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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 |
MFW
2676
Meristem Family Wealth
Minnetonka,
Minnesota
| $238M | +$12.2M | +5% | 3.28% | 67.7% | 118 | 11.86% | 1.6 |
|
| 2677 |
PAM
2677
Peak Asset Management
Louisville,
Colorado
| $238M | +$11.9M | +5% | 4.2% | 70.1% | 147 | 11.56% | 1.2 |
|
| 2678 |
BMM
2678
Buffington Mohr McNeal
Boise,
Idaho
| $238M | +$11.1M | +5% | 1.88% | 29.3% | 166 | 9.04% | 1.4 |
|
| 2679 |
AIC
2679
Argus Investors Counsel
New York
| $238M | +$1.55M | +0.7% | 5.39% | 132% | 53 | 0% | 3 |
|
| 2680 |
GBCP
2680
Glade Brook Capital Partners
Greenwich,
Connecticut
| $238M | +$114M | +92% | 10.8% | – | 7 | 42.86% | 1.2 |
|
| 2681 |
IIA
2681
IPG Investment Advisors
San Diego,
California
| $238M | -$4.15M | -2% | 10.2% | 106% | 146 | 36.3% | 1.3 |
|
| 2682 |
AFIA
2682
America First Investment Advisors
Omaha,
Nebraska
| $238M | -$1.79M | -0.7% | 2% | 78.2% | 148 | 27.03% | 2.1 |
|
| 2683 |
RP
2683
Ridgegate Proprietary
Sydney,
Australia
| $237M | -$5.35M | -2% | 0.69% | – | 3 | 0% | 1.5 |
|
| 2684 |
MAP
2684
Managed Asset Portfolios
Rochester,
Michigan
| $237M | +$9.11M | +4% | 6.31% | 99.2% | 31 | 9.68% | 2.3 |
|
| 2685 |
PRS
2685
Pinkerton Retirement Specialists
Coeur D Alene,
Idaho
| $237M | +$38.4M | +19% | 3.32% | 82.9% | 704 | 15.06% | 0.5 |
|
| 2686 |
2686
Northeast Financial Consultants
Westport,
Connecticut
| $237M | +$12M | +5% | 3.53% | 63.8% | 169 | 18.93% | 1.6 |
|
| 2687 |
EAMA
2687
EFG Asset Management (Americas)
Miami,
Florida
| $237M | +$24.4M | +11% | 2.22% | 112% | 126 | 34.13% | 1.3 |
|
| 2688 |
KIM
2688
Kestrel Investment Management
San Mateo,
California
| $236M | -$5.35M | -2% | 11.2% | 89.2% | 47 | 25.53% | 1.1 |
|
| 2689 |
PAM
2689
PVG Asset Management
Golden,
Colorado
| $236M | -$4.93M | -2% | 1.74% | – | 89 | 33.71% | 0.7 |
|
| 2690 |
FWM
2690
FFT Wealth Management
Philadelphia,
Pennsylvania
| $236M | -$17.3M | -7% | 2.53% | 65.6% | 69 | 13.04% | 0.6 |
|
| 2691 |
ACJ
2691
Autonomy Capital (Jersey)
St. Helier,
Jersey
| $236M | -$19.2M | -8% | 9.79% | 33.4% | 10 | 60% | 0.4 |
|
| 2692 |
AIIMS
2692
Analyst IMS Investment Management Services
Tel-Aviv,
Israel
| $236M | -$474K | -0.2% | 7.26% | 99.4% | 103 | 8.74% | 1.4 |
|
| 2693 |
AWA
2693
ARS Wealth Advisors
St. Petersburg,
Florida
| $236M | +$866K | +0.4% | 1% | 61.8% | 103 | 18.45% | 1.5 |
|
| 2694 |
ATC
2694
Argent Trust Co
Nashville,
Tennessee
| $236M | +$8.42M | +4% | 2.54% | 86.2% | 267 | 11.99% | 1.3 |
|
| 2695 |
SA
2695
Steadfast Advisors
New York
| $235M | +$72.2M | +44% | 15.4% | 81.4% | 56 | 32.14% | 0.9 |
|
| 2696 |
EWM
2696
Edge Wealth Management
New York
| $235M | -$5.29M | -2% | 5.34% | 75.3% | 543 | 22.47% | 1.8 |
|
| 2697 |
KFA
2697
Kays Financial Advisory
Atlanta,
Georgia
| $235M | +$12.7M | +6% | 1.67% | 23.3% | 68 | 11.76% | 1.8 |
|
| 2698 |
GS
2698
Gagnon Securities
New York
| $235M | +$20.6M | +10% | 11.1% | 129% | 107 | 24.3% | 1.8 |
|
| 2699 |
PCM
2699
Palouse Capital Management
Spokane,
Washington
| $235M | -$11M | -4% | 4% | 67.8% | 105 | 26.67% | 1.4 |
|
| 2700 |
I
2700
IberiaBank
Lafayette,
Louisiana
| $235M | +$7.59M | +3% | 3.14% | 39.6% | 152 | 19.08% | 2.1 |
|