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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 |
MMG
2926
Monetary Management Group
St Louis,
Missouri
| $237M | -$7.52M | -3% | 5.04% | 138% | 323 | 8.05% | 2.9 |
|
| 2927 |
CT
2927
Chicago Trust
Grayslake,
Illinois
| $237M | +$12M | +5% | 4.65% | 85.9% | 165 | 9.7% | 2.1 |
|
| 2928 |
FAM
2928
Formidable Asset Management
Cincinnati,
Ohio
| $237M | +$34.2M | +17% | 4.01% | 52.2% | 220 | 25% | 1.9 |
|
| 2929 |
UF
2929
Univest Financial
Souderton,
Pennsylvania
| $237M | -$639K | -0.3% | 5.32% | 82.6% | 95 | 6.32% | 3 |
|
| 2930 |
IC
2930
Immersion Capital
London,
United Kingdom
| $237M | -$8.42M | -3% | 19.2% | 63.4% | 6 | 33.33% | 1.1 |
|
| 2931 |
OC
2931
Oarsman Capital
Milwaukee,
Wisconsin
| $237M | +$17.9M | +8% | 5.53% | 70.6% | 191 | 5.76% | 2.9 |
|
| 2932 |
AA
2932
AlphaMark Advisors
Ft. Wright,
Kentucky
| $236M | +$2.22M | +1% | 5.68% | 26.4% | 581 | 16.18% | 1.9 |
|
| 2933 |
TM
2933
Tikvah Management
Charlotte,
North Carolina
| $236M | +$23.4M | +11% | 4.23% | 169% | 19 | 5.26% | 2.4 |
|
| 2934 |
HIS
2934
Horizon Investment Services
Hammond,
Indiana
| $236M | +$12.1M | +5% | 10.5% | 250% | 122 | 32.79% | 1.4 |
|
| 2935 |
FWM
2935
FFT Wealth Management
Philadelphia,
Pennsylvania
| $235M | -$77.9M | -25% | 3.4% | 65.6% | 91 | 67.03% | 1.6 |
|
| 2936 |
TA
2936
TA Associates
Boston,
Massachusetts
| $235M | -$84.5M | -26% | 26.5% | – | 1 | 0% | 2 |
|
| 2937 |
SCM
2937
Southport Capital Management
Chattanooga,
Tennessee
| $235M | +$7.66M | +3% | 4.61% | 80% | 180 | 8.33% | 2.6 |
|
| 2938 |
2938
IHT Wealth Management
Chicago,
Illinois
| $235M | +$28.4M | +14% | 3.84% | 74.8% | 1,600 | 17.38% | 0.6 |
|
| 2939 |
HI
2939
Hendershot Investments
Centreville,
Virginia
| $235M | +$12.1M | +5% | 5.01% | 50.5% | 68 | 4.41% | 3.1 |
|
| 2940 |
VCA
2940
VIEX Capital Advisors
Sunny Isles Beach,
Florida
| $235M | +$53.9M | +30% | 12% | 30.6% | 30 | 50% | 0.5 |
|
| 2941 |
SMH
2941
Sanders Morris Harris
Houston,
Texas
| $234M | -$10.9M | -4% | 0.32% | 85.8% | 158 | 25.32% | 1 |
|
| 2942 |
SIMC
2942
Stillwater Investment Management (California)
Palo Alto,
California
| $234M | -$149M | -39% | 2.2% | – | 24 | 41.67% | 0.8 |
|
| 2943 |
DMK
2943
David M. Knott
| $234M | -$5.63M | -2% | 7.86% | 81% | 114 | 26.32% | 1.8 |
|
| 2944 |
AIP
2944
Ahrens Investment Partners
Lafayette,
Louisiana
| $234M | +$1.8M | +0.8% | 3.38% | 82.3% | 181 | 18.78% | 0.6 |
|
| 2945 |
MTB
2945
Mizuho Trust & Banking
Tokyo,
Japan
| $234M | -$47.9M | -17% | 3.08% | 36.1% | 11 | 18.18% | 0.8 |
|
| 2946 |
DBIA
2946
Dumont & Blake Investment Advisors
Princeton,
New Jersey
| $234M | +$7.95M | +4% | 4.09% | 78.3% | 209 | 11% | 2.8 |
|
| 2947 |
WCMN
2947
Westchester Capital Management (Nebraska)
Omaha,
Nebraska
| $233M | +$13.9M | +6% | 6.33% | 107% | 36 | 5.56% | 3.3 |
|
| 2948 |
SM
2948
Salzhauer Michael
| $233M | +$12.3M | +6% | 3.61% | 107% | 170 | 7.65% | 2.3 |
|
| 2949 |
HPWM
2949
Highland Private Wealth Management
Bellevue,
Washington
| $233M | +$23.6M | +11% | 4.36% | 19% | 96 | 15.63% | 1.1 |
|
| 2950 |
FPTW
2950
Franklin, Parlapiano, Turner & Welch
Houston,
Texas
| $233M | +$14.1M | +6% | 2.51% | 41.6% | 46 | 0% | 3.5 |
|