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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%
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 Time Held (Qtrs) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2701 |
JFA
2701
JNBA Financial Advisors
Bloomington,
Minnesota
| $160M | +$14.8M | +10% | 6.66% | 61.8% | 452 | 18.58% | 0.9 |
|
| 2702 |
TC
2702
Teilinger Capital
Houston,
Texas
| $160M | +$60.1M | +60% | 6.44% | 30.2% | 22 | 68.18% | 0.6 |
|
| 2703 |
BC
2703
BMI Capital
New York
| $160M | +$4.74M | +3% | 4.18% | – | 87 | 3.45% | 1 |
|
| 2704 |
BREA
2704
Barings Real Estate Advisers
Hartford,
Connecticut
| $160M | -$6.31M | -4% | 0.67% | 44.2% | 56 | 25% | 0.9 |
|
| 2705 |
RHI
2705
Richmond Hill Investments
New York
| $160M | -$11.5M | -7% | 8.23% | 55.2% | 14 | 21.43% | 0.8 |
|
| 2706 |
FAG
2706
Financial Advisory Group
Houston,
Texas
| $160M | +$3.02M | +2% | 3.15% | 20.6% | 47 | 12.77% | 0.9 |
|
| 2707 |
RA
2707
Research Affiliates
Newport Beach,
California
| $160M | +$995K | +0.6% | 1.04% | – | 16 | 0% | 1 |
|
| 2708 |
AIS
2708
American Investment Services
Great Barrington,
Massachusetts
| $160M | +$358K | +0.2% | 0.46% | 63.1% | 75 | 14.67% | 1 |
|
| 2709 |
BMM
2709
Buffington Mohr McNeal
Boise,
Idaho
| $159M | +$9.13M | +6% | 1.1% | 29.3% | 82 | 30.49% | 0.7 |
|
| 2710 |
MWP
2710
Moller Wealth Partners
| $159M | +$22.2M | +16% | 6.78% | 41.4% | 43 | 6.98% | 1 |
|
| 2711 |
GAM
2711
Gould Asset Management
Claremont,
California
| $159M | -$961K | -0.6% | 4.95% | 42.8% | 80 | 8.75% | 0.9 |
|
| 2712 |
EU
2712
Emory University
Atlanta,
Georgia
| $159M | -$51M | -24% | 0.41% | – | 182 | 8.79% | 1 |
|
| 2713 |
CBCM
2713
Cook & Bynum Capital Management
Birmingham,
Alabama
| $159M | +$7.39M | +5% | 2.44% | 46.8% | 5 | 0% | 1 |
|
| 2714 |
EFSCE
2714
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
| $158M | +$12.5M | +9% | 5.09% | 100% | 1,316 | 18.84% | 0.8 |
|
| 2715 |
AA
2715
AlphaMark Advisors
Ft. Wright,
Kentucky
| $158M | -$5.94M | -4% | 9.27% | 26.4% | 436 | 30.5% | 1 |
|
| 2716 |
UMA
2716
USA Mutuals Advisors
Dallas,
Texas
| $158M | +$34.2M | +28% | 11.4% | 14.1% | 63 | 44.44% | 0.7 |
|
| 2717 |
SCM
2717
Sterneck Capital Management
Kansas City,
Missouri
| $158M | -$555K | -0.4% | 6.63% | 61.5% | 170 | 23.53% | 0.9 |
|
| 2718 |
UAS
2718
United Asset Strategies
Garden City,
New York
| $158M | +$6.22M | +4% | 4.4% | 94.6% | 101 | 24.75% | 0.9 |
|
| 2719 |
SFG
2719
SNS Financial Group
Minneapolis,
Minnesota
| $158M | -$108M | -41% | 5.27% | 54.2% | 132 | 49.24% | 0.6 |
|
| 2720 |
TCM
2720
Tieton Capital Management
Yakima,
Washington
| $157M | +$8.74M | +6% | 5.67% | 172% | 28 | 10.71% | 0.9 |
|
| 2721 |
SAM
2721
SignalPoint Asset Management
Springfield,
Missouri
| $157M | +$33.7M | +27% | 4.76% | 36% | 106 | 47.17% | 0.5 |
|
| 2722 |
DA
2722
DSC Advisors
Chicago,
Illinois
| $157M | +$5.94M | +4% | 11.1% | 3.18% | 74 | 55.41% | 0.6 |
|
| 2723 |
AWA
2723
AmeriServ Wealth Advisors
Johnstown,
Pennsylvania
| $157M | +$1.67M | +1% | 4.94% | – | 183 | 8.2% | 0.9 |
|
| 2724 |
WAM
2724
Water Asset Management
New York
| $157M | +$10.6M | +7% | 8.23% | 48.9% | 22 | 40.91% | 0.7 |
|
| 2725 |
MM
2725
Midas Management
New York
| $156M | +$6.29M | +4% | 5.12% | 43.3% | 143 | 4.2% | 1 |
|