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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2326 |
2326
Isthmus Partners
Madison,
Wisconsin
| $316M | +$11.7M | +4% | 7.23% | 73.7% | 281 | 14.23% | 1.4 |
|
| 2327 |
2327
ShearLink Capital
New York
| $315M | +$85.6M | +37% | 17.1% | 49.1% | 17 | 47.06% | 0.5 |
|
| 2328 |
2328
Hengehold Capital Management
Cincinnati,
Ohio
| $315M | +$8.65M | +3% | 4.15% | 54.5% | 105 | 16.19% | 1.6 |
|
| 2329 |
2329
HITE Hedge Asset Management
Braintree,
Massachusetts
| $315M | +$69.4M | +28% | 8.99% | 54.4% | 62 | 38.71% | 0.9 |
|
| 2330 |
2330
Canal Insurance Company
Greenville,
South Carolina
| $315M | +$11.3M | +4% | 2.86% | 114% | 109 | 17.43% | 2.3 |
|
| 2331 |
2331
Krilogy Financial
St. Louis,
Missouri
| $315M | +$27.1M | +9% | 3.62% | 79% | 820 | 14.02% | 0.7 |
|
| 2332 |
2332
River Global Investors
London,
United Kingdom
| $315M | +$82.9M | +36% | 9.98% | 49.7% | 141 | 54.61% | 1.1 |
|
| 2333 |
2333
Jaffetilchin Investment Partners
Tampa,
Florida
| $315M | -$15.2M | -5% | 4.29% | 88.1% | 271 | 42.07% | 0.8 |
|
| 2334 |
2334
KLCM Advisors
Milwaukee,
Wisconsin
| $314M | +$25M | +9% | 9.73% | 122% | 91 | 23.08% | 2.1 |
|
| 2335 |
2335
Garde Capital
Seattle,
Washington
| $313M | +$4.23M | +1% | 3.6% | 57.6% | 154 | 38.31% | 1.3 |
|
| 2336 |
CCMD
2336
Cypress Capital Management (Delaware)
Greenville,
Delaware
| $313M | +$15.4M | +5% | 4.76% | 25.6% | 74 | 17.57% | 1.7 |
|
| 2337 |
2337
Broadmark Asset Management
San Francisco,
California
| $312M | +$66M | +27% | 4.82% | 39.6% | 5 | 80% | 0.8 |
|
| 2338 |
2338
First Merchants Corp
Muncie,
Indiana
| $312M | +$8.61M | +3% | 2.51% | 55.6% | 153 | 11.11% | 2.4 |
|
| 2339 |
2339
TRUE Private Wealth Advisors
Salem,
Oregon
| $312M | +$13M | +4% | 2.99% | 89.2% | 155 | 13.55% | 0.5 |
|
| 2340 |
CFMC
2340
Curbstone Financial Management Corp
Manchester,
New Hampshire
| $312M | +$13.2M | +4% | 2.61% | 69.6% | 171 | 11.7% | 1.9 |
|
| 2341 |
HC
2341
Hawkins Capital
Houston,
Texas
| $312M | +$12.1M | +4% | 4.38% | 8.54% | 68 | 50% | 0.6 |
|
| 2342 |
2342
Armistice Capital
New York
| $312M | +$49M | +19% | 13.9% | 79.7% | 62 | 56.45% | 0.4 |
|
| 2343 |
2343
West Coast Financial
Santa Barbara,
California
| $312M | +$34.9M | +13% | 6.12% | 22.2% | 150 | 34.67% | 1.6 |
|
| 2344 |
DCM
2344
Dulcet Capital Management
New York
| $311M | -$15M | -5% | 8.8% | – | 14 | 21.43% | 0.5 |
|
| 2345 |
2345
Pure Financial Advisors
San Diego,
California
| $311M | +$19.9M | +7% | 2.61% | 47.2% | 100 | 12% | 1.7 |
|
| 2346 |
2346
Fiduciary Financial Services of The Southwest
Dallas,
Texas
| $311M | +$343K | +0.1% | 0.21% | 39.8% | 154 | 5.19% | 2.5 |
|
| 2347 |
2347
SPC Financial Inc
Rockville,
Maryland
| $311M | +$34.2M | +12% | 4.05% | 65.1% | 129 | 23.26% | 1.7 |
|
| 2348 |
2348
Contravisory Investment Management
Norwell,
Massachusetts
| $311M | -$15.2M | -5% | 0.55% | 135% | 332 | 54.82% | 0.6 |
|
| 2349 |
2349
LVM Capital Management
Portage,
Michigan
| $310M | -$35.2M | -10% | 1.49% | 121% | 140 | 37.14% | 2.3 |
|
| 2350 |
2350
Cutler Capital Management
Worcester,
Massachusetts
| $310M | -$50M | -14% | 1.4% | 39.7% | 96 | 23.96% | 1.9 |
|