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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 |
SC
2901
Stratford Consulting
Addison,
Texas
| $200M | -$3.26M | -2% | 1.52% | 8.23% | 52 | 0% | 1.8 |
|
| 2902 |
FWP
2902
FAS Wealth Partners
Leawood,
Kansas
| $200M | +$3.84M | +2% | 1.64% | 72.3% | 120 | 10.83% | 1 |
|
| 2903 |
FNYS
2903
First New York Securities
New York
| $200M | +$98M | +97% | 2.03% | 119% | 643 | 73.72% | 0.2 |
|
| 2904 |
AHB
2904
Abner Herrman & Brock
Jersey City,
New Jersey
| $199M | +$2.85M | +1% | 1.32% | 139% | 91 | 9.89% | 1.6 |
|
| 2905 |
CCM
2905
Carderock Capital Management
Chevy Chase,
Maryland
| $199M | -$7.27M | -4% | 0.21% | 88.6% | 90 | 12.22% | 1.7 |
|
| 2906 |
PRC
2906
Platte River Capital
Denver,
Colorado
| $199M | -$23.7M | -11% | 1.2% | – | 192 | 33.33% | 1.1 |
|
| 2907 |
RIM
2907
Regent Investment Management
Louisville,
Kentucky
| $199M | +$1.48M | +0.7% | 1% | 44% | 197 | 9.64% | 1.6 |
|
| 2908 |
MA
2908
Marshwinds Advisory
St Simons Island,
Georgia
| $199M | -$12.7M | -6% | 0.45% | 32.9% | 151 | 7.95% | 1.8 |
|
| 2909 |
AIA
2909
AGF Investments America
Toronto,
Ontario, Canada
| $199M | -$11.4M | -5% | 1.35% | 72.1% | 87 | 9.2% | 1.5 |
|
| 2910 |
ATC
2910
Argent Trust Co
Nashville,
Tennessee
| $198M | +$508K | +0.3% | 0.13% | 86.2% | 258 | 11.63% | 0.4 |
|
| 2911 |
FCM
2911
Farmstead Capital Management
Ridgewood,
New Jersey
| $198M | -$33M | -14% | 2.48% | – | 9 | 22.22% | 0.4 |
|
| 2912 |
GPC
2912
Glacier Peak Capital
Bellevue,
Washington
| $198M | -$6.67M | -3% | 2.81% | 11.8% | 77 | 27.27% | 0.8 |
|
| 2913 |
AAM
2913
Azzad Asset Management
Falls Church,
Virginia
| $198M | -$9.51M | -5% | 0.22% | 101% | 272 | 11.03% | 1.5 |
|
| 2914 |
OFM
2914
Omega Fund Management
Boston,
Massachusetts
| $198M | -$33.2M | -14% | 9.67% | 106% | 7 | 0% | 0.5 |
|
| 2915 |
LCM
2915
Lonestar Capital Management
San Francisco,
California
| $198M | +$912K | +0.5% | 2.57% | 260% | 24 | 58.33% | 0.5 |
|
| 2916 |
MMCM
2916
Marque Millennium Capital Management
New York
| $197M | -$56.7M | -22% | 1.76% | – | 81 | 7.41% | 2 |
|
| 2917 |
GAM
2917
Gould Asset Management
Claremont,
California
| $197M | -$6.1M | -3% | 1.52% | 42.8% | 123 | 15.45% | 1.4 |
|
| 2918 |
FFC
2918
First Financial Corp
Terre Haute,
Indiana
| $197M | -$1.02M | -0.5% | 0.38% | 95.3% | 498 | 9.64% | 1.7 |
|
| 2919 |
VFP
2919
Verus Financial Partners
Richmond,
Virginia
| $197M | +$290K | +0.1% | 0.84% | 41.6% | 46 | 6.52% | 1.7 |
|
| 2920 |
RA
2920
RiverPark Advisors
New York
| $197M | +$16.5M | +9% | 1.53% | 87.5% | 62 | 25.81% | 1.2 |
|
| 2921 |
TCM
2921
TCS Capital Management
New York
| $197M | +$44.3M | +29% | 15.1% | 271% | 58 | 77.59% | 0.3 |
|
| 2922 |
ACM
2922
Altalis Capital Management
New York
| $197M | -$9.39M | -5% | 8.98% | 3.82% | 25 | 36% | 0.9 |
|
| 2923 |
SMC
2923
Smith, Moore & Co
Clayton,
Missouri
| $197M | +$7.46M | +4% | 0.92% | 67% | 179 | 10.61% | 1.1 |
|
| 2924 |
IIC
2924
Ironwood Investment Counsel
Scottsdale,
Arizona
| $197M | +$401K | +0.2% | 0% | 64% | 146 | 8.9% | 1.6 |
|
| 2925 |
CHC
2925
City Holding Co
Charleston,
West Virginia
| $196M | +$452K | +0.2% | 0.7% | 81.3% | 466 | 8.37% | 1.2 |
|