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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2901 |
FANJ
2901
Financial Architects (New Jersey)
Marlton,
New Jersey
| $167M | -$3.6M | -2% | 2.13% | 31.3% | 165 | 17.58% | 0.7 |
|
| 2902 |
BMM
2902
Buffington Mohr McNeal
Boise,
Idaho
| $167M | +$4.94M | +3% | 0.9% | 29.3% | 81 | 13.58% | 0.6 |
|
| 2903 |
SSG
2903
Summit Securities Group
New York
| $167M | -$408M | -71% | 0.88% | 136% | 789 | 70.34% | 0.3 |
|
| 2904 |
TMNFIC
2904
Tokio Marine & Nichido Fire Insurance Company
Tokyo,
Japan
| $167M | +$9.94M | +6% | 1.19% | – | 7 | 57.14% | 0.5 |
|
| 2905 |
SMC
2905
Smith, Moore & Co
Clayton,
Missouri
| $167M | +$7.37M | +5% | 1.7% | 67% | 154 | 16.88% | 0.2 |
|
| 2906 |
AWA
2906
ARS Wealth Advisors
St. Petersburg,
Florida
| $167M | +$4.51M | +3% | 1.91% | 61.8% | 70 | 15.71% | 0.2 |
|
| 2907 |
RI
2907
RWWM Inc
Rocklin,
California
| $167M | +$4.74M | +3% | 0.26% | 40.6% | 10 | 30% | 0.8 |
|
| 2908 |
DR
2908
Davis Rea
Toronto,
Ontario, Canada
| $167M | +$20.4M | +14% | 0.78% | 66.9% | 55 | 36.36% | 0.5 |
|
| 2909 |
LGC
2909
Laurel Grove Capital
Los Angeles,
California
| $166M | -$2.79M | -2% | 1.99% | 59.2% | 99 | 12.12% | 0.7 |
|
| 2910 |
CRCM
2910
Crystal Rock Capital Management
Bannockburn,
Illinois
| $166M | -$2.29M | -1% | 0.27% | 172% | 29 | 13.79% | 0.7 |
|
| 2911 |
ICM
2911
ISZO Capital Management
New York
| $166M | – | – | 12.4% | 68.2% | 15 | – | 0 |
|
| 2912 |
SIG
2912
Schaller Investment Group
Winston Salem,
North Carolina
| $166M | +$8.54M | +5% | 5.26% | 21.9% | 50 | 26% | 0.7 |
|
| 2913 |
AGI
2913
Athena Global Investors
Reston,
Virginia
| $166M | – | – | 4.83% | 13.4% | 30 | – | 0 |
|
| 2914 |
PLFAM
2914
Pineno Levin & Ford Asset Management
Richmond,
Virginia
| $166M | +$439K | +0.3% | 0.87% | 81.6% | 95 | 9.47% | 0.6 |
|
| 2915 |
MWVC
2915
Morgens Waterfall Vintiadis & Co
New York
| $165M | +$19.1M | +13% | 16.1% | 594% | 58 | 62.07% | 0.3 |
|
| 2916 |
MC
2916
MRJ Capital
New York
| $165M | +$5.84M | +4% | 2.12% | 127% | 63 | 23.81% | 0.6 |
|
| 2917 |
BFG
2917
Bouchey Financial Group
Troy,
New York
| $165M | +$22.7M | +16% | 1.5% | 66.7% | 62 | 8.06% | 0.2 |
|
| 2918 |
NI
2918
Nepsis Inc
Minneapolis,
Minnesota
| $164M | +$19.6M | +14% | 4.59% | 131% | 41 | 26.83% | 0.2 |
|
| 2919 |
RRCM
2919
Raven Rock Capital Management
Chapel Hill,
North Carolina
| $164M | – | – | 0.08% | – | 27 | – | 0 |
|
| 2920 |
CCP
2920
Caymus Capital Partners
The Woodlands,
Texas
| $164M | +$5.76M | +4% | 8.14% | 57.3% | 22 | 22.73% | 0.5 |
|
| 2921 |
MCM
2921
McMillion Capital Management
Greensboro,
North Carolina
| $164M | -$89K | -0.1% | 1.63% | 59.3% | 66 | 3.03% | 0.7 |
|
| 2922 |
AWM
2922
Altavista Wealth Management
Asheville,
North Carolina
| $164M | +$432K | +0.3% | 1.94% | 80.6% | 124 | 8.87% | 0.7 |
|
| 2923 |
FNBOMD
2923
First National Bank of Mount Dora
Mount Dora,
Florida
| $164M | +$10.5M | +7% | 3.99% | 84.5% | 111 | 14.41% | 0.6 |
|
| 2924 |
CHC
2924
City Holding Co
Charleston,
West Virginia
| $164M | +$5.03M | +3% | 1.3% | 81.3% | 411 | 4.62% | 0.2 |
|
| 2925 |
2925
Guinness Asset Management
London,
United Kingdom
| $164M | +$2.6M | +2% | 7.34% | 73.9% | 65 | 4.62% | 0.7 |
|