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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2501 |
CFP
2501
Cornerstone Financial Partners
Huntersville,
North Carolina
| $258M | -$12.5M | -5% | 0.34% | – | 196 | 51.53% | 0.2 |
|
| 2502 |
CCM
2502
Coliseum Capital Management
Rowayton,
Connecticut
| $258M | +$11.6M | +5% | 0.81% | 41.1% | 12 | 16.67% | 1.3 |
|
| 2503 |
PFA
2503
Paradigm Financial Advisors
Des Peres,
Missouri
| $258M | +$98.5M | +62% | 2.12% | 114% | 92 | 11.96% | 1.8 |
|
| 2504 |
CANC
2504
Culbertson A N & Co
Charlottesville,
Virginia
| $258M | +$4.66M | +2% | 2.47% | 80.7% | 85 | 11.76% | 2.4 |
|
| 2505 |
PAI
2505
ProQuest Associates IV
Naples,
Florida
| $257M | -$261M | -50% | 49.4% | 113% | 5 | 20% | 1.3 |
|
| 2506 |
TI
2506
TT International
London,
United Kingdom
| $257M | +$1.61M | +0.6% | 3.49% | – | 51 | 43.14% | 0.4 |
|
| 2507 |
MBTD
2507
Mechanics Bank - Trust Department
Walnut Creek,
California
| $257M | +$2.26M | +0.9% | 3.67% | 76.8% | 122 | 9.02% | 2.4 |
|
| 2508 |
TPWA
2508
TRUE Private Wealth Advisors
Salem,
Oregon
| $257M | +$29.9M | +13% | 2.12% | 84% | 144 | 49.31% | 0.1 |
|
| 2509 |
PCMK
2509
Paragon Capital Management (Kansas)
Overland Park,
Kansas
| $256M | -$2.43M | -0.9% | 0.61% | 87.5% | 58 | 10.34% | 2.3 |
|
| 2510 |
PAM
2510
PVG Asset Management
Golden,
Colorado
| $256M | +$8.2M | +3% | 0.34% | – | 84 | 44.05% | 0.6 |
|
| 2511 |
HL
2511
HeadInvest LLC
Portland,
Maine
| $256M | +$8.79M | +4% | 3.41% | 59.1% | 127 | 9.45% | 2.1 |
|
| 2512 |
NA
2512
Newport Asia
San Francisco,
California
| $255M | -$103M | -29% | 4.81% | – | 9 | 55.56% | 1.4 |
|
| 2513 |
SAS
2513
Spectrum Advisory Services
Atlanta,
Georgia
| $255M | +$5.19M | +2% | 5.41% | 35.6% | 161 | 11.18% | 2.4 |
|
| 2514 |
FFA
2514
Fragasso Financial Advisors
Sewickley,
Pennsylvania
| $255M | -$6.93M | -3% | 0.28% | 73.7% | 62 | 24.19% | 1 |
|
| 2515 |
PJSIMP
2515
P.J. Schmidt Investment Management (PJS)
Cedarburg,
Wisconsin
| $255M | +$4.77M | +2% | 3.01% | 65.9% | 147 | 14.97% | 1.9 |
|
| 2516 |
2516
Armistice Capital
New York
| $255M | -$25.5M | -9% | 15.5% | 79.7% | 47 | 57.45% | 0.4 |
|
| 2517 |
WC
2517
Wynnefield Capital
New York
| $255M | -$41.2M | -14% | 4.94% | 52.1% | 39 | 20.51% | 1.4 |
|
| 2518 |
I2I
2518
Insight 2811 Inc
Chicago,
Illinois
| $255M | +$43.7M | +21% | 0.56% | 30.8% | 120 | 17.5% | 1.6 |
|
| 2519 |
IHG
2519
Insight Holdings Group
New York
| $254M | -$47.1M | -16% | 12.6% | 111% | 6 | 0% | 1.3 |
|
| 2520 |
AAM
2520
ACK Asset Management
Greenwich,
Connecticut
| $254M | +$59M | +30% | 0.95% | 132% | 37 | 67.57% | 0.6 |
|
| 2521 |
AA
2521
Apriem Advisors
Irvine,
California
| $254M | -$26.4M | -9% | 3.11% | 74.3% | 708 | 23.02% | 1.7 |
|
| 2522 |
OIA
2522
Optimum Investment Advisors
Chicago,
Illinois
| $254M | -$4.42M | -2% | 1.27% | 125% | 295 | 15.93% | 2 |
|
| 2523 |
HJA
2523
Hugh Johnson Advisors
Albany,
New York
| $254M | -$8.18M | -3% | 1.64% | 41.5% | 91 | 7.69% | 2.1 |
|
| 2524 |
ZCM
2524
Zebra Capital Management
Stamford,
Connecticut
| $254M | +$73.5M | +41% | 4.3% | 142% | 281 | 31.32% | 1 |
|
| 2525 |
LA
2525
Lexington Advisors
New York
| $254M | -$13.8M | -5% | 5.06% | 27% | 5 | 0% | 0.3 |
|