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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2976 |
SM
2976
Salzhauer Michael
| $203M | +$63.5M | +46% | 34.4% | 107% | 165 | 15.15% | 1.9 |
|
| 2977 |
GIPM
2977
G2 Investment Partners Management
New York
| $203M | -$15.2M | -7% | 0.77% | 1,145% | 104 | 58.65% | 0.8 |
|
| 2978 |
MWP
2978
Moller Wealth Partners
| $203M | -$14.8M | -7% | 2.11% | 44.1% | 47 | 17.02% | 2.7 |
|
| 2979 |
2979
Park Avenue Securities
New York
| $202M | +$31.9M | +19% | 0.01% | 71% | 55 | 23.64% | 0.7 |
|
| 2980 |
MIM
2980
Mittleman Investment Management
Melville,
New York
| $202M | -$47.9M | -19% | 4.96% | 11.6% | 8 | 25% | 2.4 |
|
| 2981 |
2981
Koshinski Asset Management
Decatur,
Illinois
| $202M | +$612K | +0.3% | 3.02% | 76.5% | 321 | 22.43% | 1.2 |
|
| 2982 |
OFW
2982
Omnia Family Wealth
Aventura,
Florida
| $202M | – | – | 0.93% | 80.6% | 752 | – | 0 |
|
| 2983 |
FPTW
2983
Franklin, Parlapiano, Turner & Welch
Houston,
Texas
| $201M | +$4.7M | +2% | 0.43% | 41.6% | 187 | 38.5% | 1.7 |
|
| 2984 |
PCI
2984
Pacifica Capital Investments
Leander,
Texas
| $201M | +$14.9M | +8% | 16.1% | 70.4% | 16 | 0% | 3 |
|
| 2985 |
CIC
2985
Chase Investment Counsel
Charlottesville,
Virginia
| $201M | -$25.1M | -11% | 5.14% | 350% | 127 | 46.46% | 1.2 |
|
| 2986 |
RAM
2986
Riggs Asset Management
Dallas,
Pennsylvania
| $201M | +$8.16M | +4% | 6.47% | 207% | 301 | 18.6% | 1.7 |
|
| 2987 |
FC
2987
FCA Corp
Houston,
Texas
| $201M | +$7.73M | +4% | 4.07% | 57.4% | 143 | 14.69% | 1.9 |
|
| 2988 |
SGDR
2988
SPX Gestao de Recursos
Rio De Janeiro,
Brazil
| $201M | +$14.5M | +8% | 15.1% | 98.1% | 29 | 72.41% | 0.3 |
|
| 2989 |
BCC
2989
Bain Capital Credit
Boston,
Massachusetts
| $201M | -$6.93M | -3% | 1.45% | 14.4% | 21 | 42.86% | 1.1 |
|
| 2990 |
WCMN
2990
Westchester Capital Management (Nebraska)
Omaha,
Nebraska
| $201M | -$5.04M | -2% | 3.98% | 107% | 35 | 8.57% | 2.8 |
|
| 2991 |
CCM
2991
Carderock Capital Management
Chevy Chase,
Maryland
| $201M | +$781K | +0.4% | 0.99% | 88.6% | 83 | 13.25% | 2.5 |
|
| 2992 |
SFG
2992
StrategIQ Financial Group
Merrillville,
Indiana
| $200M | +$18.2M | +10% | 1.32% | 12.6% | 129 | 10.08% | 0.6 |
|
| 2993 |
LJAC
2993
L.J. Altfest & Co
New York
| $200M | +$50.1M | +33% | 2.18% | 90.3% | 147 | 23.81% | 1.3 |
|
| 2994 |
HA
2994
Harfst & Associates
Sheridan,
Wyoming
| $200M | +$10.4M | +5% | 9.44% | 82.5% | 79 | 25.32% | 1.3 |
|
| 2995 |
CWM
2995
Confluence Wealth Management
Portland,
Oregon
| $200M | -$6.79M | -3% | 2.34% | 31.9% | 143 | 13.29% | 1.7 |
|
| 2996 |
2996
Arax Advisory Partners
Denver,
Colorado
| $200M | – | – | 0.21% | 64.7% | 549 | – | 0 |
|
| 2997 |
CCM
2997
CrestPoint Capital Management
Four Seasons,
Missouri
| $200M | +$4.29M | +2% | 4.46% | 42.6% | 237 | 18.57% | 1.5 |
|
| 2998 |
2998
Hawk Ridge Capital Management
Los Angeles,
California
| $200M | +$14M | +8% | 5.78% | 84.9% | 54 | 37.04% | 0.6 |
|
| 2999 |
PCM
2999
Proxima Capital Management
New York
| $199M | -$21.3M | -10% | 15.2% | 20.7% | 38 | 21.05% | 1.7 |
|
| 3000 |
3000
Quadrant Capital Group
Cincinnati,
Ohio
| $199M | +$46.1M | +30% | 2.79% | 105% | 2,222 | 9.72% | 1.1 |
|