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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2726 |
GA
2726
Gateway Advisory
Westfield,
New Jersey
| $227M | +$1.93M | +0.9% | 0.96% | 26% | 44 | 18.18% | 1.3 |
|
| 2727 |
CCM
2727
Cutler Capital Management
Worcester,
Massachusetts
| $227M | +$402K | +0.2% | 0.63% | 39.7% | 98 | 16.33% | 1.2 |
|
| 2728 |
PP
2728
Pegasus Partners
Mequon,
Wisconsin
| $227M | – | – | 2.9% | 32.6% | 101 | – | 0 |
|
| 2729 |
PPCP
2729
Pivot Point Capital Partners
San Francisco,
California
| $227M | -$6.88M | -3% | 0.1% | 30.3% | 8 | 0% | 1.5 |
|
| 2730 |
HMS
2730
Hanseatic Management Services
Albuquerque,
New Mexico
| $226M | +$39.5M | +21% | 6.87% | – | 474 | 55.06% | 0.3 |
|
| 2731 |
UBWV
2731
United Bank (West Virginia)
Parkersburg,
West Virginia
| $226M | -$10.3M | -4% | 0.69% | 22.5% | 111 | 12.61% | 1.7 |
|
| 2732 |
AWA
2732
ARS Wealth Advisors
St. Petersburg,
Florida
| $226M | -$5.8M | -3% | 1.46% | 61.8% | 74 | 0% | 1.2 |
|
| 2733 |
TFF
2733
Timothy F. Fidgeon
| $226M | -$6.94M | -3% | 1.06% | – | 127 | 5.51% | 1.7 |
|
| 2734 |
WFH
2734
Wealthy Fountain Holdings
Shanghai,
China
| $225M | +$218K | +0.1% | 10.6% | 97.9% | 1 | 0% | 0.5 |
|
| 2735 |
BHTS
2735
Bar Harbor Trust Services
Ellsworth,
Maine
| $225M | -$7.96M | -3% | 0.46% | 86.4% | 101 | 16.83% | 1.3 |
|
| 2736 |
II
2736
INCA Investments
Miami,
Florida
| $225M | -$36.2M | -14% | 4.98% | 128% | 15 | 6.67% | 1.2 |
|
| 2737 |
LCM
2737
Lucas Capital Management
Red Bank,
New Jersey
| $225M | -$22.9M | -9% | 1.82% | 44.5% | 138 | 7.25% | 1.7 |
|
| 2738 |
KCMRT
2738
Kemper Corp Master Retirement Trust
Chicago,
Illinois
| $225M | -$16K | -0% | 0.7% | 21.9% | 110 | 8.18% | 1.6 |
|
| 2739 |
SEM
2739
Suncoast Equity Management
Tampa,
Florida
| $225M | +$25.1M | +13% | 3.04% | 82.9% | 22 | 13.64% | 1.4 |
|
| 2740 |
KIA
2740
Kopp Investment Advisors
Bloomington,
Minnesota
| $225M | -$1.43M | -0.6% | 7.9% | 109% | 76 | 15.79% | 1.4 |
|
| 2741 |
PVMCV
2741
Polaris Venture Management Co V
Boston,
Massachusetts
| $224M | +$396K | +0.2% | 0.97% | 281% | 9 | 22.22% | 0.8 |
|
| 2742 |
I
2742
IberiaBank
Lafayette,
Louisiana
| $224M | +$926K | +0.4% | 0.16% | 39.6% | 216 | 19.44% | 1.2 |
|
| 2743 |
GG
2743
Greenwood Gearhart
Fayetteville,
Arkansas
| $224M | -$6.14M | -3% | 2.23% | 70.6% | 50 | 2% | 1.8 |
|
| 2744 |
R
2744
RQSI
Nassau,
Bahamas
| $224M | +$41.1M | +23% | 8.06% | – | 263 | 72.24% | 0.3 |
|
| 2745 |
UAS
2745
United Asset Strategies
Garden City,
New York
| $224M | +$8.25M | +4% | 0.92% | 94.6% | 136 | 22.06% | 1 |
|
| 2746 |
DAM
2746
Doheny Asset Management
Los Angeles,
California
| $224M | +$7.93M | +4% | 1.11% | 135% | 124 | 12.1% | 1.5 |
|
| 2747 |
MIS
2747
Man Investments (Switzerland)
Pfaffikon,
Switzerland
| $224M | +$15.2M | +7% | 0.07% | 0.23% | 62 | 4.84% | 0.9 |
|
| 2748 |
2748
Northeast Financial Consultants
Westport,
Connecticut
| $223M | +$3.45M | +2% | 2.06% | 63.8% | 155 | 12.26% | 1 |
|
| 2749 |
EVC
2749
Eidelman Virant Capital
Saint Louis,
Missouri
| $223M | -$8.52M | -4% | 0.56% | 46.2% | 209 | 27.27% | 1.2 |
|
| 2750 |
HCM
2750
Harvest Capital Management
Concord,
New Hampshire
| $223M | -$3.64M | -2% | 1.75% | 19.5% | 84 | 8.33% | 1.5 |
|