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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2876 |
MA
2876
Marshwinds Advisory
St Simons Island,
Georgia
| $195M | +$3.26M | +2% | 3.22% | 32.9% | 139 | 5.04% | 2.4 |
|
| 2877 |
CCM
2877
Carderock Capital Management
Chevy Chase,
Maryland
| $195M | +$2.7M | +1% | 3.6% | 88.6% | 79 | 13.92% | 2.2 |
|
| 2878 |
FPIS
2878
Financial Planning & Information Services
De Pere,
Wisconsin
| $195M | +$19.6M | +11% | 2.11% | 13% | 34 | 8.82% | 1.9 |
|
| 2879 |
ACM
2879
ADI Capital Management
New York
| $195M | +$22.6M | +13% | 0.81% | 113% | 16 | 31.25% | 0.7 |
|
| 2880 |
FWP
2880
FAS Wealth Partners
Leawood,
Kansas
| $195M | -$5.39M | -3% | 2.5% | 72.3% | 136 | 10.29% | 1.4 |
|
| 2881 |
RSVP
2881
Ramsay Stattman Vela & Price
Colorado Springs,
Colorado
| $195M | -$5.01M | -3% | 3.79% | 64.3% | 62 | 6.45% | 2.3 |
|
| 2882 |
LP
2882
LGL Partners
Philadelphia,
Pennsylvania
| $195M | +$10.6M | +6% | 1.98% | 68.9% | 111 | 24.32% | 0.2 |
|
| 2883 |
HF
2883
Hoxton Financial
Shepherdstown,
West Virginia
| $194M | -$11.3M | -6% | 0.94% | 15.3% | 392 | 19.9% | 1.5 |
|
| 2884 |
KCMRT
2884
Kemper Corp Master Retirement Trust
Chicago,
Illinois
| $194M | +$4.25M | +2% | 2.95% | 21.9% | 105 | 11.43% | 2.1 |
|
| 2885 |
DAM
2885
Doheny Asset Management
Los Angeles,
California
| $194M | -$10.7M | -5% | 0.58% | 135% | 112 | 8.93% | 2.1 |
|
| 2886 |
CBN
2886
Cadence Bank NA
Houston,
Texas
| $194M | +$6.72M | +4% | 3.84% | 33.3% | 146 | 14.38% | 1.9 |
|
| 2887 |
PPCP
2887
Pivot Point Capital Partners
San Francisco,
California
| $194M | -$40.8M | -17% | 0.43% | 30.3% | 8 | 25% | 2.3 |
|
| 2888 |
BFIC
2888
Bedell Frazier Investment Counselling
Walnut Creek,
California
| $194M | -$7.99M | -4% | 0.51% | 72.5% | 57 | 35.09% | 1.4 |
|
| 2889 |
BCFA
2889
BP Capital Fund Advisors
Dallas,
Texas
| $194M | +$10.9M | +6% | 4.56% | 17.9% | 67 | 32.84% | 0.2 |
|
| 2890 |
DBIA
2890
Dumont & Blake Investment Advisors
Princeton,
New Jersey
| $193M | -$2.75M | -1% | 2.02% | 78.3% | 193 | 12.95% | 2 |
|
| 2891 |
PC
2891
Permanens Capital
New York
| $193M | -$44.3M | -19% | 1.41% | 76.9% | 15 | 46.67% | 0.9 |
|
| 2892 |
RA
2892
RMR Advisors
Newton,
Massachusetts
| $193M | +$8.25M | +4% | 4.69% | 2.17% | 113 | 2.65% | 2.3 |
|
| 2893 |
CIM
2893
Cetera Investment Management
El Segundo,
California
| $193M | -$54.5M | -22% | 2.09% | – | 167 | 32.93% | 0.2 |
|
| 2894 |
TJHA
2894
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
| $193M | -$55.8M | -22% | 0.34% | 17.7% | 371 | 23.18% | 1.5 |
|
| 2895 |
MCM
2895
Marathon Capital Management
Hunt Valley,
Maryland
| $193M | +$4.36M | +2% | 2.68% | 70.9% | 98 | 18.37% | 1.7 |
|
| 2896 |
NC
2896
Nitorum Capital
New York
| $193M | +$17M | +10% | 4.39% | 87.1% | 27 | 22.22% | 0.2 |
|
| 2897 |
TCAM
2897
Turtle Creek Asset Management
Toronto,
Ontario, Canada
| $193M | +$44.8M | +30% | 5.85% | 2.37% | 9 | 11.11% | 1.3 |
|
| 2898 |
FMP
2898
Financial Management Professionals
Austin,
Texas
| $193M | -$1.83M | -0.9% | 1.34% | 62.1% | 326 | 16.87% | 2 |
|
| 2899 |
2899
Chicago Partners Investment Group
Chicago,
Illinois
| $193M | -$16.6M | -8% | 0.42% | 75.8% | 516 | 18.8% | 1 |
|
| 2900 |
MM
2900
Midas Management
New York
| $193M | +$24.6M | +15% | 6.9% | 43.3% | 182 | 28.02% | 1.2 |
|