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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 |
GFA
2901
Gallagher Fiduciary Advisors
Rolling Meadows,
Illinois
| $237M | -$46.2M | -16% | 10.9% | 25.1% | 6 | 0% | 1.8 |
|
| 2902 |
ACP
2902
Atalan Capital Partners
New York
| $237M | -$20.3M | -8% | 2.33% | 319% | 16 | 31.25% | 0.8 |
|
| 2903 |
MIM
2903
Monashee Investment Management
Boston,
Massachusetts
| $237M | -$12.4M | -5% | 4.67% | 520% | 84 | 98.81% | 0 |
|
| 2904 |
SIG
2904
Sky Investment Group
Hartford,
Connecticut
| $236M | +$9.71M | +4% | 3.36% | 68% | 92 | 4.35% | 2.6 |
|
| 2905 |
FEG
2905
Financial Enhancement Group
Anderson,
Indiana
| $236M | +$17.3M | +8% | 3.49% | 62.2% | 72 | 19.44% | 1 |
|
| 2906 |
RP
2906
Rowlandmiller & Partners
Atlanta,
Georgia
| $236M | +$9.34M | +4% | 2.84% | 84% | 131 | 7.63% | 2.1 |
|
| 2907 |
GVT
2907
Genesee Valley Trust
Pittsford,
New York
| $236M | +$89.9M | +62% | 2.51% | 30.2% | 246 | 17.89% | 2 |
|
| 2908 |
RFM
2908
Royal Fund Management
Lady Lake,
Florida
| $236M | +$28.6M | +14% | 2.08% | 92.4% | 538 | 25.09% | 0.4 |
|
| 2909 |
SC
2909
Stratford Consulting
Addison,
Texas
| $236M | -$14.7M | -6% | 1.93% | 8.23% | 54 | 14.81% | 3.4 |
|
| 2910 |
SFG
2910
StrategIQ Financial Group
Merrillville,
Indiana
| $236M | +$14.9M | +7% | 1.81% | 12.6% | 151 | 10.6% | 1 |
|
| 2911 |
CL
2911
Chubb Ltd
Zurich,
Switzerland
| $235M | +$3.78M | +2% | 2.19% | 64.2% | 21 | 0% | 1.2 |
|
| 2912 |
SCP
2912
Seafarer Capital Partners
Larkspur,
California
| $235M | -$29M | -11% | 5.3% | 43% | 3 | 0% | 0.5 |
|
| 2913 |
LCM
2913
Legato Capital Management
San Francisco,
California
| $234M | +$151M | +181% | 3.94% | 243% | 194 | 50% | 0.2 |
|
| 2914 |
AFP
2914
Ausdal Financial Partners
Davenport,
Iowa
| $234M | +$12M | +5% | 2.2% | 63.2% | 338 | 21.01% | 1 |
|
| 2915 |
ACM
2915
Archer Capital Management
New York
| $234M | -$41M | -15% | 46.6% | 72.3% | 25 | 24% | 1.6 |
|
| 2916 |
SGDR
2916
SPX Gestao de Recursos
Rio De Janeiro,
Brazil
| $234M | -$71.4M | -23% | 3.53% | 98.1% | 39 | 79.49% | 0.4 |
|
| 2917 |
AA
2917
AlphaMark Advisors
Ft. Wright,
Kentucky
| $234M | +$18.4M | +9% | 2.54% | 26.4% | 580 | 17.41% | 1.6 |
|
| 2918 |
CL
2918
CIM LLC
Albany,
New York
| $234M | +$12.1M | +5% | 7.85% | 108% | 101 | 22.77% | 1.9 |
|
| 2919 |
RC
2919
Rinet Company
Boston,
Massachusetts
| $234M | +$13.8M | +6% | 2.99% | 33.1% | 20 | 5% | 1.8 |
|
| 2920 |
VHMC
2920
Value Holdings Management Company
Hampton Bays,
New York
| $234M | -$5.38M | -2% | 3.37% | 125% | 39 | 23.08% | 2.7 |
|
| 2921 |
PWAP
2921
Private Wealth Advisors (Pennsylvania)
Greensburg,
Pennsylvania
| $234M | +$10.6M | +5% | 2.49% | 58.5% | 129 | 10.08% | 3 |
|
| 2922 |
WAM
2922
Water Asset Management
New York
| $233M | +$31.3M | +16% | 1.43% | 48.9% | 17 | 5.88% | 2.3 |
|
| 2923 |
FIM
2923
Friedberg Investment Management
Houston,
Texas
| $233M | -$3.19M | -1% | 7.1% | 44.8% | 101 | 21.78% | 2.1 |
|
| 2924 |
HCM
2924
Harvey Capital Management
Palm Beach,
Florida
| $233M | +$10.7M | +5% | 5.73% | 147% | 84 | 10.71% | 2.5 |
|
| 2925 |
SCM
2925
Stadium Capital Management
New Canaan,
Connecticut
| $233M | -$17.9M | -7% | 2.88% | 10.9% | 12 | 41.67% | 1.4 |
|