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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 |
2926
Evermay Wealth Management
Arlington,
Virginia
| $191M | +$13M | +7% | 2.5% | 56.2% | 78 | 6.41% | 1.9 |
|
| 2927 |
2927
Coastal Bridge Advisors
Westport,
Connecticut
| $191M | +$48.2M | +34% | 2.21% | 88.1% | 68 | 14.71% | 0.4 |
|
| 2928 |
2928
Man Investments (Switzerland)
Pfaffikon,
Switzerland
| $191M | -$686K | -0.4% | 0.13% | 0.23% | 66 | 0% | 1.4 |
|
| 2929 |
2929
CenterStar Fund
Chicago,
Illinois
| $191M | -$44.4M | -19% | 0.54% | – | 2,299 | 0% | 0.5 |
|
| 2930 |
2930
Punch Card Management
Winter Park,
Florida
| $191M | -$15.7M | -8% | 7.02% | 41% | 3 | 0% | 1.3 |
|
| 2931 |
2931
Vantagepoint Investment Advisers
Washington,
District of Columbia
| $191M | -$1.79M | -0.9% | 1.88% | 32.7% | 1 | 0% | 2.5 |
|
| 2932 |
2932
Riggs Asset Management
Dallas,
Pennsylvania
| $191M | +$51.3M | +37% | 4.73% | 207% | 298 | 16.44% | 1.4 |
|
| 2933 |
2933
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
| $191M | +$48.2M | +34% | 2.73% | 62.3% | 94 | 24.47% | 1.1 |
|
| 2934 |
2934
Strategic Investment Management
Arlington,
Virginia
| $190M | -$8.17M | -4% | 0.53% | 53.4% | 148 | 64.86% | 0.6 |
|
| 2935 |
IA
2935
Independence Advisors
Wayne,
Pennsylvania
| $190M | – | – | 1.3% | 24.4% | 54 | – | 0 |
|
| 2936 |
PA
2936
Paracle Advisors
Mercer Island,
Washington
| $190M | +$3.36M | +2% | 1.78% | 30.9% | 44 | 29.55% | 1.4 |
|
| 2937 |
2937
Archford Capital Strategies
Swansea,
Illinois
| $190M | -$18.8M | -9% | 3.58% | 87.4% | 805 | 76.15% | 0.4 |
|
| 2938 |
2938
Birch Grove Capital
New York
| $190M | +$69.2M | +57% | 1.17% | 2.66% | 38 | 44.74% | 0.2 |
|
| 2939 |
2939
Financial Management Professionals
Austin,
Texas
| $190M | -$3.12M | -2% | 3.93% | 67.3% | 511 | 45.6% | 1.3 |
|
| 2940 |
SCA
2940
Signpost Capital Advisors
New York
| $190M | -$23.9M | -11% | 9.8% | 24.7% | 21 | 52.38% | 0.6 |
|
| 2941 |
2941
Interactive Financial Advisors
New Lenox,
Illinois
| $190M | +$26.8M | +16% | 2.95% | 47.6% | 114 | 26.32% | 2.2 |
|
| 2942 |
2942
Keywise Capital Management
Grand Cayman,
Cayman Islands
| $190M | +$70.2M | +59% | 12.8% | 219% | 13 | 30.77% | 0.9 |
|
| 2943 |
2943
Arbor Capital Management (Minnesota)
Minneapolis,
Minnesota
| $190M | -$128M | -40% | 5.7% | 97.7% | 158 | 58.23% | 1.4 |
|
| 2944 |
2944
Pacifica Capital Investments
Leander,
Texas
| $190M | -$2.68M | -1% | 1.66% | 70.4% | 17 | 5.88% | 2.5 |
|
| 2945 |
2945
InvenTrust Properties
Downers Grove,
Illinois
| $189M | +$11.3M | +6% | 6.71% | 7.56% | 21 | 0% | 1.2 |
|
| 2946 |
2946
Carderock Capital Management
Chevy Chase,
Maryland
| $189M | -$5.86M | -3% | 0.98% | 97.6% | 75 | 5.33% | 2.3 |
|
| 2947 |
2947
Bard Associates
Chicago,
Illinois
| $189M | +$15.2M | +9% | 13.9% | 241% | 177 | 7.34% | 2.2 |
|
| 2948 |
2948
Battery Partners IX
Boston,
Massachusetts
| $189M | -$24.4M | -11% | 6.17% | 322% | 4 | 0% | 1.7 |
|
| 2949 |
2949
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
| $189M | -$4.62M | -2% | 3.64% | 17.7% | 353 | 18.98% | 1.7 |
|
| 2950 |
2950
Kovack Advisors
Ft. Lauderdale,
Florida
| $188M | +$28.5M | +18% | 5.67% | 118% | 310 | 32.58% | 1 |
|