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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 2976 |
AIA
2976
Arbor Investment Advisors
Winston Salem,
North Carolina
| $167M | +$8.24M | +5% | 3.5% | 44.3% | 42 | 9.52% |
|
| 2977 |
CFG
2977
Cambridge Financial Group
Columbus,
Ohio
| $167M | -$73.7K | -0% | 4.83% | – | 36 | 30.56% |
|
| 2978 |
HM
2978
Heronetta Management
New York
| $167M | -$6.08M | -4% | 2.87% | 64.4% | 37 | 13.51% |
|
| 2979 |
ZF
2979
Zhang Financial
Portage,
Michigan
| $167M | +$9.88M | +6% | 1.96% | 56.8% | 73 | 10.96% |
|
| 2980 |
EGA
2980
E&G Advisors
Houston,
Texas
| $167M | +$9.53M | +6% | 3.67% | 92.3% | 103 | 19.42% |
|
| 2981 |
FA
2981
FCG Advisors
Chatham,
New Jersey
| $167M | +$45.5M | +38% | 5.64% | 19.7% | 88 | 13.64% |
|
| 2982 |
EVC
2982
Eidelman Virant Capital
Saint Louis,
Missouri
| $167M | +$20M | +14% | 3.46% | 46.2% | 190 | 43.68% |
|
| 2983 |
RBC
2983
Roble Belko & Company
Sewickley,
Pennsylvania
| $166M | +$2.98M | +2% | 4.01% | 53.3% | 241 | 14.11% |
|
| 2984 |
BL
2984
BCWM LLC
Overland Park,
Kansas
| $166M | -$37.6M | -18% | 4.44% | – | 98 | 27.55% |
|
| 2985 |
FCMC
2985
Founders Capital Management (Connecticut)
East Hartford,
Connecticut
| $166M | +$11.1M | +7% | 6.05% | 88.9% | 55 | 3.64% |
|
| 2986 |
WA
2986
WealthTrust-Arizona
Scottsdale,
Arizona
| $166M | +$4.67M | +3% | 3.69% | 20.2% | 642 | 13.55% |
|
| 2987 |
WCM
2987
Weik Capital Management
Wyomissing,
Pennsylvania
| $166M | +$1.99M | +1% | 3.82% | 67.4% | 109 | 11.01% |
|
| 2988 |
NMM
2988
NGP MR Management
Dallas,
Texas
| $166M | -$1.73M | -1% | 2.37% | 21.9% | 3 | 66.67% |
|
| 2989 |
A
2989
Abingworth
London,
United Kingdom
| $166M | -$5.51M | -3% | 1.33% | 184% | 19 | 10.53% |
|
| 2990 |
FAM
2990
Fortaleza Asset Management
Chicago,
Illinois
| $165M | +$23.2M | +16% | 10.4% | 121% | 233 | 38.2% |
|
| 2991 |
LP
2991
Lexington Partners
New York
| $165M | – | – | 2.48% | 53.9% | 1 | – |
|
| 2992 |
BC
2992
Beaconlight Capital
New York
| $165M | +$71K | +0% | 4.17% | 221% | 36 | 75% |
|
| 2993 |
PSCM
2993
Prince Street Capital Management
New York
| $165M | +$5.44M | +3% | 11.9% | 302% | 34 | 61.76% |
|
| 2994 |
AWA
2994
Arete Wealth Advisors
Chicago,
Illinois
| $165M | +$37.1M | +29% | 3.19% | 63.9% | 154 | 27.92% |
|
| 2995 |
GF
2995
Goodman Financial
Houston,
Texas
| $165M | +$7.88M | +5% | 4.33% | 49.4% | 44 | 4.55% |
|
| 2996 |
AFG
2996
Arkansas Financial Group
Little Rock,
Arkansas
| $165M | +$9M | +6% | 2.74% | 39.1% | 22 | 9.09% |
|
| 2997 |
HA
2997
Havens Advisors
New York
| $165M | +$1M | +0.6% | 19.5% | 460% | 52 | 71.15% |
|
| 2998 |
ACP
2998
Aquiline Capital Partners
New York
| $165M | +$63.7M | +63% | 1.39% | 14.7% | 3 | 33.33% |
|
| 2999 |
LA
2999
Lucus Advisors
New York
| $165M | -$14.7M | -8% | 3.44% | 16.7% | 358 | 20.39% |
|
| 3000 |
IAS
3000
IMA Advisory Services
Denver,
Colorado
| $165M | +$6.95M | +4% | 8.84% | 55.7% | 136 | 21.32% |
|