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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5951 |
AWA
5951
Archvest Wealth Advisors
Concord,
California
| $100M | -$10.4M | -9% | 10.5% | 47.8% | 41 | 12.2% | 0.5 |
|
| 5952 |
SICM
5952
Sustainable Insight Capital Management
New York
| $100M | -$40.1M | -29% | 13.9% | 150% | 155 | 45.16% | 1.3 |
|
| 5953 |
CBCM
5953
Cook & Bynum Capital Management
Birmingham,
Alabama
| $100M | -$21.8M | -18% | 17.6% | 46.8% | 5 | 0% | 5 |
|
| 5954 |
TM
5954
Titan Managers
Scottsdale,
Arizona
| $100M | +$880K | +0.9% | 0.66% | 2.57% | 13 | 69.23% | 0.7 |
|
| 5955 |
TAC
5955
Twenty Acre Capital
Newtown,
Pennsylvania
| $100M | -$28M | -22% | 18.7% | 196% | 28 | 32.14% | 0.2 |
|
| 5956 |
KCG
5956
Kinsale Capital Group
Richmond,
Virginia
| $100M | -$19.1M | -16% | 14.2% | 70.9% | 2 | 0% | 0.5 |
|
| 5957 |
CCP
5957
Cassia Capital Partners
Winston Salem,
North Carolina
| $100M | -$24.7M | -20% | 9.11% | 55% | 59 | 11.86% | 0.6 |
|
| 5958 |
NI
5958
Natural Investments
Windsor,
California
| $100M | -$20.9M | -17% | 15.3% | – | 1 | 0% | 2.3 |
|
| 5959 |
CIA
5959
Cladis Investment Advisory
Billings,
Montana
| $100M | -$23.4M | -19% | 12.9% | 131% | 153 | 17.65% | 0.5 |
|
| 5960 |
DA
5960
DSC Advisors
Chicago,
Illinois
| $100M | -$190M | -66% | 13.4% | 3.18% | 137 | 24.09% | 1.5 |
|
| 5961 |
CGI
5961
Calixto Global Investors
Coral Gables,
Florida
| $100M | -$49.8M | -33% | 14.8% | 180% | 11 | 54.55% | 0.8 |
|
| 5962 |
JGCM
5962
Joseph Group Capital Management
Columbus,
Ohio
| $99.8M | +$608K | +0.6% | 10.4% | 58.4% | 87 | 19.54% | 0.4 |
|
| 5963 |
GIM
5963
Growth Interface Management
Orlando,
Florida
| $99.6M | -$294M | -75% | 39.1% | 12% | 11 | 27.27% | 1.6 |
|
| 5964 |
CIM
5964
Caldwell Investment Management
Toronto,
Ontario, Canada
| $99.6M | -$26.8M | -21% | 13.9% | 162% | 35 | 28.57% | 0.4 |
|
| 5965 |
NED
5965
Nancy E. Dempze
| $99.5M | -$37.4M | -27% | 11.5% | 83.1% | 78 | 14.1% | 4.1 |
|
| 5966 |
AIM
5966
AHL Investment Management
Winter Park,
Florida
| $99.4M | -$9.71M | -9% | 9.88% | 57.7% | 60 | 8.33% | 0.5 |
|
| 5967 |
MPM
5967
Mountaineer Partners Management
New York
| $99.4M | -$82.5M | -45% | 13% | 158% | 15 | 33.33% | 1.2 |
|
| 5968 |
ISSM
5968
Invesco Senior Secured Management
New York
| $99.3M | -$25.6M | -20% | 23.7% | 18.1% | 11 | 0% | 2.2 |
|
| 5969 |
ASA
5969
Armstrong Shaw Associates
New Canaan,
Connecticut
| $99.3M | -$20.3M | -17% | 14.8% | 51.2% | 43 | 2.33% | 5.4 |
|
| 5970 |
RP
5970
Riverwater Partners
Milwaukee,
Wisconsin
| $99.2M | +$38.6M | +64% | 11.1% | 110% | 202 | 54.95% | 0.2 |
|
| 5971 |
OCM
5971
Objective Capital Management
Pepper Pike,
Ohio
| $99.2M | -$30.9M | -24% | 15.6% | – | 119 | 23.53% | 0.5 |
|
| 5972 |
RA
5972
Rise Advisors
Rochester,
New York
| $99.2M | -$11.9M | -11% | 11% | 62.8% | 751 | 11.98% | 0.4 |
|
| 5973 |
RIA
5973
Richwood Investment Advisors
Cincinnati,
Ohio
| $99.1M | -$12.9M | -12% | 9.76% | 66% | 118 | 11.02% | 0.5 |
|
| 5974 |
IIL
5974
Insight Inv LLC
El Segundo,
California
| $99.1M | -$11.1M | -10% | 12.3% | 136% | 163 | 38.65% | 0.3 |
|
| 5975 |
WA
5975
Wealthstream Advisors
New York
| $99M | -$15.4M | -13% | 15.5% | 88.2% | 78 | 21.79% | 0.4 |
|