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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3001 |
GAM
3001
Gould Asset Management
Claremont,
California
| $185M | -$1.15M | -0.6% | 2.9% | 42.8% | 113 | 15.93% | 2.3 |
|
| 3002 |
YCM
3002
Yost Capital Management
Houston,
Texas
| $185M | +$1.55M | +0.8% | 16.5% | 125% | 15 | 33.33% | 0.7 |
|
| 3003 |
BA
3003
Birinyi Associates
Westport,
Connecticut
| $185M | -$43.6M | -19% | 6.64% | 113% | 93 | 24.73% | 2.2 |
|
| 3004 |
RWM
3004
Raffa Wealth Management
Washington,
District of Columbia
| $185M | +$4.45M | +2% | 2.31% | 35.8% | 888 | 4.95% | 1.9 |
|
| 3005 |
PCMC
3005
Paragon Capital Management (Colorado)
Denver,
Colorado
| $185M | +$3.12M | +2% | 1.96% | 109% | 94 | 8.51% | 2 |
|
| 3006 |
SIMM
3006
Stillwater Investment Management (Minnesota)
Stillwater,
Minnesota
| $184M | +$9.01M | +5% | 3.94% | 72.3% | 76 | 3.95% | 2.5 |
|
| 3007 |
CBTWT
3007
Community Bank & Trust (Waco, Texas)
Waco,
Texas
| $184M | +$1.97M | +1% | 2.45% | 108% | 119 | 8.4% | 0.7 |
|
| 3008 |
VHAM
3008
Van Hulzen Asset Management
El Dorado Hills,
California
| $184M | +$8.51M | +5% | 2.29% | 86.3% | 180 | 33.33% | 1.1 |
|
| 3009 |
FEG
3009
Financial Enhancement Group
Anderson,
Indiana
| $184M | +$20.9M | +13% | 2.29% | 62.2% | 58 | 29.31% | 0.7 |
|
| 3010 |
3010
TCI Wealth Advisors
Tucson,
Arizona
| $184M | +$3.71M | +2% | 3.7% | 65% | 1,483 | 14.36% | 1.6 |
|
| 3011 |
NI
3011
Nepsis Inc
Minneapolis,
Minnesota
| $184M | +$8.32M | +5% | 7.99% | 131% | 45 | 31.11% | 1.2 |
|
| 3012 |
AFG
3012
Arkansas Financial Group
Little Rock,
Arkansas
| $184M | +$6.42M | +4% | 1.84% | 39.1% | 19 | 0% | 2.5 |
|
| 3013 |
AWM
3013
Altavista Wealth Management
Asheville,
North Carolina
| $183M | +$2.06M | +1% | 2.33% | 80.6% | 131 | 10.69% | 2.2 |
|
| 3014 |
PHK
3014
Point72 Hong Kong
Hong Kong
| $183M | +$97M | +113% | 7.81% | 396% | 960 | 72.92% | 0.2 |
|
| 3015 |
TCM
3015
TCS Capital Management
New York
| $183M | +$16.4M | +10% | 26.6% | 271% | 34 | 73.53% | 0.4 |
|
| 3016 |
BJCM
3016
Blue Jay Capital Management
Los Angeles,
California
| $183M | +$30.9M | +20% | 25.9% | – | 25 | 76% | 0.2 |
|
| 3017 |
BEC
3017
Blue Edge Capital
Richmond,
Virginia
| $183M | +$2.5M | +1% | 3.92% | 67.4% | 82 | 8.54% | 1.8 |
|
| 3018 |
AIA
3018
Arbor Investment Advisors
Winston Salem,
North Carolina
| $183M | +$8.53M | +5% | 4.3% | 44.3% | 47 | 10.64% | 2.7 |
|
| 3019 |
3019
Nicholas Hoffman & Company
Atlanta,
Georgia
| $183M | +$9.82M | +6% | 2.59% | 65.1% | 144 | 8.33% | 0.2 |
|
| 3020 |
WCM
3020
Windsor Capital Management
Phoenix,
Arizona
| $183M | +$11.4M | +7% | 1.93% | 49.1% | 122 | 18.03% | 2.3 |
|
| 3021 |
CCM
3021
Compton Capital Management
Providence,
Rhode Island
| $183M | +$3.59M | +2% | 4.35% | 75.6% | 147 | 9.52% | 2.7 |
|
| 3022 |
IWA
3022
IBEX Wealth Advisors
Bedminster,
New Jersey
| $183M | – | – | 1.37% | 221% | 116 | – | 0 |
|
| 3023 |
OCM
3023
Oskie Capital Management
New York
| $182M | +$15.6M | +9% | 14.9% | 69.3% | 28 | 17.86% | 0.9 |
|
| 3024 |
DVC
3024
Deer VII & Co
Larchmont,
New York
| $182M | -$37.4M | -17% | 36.5% | 241% | 6 | 16.67% | 2.1 |
|
| 3025 |
GPSPJS
3025
General Pension Society PZU Joint Stock
Warsaw,
Poland
| $182M | +$52.9M | +41% | 9.57% | 116% | 17 | 5.88% | 2.5 |
|