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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
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
| $366M | +$3.7M | +1% | 2.57% | 83.4% | 257 | 16.34% | 1.4 |
|
| 2177 |
SC
2177
Salzman & Co
Pittsford,
New York
| $366M | -$68.7M | -16% | 1.85% | 15.7% | 13 | 0% | 0.7 |
|
| 2178 |
BCM
2178
Brenham Capital Management
Dallas,
Texas
| $365M | +$152M | +71% | 2.8% | 234% | 13 | 38.46% | 0.3 |
|
| 2179 |
2179
HITE Hedge Asset Management
Braintree,
Massachusetts
| $365M | +$56.2M | +18% | 0.42% | 54.4% | 87 | 49.43% | 0.7 |
|
| 2180 |
2180
Vantage Investment Partners
Kansas City,
Missouri
| $365M | +$136M | +60% | 4.1% | 66.8% | 62 | 30.65% | 1.3 |
|
| 2181 |
2181
Tensile Capital Management
Larkspur,
California
| $364M | -$16.6M | -4% | 1.93% | 47.7% | 19 | 21.05% | 1 |
|
| 2182 |
2182
Sagard Capital Partners Management
New York
| $364M | -$41M | -10% | 4.7% | 37.4% | 8 | 0% | 1.4 |
|
| 2183 |
2183
Avoro Capital Advisors
New York
| $363M | +$103M | +39% | 29.3% | 512% | 43 | 53.49% | 0.3 |
|
| 2184 |
WA
2184
WFG Advisors
Dallas,
Texas
| $363M | +$4.54M | +1% | 1.96% | 21.3% | 1,934 | 16.6% | 1.6 |
|
| 2185 |
NC
2185
Nokomis Capital
Dallas,
Texas
| $363M | +$25.1M | +7% | 0.3% | 145% | 46 | 34.78% | 1 |
|
| 2186 |
2186
Morgan Dempsey Capital Management
Menomonee Falls,
Wisconsin
| $362M | -$18.1M | -5% | 0.11% | 52.1% | 169 | 11.83% | 1.6 |
|
| 2187 |
2187
Phillips Financial Management
Fort Wayne,
Indiana
| $362M | -$3.44M | -0.9% | 1.85% | 45.6% | 64 | 1.56% | 1.8 |
|
| 2188 |
QCM
2188
QFR Capital Management
New York
| $362M | +$309M | +586% | 3.4% | – | 15 | 100% | 0 |
|
| 2189 |
2189
LaFleur & Godfrey
Grand Rapids,
Michigan
| $361M | -$12M | -3% | 0.79% | 85.2% | 79 | 3.8% | 1.7 |
|
| 2190 |
2190
Foundation Asset Management
White Plains,
New York
| $360M | -$30.5M | -8% | 2.03% | 126% | 23 | 34.78% | 1 |
|
| 2191 |
WRM
2191
Westport Resources Management
Westport,
Connecticut
| $360M | -$5.96M | -2% | 0.58% | 30.5% | 1,050 | 17.24% | 1.6 |
|
| 2192 |
2192
Itau USA Asset Management
New York
| $360M | +$10.1M | +3% | 0.01% | 15.8% | 35 | 17.14% | 1.2 |
|
| 2193 |
TCOTO
2193
Trust Company of the Ozarks
Springfield,
Missouri
| $360M | -$19.9M | -5% | 2.56% | – | 178 | 5.62% | 1.7 |
|
| 2194 |
2194
Standard General
New York
| $360M | -$9.7M | -3% | 1.3% | 259% | 9 | 22.22% | 0.8 |
|
| 2195 |
2195
William Harris Investors
Chicago,
Illinois
| $359M | -$21.9M | -6% | 0.31% | 3.28% | 95 | 13.68% | 1.4 |
|
| 2196 |
2196
FormulaFolio Investments
Grand Rapids,
Michigan
| $358M | +$34.5M | +11% | 1.05% | 41.4% | 136 | 52.94% | 0.2 |
|
| 2197 |
AAM
2197
Autus Asset Management
Scottsdale,
Arizona
| $358M | -$2.45M | -0.7% | 0.57% | 26.3% | 140 | 7.14% | 1.6 |
|
| 2198 |
2198
ACK Asset Management
Greenwich,
Connecticut
| $358M | +$41.1M | +13% | 3.43% | 132% | 46 | 54.35% | 0.6 |
|
| 2199 |
TI
2199
Tyrian Investments
New York
| $357M | -$131M | -27% | 1.07% | 33.7% | 33 | 60.61% | 0.5 |
|
| 2200 |
2200
Buckingham Capital Management (Ohio)
Dayton,
Ohio
| $357M | +$9.8M | +3% | 0.64% | 26.3% | 176 | 5.11% | 1.7 |
|