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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3976 |
3976
Northcape Wealth Management
Williamsville,
New York
| $277M | +$699K | +0.3% | 2.92% | 66% | 150 | 3.33% | 0.8 |
|
| 3977 |
3977
TSP Capital Management Group
Summit,
New Jersey
| $277M | +$240K | +0.1% | 5.46% | 186% | 52 | 11.54% | 3.6 |
|
| 3978 |
3978
HGC Investment Management
Toronto,
Ontario, Canada
| $277M | -$212M | -43% | 2.07% | 33.2% | 252 | 46.03% | 0.6 |
|
| 3979 |
3979
RS Crum Inc
Newport Beach,
California
| $277M | +$16.3M | +6% | 2.32% | 54.2% | 72 | 1.39% | 1.3 |
|
| 3980 |
3980
Covenant Partners
Nashville,
Tennessee
| $277M | +$16M | +6% | 5.63% | 70.3% | 195 | 15.9% | 2.5 |
|
| 3981 |
3981
Round Rock Advisors
Wilton,
Connecticut
| $277M | +$16M | +6% | 5.86% | 87.4% | 149 | 7.38% | 1.5 |
|
| 3982 |
3982
Keating Investment Counselors
Delray Beach,
Florida
| $277M | +$12.1M | +5% | 0.86% | 50% | 80 | 1.25% | 5.2 |
|
| 3983 |
3983
ValueWorks
New York
| $276M | +$13.5M | +5% | 10.1% | 190% | 34 | 8.82% | 4.7 |
|
| 3984 |
3984
Wittenberg Investment Management
Carlisle,
Massachusetts
| $276M | +$7.73M | +3% | 9.1% | 89.9% | 91 | 7.69% | 4.1 |
|
| 3985 |
3985
venBio Partners
San Francisco,
California
| $276M | +$95.9M | +53% | 35.2% | 564% | 7 | 14.29% | 1.9 |
|
| 3986 |
SRAM
3986
Spouting Rock Asset Management
Bryn Mawr,
Pennsylvania
| $276M | -$7.51M | -3% | 14.8% | 74.7% | 201 | 34.83% | 0.9 |
|
| 3987 |
3987
Stone House Investment Management
Tunkhannock,
Pennsylvania
| $276M | -$20M | -7% | 3.17% | 57.9% | 369 | 25.2% | 0.4 |
|
| 3988 |
3988
Northwest Wealth Management
Spencer,
Iowa
| $276M | +$13.9M | +5% | 4.43% | 63.4% | 161 | 9.94% | 3.1 |
|
| 3989 |
3989
Hamilton Capital Partners (Canada)
Toronto,
| $275M | -$1.51M | -0.5% | 3.22% | 143% | 73 | 15.07% | 0.4 |
|
| 3990 |
3990
Investment Management Associates
Greenwood Village,
Colorado
| $275M | +$32.2M | +13% | 5.78% | 51.6% | 40 | 10% | 1.9 |
|
| 3991 |
3991
JW Asset Management
Miami Beach,
Florida
| $275M | +$14.3M | +5% | 4.99% | 251% | 10 | 20% | 1.7 |
|
| 3992 |
3992
Wealth Dimensions Group
Cincinnati,
Ohio
| $275M | +$16.2M | +6% | 4.68% | 57.1% | 142 | 9.86% | 2 |
|
| 3993 |
3993
Cavalier Investments
Alpharetta,
Georgia
| $275M | +$30.1M | +12% | 9.88% | 171% | 125 | 75.2% | 0.7 |
|
| 3994 |
3994
Madrona Venture Group
Seattle,
Washington
| $275M | +$28M | +11% | 12.8% | 233% | 6 | 16.67% | 1.9 |
|
| 3995 |
3995
Iams Wealth Management
Omaha,
Nebraska
| $274M | +$154M | +128% | 0% | 57.7% | 229 | 100% | 0 |
|
| 3996 |
VM
3996
Venator Management
Pittsburgh,
Pennsylvania
| $274M | +$31.8M | +13% | 16.5% | 101% | 32 | 28.13% | 1.6 |
|
| 3997 |
3997
Greenlea Lane Capital Management
Weston,
Connecticut
| $274M | +$23.6M | +9% | 15.9% | 99.7% | 12 | 16.67% | 2.5 |
|
| 3998 |
3998
Fidelis Capital Partners
Tampa,
Florida
| $274M | +$38.9M | +17% | 9.49% | 115% | 280 | 13.57% | 0.3 |
|
| 3999 |
3999
Arlington Financial Advisors
Santa Barbara,
California
| $274M | +$14.5M | +6% | 5.07% | 67.6% | 63 | 12.7% | 3.5 |
|
| 4000 |
4000
Whitcomb & Hess
Ashland,
Ohio
| $274M | +$9.9M | +4% | 2.9% | 54% | 43 | 4.65% | 1.4 |
|