PWS
3796
Paragon Wealth Strategies
Jacksonville,
Florida
| $122M | -$3.27M | -3% | 5.56% | 59.8% | 31 | 25.81% | 0.2 |
|
| 3797 |
CCM
3797
Courage Capital Management
Nashville,
Tennessee
| $122M | -$40M | -25% | 12.6% | 86.5% | 20 | 25% | 1.4 |
|
| 3798 |
PWS
3798
Peloton Wealth Strategists
Indianapolis,
Indiana
| $122M | -$952K | -0.8% | 7.74% | 51.3% | 78 | 19.23% | 2.1 |
|
| 3799 |
RWM
3799
Rezny Wealth Management
Fort Myers,
Florida
| $122M | +$6.45M | +6% | 3.93% | 99.6% | 15 | 6.67% | 1.5 |
|
| 3800 |
WIA
3800
Westbourne Investment Advisors
Annapolis,
Maryland
| $122M | +$7.11M | +6% | 4.63% | 89.4% | 111 | 17.12% | 1.4 |
|