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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%
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250
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2,500
5,000
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50
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250
500
1,000
2,500
5,000
| # | Name | AUM |
AUM Growth |
AUM Growth % | Quarter Est. Return | 3 Year Est. Return | Holdings | Portfolio Turnover | |
|---|---|---|---|---|---|---|---|---|---|
| 1676 |
BAM
1676
BTS Asset Management
Lincoln,
Massachusetts
| $731M | +$639M | +694% | 0.1% | 8.06% | 20 | 20% |
|
| 1677 |
CIS
1677
Connors Investor Services
Wyomissing,
Pennsylvania
| $728M | -$26.3M | -3% | 0.5% | 116% | 151 | 10.6% |
|
| 1678 |
CCFCSB
1678
Cape Cod Five Cents Savings Bank
Orleans,
Massachusetts
| $725M | +$21.2M | +3% | 1.7% | 49.8% | 182 | 3.85% |
|
| 1679 |
DWM
1679
Doyle Wealth Management
St. Petersburg,
Florida
| $724M | +$917K | +0.1% | 2.34% | 32.3% | 866 | 77.83% |
|
| 1680 |
MFP
1680
Michael F. Price
| $723M | -$47.5M | -6% | 0.84% | 42.6% | 136 | 25.74% |
|
| 1681 |
PIMG
1681
Patriot Investment Management Group
Knoxville,
Tennessee
| $723M | +$9.08M | +1% | 0.66% | 48.5% | 221 | 7.24% |
|
| 1682 |
ELFC
1682
E-L Financial Corp
Toronto,
Ontario, Canada
| $723M | +$14.6M | +2% | 0.92% | 68.6% | 2 | 0% |
|
| 1683 |
WC
1683
Walthausen & Co
Malta,
New York
| $722M | -$34.6M | -5% | 2.09% | 63.3% | 151 | 18.54% |
|
| 1684 |
FFN
1684
Focus Financial Network
Minneapolis,
Minnesota
| $722M | +$46.5M | +7% | 1.29% | 95.5% | 396 | 9.85% |
|
| 1685 |
KB
1685
Kimelman & Baird
New York
| $721M | +$2.44M | +0.3% | 1.04% | – | 104 | 4.81% |
|
| 1686 |
BC
1686
Broadwood Capital
New York
| $720M | -$79.5M | -10% | 10.5% | 46% | 7 | 0% |
|
| 1687 |
SC
1687
Savant Capital
Rockford,
Illinois
| $720M | +$10.4M | +1% | 0.41% | 51.8% | 343 | 8.16% |
|
| 1688 |
MM
1688
Main Management
San Francisco,
California
| $720M | +$31.9M | +5% | 0.01% | 51.3% | 93 | 11.83% |
|
| 1689 |
SI
1689
Sapience Investments
Newport Beach,
California
| $719M | -$15.2M | -2% | 0.74% | 54.9% | 92 | 14.13% |
|
| 1690 |
VC
1690
Vicus Capital
State College,
Pennsylvania
| $718M | +$5.99M | +0.8% | 0.64% | 48.6% | 242 | 11.98% |
|
| 1691 |
WC
1691
Wexford Capital
West Palm Beach,
Florida
| $718M | -$142M | -16% | 6.88% | 92.6% | 173 | 72.25% |
|
| 1692 |
BFPW
1692
BOK Financial Private Wealth
Denver,
Colorado
| $717M | +$32.9M | +5% | 0.58% | 53.2% | 137 | 14.6% |
|
| 1693 |
BDS
1693
Banco de Sabadell
Miami,
Florida
| $717M | -$148M | -17% | 1.34% | 66% | 400 | 30% |
|
| 1694 |
DA
1694
Denali Advisors
San Diego,
California
| $715M | +$46.5M | +7% | 0.81% | 85.8% | 348 | 27.87% |
|
| 1695 |
CSC
1695
Cove Street Capital
El Segundo,
California
| $715M | -$60M | -8% | 3.92% | 84.2% | 106 | 18.87% |
|
| 1696 |
LSA
1696
L & S Advisors
Los Angeles,
California
| $715M | -$42.9M | -6% | 2.32% | 187% | 345 | 18.26% |
|
| 1697 |
ECM
1697
Ensemble Capital Management
San Francisco,
California
| $713M | +$4.18M | +0.6% | 1.02% | 36.2% | 29 | 13.79% |
|
| 1698 |
KCM
1698
Knighthead Capital Management
New York
| $713M | -$6.37M | -0.9% | 44.4% | 51.3% | 11 | 27.27% |
|
| 1699 |
CPIG
1699
Chicago Partners Investment Group
Chicago,
Illinois
| $710M | +$12.8M | +2% | 0.5% | 60.8% | 341 | 8.5% |
|
| 1700 |
CGM
1700
Centenus Global Management
New York
| $709M | -$54.6M | -7% | 1.56% | – | 187 | 72.73% |
|