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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2926 |
FM
2926
Family Management
New York
| $194M | -$33M | -15% | 5.59% | 69% | 104 | 32.69% | 1.4 |
|
| 2927 |
LWAC
2927
Laurel Wealth Advisors (California)
Solana Beach,
California
| $194M | – | – | 4.93% | 33% | 331 | – | 0 |
|
| 2928 |
SC
2928
Stratford Consulting
Addison,
Texas
| $193M | +$6.96M | +4% | 3.59% | 8.23% | 61 | 16.39% | 2 |
|
| 2929 |
IA
2929
Ibbotson Associates
Chicago,
Illinois
| $193M | +$25M | +15% | 1.94% | – | 21 | 4.76% | 2.5 |
|
| 2930 |
KFA
2930
Kays Financial Advisory
Atlanta,
Georgia
| $193M | +$17.3M | +10% | 2.92% | 23.3% | 64 | 7.81% | 1.4 |
|
| 2931 |
FI
2931
FCM Investments
Dallas,
Texas
| $193M | -$10.1M | -5% | 3% | 40.1% | 100 | 10% | 2.1 |
|
| 2932 |
AIM
2932
Advantage Investment Management
Cedar Rapids,
Iowa
| $193M | +$17.5M | +10% | 4.11% | 28.6% | 942 | 13.59% | 0.8 |
|
| 2933 |
2933
Northeast Financial Consultants
Westport,
Connecticut
| $193M | -$4.18M | -2% | 5.13% | 63.8% | 150 | 19.33% | 1.4 |
|
| 2934 |
CICI
2934
Capital Investment Counsel Inc
Raleigh,
North Carolina
| $192M | +$7.3M | +4% | 6.07% | 153% | 140 | 8.57% | 2.1 |
|
| 2935 |
RPA
2935
Rock Point Advisors
Burlington,
Vermont
| $192M | +$9.72M | +5% | 5.27% | 82.8% | 88 | 17.05% | 1.7 |
|
| 2936 |
DCM
2936
Dulcet Capital Management
New York
| $192M | – | – | 0.12% | – | 9 | – | 0 |
|
| 2937 |
CCM
2937
Carderock Capital Management
Chevy Chase,
Maryland
| $192M | +$12.8M | +7% | 6.04% | 88.6% | 81 | 12.35% | 2 |
|
| 2938 |
RIM
2938
Rampart Investment Management
Hartford,
Connecticut
| $192M | -$36.5M | -16% | 6.96% | 74% | 11 | 36.36% | 0.6 |
|
| 2939 |
BCP
2939
Blue Chip Partners
Farmington Hills,
Michigan
| $192M | +$34.9M | +22% | 6.44% | 81.2% | 121 | 9.92% | 0.9 |
|
| 2940 |
CAL
2940
Capital Advisors Ltd
Shaker Heights,
Ohio
| $192M | +$10.6M | +6% | 4.46% | 54.2% | 358 | 8.94% | 1.6 |
|
| 2941 |
2941
Cambridge Associates
Boston,
Massachusetts
| $192M | +$20.6M | +12% | 0.63% | 50.1% | 21 | 28.57% | 1.2 |
|
| 2942 |
USGIU
2942
U.S. Global Investors (USGI)
San Antonio,
Texas
| $192M | +$3.22M | +2% | 5.83% | 119% | 351 | 45.58% | 0.8 |
|
| 2943 |
ITIM
2943
Indiana Trust & Investment Management
Mishawaka,
Indiana
| $192M | +$16.8M | +10% | 3.82% | 104% | 139 | 27.34% | 2 |
|
| 2944 |
MA
2944
Marshwinds Advisory
St Simons Island,
Georgia
| $192M | +$5.22M | +3% | 7.7% | 32.9% | 143 | 6.99% | 2.2 |
|
| 2945 |
DA
2945
DSC Advisors
Chicago,
Illinois
| $191M | -$14.6M | -7% | 0.33% | 3.18% | 82 | 50% | 0.7 |
|
| 2946 |
TP
2946
Truvvo Partners
New York
| $191M | – | – | 11% | 21.1% | 107 | – | 0 |
|
| 2947 |
TM
2947
Tikvah Management
Charlotte,
North Carolina
| $191M | +$11.2M | +6% | 4.09% | 169% | 20 | 20% | 1.3 |
|
| 2948 |
CC
2948
Chanos & Company
New York
| $190M | -$57.5M | -23% | 4.62% | – | 69 | 49.28% | 0.5 |
|
| 2949 |
BC
2949
Barnett & Company
Chattanooga,
Tennessee
| $190M | -$16.3M | -8% | 2.19% | 65.9% | 185 | 20% | 1.8 |
|
| 2950 |
HC
2950
Hillman Company
Pittsburgh,
Pennsylvania
| $190M | -$15.2M | -7% | 7.16% | 134% | 17 | 35.29% | 0.5 |
|