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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2151 |
2151
Boltwood Capital Management
Walnut Creek,
California
| $337M | -$1.29M | -0.4% | 0.05% | 63% | 91 | 4.4% | 1.2 |
|
| 2152 |
2152
Knightsbridge Asset Management
Newport Beach,
California
| $337M | -$41.4M | -11% | 6.99% | 150% | 51 | 9.8% | 1 |
|
| 2153 |
2153
Perigon Wealth Management
San Francisco,
California
| $336M | -$15M | -4% | 0.53% | 104% | 217 | 18.89% | 0.5 |
|
| 2154 |
2154
Twele Capital Management
Minnetonka,
Minnesota
| $336M | -$222K | -0.1% | 1.83% | 37.1% | 61 | 1.64% | 1.2 |
|
| 2155 |
2155
Griffin Asset Management
New York
| $335M | +$15.3M | +5% | 0.78% | 88.9% | 111 | 10.81% | 1.1 |
|
| 2156 |
2156
Eubel Brady & Suttman Asset Management
Miamisburg,
Ohio
| $335M | -$13.8M | -4% | 0.67% | 40.2% | 87 | 10.34% | 1 |
|
| 2157 |
2157
William Harris Investors
Chicago,
Illinois
| $335M | -$25.8M | -7% | 2.35% | 3.28% | 89 | 11.24% | 1 |
|
| 2158 |
2158
Lawson Kroeker Investment Management
Omaha,
Nebraska
| $335M | -$8.84M | -3% | 1.02% | 69.7% | 73 | 2.74% | 1.2 |
|
| 2159 |
2159
Essex Financial Services
Essex,
Connecticut
| $335M | +$588K | +0.2% | 0.56% | 87.7% | 314 | 8.92% | 1 |
|
| 2160 |
2160
Incline Global Management
New York
| $334M | +$67M | +25% | 1.19% | 40.1% | 39 | 28.21% | 0.5 |
|
| 2161 |
DP
2161
DSAM Partners
London,
United Kingdom
| $333M | -$32.6M | -9% | 5.88% | 343% | 42 | 83.33% | 0.2 |
|
| 2162 |
2162
Arcadia Investment Management
Kalamazoo,
Michigan
| $333M | -$9.8M | -3% | 2.29% | 83.5% | 103 | 7.77% | 1.1 |
|
| 2163 |
ACP
2163
Andalusian Capital Partners
Greenwich,
Connecticut
| $332M | +$50.2M | +18% | 3.28% | – | 52 | 46.15% | 0.4 |
|
| 2164 |
2164
Evensky & Katz
Coral Gables,
Florida
| $332M | +$65.9M | +25% | 1.52% | 57.1% | 46 | 26.09% | 0.9 |
|
| 2165 |
2165
Braver Wealth Management
Needham,
Massachusetts
| $332M | -$55.3M | -14% | 0.44% | 20.4% | 93 | 24.73% | 0.9 |
|
| 2166 |
2166
Phillips Financial Management
Fort Wayne,
Indiana
| $331M | -$4M | -1% | 2.29% | 45.6% | 72 | 12.5% | 1 |
|
| 2167 |
2167
Regal Investment Advisors
Kentwood,
Michigan
| $331M | +$50.1M | +18% | 0.57% | 64.7% | 1,024 | 15.23% | 0.9 |
|
| 2168 |
2168
Accredited Investors
Edina,
Minnesota
| $331M | +$23.3M | +8% | 3.15% | 74% | 75 | 16% | 1 |
|
| 2169 |
2169
Waterfront Capital Partners
New York
| $331M | +$72.8M | +28% | 2.67% | 88.3% | 61 | 55.74% | 0.4 |
|
| 2170 |
2170
Kings Point Capital Management
Great Neck,
New York
| $330M | -$2.35M | -0.7% | 1.62% | 80.1% | 340 | 12.65% | 0.9 |
|
| 2171 |
2171
Toscafund Asset Management
London,
United Kingdom
| $330M | +$25.3M | +8% | 0.09% | 80.9% | 15 | 40% | 0.7 |
|
| 2172 |
2172
Mechanics Bank - Trust Department
Walnut Creek,
California
| $330M | -$19.5M | -6% | 0.39% | 76.8% | 154 | 9.74% | 1.1 |
|
| 2173 |
2173
NTV Asset Management
Charleston,
West Virginia
| $330M | +$64K | +0% | 0.56% | 110% | 202 | 7.43% | 1.1 |
|
| 2174 |
KLC
2174
Knowledge Leaders Capital
Denver,
Colorado
| $329M | -$15.3M | -4% | 1.06% | 51.6% | 47 | 46.81% | 0.4 |
|
| 2175 |
2175
Gavea Investimentos
Rj,
Brazil
| $329M | -$114M | -26% | 16% | 60.3% | 10 | 70% | 0.2 |
|