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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 |
CWA
2876
Cypress Wealth Advisors
San Francisco,
California
| $219M | -$2.76M | -1% | 1.4% | 29.3% | 225 | 16.44% | 1.1 |
|
| 2877 |
2877
Steward Partners Investment Advisory
New York
| $219M | – | – | 2.63% | 88.5% | 930 | – | 0 |
|
| 2878 |
FIM
2878
Friedberg Investment Management
Houston,
Texas
| $219M | -$13.4M | -6% | 1.4% | 44.8% | 108 | 20.37% | 1.8 |
|
| 2879 |
HFA
2879
High Falls Advisors
Rochester,
New York
| $218M | -$51M | -19% | 1.88% | 56.9% | 91 | 25.27% | 0.8 |
|
| 2880 |
BMC
2880
Benin Management Corp
Wilton,
Connecticut
| $218M | +$10.9M | +5% | 8.43% | 76.3% | 109 | 13.76% | 2.7 |
|
| 2881 |
VNA
2881
Valley National Advisers
Bethlehem,
Pennsylvania
| $218M | +$24.1M | +12% | 3.83% | 79% | 827 | 23.22% | 1.5 |
|
| 2882 |
WCM
2882
Wildcat Capital Management
New York
| $217M | -$114M | -34% | 18% | 126% | 28 | 64.29% | 0.9 |
|
| 2883 |
LM
2883
Litespeed Management
New York
| $217M | -$33.1M | -13% | 6.52% | 73.7% | 21 | 80.95% | 0.2 |
|
| 2884 |
MFW
2884
Mosaic Family Wealth
St. Louis,
Missouri
| $217M | +$1.85M | +0.9% | 2.42% | 85.2% | 782 | 11.38% | 0.9 |
|
| 2885 |
PC
2885
Pelham Capital
London,
United Kingdom
| $217M | -$55M | -20% | 12.5% | 135% | 5 | 80% | 1 |
|
| 2886 |
RAM
2886
Redmond Asset Management
Henrico,
Virginia
| $217M | +$12.5M | +6% | 3.59% | 61.5% | 164 | 15.85% | 2 |
|
| 2887 |
AWA
2887
Arete Wealth Advisors
Chicago,
Illinois
| $217M | +$42M | +24% | 6.31% | 85.3% | 207 | 36.71% | 1.1 |
|
| 2888 |
MMG
2888
Monetary Management Group
St Louis,
Missouri
| $216M | +$291K | +0.1% | 3.04% | 138% | 336 | 15.48% | 2.4 |
|
| 2889 |
TJHA
2889
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
| $216M | +$28.4M | +15% | 1.29% | 17.7% | 324 | 14.81% | 1.9 |
|
| 2890 |
GF
2890
Greenhouse Funds
Baltimore,
Maryland
| $216M | – | – | 4.5% | 90.7% | 38 | – | 0 |
|
| 2891 |
PAS
2891
Partnervest Advisory Services
Santa Barbara,
California
| $216M | +$4.37M | +2% | 1.82% | 45.1% | 214 | 15.42% | 1.8 |
|
| 2892 |
III
2892
Independent Investors Inc
Nesconset,
New York
| $216M | -$130K | -0.1% | 2.89% | 61.6% | 84 | 10.71% | 3 |
|
| 2893 |
TWMP
2893
Taylor Wealth Management Partners
Boston,
Massachusetts
| $216M | -$6.84M | -3% | 2.24% | 62% | 185 | 16.76% | 1.2 |
|
| 2894 |
SMH
2894
Sanders Morris Harris
Houston,
Texas
| $216M | -$114M | -34% | 0.24% | 85.8% | 166 | 33.13% | 0.6 |
|
| 2895 |
VHAM
2895
Van Hulzen Asset Management
El Dorado Hills,
California
| $216M | +$31.5M | +17% | 0.22% | 86.3% | 183 | 42.62% | 1.2 |
|
| 2896 |
SIG
2896
Sky Investment Group
Hartford,
Connecticut
| $215M | +$483K | +0.2% | 1.4% | 68% | 96 | 12.5% | 2.3 |
|
| 2897 |
PRS
2897
Pinkerton Retirement Specialists
Coeur D Alene,
Idaho
| $215M | -$21.9M | -9% | 2.3% | 82.9% | 688 | 12.79% | 0.7 |
|
| 2898 |
BA
2898
Bard Associates
Chicago,
Illinois
| $215M | +$10.5M | +5% | 9.24% | 241% | 183 | 8.74% | 2.5 |
|
| 2899 |
WC
2899
Whitnell & Co
Oak Brook,
Illinois
| $215M | -$77.6M | -26% | 1.08% | 36.6% | 414 | 15.94% | 2.1 |
|
| 2900 |
PWAP
2900
Private Wealth Advisors (Pennsylvania)
Greensburg,
Pennsylvania
| $215M | +$4.53M | +2% | 4.23% | 58.5% | 119 | 8.4% | 2.8 |
|