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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2751 |
PAM
2751
PVG Asset Management
Golden,
Colorado
| $238M | +$1.27M | +0.5% | 2.93% | – | 119 | 30.25% | 0.7 |
|
| 2752 |
GIP
2752
Greatmark Investment Partners
Columbus,
Georgia
| $238M | +$7.91M | +3% | 3.55% | 62% | 100 | 12% | 2.6 |
|
| 2753 |
BCM
2753
Birmingham Capital Management
Birmingham,
Alabama
| $238M | +$11.1M | +5% | 5.44% | 103% | 107 | 4.67% | 3 |
|
| 2754 |
LA
2754
Lynch & Associates
Newburgh,
Indiana
| $238M | +$10.3M | +5% | 4.64% | 73.5% | 111 | 9.01% | 3 |
|
| 2755 |
WP
2755
WealthSource Partners
San Luis Obispo,
California
| $238M | -$36.5M | -13% | 0.79% | 16.8% | 302 | 33.44% | 0.5 |
|
| 2756 |
SCM
2756
Stonebridge Capital Management
Los Angeles,
California
| $237M | +$4.59M | +2% | 1.97% | – | 144 | 14.58% | 2.4 |
|
| 2757 |
ACS
2757
Archford Capital Strategies
Swansea,
Illinois
| $237M | -$5.42M | -2% | 2.79% | 76.2% | 814 | 21.87% | 0.8 |
|
| 2758 |
HFS
2758
Haverford Financial Services
Radnor,
Pennsylvania
| $237M | +$4.38M | +2% | 2.89% | 57.9% | 62 | 8.06% | 2.1 |
|
| 2759 |
PC
2759
Permanens Capital
New York
| $237M | +$31.7M | +15% | 4.95% | 76.9% | 16 | 56.25% | 1.2 |
|
| 2760 |
IAM
2760
Ion Asset Management
Herzliya,
Israel
| $237M | +$18.1M | +8% | 10.3% | 125% | 16 | 18.75% | 1.4 |
|
| 2761 |
FWM
2761
Focused Wealth Management
Newburgh,
New York
| $237M | +$9.26M | +4% | 4% | 73.9% | 780 | 14.36% | 2.3 |
|
| 2762 |
MG
2762
McCutchen Group
Seattle,
Washington
| $237M | -$2.98M | -1% | 1.42% | 2.54% | 18 | 0% | 2.9 |
|
| 2763 |
CGL
2763
Clarius Group LLC
Seattle,
Washington
| $236M | +$22M | +10% | 2.3% | 92.1% | 100 | 16% | 0.8 |
|
| 2764 |
2764
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
| $236M | +$10.3M | +5% | 3.11% | 58% | 180 | 15.56% | 1.6 |
|
| 2765 |
UF
2765
Univest Financial
Souderton,
Pennsylvania
| $236M | +$15.2M | +7% | 7.65% | 82.6% | 102 | 14.71% | 2.4 |
|
| 2766 |
WPC
2766
White Pine Capital
Bloomington,
Minnesota
| $236M | +$1.29M | +0.5% | 4.76% | 143% | 223 | 10.76% | 2.6 |
|
| 2767 |
2767
Carrhae Capital
London,
United Kingdom
| $236M | +$107M | +83% | 1.37% | 159% | 14 | 35.71% | 0.4 |
|
| 2768 |
PCP
2768
Proficio Capital Partners
Newton,
Massachusetts
| $236M | +$62.5M | +36% | 2.16% | 97% | 1,245 | 13.73% | 0.7 |
|
| 2769 |
DWA
2769
Dorsey Wright & Associates
Pasadena,
California
| $236M | +$25.2M | +12% | 9.53% | 311% | 178 | 65.17% | 0.4 |
|
| 2770 |
2770
MKP Capital Management
New York
| $236M | +$187M | +390% | 5.04% | 69.8% | 9 | 88.89% | 0 |
|
| 2771 |
CIA
2771
Covington Investment Advisors
Ligonier,
Pennsylvania
| $236M | +$15.9M | +7% | 4.95% | 100% | 89 | 7.87% | 2.6 |
|
| 2772 |
DE
2772
DFT Energy
Locust Valley,
New York
| $236M | – | – | 3.18% | – | 20 | – | 0 |
|
| 2773 |
LYV
2773
Live Your Vision
West Conshohocken,
Pennsylvania
| $235M | +$1.46M | +0.6% | 0.83% | 17.9% | 346 | 16.76% | 0.7 |
|
| 2774 |
MPEM
2774
Marathon Partners Equity Management
New York
| $235M | +$33.1M | +16% | 2.81% | – | 30 | 16.67% | 1.9 |
|
| 2775 |
ACM
2775
Argyle Capital Management
Center Valley,
Pennsylvania
| $235M | +$4.56M | +2% | 4.58% | 95.8% | 123 | 2.44% | 2.9 |
|