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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4526 |
4526
Westbourne Investment Advisors
Annapolis,
Maryland
| $292M | +$6.04M | +2% | 5.08% | 107% | 92 | 8.7% | 4.2 |
|
| 4527 |
4527
Triumph Capital Management
Denver,
Colorado
| $292M | +$11.6M | +4% | 1.93% | 55.5% | 306 | 24.18% | 1.2 |
|
| 4528 |
4528
Glassy Mountain Advisors
Bethesda,
Maryland
| $292M | +$7.46M | +3% | 1.74% | 91.5% | 63 | 14.29% | 1.3 |
|
| 4529 |
4529
Vert Asset Management
Sausalito,
California
| $292M | +$2.06M | +0.7% | 5.05% | 43.1% | 43 | 2.33% | 2.5 |
|
| 4530 |
HC
4530
Headland Capital
Mt. Pleasant,
South Carolina
| $292M | – | – | 1.51% | – | 56 | – | 0 |
|
| 4531 |
4531
Courage Miller Partners
Norfolk,
Virginia
| $292M | -$5.4M | -2% | 2.27% | 43.5% | 81 | 1.23% | 7.7 |
|
| 4532 |
4532
Running Point Capital Advisors
El Segundo,
California
| $292M | +$33.2M | +13% | 0.62% | 52.1% | 168 | 12.5% | 2.5 |
|
| 4533 |
NTCM
4533
Nut Tree Capital Management
New York
| $292M | -$151M | -34% | 9.12% | 101% | 13 | 23.08% | 1.8 |
|
| 4534 |
4534
First American Financial Corporation
Santa Ana,
California
| $292M | -$13.5M | -4% | 3.65% | – | 3 | 0% | 1 |
|
| 4535 |
4535
Whitegate Investment Counselors
Concord,
New Hampshire
| $292M | -$85.2M | -23% | 0.51% | 51% | 68 | 5.88% | 6.6 |
|
| 4536 |
4536
Pennsylvania Capital Management
Huntingdon Valley,
Pennsylvania
| $292M | +$13.2M | +5% | 3.47% | 90.8% | 105 | 11.43% | 2.7 |
|
| 4537 |
4537
Chesapeake Wealth Management
Williamsburg,
Virginia
| $292M | -$1.52M | -0.5% | 0.23% | 65.9% | 164 | 7.32% | 5 |
|
| 4538 |
PA
4538
Paragon Advisors
College Station,
Texas
| $292M | -$16.3M | -5% | 3.69% | 138% | 82 | 7.32% | 2 |
|
| 4539 |
4539
Eldred Rock Partners
San Antonio,
Texas
| $291M | -$7.97M | -3% | 2.18% | 109% | 32 | 6.25% | 0.9 |
|
| 4540 |
4540
Ceera Investments
Bellaire,
Texas
| $291M | +$26M | +10% | 7.56% | 56.1% | 108 | 14.81% | 2 |
|
| 4541 |
4541
Valley Forge Investment Consultants
Audubon,
Pennsylvania
| $291M | +$4.56M | +2% | 0.37% | 67.9% | 90 | 7.78% | 2.9 |
|
| 4542 |
4542
Nicollet Investment Management
Minneapolis,
Minnesota
| $291M | +$1.92M | +0.7% | 3.64% | 104% | 72 | 4.17% | 4.4 |
|
| 4543 |
4543
3Chopt Investment Partners
Richmond,
Virginia
| $291M | +$11.4M | +4% | 3.58% | 128% | 79 | 16.46% | 1.4 |
|
| 4544 |
WIM
4544
WIM Investment Management
Hong Kong
| $291M | +$53.3M | +22% | 21.4% | – | 17 | 29.41% | 0.2 |
|
| 4545 |
4545
Sector Gamma AS
Oslo,
Norway
| $291M | -$38.7M | -12% | 6.78% | 35.3% | 33 | 21.21% | 3 |
|
| 4546 |
4546
WJ Wealth Management
Glendale,
Arizona
| $290M | +$6.42M | +2% | 3.31% | 95.6% | 83 | 21.69% | 2 |
|
| 4547 |
4547
Permit Capital
West Conshohocken,
Pennsylvania
| $290M | -$34.7M | -11% | 4.27% | 121% | 31 | 0% | 5.3 |
|
| 4548 |
4548
Sykon Capital
Harrison,
New York
| $290M | +$6.87M | +2% | 1.32% | 63.7% | 104 | 49.04% | 0.9 |
|
| 4549 |
4549
Strategic Investment Management
Arlington,
Virginia
| $290M | +$195M | +204% | 3.02% | 53.4% | 20 | 45% | 3.1 |
|
| 4550 |
4550
Ewing Morris & Co Investment Partners
Toronto,
Ontario, Canada
| $290M | +$83.1M | +40% | 1.98% | 63.5% | 93 | 70.97% | 0.5 |
|