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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2101 |
2101
Kingstown Capital Management
New York
| $461M | -$294M | -39% | 22.1% | 38.6% | 18 | 22.22% | 1.7 |
|
| 2102 |
2102
Manitou Investment Management
Toronto,
Ontario, Canada
| $460M | +$62.6M | +16% | 13.2% | 69.3% | 40 | 12.5% | 2.2 |
|
| 2103 |
2103
Shepherd Financial Partners
Winchester,
Massachusetts
| $460M | +$16.9M | +4% | 13.1% | 78% | 144 | 26.39% | 1.4 |
|
| 2104 |
CCP
2104
Caymus Capital Partners
The Woodlands,
Texas
| $460M | -$137M | -23% | 38.3% | 57.3% | 25 | 44% | 0.9 |
|
| 2105 |
AIC
2105
AWM Investment Company
New York
| $459M | -$145M | -24% | 19.3% | 778% | 96 | 18.75% | 2 |
|
| 2106 |
2106
Vestor Capital
Chicago,
Illinois
| $459M | -$56.7M | -11% | 12.3% | 188% | 124 | 17.74% | 2.9 |
|
| 2107 |
2107
Northstar Investment Advisors
Denver,
Colorado
| $459M | -$44.3M | -9% | 6.88% | 85.8% | 122 | 17.21% | 3.4 |
|
| 2108 |
SFG
2108
Sather Financial Group
Victoria,
Texas
| $459M | -$38M | -8% | 9.44% | 70% | 60 | 11.67% | 3.1 |
|
| 2109 |
2109
Signet Financial Management
Parsippany,
New Jersey
| $459M | -$113M | -20% | 12.4% | 65.2% | 1,000 | 76.8% | 2.1 |
|
| 2110 |
2110
Kingsview Wealth Management
Grants Pass,
Oregon
| $458M | -$35M | -7% | 11% | 71.5% | 458 | 29.26% | 1.1 |
|
| 2111 |
2111
W.R. Berkley Corp
Greenwich,
Connecticut
| $458M | -$191M | -29% | 2.35% | 38.7% | 134 | 61.19% | 0.5 |
|
| 2112 |
2112
Dundas Partners
Edinburgh,
United Kingdom
| $458M | -$37.4M | -8% | 11.2% | 87.6% | 32 | 0% | 0.8 |
|
| 2113 |
2113
Bremer Trust National Association
St. Cloud,
Minnesota
| $458M | +$58.9M | +15% | 12% | 31.2% | 757 | 65.52% | 1.2 |
|
| 2114 |
2114
CDAM (UK)
London,
United Kingdom
| $457M | -$71.6M | -14% | 21.1% | 7.89% | 16 | 37.5% | 0.6 |
|
| 2115 |
2115
CKW Financial Group
Honolulu,
Hawaii
| $456M | -$73.7M | -14% | 12.8% | 62.4% | 194 | 9.28% | 3.4 |
|
| 2116 |
2116
Regal Investment Advisors
Kentwood,
Michigan
| $456M | -$18.6M | -4% | 10.4% | 64.7% | 386 | 31.09% | 2.4 |
|
| 2117 |
2117
Petrus Trust Company
Dallas,
Texas
| $456M | +$2.73M | +0.6% | 14.5% | 36.9% | 339 | 64.01% | 0.9 |
|
| 2118 |
2118
American Financial Advisors
Marietta,
Georgia
| $456M | – | – | 8.43% | 52.7% | 90 | – | 0 |
|
| 2119 |
2119
Clearwater Capital Advisors
Hoffman Estates,
Illinois
| $456M | -$56.5M | -11% | 12.1% | 44.7% | 198 | 10.1% | 1.9 |
|
| 2120 |
2120
Buckingham Capital Management (Ohio)
Dayton,
Ohio
| $456M | -$56M | -11% | 9.73% | 26.3% | 137 | 7.3% | 4.1 |
|
| 2121 |
2121
Credential Qtrade Securities
Vancouver,
| $456M | -$38.3M | -8% | 11.9% | 27.7% | 304 | 16.12% | 0.2 |
|
| 2122 |
ICM
2122
Indaba Capital Management
San Francisco,
California
| $455M | +$124M | +37% | 18.2% | 66.7% | 32 | 50% | 0.5 |
|
| 2123 |
2123
Cobiz Wealth
Denver,
Colorado
| $455M | -$65.6M | -13% | 13% | 54% | 137 | 11.68% | 3.8 |
|
| 2124 |
2124
Legacy Wealth Management (Tennessee)
Memphis,
Tennessee
| $455M | -$44.3M | -9% | 15.4% | 50.4% | 18 | 33.33% | 2.3 |
|
| 2125 |
2125
Lunia Capital
Dallas,
Texas
| $455M | -$20.8M | -4% | 15.6% | 115% | 40 | 40% | 0.5 |
|