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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1551 |
1551
RWA Wealth Partners
Newton,
Massachusetts
| $1.34B | +$101M | +8% | 6.02% | 58.4% | 261 | 16.09% | 2.6 |
|
| 1552 |
GC
1552
GMT Capital
Atlanta,
Georgia
| $1.34B | -$21.6M | -2% | 6.22% | 200% | 64 | 25% | 1.5 |
|
| 1553 |
SIC
1553
Sigma Investment Counselors
Northville,
Michigan
| $1.33B | +$101M | +8% | 5.76% | 54.9% | 193 | 7.25% | 3.8 |
|
| 1554 |
PCP
1554
P2 Capital Partners
New York
| $1.33B | -$175M | -12% | 5.9% | 7.96% | 20 | 5% | 2.4 |
|
| 1555 |
VCM
1555
Valiant Capital Management
San Francisco,
California
| $1.33B | -$1.25B | -48% | 4.4% | 348% | 25 | 24% | 1.9 |
|
| 1556 |
CL
1556
CPWM LLC
Seattle,
Washington
| $1.33B | +$170M | +15% | 7.43% | 36.6% | 360 | 23.33% | 3.2 |
|
| 1557 |
OC
1557
Oakmont Corp
Los Angeles,
California
| $1.33B | +$193M | +17% | 19.4% | 70.2% | 30 | 6.67% | 1.9 |
|
| 1558 |
MCI
1558
McDonald Capital Investors
Orinda,
California
| $1.33B | +$76.8M | +6% | 8.99% | 60.2% | 26 | 34.62% | 4.5 |
|
| 1559 |
WCP
1559
Waterfront Capital Partners
New York
| $1.33B | +$226M | +20% | 10.5% | 88.3% | 63 | 44.44% | 0.9 |
|
| 1560 |
DDPIC
1560
Deroy & Devereaux Private Investment Counsel
Bloomfield Hills,
Michigan
| $1.33B | +$64.2M | +5% | 5.52% | 123% | 156 | 11.54% | 3.8 |
|
| 1561 |
SRC
1561
Shufro Rose & Co
New York
| $1.33B | +$67.6M | +5% | 4.91% | 68.1% | 319 | 10.03% | 3.9 |
|
| 1562 |
NPA
1562
Nichols & Pratt Advisers
Boston,
Massachusetts
| $1.33B | +$44.9M | +3% | 6.03% | 71.2% | 104 | 4.81% | 5.9 |
|
| 1563 |
CS
1563
Comerica Securities
Detroit,
Michigan
| $1.33B | +$13.6M | +1% | 6.23% | 25.6% | 537 | 18.44% | 3.1 |
|
| 1564 |
MLL
1564
Moody Lynn & Lieberson
Boston,
Massachusetts
| $1.33B | +$124M | +10% | 10.2% | 142% | 235 | 15.74% | 3.5 |
|
| 1565 |
DAM
1565
Dorsey Asset Management
Chicago,
Illinois
| $1.33B | +$370M | +39% | 13.5% | 122% | 9 | 11.11% | 2.2 |
|
| 1566 |
RMA
1566
Roffman Miller Associates
Philadelphia,
Pennsylvania
| $1.32B | +$118M | +10% | 5.95% | 68.9% | 73 | 1.37% | 4.9 |
|
| 1567 |
TCM
1567
Tributary Capital Management
Omaha,
Nebraska
| $1.32B | +$38.8M | +3% | 6.86% | 82.3% | 236 | 12.71% | 3.1 |
|
| 1568 |
PP
1568
Patten & Patten
Chattanooga,
Tennessee
| $1.31B | +$89.9M | +7% | 7.75% | 74.1% | 279 | 4.66% | 4.8 |
|
| 1569 |
AIM
1569
Anatole Investment Management
Central,
Hong Kong
| $1.31B | +$385M | +42% | 1.83% | 3,486% | 19 | 84.21% | 0.1 |
|
| 1570 |
BFA
1570
Beaumont Financial Advisors
Needham,
Massachusetts
| $1.31B | +$131M | +11% | 7.37% | 80.6% | 379 | 14.78% | 2.5 |
|
| 1571 |
1571
NewEdge Wealth
Pittsburgh,
Pennsylvania
| $1.31B | +$303M | +30% | 7.79% | 98.9% | 337 | 32.05% | 0.3 |
|
| 1572 |
IFLIT
1572
Investmentaktiengesellschaft Fuer Langfristige Investoren TGV
Bonn,
Germany
| $1.31B | +$165M | +14% | 15% | 45.7% | 16 | 6.25% | 4.6 |
|
| 1573 |
CCM
1573
Compass Capital Management
Minneapolis,
Minnesota
| $1.31B | +$127M | +11% | 6.74% | 50.8% | 36 | 5.56% | 6.4 |
|
| 1574 |
1574
Castle Hook Partners
New York
| $1.31B | +$208M | +19% | 13.1% | 1,120% | 104 | 62.5% | 0.4 |
|
| 1575 |
PCM
1575
Parsons Capital Management
Providence,
Rhode Island
| $1.31B | +$85.2M | +7% | 7.78% | 84.9% | 429 | 6.53% | 4.4 |
|