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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%
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50
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250
500
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2,500
5,000
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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 2926 |
DWA
2926
Dorsey Wright & Associates
Pasadena,
California
| $189M | -$6.79M | -3% | 5.56% | 311% | 138 | 40.58% |
|
| 2927 |
HA
2927
Hamel Associates
Chatham,
New Jersey
| $189M | +$31.8M | +20% | 4.45% | 50.6% | 98 | 19.39% |
|
| 2928 |
ACM
2928
Axel Capital Management
New York
| $188M | +$13.3M | +8% | 0.51% | 194% | 24 | 25% |
|
| 2929 |
K
2929
Kemper
Chicago,
Illinois
| $188M | -$19.9M | -10% | 0.27% | 28.6% | 20 | 10% |
|
| 2930 |
FC
2930
FCA Corp
Houston,
Texas
| $188M | +$16M | +9% | 2.01% | 57.4% | 148 | 27.03% |
|
| 2931 |
AA
2931
AlphaMark Advisors
Ft. Wright,
Kentucky
| $188M | -$8.35M | -4% | 3.37% | 26.4% | 347 | 19.31% |
|
| 2932 |
VSWA
2932
Vontobel Swiss Wealth Advisors
Zurich,
Switzerland
| $188M | +$18.3M | +11% | 0.53% | 70.1% | 72 | 25% |
|
| 2933 |
OC
2933
Oarsman Capital
Milwaukee,
Wisconsin
| $188M | +$9.33M | +5% | 3.42% | 70.6% | 199 | 9.05% |
|
| 2934 |
PWAP
2934
Private Wealth Advisors (Pennsylvania)
Greensburg,
Pennsylvania
| $188M | +$10.1M | +6% | 1.36% | 58.5% | 115 | 4.35% |
|
| 2935 |
PLFAM
2935
Pineno Levin & Ford Asset Management
Richmond,
Virginia
| $188M | +$69K | +0% | 2.24% | 81.6% | 96 | 5.21% |
|
| 2936 |
FI
2936
FCM Investments
Dallas,
Texas
| $188M | -$5.32M | -3% | 2.57% | 40.1% | 97 | 9.28% |
|
| 2937 |
AA
2937
Advisory Alpha
Holland,
Michigan
| $187M | +$13.4M | +8% | 1.41% | 50.3% | 59 | 11.86% |
|
| 2938 |
LFR
2938
Lehman Financial Resources
Media,
Pennsylvania
| $187M | +$1.8M | +1% | 5.01% | 58.2% | 65 | 15.38% |
|
| 2939 |
RPA
2939
Rock Point Advisors
Burlington,
Vermont
| $187M | -$4.83M | -3% | 0.45% | 82.8% | 85 | 17.65% |
|
| 2940 |
T
2940
Tinicum
New York
| $187M | -$69.6M | -27% | 0.55% | 21.1% | 12 | 33.33% |
|
| 2941 |
KJHP
2941
K.J. Harrison & Partners
Toronto,
Ontario, Canada
| $187M | -$41M | -18% | 3.19% | 140% | 194 | 37.11% |
|
| 2942 |
PA
2942
Paracle Advisors
Mercer Island,
Washington
| $187M | +$10.3M | +6% | 1.43% | 30.9% | 46 | 17.39% |
|
| 2943 |
WI
2943
WHV Investments
San Francisco,
California
| $187M | -$2.08B | -92% | 4.43% | 9.48% | 128 | 73.44% |
|
| 2944 |
VNA
2944
Valley National Advisers
Bethlehem,
Pennsylvania
| $186M | +$16.8M | +10% | 3.92% | 79% | 701 | 14.27% |
|
| 2945 |
AWE
2945
Avidian Wealth Enterprises
Houston,
Texas
| $186M | -$18.5M | -9% | 2.41% | 63.7% | 89 | 52.81% |
|
| 2946 |
USGIU
2946
U.S. Global Investors (USGI)
San Antonio,
Texas
| $186M | -$5.42M | -3% | 11.1% | 119% | 319 | 62.07% |
|
| 2947 |
AWP
2947
Ascent Wealth Partners
New Hartford,
New York
| $186M | +$7.01M | +4% | 0.6% | 94.4% | 117 | 17.95% |
|
| 2948 |
NI
2948
Nepsis Inc
Minneapolis,
Minnesota
| $186M | +$13.9M | +8% | 0.09% | 116% | 38 | 21.05% |
|
| 2949 |
TB
2949
Terril Brothers
St. Louis,
Missouri
| $186M | -$53.4M | -22% | 5.73% | 94.4% | 45 | 15.56% |
|
| 2950 |
KWMG
2950
King Wealth Management Group
Naples,
Florida
| $186M | +$4.56M | +3% | 2.4% | 86% | 110 | 11.82% |
|