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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2551 |
CAM
2551
Columbia Asset Management
Ann Arbor,
Michigan
| $263M | -$3.09M | -1% | 0.1% | 84.4% | 202 | 7.92% | 1.3 |
|
| 2552 |
WAM
2552
Weatherly Asset Management
Del Mar,
California
| $263M | +$12.4M | +5% | 4.69% | 108% | 155 | 7.1% | 1.7 |
|
| 2553 |
SAS
2553
Spectrum Advisory Services
Atlanta,
Georgia
| $262M | -$20.3M | -7% | 0.55% | 35.6% | 168 | 8.33% | 1.9 |
|
| 2554 |
GIA
2554
Gargoyle Investment Advisor
Englewood,
New Jersey
| $262M | -$3.38M | -1% | 0.58% | 34.5% | 194 | 31.96% | 0.8 |
|
| 2555 |
CAM
2555
CG Asset Management
New York
| $262M | +$5.11M | +2% | 3.58% | 62.7% | 146 | 28.77% | 1 |
|
| 2556 |
MCM
2556
Monarch Capital Management
Fort Wayne,
Indiana
| $262M | -$2.81M | -1% | 0.77% | 65% | 107 | 6.54% | 1.7 |
|
| 2557 |
HBWM
2557
Hollow Brook Wealth Management
Katonah,
New York
| $261M | -$39.9M | -13% | 0.1% | 92.8% | 59 | 20.34% | 1.4 |
|
| 2558 |
HCM
2558
HMI Capital Management
San Francisco,
California
| $261M | +$65.7M | +34% | 2.7% | 5.95% | 9 | 33.33% | 1.1 |
|
| 2559 |
SHI
2559
SV Health Investors
Boston,
Massachusetts
| $261M | -$41.4M | -14% | 1.2% | 97.4% | 5 | 20% | 0.6 |
|
| 2560 |
AP
2560
Advisor Partners
Walnut Creek,
California
| $261M | +$25.5M | +11% | 0.34% | 63.8% | 330 | 3.64% | 1.3 |
|
| 2561 |
MBA
2561
Maple-Brown Abbott
Barangaroo,
Australia
| $261M | +$37.4M | +17% | 2.92% | 7.92% | 20 | 15% | 0.4 |
|
| 2562 |
USGIU
2562
U.S. Global Investors (USGI)
San Antonio,
Texas
| $261M | -$97.5M | -27% | 2.57% | 119% | 438 | 56.85% | 0.5 |
|
| 2563 |
BAM
2563
Bruderman Asset Management
Locust Valley,
New York
| $261M | +$4.43M | +2% | 1.15% | 31.7% | 473 | 15.64% | 0.2 |
|
| 2564 |
GAM
2564
Griffin Asset Management
New York
| $261M | -$83.8M | -24% | 0.77% | 80.7% | 105 | 9.52% | 1.8 |
|
| 2565 |
SC
2565
Spitfire Capital
Mill Valley,
California
| $260M | +$21M | +9% | 4.69% | 25.9% | 24 | 8.33% | 1.3 |
|
| 2566 |
SCA
2566
Stonebridge Capital Advisors
St Paul,
Minnesota
| $260M | +$1.11M | +0.4% | 0.95% | 80.1% | 157 | 6.37% | 1.3 |
|
| 2567 |
GA
2567
Giralda Advisors
New York
| $260M | +$3.01M | +1% | 0.51% | 36.8% | 21 | 0% | 0.9 |
|
| 2568 |
WC
2568
Wynnefield Capital
New York
| $260M | +$33.5M | +15% | 0.72% | 52.1% | 36 | 25% | 1.2 |
|
| 2569 |
2569
Guinness Asset Management
London,
United Kingdom
| $260M | +$46.3M | +22% | 2.95% | 73.9% | 81 | 0% | 1.5 |
|
| 2570 |
DDSF
2570
Diana Davis Spencer Foundation
Bethesda,
Maryland
| $259M | -$8.84M | -3% | 3.25% | 13.4% | 3 | 0% | 0.5 |
|
| 2571 |
OA
2571
Outfitter Advisors
Mclean,
Virginia
| $259M | -$4.61M | -2% | 1.28% | 35.6% | 151 | 7.95% | 1.7 |
|
| 2572 |
IEMC
2572
Insight Equity Management Company
Southlake,
Texas
| $259M | -$81.2M | -24% | 23.9% | – | 1 | 0% | 0.8 |
|
| 2573 |
IWMPD
2573
Integrated Wealth Management (Palm Desert)
Palm Desert,
California
| $258M | +$18.2M | +8% | 1.14% | – | 1,594 | 20.51% | 0.2 |
|
| 2574 |
FG
2574
FSI Group
Cincinnati,
Ohio
| $257M | -$4.27M | -2% | 6.17% | 44.1% | 76 | 47.37% | 0.8 |
|
| 2575 |
AB
2575
Atlas Brown
Louisville,
Kentucky
| $257M | -$115M | -31% | 11.7% | 115% | 121 | 14.88% | 1.5 |
|