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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2301 |
SCA
2301
Stillwater Capital Advisors
Devon,
Pennsylvania
| $294M | +$18.9M | +7% | 5.14% | 121% | 77 | 15.58% | 0.7 |
|
| 2302 |
SCM
2302
Sarissa Capital Management
Greenwich,
Connecticut
| $294M | +$3.65M | +1% | 44.8% | 80% | 16 | 12.5% | 0.4 |
|
| 2303 |
WAM
2303
Wood Asset Management
Sarasota,
Florida
| $294M | -$17.7M | -6% | 4.39% | – | 73 | 23.29% | 0.8 |
|
| 2304 |
JPMIA
2304
J.P. Marvel Investment Advisors
Boston,
Massachusetts
| $294M | +$9.95M | +4% | 4.43% | 183% | 85 | 4.71% | 0.9 |
|
| 2305 |
BEAM
2305
Baker Ellis Asset Management
Vancouver,
Washington
| $294M | +$4.62M | +2% | 5.15% | 91.9% | 272 | 10.29% | 0.9 |
|
| 2306 |
SCM
2306
Stonehill Capital Management
New York
| $294M | +$25M | +9% | 0.77% | 117% | 12 | 16.67% | 0.6 |
|
| 2307 |
CC
2307
Chanos & Company
New York
| $293M | -$14.9M | -5% | 6.74% | – | 29 | 24.14% | 0.7 |
|
| 2308 |
WAM
2308
Wallington Asset Management
Indianapolis,
Indiana
| $293M | +$8.69M | +3% | 4.06% | 108% | 123 | 13.82% | 0.8 |
|
| 2309 |
2309
Annex Advisory Services
Brookfield,
Wisconsin
| $293M | +$23.8M | +9% | 4.04% | 77.9% | 89 | 10.11% | 0.9 |
|
| 2310 |
WCM
2310
Windward Capital Management
Los Angeles,
California
| $293M | +$17.4M | +6% | 4.68% | 78.5% | 75 | 17.33% | 0.8 |
|
| 2311 |
SSG
2311
Summit Securities Group
New York
| $292M | +$124M | +74% | 7.67% | 136% | 822 | 67.64% | 0.3 |
|
| 2312 |
DIP
2312
DT Investment Partners
Chadds Ford,
Pennsylvania
| $292M | +$38.8M | +15% | 3.72% | 58% | 62 | 9.68% | 0.8 |
|
| 2313 |
LA
2313
Leonetti & Associates
Buffalo Grove,
Illinois
| $291M | -$5.68M | -2% | 4.06% | 49.5% | 38 | 21.05% | 0.8 |
|
| 2314 |
CA
2314
Claar Advisors
New York
| $291M | +$41.3M | +17% | 4.25% | 65.5% | 37 | 56.76% | 0.2 |
|
| 2315 |
CCM
2315
Chautauqua Capital Management
Boulder,
Colorado
| $291M | -$218M | -43% | 5.27% | – | 27 | 18.52% | 0.8 |
|
| 2316 |
SWA
2316
SFMG Wealth Advisors
Plano,
Texas
| $291M | -$6.43M | -2% | 6.9% | 76.1% | 90 | 14.44% | 0.8 |
|
| 2317 |
VIM
2317
Veritas Investment Management
London,
United Kingdom
| $290M | +$33.2M | +13% | 1.38% | 69% | 77 | 12.99% | 0.8 |
|
| 2318 |
CC
2318
Caspian Capital
New York
| $290M | +$70.1M | +32% | 17.1% | – | 14 | 50% | 0.6 |
|
| 2319 |
SCPM
2319
Sagard Capital Partners Management
New York
| $290M | -$13.9M | -5% | 2.24% | 37.4% | 10 | 30% | 0.7 |
|
| 2320 |
WPC
2320
White Pine Capital
Bloomington,
Minnesota
| $290M | -$2.73M | -0.9% | 2.16% | 143% | 233 | 12.45% | 0.9 |
|
| 2321 |
TA
2321
TA Associates
Boston,
Massachusetts
| $289M | -$21M | -7% | 6.59% | – | 2 | 0% | 1 |
|
| 2322 |
SAS
2322
Spectrum Advisory Services
Atlanta,
Georgia
| $289M | +$9.97M | +4% | 3.85% | 35.6% | 173 | 4.05% | 0.9 |
|
| 2323 |
AAM
2323
Autus Asset Management
Scottsdale,
Arizona
| $289M | +$25.1M | +10% | 3.44% | 26.3% | 122 | 10.66% | 0.9 |
|
| 2324 |
SA
2324
Steadfast Advisors
New York
| $289M | +$67.1M | +30% | 13.7% | 81.4% | 67 | 47.76% | 0.5 |
|
| 2325 |
EA
2325
Evanston Advisors
Schaumburg,
Illinois
| $289M | +$9.24M | +3% | 2.99% | 16% | 73 | 32.88% | 0.7 |
|