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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3026 |
FPFS
3026
First Personal Financial Services
Charlotte,
North Carolina
| $178M | +$11.1M | +7% | 6.62% | 31.5% | 550 | 44.36% | 0.7 |
|
| 3027 |
AC
3027
Adelphi Capital
London,
United Kingdom
| $177M | -$5.17M | -3% | 0.08% | – | 2 | 0% | 1 |
|
| 3028 |
WA
3028
Wilshire Advisors
Santa Monica,
California
| $177M | – | – | 2.02% | 118% | 17 | – | 0 |
|
| 3029 |
CCM
3029
Compton Capital Management
Providence,
Rhode Island
| $177M | -$101M | -36% | 7.14% | 75.6% | 141 | 7.8% | 2.2 |
|
| 3030 |
MIM
3030
Montgomery Investment Management
Rockville,
Maryland
| $177M | +$7.44M | +4% | 5.35% | 98.4% | 86 | 10.47% | 1.9 |
|
| 3031 |
CCM
3031
CrestPoint Capital Management
Four Seasons,
Missouri
| $177M | +$2.6M | +1% | 6.37% | 42.6% | 205 | 15.61% | 1.2 |
|
| 3032 |
LI
3032
LVZ Inc
Holland,
Michigan
| $177M | +$21.8M | +14% | 2.77% | 47.1% | 55 | 32.73% | 0.8 |
|
| 3033 |
EIAM
3033
Equinox Institutional Asset Management
Princeton,
New Jersey
| $177M | – | – | 0.9% | – | 4 | – | 0 |
|
| 3034 |
CWM
3034
Cranbrook Wealth Management
Bloomfield Hills,
Michigan
| $177M | +$2.79M | +2% | 3.05% | 48.8% | 240 | 5.42% | 1.6 |
|
| 3035 |
SCM
3035
Salem Capital Management
Woburn,
Massachusetts
| $177M | +$6.36M | +4% | 7.27% | 32.3% | 69 | 7.25% | 2.3 |
|
| 3036 |
PA
3036
Paracle Advisors
Mercer Island,
Washington
| $177M | +$7.6M | +4% | 2.53% | 30.9% | 40 | 7.5% | 1 |
|
| 3037 |
CA
3037
Cambridge Advisors
Omaha,
Nebraska
| $176M | +$7.12M | +4% | 4.59% | 52.9% | 135 | 11.11% | 0.9 |
|
| 3038 |
WIP
3038
Wayzata Investment Partners
Wayzata,
Minnesota
| $176M | -$68.7M | -28% | 7.3% | – | 2 | 0% | 1.4 |
|
| 3039 |
NC
3039
Nitorum Capital
New York
| $176M | – | – | 4.5% | 87.1% | 25 | – | 0 |
|
| 3040 |
MC
3040
Mathes Company
New York
| $176M | +$24.6M | +16% | 8.32% | 121% | 137 | 14.6% | 1.9 |
|
| 3041 |
SCM
3041
Stonehill Capital Management
New York
| $176M | -$94.9M | -35% | 0.69% | 117% | 12 | 16.67% | 1.2 |
|
| 3042 |
PCM
3042
Panning Capital Management
New York
| $176M | -$463M | -72% | 1.63% | 349% | 18 | 83.33% | 0.3 |
|
| 3043 |
3043
MKP Capital Management
New York
| $176M | -$26M | -13% | – | 69.8% | 3 | 100% | 0 |
|
| 3044 |
FP
3044
FDO Partners
Cambridge,
Massachusetts
| $176M | – | – | 0.55% | – | 236 | – | 0 |
|
| 3045 |
BS
3045
Bow Street
New York
| $176M | +$574K | +0.3% | 2.2% | 43.3% | 29 | 72.41% | 0.3 |
|
| 3046 |
BW
3046
Bison Wealth
Atlanta,
Georgia
| $175M | +$23.4M | +15% | 5.48% | 37.4% | 259 | 24.71% | 0.7 |
|
| 3047 |
FPIS
3047
Financial Planning & Information Services
De Pere,
Wisconsin
| $175M | +$16.2M | +10% | 3% | 13% | 32 | 6.25% | 1.8 |
|
| 3048 |
ACM
3048
Axel Capital Management
New York
| $175M | +$11.3M | +7% | 6.66% | 194% | 27 | 14.81% | 1.9 |
|
| 3049 |
PAM
3049
Pagoda Asset Management
New York
| $175M | – | – | 6% | – | 20 | – | 0 |
|
| 3050 |
3050
Caprock Group
Boise,
Idaho
| $175M | +$33.9M | +24% | 4.03% | – | 97 | 34.02% | 0.6 |
|