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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4876 |
IACCGIA
4876
IDG-Accel China Capital GP II Associates
Hong Kong
| $179M | -$27.3M | -13% | 13.2% | – | 2 | 0% | 0.5 |
|
| 4877 |
HA
4877
Harborview Advisors
Portland,
Maine
| $179M | +$13.2M | +8% | 4.66% | 27.1% | 105 | 9.52% | 2.1 |
|
| 4878 |
CCM
4878
Chicago Capital Management
Chicago,
Illinois
| $178M | -$36.3M | -17% | 15.3% | 295% | 56 | 80.36% | 0.1 |
|
| 4879 |
PBT
4879
Pictet Bank & Trust
Nassau,
Bahamas
| $178M | +$8.84M | +5% | 8.89% | 66.3% | 69 | 15.94% | 3.5 |
|
| 4880 |
ACI
4880
AB CarVal Investors
Minneapolis,
Minnesota
| $178M | -$23M | -11% | 21.6% | 24% | 3 | 0% | 1.2 |
|
| 4881 |
MWM
4881
MorganRosel Wealth Management
Highlands Ranch,
Colorado
| $178M | +$19.5M | +12% | 7.44% | 67.5% | 89 | 19.1% | 1.2 |
|
| 4882 |
SJL
4882
Shayne & Jacobs LLC
Nashville,
Tennessee
| $178M | +$11.3M | +7% | 7.54% | 73.4% | 37 | 5.41% | 4.1 |
|
| 4883 |
ECA
4883
Elevation Capital Advisory
Bend,
Oregon
| $178M | – | – | 6.2% | – | 21 | – | 0 |
|
| 4884 |
CAM
4884
Concorde Asset Management
Ann Arbor,
Michigan
| $178M | +$4.64M | +3% | 6.23% | – | 231 | 25.11% | 1.1 |
|
| 4885 |
TP
4885
Tranquility Partners
Brentwood,
Tennessee
| $178M | +$17.2M | +11% | 9.88% | 67.4% | 201 | 11.94% | 1.2 |
|
| 4886 |
DJYG
4886
David J. Yvars Group
University Park,
Florida
| $178M | +$20.9M | +13% | 11.3% | 143% | 94 | 17.02% | 0.4 |
|
| 4887 |
KCM
4887
Kendall Capital Management
Rockville,
Maryland
| $178M | +$16.2M | +10% | 6.11% | 120% | 157 | 15.29% | 1.9 |
|
| 4888 |
KFA
4888
Kelleher Financial Advisors
New York
| $178M | +$22.1M | +14% | 8.48% | 72.4% | 138 | 26.09% | 2.5 |
|
| 4889 |
ACM
4889
Ayrshire Capital Management
Westport,
Connecticut
| $178M | +$14.6M | +9% | 5.86% | 78.4% | 56 | 8.93% | 1.4 |
|
| 4890 |
NCM
4890
Northwest Capital Management
Lake Oswego,
Oregon
| $178M | +$39.9M | +29% | 4.49% | 57% | 89 | 25.84% | 1.6 |
|
| 4891 |
WCG
4891
Weaver Consulting Group
Huntington Beach,
California
| $178M | +$14.7M | +9% | 6.46% | 56.4% | 149 | 11.41% | 1.7 |
|
| 4892 |
I2I
4892
Insight 2811 Inc
Chicago,
Illinois
| $177M | +$5.98M | +3% | 3.37% | 30.8% | 81 | 13.58% | 3.3 |
|
| 4893 |
1W
4893
1776 Wealth
Atlanta,
Georgia
| $177M | +$18.6M | +12% | 9.65% | 90.4% | 121 | 9.92% | 1.3 |
|
| 4894 |
IOOF
4894
Independent Order of Foresters
Toronto,
Ontario, Canada
| $177M | +$12.6M | +8% | 7.32% | 66.3% | 14 | 7.14% | 1.2 |
|
| 4895 |
BIP
4895
Bouvel Investment Partners
Phoenixville,
Pennsylvania
| $177M | +$21.3M | +14% | 10.5% | 199% | 64 | 6.25% | 0.5 |
|
| 4896 |
AA
4896
Altman Advisors
Chicago,
Illinois
| $177M | +$22.1M | +14% | 9.84% | 127% | 91 | 25.27% | 1.5 |
|
| 4897 |
SPI
4897
Santori & Peters Inc
Canonsburg,
Pennsylvania
| $177M | +$9.06M | +5% | 5.17% | 88% | 62 | 20.97% | 2.3 |
|
| 4898 |
IGYL
4898
I.G.Y. Ltd
London,
United Kingdom
| $177M | +$13.5M | +8% | 10.9% | 81.2% | 3 | 0% | 1.3 |
|
| 4899 |
LB
4899
Legacy Bridge
West Des Moines,
Iowa
| $177M | +$22.3M | +14% | 8.7% | 225% | 298 | 4.7% | 2 |
|
| 4900 |
TCOK
4900
Trust Company of Kansas
Wichita,
Kansas
| $177M | +$23.7M | +15% | 8.39% | 87% | 65 | 27.69% | 0.8 |
|