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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2851 |
FWP
2851
FAS Wealth Partners
Leawood,
Kansas
| $168M | – | – | 2.33% | 72.3% | 91 | – | 0 |
|
| 2852 |
BS
2852
Bessemer Securities
New York
| $168M | – | – | 7.02% | 45% | 42 | – | 0 |
|
| 2853 |
AAM
2853
Augustine Asset Management
Jacksonville,
Florida
| $168M | +$23.2M | +16% | 7.65% | 316% | 69 | 28.99% | 0.4 |
|
| 2854 |
AIS
2854
American Investment Services
Great Barrington,
Massachusetts
| $168M | +$7.92M | +5% | 4.03% | 63.1% | 68 | 2.94% | 0.5 |
|
| 2855 |
AWA
2855
AmeriServ Wealth Advisors
Johnstown,
Pennsylvania
| $168M | +$10.6M | +7% | 10% | – | 192 | 11.46% | 0.5 |
|
| 2856 |
SWM
2856
SVA Wealth Management
Madison,
Wisconsin
| $168M | – | – | 7.6% | 44.5% | 134 | – | 0 |
|
| 2857 |
SGK
2857
Steigerwald Gordon & Koch
Leesburg,
Virginia
| $167M | +$14.1M | +9% | 8.44% | 59.5% | 45 | 8.89% | 0.5 |
|
| 2858 |
EMR
2858
Errol M. Rudman
| $167M | +$22.3M | +15% | 13% | 60.5% | 45 | 40% | 0.3 |
|
| 2859 |
LA
2859
Lynch & Associates
Newburgh,
Indiana
| $167M | +$17.5M | +12% | 10.3% | 73.5% | 99 | 7.07% | 0.5 |
|
| 2860 |
CC
2860
Cognios Capital
Leawood,
Kansas
| $167M | – | – | 10.4% | 28.5% | 70 | – | 0 |
|
| 2861 |
NCIM
2861
New Century Investment Management
Southfield,
Michigan
| $167M | +$20.1M | +14% | 16.8% | 103% | 93 | 19.35% | 0.4 |
|
| 2862 |
GRP
2862
Geologic Resource Partners
Boston,
Massachusetts
| $167M | -$2.54M | -2% | 0.55% | – | 21 | 47.62% | 0.4 |
|
| 2863 |
MPA
2863
Marvin & Palmer Associates
Wilmington,
Delaware
| $167M | +$13.8M | +9% | 16.4% | 392% | 82 | 37.8% | 0.3 |
|
| 2864 |
AS
2864
AIA (Singapore)
Singapore
| $166M | +$15.3M | +10% | 10.2% | 15.4% | 2 | 0% | 0.5 |
|
| 2865 |
KL
2865
Kinsight LLC
Birmingham,
Alabama
| $166M | +$3.91M | +2% | 7.35% | 15.7% | 32 | 6.25% | 0.5 |
|
| 2866 |
AIA
2866
Arbor Investment Advisors
Winston Salem,
North Carolina
| $166M | +$11.5M | +7% | 6.74% | 44.3% | 41 | 7.32% | 0.5 |
|
| 2867 |
2867
Moneta Group Investment Advisors
St Louis,
Missouri
| $166M | +$14.2M | +9% | 9.1% | 64% | 131 | 16.03% | 0.4 |
|
| 2868 |
NGPI
2868
N.G. Partners II
Palo Alto,
California
| $166M | – | – | 14.4% | – | 1 | – | 0 |
|
| 2869 |
SJ
2869
Stilwell Joseph
| $166M | -$5.67M | -3% | 3.91% | – | 60 | 13.33% | 0.5 |
|
| 2870 |
OWIM
2870
Old West Investment Management
Los Angeles,
California
| $166M | -$44.3M | -21% | 2.74% | 242% | 88 | 13.64% | 0.4 |
|
| 2871 |
TT
2871
Tower Trust
Fort Wayne,
Indiana
| $165M | +$17.4M | +12% | 8.72% | – | 177 | 17.51% | 0.4 |
|
| 2872 |
RWM
2872
Raffa Wealth Management
Washington,
District of Columbia
| $165M | – | – | 1.73% | 35.8% | 751 | – | 0 |
|
| 2873 |
HIS
2873
Horizon Investment Services
Hammond,
Indiana
| $165M | +$18.8M | +13% | 15.4% | 250% | 128 | 29.69% | 0.3 |
|
| 2874 |
UAM
2874
UAS Asset Management
New York
| $165M | +$19.6M | +13% | 9.6% | 98% | 33 | 33.33% | 0.4 |
|
| 2875 |
MCM
2875
Moon Capital Management
New York
| $165M | -$25.3M | -13% | 7.5% | 76.3% | 39 | 53.85% | 0.3 |
|