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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2176 |
2176
March Altus Capital Management
Greenwich,
Connecticut
| $311M | -$18.7M | -6% | 7.76% | 156% | 37 | 48.65% | 0.2 |
|
| 2177 |
TBA
2177
Train Babcock Advisors
New York
| $311M | +$21.6M | +7% | 1.68% | 41.9% | 137 | 17.52% | 0.6 |
|
| 2178 |
2178
Greenwood Capital Associates
Greenwood,
South Carolina
| $311M | -$10.8M | -3% | 2.61% | 81.3% | 157 | 43.31% | 0.4 |
|
| 2179 |
2179
TA Associates
Boston,
Massachusetts
| $310M | +$20.8M | +7% | 10.3% | – | 2 | 0% | 0.8 |
|
| 2180 |
2180
First Merchants Corp
Muncie,
Indiana
| $310M | +$5.57M | +2% | 1.72% | 55.6% | 130 | 4.62% | 0.7 |
|
| 2181 |
RPGK
2181
Retirement Planning Group (Kansas)
Leawood,
Kansas
| $310M | +$28.6M | +10% | 0.73% | 54.7% | 75 | 13.33% | 0.7 |
|
| 2182 |
2182
Canal Insurance Company
Greenville,
South Carolina
| $310M | +$9.16M | +3% | 3.37% | 114% | 81 | 2.47% | 0.7 |
|
| 2183 |
SCG
2183
Strategic Capital Group
Gig Harbor,
Washington
| $309M | +$181M | +141% | 1.63% | – | 313 | 30.99% | 0.5 |
|
| 2184 |
2184
GW & Wade
Wellesley,
Massachusetts
| $309M | +$342K | +0.1% | 1.49% | 32.2% | 78 | 7.69% | 0.7 |
|
| 2185 |
2185
Coldstream Capital Management
Bellevue,
Washington
| $309M | -$1.61M | -0.5% | 2.65% | 71% | 206 | 17.96% | 0.6 |
|
| 2186 |
TCM
2186
Tradition Capital Management
Summit,
New Jersey
| $309M | +$2.66M | +0.9% | 1.28% | 43.5% | 135 | 4.44% | 0.7 |
|
| 2187 |
2187
Itau USA Asset Management
New York
| $309M | -$73.5M | -19% | 1.5% | 15.8% | 135 | 23.7% | 0.6 |
|
| 2188 |
FPCM
2188
Financial Partners Capital Management
New York
| $309M | +$5.54M | +2% | 0.32% | 34.2% | 114 | 8.77% | 0.6 |
|
| 2189 |
2189
CenturyLink Investment Management
Denver,
Colorado
| $308M | -$16.2M | -5% | 2.11% | – | 294 | 21.43% | 0.6 |
|
| 2190 |
2190
Griffin Asset Management
New York
| $308M | -$1.21M | -0.4% | 0.73% | 88.9% | 110 | 10.91% | 0.7 |
|
| 2191 |
DCM
2191
Dynamic Capital Management
St. Helier,
Jersey
| $308M | -$223M | -42% | 1.52% | 49.7% | 587 | 70.36% | 0.2 |
|
| 2192 |
2192
Chanos & Company
New York
| $308M | -$12.2M | -4% | 5.19% | – | 25 | 8% | 0.5 |
|
| 2193 |
2193
Kings Point Capital Management
Great Neck,
New York
| $307M | +$21.5M | +8% | 0.83% | 80.1% | 298 | 17.79% | 0.6 |
|
| 2194 |
VCM
2194
V3 Capital Management
Dallas,
Texas
| $307M | +$61.7M | +25% | 5.37% | 20.5% | 17 | 41.18% | 0.3 |
|
| 2195 |
2195
10-15 Associates
Goshen,
New York
| $307M | +$15.6M | +5% | 0.5% | 33% | 104 | 13.46% | 0.6 |
|
| 2196 |
HPBT
2196
High Point Bank & Trust
High Point,
North Carolina
| $307M | +$5.17M | +2% | 0.64% | 16.5% | 430 | 7.91% | 0.7 |
|
| 2197 |
2197
SG Capital Management
Chicago,
Illinois
| $306M | +$122M | +66% | 0.48% | 250% | 67 | 80.6% | 0.1 |
|
| 2198 |
2198
Tetrad Corporation
Omaha,
Nebraska
| $306M | +$16.8M | +6% | 5.84% | 45.6% | 11 | 9.09% | 0.8 |
|
| 2199 |
2199
Essex Financial Services
Essex,
Connecticut
| $306M | +$10.5M | +4% | 1.41% | 87.7% | 307 | 14.98% | 0.6 |
|
| 2200 |
2200
Hollow Brook Wealth Management
Katonah,
New York
| $306M | +$1.02M | +0.3% | 2.37% | 92.8% | 67 | 19.4% | 0.6 |
|