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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
Intel Corp
Santa Clara,
California
| $425M | -$187M | -31% | 32.8% | 9.79% | 11 | 45.45% | 0.3 |
|
| 2327 |
2327
Catawba Capital Management
Roanoke,
Virginia
| $425M | +$8.18M | +2% | 3.43% | 33.1% | 216 | 7.87% | 3.5 |
|
| 2328 |
2328
Capital Advantage
Walnut Creek,
California
| $424M | +$15.5M | +4% | 0.06% | 49.2% | 84 | 14.29% | 2.6 |
|
| 2329 |
2329
Bath Savings Trust
Bath,
Maine
| $424M | +$24.2M | +6% | 5.6% | 57.8% | 120 | 2.5% | 3.8 |
|
| 2330 |
2330
Lee Financial
Dallas,
Texas
| $424M | +$30.2M | +8% | 2.45% | 75% | 871 | 19.4% | 0.8 |
|
| 2331 |
2331
Segment Wealth Management
Houston,
Texas
| $424M | +$21.8M | +5% | 3.14% | 102% | 219 | 15.98% | 2.5 |
|
| 2332 |
MGM
2332
Miura Global Management
New York
| $424M | -$78.1M | -16% | 13.7% | 375% | 28 | 60.71% | 0.5 |
|
| 2333 |
2333
Raub Brock Capital Management
Larkspur,
California
| $423M | +$21.7M | +5% | 4.19% | 54.7% | 45 | 8.89% | 2.7 |
|
| 2334 |
2334
Fort LP
Chevy Chase,
Maryland
| $423M | +$7.08M | +2% | 7.51% | 56.8% | 245 | 80% | 0.3 |
|
| 2335 |
2335
BTC Capital Management
Des Moines,
Iowa
| $423M | -$188M | -31% | 1.63% | – | 190 | 27.37% | 2.2 |
|
| 2336 |
NAP
2336
New Amsterdam Partners
New York
| $423M | -$35.3M | -8% | 7.08% | 73.9% | 131 | 25.95% | 1.2 |
|
| 2337 |
2337
NWAM LLC
Mercer Island,
Washington
| $422M | +$26.4M | +7% | 3.4% | 112% | 375 | 17.87% | 2.3 |
|
| 2338 |
2338
Toews Corporation
Northfield,
New Jersey
| $422M | +$113M | +37% | 0.66% | 22% | 135 | 39.26% | 0.2 |
|
| 2339 |
2339
Trustees of General Electric Pension Trust
Norwalk,
Connecticut
| $422M | +$4.03M | +1% | 0.98% | 184% | 1 | 0% | 1.5 |
|
| 2340 |
2340
Harvard Management Company
Boston,
Massachusetts
| $422M | -$395M | -48% | 6.7% | 123% | 19 | 36.84% | 2.1 |
|
| 2341 |
2341
Arete Wealth Advisors
Chicago,
Illinois
| $419M | +$118M | +39% | 2.52% | 85.3% | 387 | 23.51% | 1.3 |
|
| 2342 |
2342
Verde Servicos Internacionais
Sao Paulo,
Brazil
| $419M | -$186M | -31% | 2.39% | 120% | 112 | 41.96% | 0.9 |
|
| 2343 |
2343
Stillwater Capital Advisors
Devon,
Pennsylvania
| $419M | +$2.89M | +0.7% | 3.21% | 121% | 82 | 21.95% | 2.8 |
|
| 2344 |
BP
2344
Banbury Partners
Charlotte,
North Carolina
| $419M | +$46.1M | +12% | 4.35% | 138% | 25 | 40% | 0.8 |
|
| 2345 |
2345
Kingsview Wealth Management
Grants Pass,
Oregon
| $419M | +$16.4M | +4% | 2.71% | 71.5% | 421 | 23.28% | 0.8 |
|
| 2346 |
2346
Kentucky Retirement Systems Insurance Trust Fund
Frankfort,
Kentucky
| $419M | -$88.5M | -17% | 4.07% | 115% | 457 | 12.91% | 4.2 |
|
| 2347 |
WEC
2347
White Elm Capital
Greenwich,
Connecticut
| $419M | -$37.2M | -8% | 9.35% | 103% | 36 | 33.33% | 1.6 |
|
| 2348 |
3AM
2348
3D Asset Management
Hartford,
Connecticut
| $418M | -$5.2M | -1% | 0.03% | 0.82% | 61 | 14.75% | 3.2 |
|
| 2349 |
2349
Van Cleef Asset Management
Beachwood,
Ohio
| $418M | +$12.4M | +3% | 2.72% | 104% | 118 | 7.63% | 3.6 |
|
| 2350 |
2350
Brightworth
Atlanta,
Georgia
| $416M | -$16.7M | -4% | 3.32% | 21.7% | 135 | 38.52% | 1 |
|