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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%
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 | |
|---|---|---|---|---|---|---|---|---|---|
| 2101 |
CCA
2101
Clearwater Capital Advisors
Hoffman Estates,
Illinois
| $907M | +$43.6M | +5% | 3.84% | 44.7% | 178 | 10.67% |
|
| 2102 |
SCA
2102
Stonebridge Capital Advisors
St Paul,
Minnesota
| $905M | +$82.7M | +10% | 9.18% | 80.1% | 1,090 | 16.06% |
|
| 2103 |
MFP
2103
Michael F. Price
| $903M | +$38.9M | +5% | 1.59% | 42.6% | 155 | 14.84% |
|
| 2104 |
CAM
2104
Carret Asset Management
New York
| $903M | +$65.2M | +8% | 9.57% | 94.4% | 304 | 4.61% |
|
| 2105 |
DTL
2105
Dynamic Technology Lab
Singapore
| $903M | +$68.7M | +8% | 4.13% | 30.8% | 1,651 | 73.41% |
|
| 2106 |
QCMNJ
2106
Quantum Capital Management (New Jersey)
Northfield,
New Jersey
| $902M | +$83.7M | +10% | 12.2% | 22.7% | 35 | 8.57% |
|
| 2107 |
SA
2107
SpiderRock Advisors
Wilimington,
Delaware
| $902M | +$232M | +35% | – | – | 174 | 0% |
|
| 2108 |
WAM
2108
Weatherly Asset Management
Del Mar,
California
| $902M | +$79.7M | +10% | 9.72% | 108% | 206 | 7.28% |
|
| 2109 |
AWG
2109
Alpha Wave Global
New York
| $900M | -$406M | -31% | 2.05% | 226% | 149 | 43.62% |
|
| 2110 |
FG
2110
Fiduciary Group
Savannah,
Georgia
| $899M | +$17.8M | +2% | 7.49% | 67.1% | 241 | 4.98% |
|
| 2111 |
JLBC
2111
J.L. Bainbridge & Co
Sarasota,
Florida
| $899M | +$61M | +7% | 11.6% | 93.8% | 99 | 14.14% |
|
| 2112 |
SFI
2112
SPC Financial Inc
Rockville,
Maryland
| $896M | +$89M | +11% | 7.44% | 65.1% | 196 | 15.31% |
|
| 2113 |
CCI
2113
Cevian Capital II
St. Helier,
Jersey
| $896M | +$116M | +15% | 15.4% | 105% | 2 | 0% |
|
| 2114 |
SS
2114
Simplicity Solutions
Minneapolis,
Minnesota
| $896M | +$245M | +38% | 9.57% | 37.1% | 631 | 35.82% |
|
| 2115 |
RW
2115
RVW Wealth
Los Angeles,
California
| $895M | +$63.2M | +8% | 5.42% | 59.3% | 146 | 18.49% |
|
| 2116 |
CTA
2116
Colonial Trust Advisors
Spartanburg,
South Carolina
| $894M | +$83.2M | +10% | 12.8% | 80% | 195 | 8.21% |
|
| 2117 |
PAM
2117
Palisade Asset Management
Minneapolis,
Minnesota
| $894M | +$73.7M | +9% | 11% | 61.8% | 187 | 3.74% |
|
| 2118 |
CA
2118
Callahan Advisors
Houston,
Texas
| $891M | +$97.8M | +12% | 12.4% | 87.7% | 153 | 7.84% |
|
| 2119 |
KP
2119
Keel Point
Huntsville,
Alabama
| $890M | +$117M | +15% | 7.03% | 76.4% | 291 | 15.12% |
|
| 2120 |
OFG
2120
Oxford Financial Group
Carmel,
Indiana
| $890M | +$105M | +13% | 8.3% | 77.2% | 287 | 19.86% |
|
| 2121 |
SCM
2121
Sahana Capital Management
Greenwich,
Connecticut
| $889M | +$14.6M | +2% | 0.71% | 0.48% | 12 | 25% |
|
| 2122 |
BRF
2122
B. Riley Financial
Los Angeles,
California
| $889M | +$98.5M | +12% | 7.49% | 682% | 61 | 54.1% |
|
| 2123 |
NIEF
2123
Nalanda India Equity Fund
Mauritius
| $888M | +$88.3M | +11% | 10.9% | 30.2% | 2 | 0% |
|
| 2124 |
AA
2124
Ancient Art
Austin,
Texas
| $887M | -$59.9M | -6% | 2.62% | 168% | 26 | 34.62% |
|
| 2125 |
TFP
2125
Triple Frond Partners
San Francisco,
California
| $887M | -$29.5M | -3% | 1.74% | 92.9% | 10 | 0% |
|