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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2376 |
GCM
2376
Grisanti Capital Management
New York
| $217M | -$872K | -0.4% | 2.2% | 17.9% | 55 | 38.18% | 0.2 |
|
| 2377 |
VIA
2377
Virtus Investment Advisers
Hartford,
Connecticut
| $216M | +$14M | +7% | 6.47% | 172% | 32 | 43.75% | 0.2 |
|
| 2378 |
DAM
2378
Davis Asset Management
Sausalito,
California
| $216M | +$7.97M | +4% | 1.95% | 97.3% | 20 | 5% | 0.3 |
|
| 2379 |
EC
2379
Estate Counselors
Thiensville,
Wisconsin
| $216M | +$18.5M | +9% | 4.06% | 60% | 61 | 18.03% | 0.2 |
|
| 2380 |
KA
2380
Kerrisdale Advisers
Miami,
Florida
| $215M | -$1.74M | -0.8% | 6.52% | 78.8% | 84 | 40.48% | 0.2 |
|
| 2381 |
PA
2381
Planning Alternatives
Birmingham,
Michigan
| $215M | +$40.2M | +23% | 6.85% | 69.6% | 27 | 18.52% | 0.2 |
|
| 2382 |
DIGDR
2382
Dynamo Internacional Gestao de Recursos
Rio De Janeiro,
Brazil
| $215M | +$24.4M | +13% | 6.65% | 34.1% | 9 | 0% | 0.3 |
|
| 2383 |
RPA
2383
Rock Point Advisors
Burlington,
Vermont
| $215M | +$18.2M | +9% | 7.88% | 82.8% | 84 | 13.1% | 0.2 |
|
| 2384 |
ACM
2384
Archon Capital Management
Seattle,
Washington
| $215M | -$4.77M | -2% | 20.7% | 222% | 31 | 38.71% | 0.2 |
|
| 2385 |
PFP
2385
Patriot Financial Partners
Radnor,
Pennsylvania
| $215M | +$18.5M | +9% | 9.88% | 16.6% | 13 | 7.69% | 0.2 |
|
| 2386 |
2386
Annex Advisory Services
Brookfield,
Wisconsin
| $215M | +$33.5M | +18% | 4.43% | 77.9% | 104 | 13.46% | 0.2 |
|
| 2387 |
2387
Brevan Howard Capital Management
St. Helier,
Jersey
| $214M | -$359M | -63% | 2.4% | 148% | 37 | 35.14% | 0.2 |
|
| 2388 |
JWA
2388
JFS Wealth Advisors
Hermitage,
Pennsylvania
| $214M | +$14.8M | +7% | 5.2% | 54.8% | 135 | 25.19% | 0.2 |
|
| 2389 |
ACP
2389
Aviance Capital Partners
Naples,
Florida
| $214M | +$28.7M | +15% | 5.23% | 98.2% | 220 | 16.82% | 0.2 |
|
| 2390 |
RBCM
2390
Raub Brock Capital Management
Larkspur,
California
| $214M | +$19.1M | +10% | 5.75% | 56.3% | 35 | 11.43% | 0.2 |
|
| 2391 |
SCM
2391
SkyTop Capital Management
Rutherford,
New Jersey
| $214M | +$26.3M | +14% | 7.83% | 50.2% | 24 | 50% | 0.1 |
|
| 2392 |
2392
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
| $213M | +$11.8M | +6% | 5.86% | 58% | 143 | 7.69% | 0.2 |
|
| 2393 |
TFA
2393
Toth Financial Advisory
Leesburg,
Virginia
| $213M | +$10.3M | +5% | 5.54% | 90.4% | 110 | 12.73% | 0.2 |
|
| 2394 |
LIM
2394
Lathrop Investment Management
Little Rock,
Arkansas
| $213M | +$15.9M | +8% | 7.88% | 72.2% | 56 | 8.93% | 0.2 |
|
| 2395 |
BO
2395
BRR OpCo
Columbus,
Ohio
| $213M | +$4.74M | +2% | 3.01% | 23.6% | 91 | 7.69% | 0.2 |
|
| 2396 |
BHTS
2396
Bar Harbor Trust Services
Ellsworth,
Maine
| $213M | +$22.2M | +12% | 3.18% | 86.4% | 86 | 15.12% | 0.2 |
|
| 2397 |
RCP
2397
Rothschild Capital Partners
New York
| $212M | +$32.9M | +18% | 16.7% | 90.8% | 52 | 32.69% | 0.2 |
|
| 2398 |
BWM
2398
Baystate Wealth Management
Boston,
Massachusetts
| $212M | +$8.36M | +4% | 6.78% | 14.6% | 295 | 91.53% | 0.2 |
|
| 2399 |
GA
2399
Giralda Advisors
New York
| $211M | – | – | 5.5% | 36.8% | 8 | – | 0 |
|
| 2400 |
ACM
2400
Ativo Capital Management
Chicago,
Illinois
| $211M | +$17.7M | +9% | 12% | 63.8% | 219 | 33.79% | 0.2 |
|