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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3801 |
CWM
3801
Catamount Wealth Management
Westport,
Connecticut
| $146M | -$62.3M | -30% | 13.2% | 70.7% | 237 | 36.29% | 1.7 |
|
| 3802 |
GCM
3802
Galibier Capital Management
Toronto,
Ontario, Canada
| $146M | – | – | 16.7% | 66.8% | 30 | – | 0 |
|
| 3803 |
3803
Avestar Capital
New York
| $146M | -$26.6M | -15% | 13% | 101% | 1,073 | 19.48% | 0.8 |
|
| 3804 |
LWA
3804
Lowe Wealth Advisors
Columbia,
Maryland
| $146M | -$22.7M | -13% | 9.14% | 63.3% | 324 | 18.52% | 2.7 |
|
| 3805 |
AAM
3805
Augustine Asset Management
Jacksonville,
Florida
| $146M | -$34.3M | -19% | 12.1% | 316% | 83 | 19.28% | 2.4 |
|
| 3806 |
AC
3806
Antara Capital
New York
| $146M | – | – | 3.47% | 39.8% | 30 | – | 0 |
|
| 3807 |
WWM
3807
Windsor Wealth Management
Indianapolis,
Indiana
| $146M | -$7.82M | -5% | 11.5% | 37.3% | 143 | 16.08% | 0.8 |
|
| 3808 |
3808
MinichMacGregor Wealth Management
Saratoga Springs,
New York
| $146M | -$5.4M | -4% | 11.1% | 130% | 609 | 89.33% | 2 |
|
| 3809 |
BCM
3809
Boltwood Capital Management
Walnut Creek,
California
| $146M | -$21.6M | -13% | 10.2% | 63% | 137 | 15.33% | 3.6 |
|
| 3810 |
3810
O'Brien Wealth Partners
Waltham,
Massachusetts
| $146M | -$7.85M | -5% | 13% | 56.7% | 226 | 82.3% | 1.6 |
|
| 3811 |
RM
3811
RP Management
New York
| $146M | – | – | 15.7% | 208% | 4 | – | 0 |
|
| 3812 |
3812
Chandler Asset Management
San Diego,
California
| $146M | $0 | 0% | 12.3% | 35.6% | 19 | 0% | 0.8 |
|
| 3813 |
SKK
3813
Shepherd Kaplan Krochuk
Boston,
Massachusetts
| $146M | -$48.5M | -25% | 15.6% | 38.5% | 258 | 35.27% | 2 |
|
| 3814 |
IP
3814
Intellectus Partners
San Francisco,
California
| $146M | -$140M | -49% | 14.1% | 157% | 607 | 59.14% | 1.6 |
|
| 3815 |
3815
Clearline Capital
New York
| $146M | -$23.1M | -14% | 27.2% | 57.4% | 76 | 56.58% | 0.3 |
|
| 3816 |
SCP
3816
Silverleafe Capital Partners
Germantown,
Tennessee
| $146M | -$18.2M | -11% | 14.7% | 87.7% | 84 | 42.86% | 0.6 |
|
| 3817 |
FNBOH
3817
First National Bank of Hutchinson
Hutchinson,
Kansas
| $146M | -$30.1M | -17% | 14.9% | 121% | 93 | 20.43% | 2.6 |
|
| 3818 |
PIM
3818
Progressive Investment Management
Lake Oswego,
Oregon
| $146M | -$22M | -13% | 14.7% | 126% | 37 | 10.81% | 3.4 |
|
| 3819 |
FA
3819
FC Advisory
West Chester,
Pennsylvania
| $146M | -$14.6M | -9% | 8.64% | 46.6% | 54 | 18.52% | 2.6 |
|
| 3820 |
3820
Providence Capital Advisors
Charlotte,
North Carolina
| $145M | -$7.75M | -5% | 12.9% | 47.4% | 280 | 18.21% | 0.8 |
|
| 3821 |
V
3821
ValueWorks
New York
| $145M | -$12.4M | -8% | 19.5% | 190% | 39 | 30.77% | 2.3 |
|
| 3822 |
KCM
3822
Kempner Capital Management
Galveston,
Texas
| $145M | -$10.6M | -7% | 14.7% | 60.9% | 51 | 9.8% | 3.4 |
|
| 3823 |
HCIA
3823
Hochman Cole Investment Advisors
Deerfield,
Illinois
| $145M | -$15.2M | -9% | 12.7% | 42.7% | 123 | 26.83% | 2 |
|
| 3824 |
3824
Bernicke Wealth Management
Altoona,
Wisconsin
| $145M | -$5.24M | -3% | 5.12% | – | 48 | 4.17% | 2.3 |
|
| 3825 |
RW
3825
REDW Wealth
Albuquerque,
New Mexico
| $145M | -$5.56M | -4% | 7.37% | 54.1% | 89 | 16.85% | 1.6 |
|