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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2676 |
FGA
2676
Flood Gamble Associates
New York
| $235M | +$9.23M | +4% | 5.01% | – | 57 | 1.75% | 1.5 |
|
| 2677 |
MRH
2677
Montpelier Re Holdings
Pembroke,
Bermuda
| $235M | +$23.5M | +11% | 1.59% | – | 4 | 0% | 0.7 |
|
| 2678 |
BWFM
2678
Bridgewater Wealth & Financial Management
Bethesda,
Maryland
| $234M | -$11.5M | -5% | 5.4% | 30.8% | 100 | 27% | 0.2 |
|
| 2679 |
MCAI
2679
Meritech Capital Associates III
Palo Alto,
California
| $234M | -$112M | -32% | 6.16% | 135% | 6 | 0% | 1.6 |
|
| 2680 |
GMA
2680
Goldstein Munger & Associates
San Ramon,
California
| $234M | -$3.1M | -1% | 0.96% | 11.9% | 32 | 9.38% | 1.5 |
|
| 2681 |
NL
2681
NWAM LLC
Mercer Island,
Washington
| $234M | +$4.88M | +2% | 1.28% | 112% | 265 | 14.34% | 1.2 |
|
| 2682 |
CCM
2682
Castine Capital Management
Boston,
Massachusetts
| $234M | +$4.18M | +2% | 1.21% | 13.9% | 50 | 10% | 1 |
|
| 2683 |
HS
2683
Huntington Steele
Oaks,
Pennsylvania
| $234M | -$5.95M | -2% | 3.53% | 69.8% | 67 | 23.88% | 1.7 |
|
| 2684 |
PPCP
2684
Pivot Point Capital Partners
San Francisco,
California
| $234M | -$17M | -7% | 1.84% | 30.3% | 9 | 22.22% | 1.3 |
|
| 2685 |
CYG
2685
Clean Yield Group
Norwich,
Vermont
| $233M | +$10.5M | +5% | 1.24% | 65% | 361 | 66.76% | 0.5 |
|
| 2686 |
2686
Moneta Group Investment Advisors
St Louis,
Missouri
| $233M | +$25.4M | +12% | 2.05% | 64% | 148 | 12.16% | 1.3 |
|
| 2687 |
BHTS
2687
Bar Harbor Trust Services
Ellsworth,
Maine
| $233M | +$378K | +0.2% | 0.83% | 86.4% | 98 | 16.33% | 1.2 |
|
| 2688 |
SP
2688
Stairway Partners
Chicago,
Illinois
| $233M | +$6.99M | +3% | 2.72% | 48.1% | 8 | 0% | 1.8 |
|
| 2689 |
FBT
2689
First Bankers Trust
Louisville,
Kentucky
| $233M | +$2.71M | +1% | 0.05% | 78.9% | 149 | 6.04% | 1.6 |
|
| 2690 |
NAMP
2690
NorthStar Asset Management (Pennsylvania)
Blue Bell,
Pennsylvania
| $233M | +$2.56M | +1% | 1.46% | 73.1% | 111 | 9.01% | 1.4 |
|
| 2691 |
GIP
2691
Greatmark Investment Partners
Columbus,
Georgia
| $233M | -$711K | -0.3% | 0.7% | 62% | 94 | 7.45% | 1.5 |
|
| 2692 |
AFIA
2692
America First Investment Advisors
Omaha,
Nebraska
| $233M | -$3.2M | -1% | 2.48% | 78.2% | 147 | 12.93% | 1.6 |
|
| 2693 |
FC
2693
Forte Capital
Rochester,
New York
| $233M | +$2.83M | +1% | 4.07% | 98.3% | 163 | 11.04% | 0.5 |
|
| 2694 |
TFF
2694
Timothy F. Fidgeon
| $233M | +$12.9M | +6% | 0.07% | – | 127 | 3.94% | 1.5 |
|
| 2695 |
LSC
2695
Lyon Street Capital
Sausalito,
California
| $232M | -$8.28M | -3% | 5.09% | – | 58 | 13.79% | 1.1 |
|
| 2696 |
HCM
2696
Horrell Capital Management
Little Rock,
Arkansas
| $232M | +$4.42M | +2% | 1.59% | 55.6% | 336 | 7.74% | 1.4 |
|
| 2697 |
EVC
2697
Eidelman Virant Capital
Saint Louis,
Missouri
| $232M | +$6.04M | +3% | 2.4% | 46.2% | 215 | 29.77% | 1 |
|
| 2698 |
USO
2698
Union Square Opportunity
New York
| $232M | -$66.6M | -22% | 22.3% | – | 1 | 0% | 0.3 |
|
| 2699 |
CA
2699
Corrado Advisors
Ramsey,
New Jersey
| $232M | +$25.6M | +12% | 1.83% | 64% | 90 | 36.67% | 1 |
|
| 2700 |
AWA
2700
ARS Wealth Advisors
St. Petersburg,
Florida
| $231M | +$347K | +0.2% | 1.48% | 61.8% | 82 | 18.29% | 0.9 |
|