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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
USCA RIA
Houston,
Texas
| $377M | +$4.08M | +1% | 1.16% | 60.6% | 371 | 18.6% | 1.2 |
|
| 2152 |
CA
2152
Continental Advisors
Park City,
Utah
| $376M | -$77.4M | -17% | 1.92% | 73.6% | 165 | 27.88% | 1.1 |
|
| 2153 |
2153
Zevin Asset Management
Boston,
Massachusetts
| $375M | +$12.2M | +3% | 1.25% | 71.7% | 148 | 6.76% | 1.5 |
|
| 2154 |
2154
Wexford Capital
West Palm Beach,
Florida
| $375M | +$31.2M | +9% | 0.65% | 128% | 92 | 57.61% | 0.5 |
|
| 2155 |
2155
Connable Office Inc
Kalamazoo,
Michigan
| $374M | -$16.8M | -4% | 0.33% | 68.3% | 232 | 13.36% | 1.5 |
|
| 2156 |
KCP
2156
KDI Capital Partners
Raleigh,
North Carolina
| $373M | -$30.2M | -7% | 0.38% | 77.1% | 46 | 13.04% | 1.3 |
|
| 2157 |
2157
Alpha Cubed Investments
Irvine,
California
| $373M | +$51.5M | +16% | 1.91% | 126% | 200 | 22.5% | 0.8 |
|
| 2158 |
2158
Baystate Wealth Management
Boston,
Massachusetts
| $372M | +$10.9M | +3% | 0.61% | 14.6% | 64 | 25% | 1.1 |
|
| 2159 |
2159
Windward Capital Management
Los Angeles,
California
| $372M | -$14.7M | -4% | 0.59% | 78.5% | 78 | 12.82% | 1.5 |
|
| 2160 |
2160
Sentinel Trust
Houston,
Texas
| $372M | +$7.96M | +2% | 0.04% | 79.2% | 159 | 18.24% | 1.3 |
|
| 2161 |
BJCM
2161
Blue Jay Capital Management
Los Angeles,
California
| $372M | +$86.6M | +30% | 8.28% | – | 36 | 63.89% | 0.2 |
|
| 2162 |
2162
J.M. Forbes & Co
Boston,
Massachusetts
| $371M | -$5.8M | -2% | 0.67% | 112% | 107 | 14.95% | 1.5 |
|
| 2163 |
2163
TD Ameritrade Trust
Denver,
Colorado
| $371M | -$61.9M | -14% | 1.48% | 21.7% | 50 | 14% | 1.3 |
|
| 2164 |
RCM
2164
Riverloft Capital Management
Miami Beach,
Florida
| $371M | +$124M | +50% | 3.07% | – | 66 | 40.91% | 0.3 |
|
| 2165 |
SIA
2165
Spruce Investment Advisors
Stamford,
Connecticut
| $371M | -$18.3M | -5% | 0.1% | 23.5% | 42 | 26.19% | 0.9 |
|
| 2166 |
2166
Neuberger Berman Canada
Toronto,
Ontario, Canada
| $371M | -$3.5M | -0.9% | 3.6% | 15.7% | 217 | 40.55% | 0.7 |
|
| 2167 |
2167
Golden Gate Private Equity
San Francisco,
California
| $371M | -$4.14M | -1% | 10.2% | 8.72% | 12 | 16.67% | 1.3 |
|
| 2168 |
2168
ARGA Investment Management
Stamford,
Connecticut
| $370M | +$18.9M | +5% | 2.96% | 78.1% | 44 | 25% | 0.9 |
|
| 2169 |
2169
Regal Investment Advisors
Kentwood,
Michigan
| $370M | -$35M | -9% | 1.23% | 64.7% | 1,092 | 19.05% | 1.3 |
|
| 2170 |
2170
Arrow Financial
Glens Falls,
New York
| $369M | -$2.49M | -0.7% | 0.45% | 66.5% | 411 | 22.87% | 1.6 |
|
| 2171 |
GMCM
2171
Gruber & McBaine Capital Management
San Francisco,
California
| $369M | -$6.38M | -2% | 0.39% | – | 218 | 25.69% | 1 |
|
| 2172 |
2172
Tompkins Financial
Ithaca,
New York
| $368M | -$31.4M | -8% | 1% | 84.4% | 569 | 17.22% | 1.5 |
|
| 2173 |
2173
First Heartland Consultants
Lake St. Louis,
Missouri
| $368M | +$105M | +40% | 6.49% | 59.2% | 277 | 13% | 1.4 |
|
| 2174 |
2174
Hilltop Holdings
Dallas,
Texas
| $367M | -$23.9M | -6% | 1.22% | 96.7% | 372 | 25% | 1 |
|
| 2175 |
2175
1834 Investment Advisors
Milwaukee,
Wisconsin
| $366M | -$2.27M | -0.6% | 0.14% | 68.7% | 163 | 9.2% | 1.7 |
|