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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 |
FPFS
2751
First Personal Financial Services
Charlotte,
North Carolina
| $322M | -$28.3M | -8% | 2.42% | 31.5% | 821 | 37.03% | 2.6 |
|
| 2752 |
2752
Peter Svennilson
| $322M | -$28.2M | -8% | 9.89% | – | 4 | 0% | 0.6 |
|
| 2753 |
2753
Hanson & Doremus Investment Management
Burlington,
Vermont
| $322M | +$6.24M | +2% | 1.34% | 86.3% | 493 | 12.58% | 4.1 |
|
| 2754 |
2754
Altavista Wealth Management
Asheville,
North Carolina
| $322M | +$9.45M | +3% | 1% | 80.6% | 169 | 8.28% | 3.6 |
|
| 2755 |
2755
Schneider Downs Wealth Management Advisors
Pittsburgh,
Pennsylvania
| $322M | +$35.1M | +12% | 0.04% | 55% | 77 | 20.78% | 1.7 |
|
| 2756 |
2756
GM Advisory Group
Melville,
New York
| $322M | +$3.29M | +1% | 2.67% | 53.6% | 120 | 14.17% | 2.3 |
|
| 2757 |
BCM
2757
BlueMar Capital Management
Miami,
Florida
| $321M | -$21.8M | -6% | 0.88% | 27.4% | 54 | 42.59% | 1.3 |
|
| 2758 |
2758
Berman Capital Advisors
Atlanta,
Georgia
| $321M | +$6.51M | +2% | 0.06% | 48.2% | 1,702 | 15.69% | 0.7 |
|
| 2759 |
2759
Kontiki Capital Management (HK)
Hong Kong
| $321M | +$9.7M | +3% | 4.21% | 90.6% | 5 | 0% | 1.3 |
|
| 2760 |
2760
EnCap Energy Capital Fund IX
Houston,
Texas
| $321M | -$77.5M | -19% | 18.8% | 69.2% | 3 | 0% | 2.1 |
|
| 2761 |
2761
Frazier Management
Seattle,
Washington
| $320M | -$70.4M | -18% | 22.9% | 408% | 19 | 5.26% | 1.7 |
|
| 2762 |
2762
Bright Rock Capital Management
Hanover,
Massachusetts
| $320M | +$6.57M | +2% | 4.36% | 53.1% | 77 | 7.79% | 3.8 |
|
| 2763 |
2763
Penn Davis McFarland
Dallas,
Texas
| $320M | +$23.9M | +8% | 3.04% | 100% | 45 | 15.56% | 2.8 |
|
| 2764 |
2764
Traynor Capital Management
Malvern,
Pennsylvania
| $320M | +$12M | +4% | 0.36% | 225% | 189 | 21.16% | 2.6 |
|
| 2765 |
2765
Waddell & Associates
Memphis,
Tennessee
| $319M | -$10.9M | -3% | 0.15% | 194% | 18 | 11.11% | 0.6 |
|
| 2766 |
2766
Security National Trust
Wheeling,
West Virginia
| $319M | +$251K | +0.1% | 1.61% | 58.3% | 375 | 4.8% | 5 |
|
| 2767 |
2767
D.L. Carlson Investment Group
Concord,
New Hampshire
| $319M | -$5.42M | -2% | 1.79% | 113% | 165 | 18.79% | 3.3 |
|
| 2768 |
2768
Affinity Investment Advisors
Newport Beach,
California
| $319M | -$30M | -9% | 3.01% | 189% | 153 | 20.26% | 2.2 |
|
| 2769 |
2769
American Investment Services
Great Barrington,
Massachusetts
| $318M | +$3.26M | +1% | 2.2% | 63.1% | 138 | 5.8% | 3.2 |
|
| 2770 |
CIA
2770
CSat Investment Advisory
Detroit,
Michigan
| $318M | +$35M | +12% | 0.91% | 87.4% | 1,085 | 2.3% | 0.8 |
|
| 2771 |
2771
Maven Securities
St Helier,
Jersey
| $317M | +$167M | +111% | 1.96% | 135% | 246 | 85.77% | 0.1 |
|
| 2772 |
2772
Red Cedar Investment Management
Grand Rapids,
Michigan
| $317M | +$43.4M | +16% | 1.19% | 81.4% | 26 | 15.38% | 0.9 |
|
| 2773 |
OIA
2773
Optimum Investment Advisors
Chicago,
Illinois
| $317M | +$8.5M | +3% | 2.17% | 125% | 1,058 | 16.64% | 2.1 |
|
| 2774 |
CCP
2774
Caymus Capital Partners
The Woodlands,
Texas
| $317M | -$138M | -30% | 11.7% | 57.3% | 39 | 48.72% | 0.5 |
|
| 2775 |
2775
Oxford Financial Group
Carmel,
Indiana
| $317M | +$11.5M | +4% | 0.09% | 77.2% | 50 | 4% | 1.7 |
|