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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%
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 | |
|---|---|---|---|---|---|---|---|---|---|
| 2976 |
RCS
2976
Retirement Capital Strategies
San Jose,
California
| $158M | -$5.97M | -4% | 4.89% | 50.2% | 13 | 0% |
|
| 2977 |
MC
2977
MRJ Capital
New York
| $158M | -$21.1M | -12% | 10.7% | 127% | 56 | 12.5% |
|
| 2978 |
SAM
2978
Selway Asset Management
| $158M | -$23.9M | -13% | 9.91% | 36.5% | 70 | 8.57% |
|
| 2979 |
GAM
2979
Gemmer Asset Management
Walnut Creek,
California
| $158M | -$6.37M | -4% | 5.3% | 90.5% | 1,393 | 11.27% |
|
| 2980 |
BI
2980
Bulldog Investors
Saddle Brook,
New Jersey
| $158M | -$38.3M | -20% | 6.39% | 20.9% | 77 | 50.65% |
|
| 2981 |
AIA
2981
AGF Investments America
Toronto,
Ontario, Canada
| $158M | -$40.7M | -21% | 9.65% | 72.1% | 82 | 10.98% |
|
| 2982 |
IAS
2982
IMA Advisory Services
Denver,
Colorado
| $158M | -$52.4M | -25% | 7.42% | 55.7% | 195 | 41.03% |
|
| 2983 |
KC
2983
Kingfisher Capital
Charlotte,
North Carolina
| $158M | -$15.7M | -9% | 6.39% | 58.5% | 159 | 40.25% |
|
| 2984 |
IHG
2984
Insight Holdings Group
New York
| $158M | -$72.6M | -32% | 5.77% | 103% | 5 | 0% |
|
| 2985 |
HCM
2985
Horrell Capital Management
Little Rock,
Arkansas
| $158M | -$7.8M | -5% | 8.94% | 55.1% | 233 | 20.17% |
|
| 2986 |
FWM
2986
Focused Wealth Management
Newburgh,
New York
| $157M | -$4.16M | -3% | 8.47% | 57.9% | 774 | 12.14% |
|
| 2987 |
BCA
2987
Bray Capital Advisors
Naples,
Florida
| $157M | -$16.8M | -10% | 8.11% | 36.6% | 467 | 23.98% |
|
| 2988 |
DCCA
2988
D.C. Capital Advisors
New York
| $157M | -$15.2M | -9% | 12.7% | 59.9% | 26 | 34.62% |
|
| 2989 |
CO
2989
Caldwell & Orkin
Norcross,
Georgia
| $157M | -$14.5M | -8% | 2.14% | 137% | 106 | 64.15% |
|
| 2990 |
EGA
2990
E&G Advisors
Houston,
Texas
| $157M | -$13.8M | -8% | 7.71% | 92.3% | 99 | 19.19% |
|
| 2991 |
AHC
2991
Anderson Hoagland & Co
St Louis,
Missouri
| $157M | -$14.5M | -8% | 6.82% | 95.1% | 109 | 12.84% |
|
| 2992 |
GF
2992
Goodman Financial
Houston,
Texas
| $157M | -$2.47M | -2% | 7.12% | 49.4% | 44 | 11.36% |
|
| 2993 |
BCP
2993
Blue Chip Partners
Farmington Hills,
Michigan
| $157M | +$742K | +0.5% | 5.37% | 60.3% | 119 | 8.4% |
|
| 2994 |
ZF
2994
Zhang Financial
Portage,
Michigan
| $157M | +$1.46M | +0.9% | 7.96% | 56.8% | 72 | 13.89% |
|
| 2995 |
GAAM
2995
Guinness Atkinson Asset Management
Pasadena,
California
| $157M | -$60.6M | -28% | 11% | 97% | 73 | 16.44% |
|
| 2996 |
BHA
2996
Beech Hill Advisors
New York
| $157M | -$37.5M | -19% | 11.8% | 79.3% | 122 | 41.8% |
|
| 2997 |
MFP
2997
Mosaic Financial Partners
San Francisco,
California
| $157M | +$11.3M | +8% | 9.81% | 6.05% | 53 | 22.64% |
|
| 2998 |
2998
Koshinski Asset Management
Decatur,
Illinois
| $157M | -$1.39M | -0.9% | 7.97% | 59.6% | 250 | 18% |
|
| 2999 |
BSWMG
2999
Barrington Strategic Wealth Management Group
Chicago,
Illinois
| $157M | -$9.36M | -6% | 5.72% | 17.9% | 105 | 11.43% |
|
| 3000 |
GA
3000
Geller Advisors
New York
| $157M | -$15.1M | -9% | 7.41% | 20.4% | 35 | 22.86% |
|