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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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250
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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 3026 |
RSVP
3026
Ramsay Stattman Vela & Price
Colorado Springs,
Colorado
| $252M | +$5.31M | +2% | 2.11% | 64.3% | 61 | 4.92% |
|
| 3027 |
ACM
3027
Argyle Capital Management
Center Valley,
Pennsylvania
| $252M | -$68K | -0% | 2.1% | 95.8% | 126 | 3.17% |
|
| 3028 |
ESG
3028
Emerging Sovereign Group
New York
| $252M | -$189M | -43% | 0.99% | 66.1% | 13 | 30.77% |
|
| 3029 |
AC
3029
Athanor Capital
New York
| $252M | +$35.9M | +17% | 8.72% | 171% | 88 | 78.41% |
|
| 3030 |
HCM
3030
Harvey Capital Management
Palm Beach,
Florida
| $252M | -$15.2M | -6% | 2.51% | 147% | 81 | 8.64% |
|
| 3031 |
BPM
3031
Bronson Point Management
Fairfield,
Connecticut
| $252M | -$28.9M | -10% | 1% | 7.56% | 56 | 62.5% |
|
| 3032 |
VCM
3032
Verger Capital Management
Winston-Salem,
North Carolina
| $252M | +$11.9M | +5% | 0.19% | 53.1% | 13 | 0% |
|
| 3033 |
WIS
3033
Wright Investors Service
Shelton,
Connecticut
| $252M | -$39.1M | -13% | 3.75% | 146% | 198 | 34.85% |
|
| 3034 |
FIA
3034
FNY Investment Advisers
New York
| $251M | – | – | 5.57% | 307% | 1,076 | – |
|
| 3035 |
HI
3035
Hudock Inc
Williamsport,
Pennsylvania
| $251M | +$10.4M | +4% | 0.92% | 64.4% | 754 | 16.84% |
|
| 3036 |
BM
3036
Brandywine Managers
Hockessin,
Delaware
| $251M | +$69.1M | +38% | 4.13% | 96.3% | 37 | 10.81% |
|
| 3037 |
PWAP
3037
Private Wealth Advisors (Pennsylvania)
Greensburg,
Pennsylvania
| $251M | +$1.46M | +0.6% | 3.01% | 58.5% | 126 | 3.97% |
|
| 3038 |
FC
3038
FCA Corp
Houston,
Texas
| $251M | +$6.65M | +3% | 1.83% | 57.4% | 164 | 8.54% |
|
| 3039 |
CICI
3039
Capital Investment Counsel Inc
Raleigh,
North Carolina
| $251M | +$8.93M | +4% | 4.29% | 153% | 152 | 10.53% |
|
| 3040 |
PL
3040
Plancorp LLC
Saint Louis,
Missouri
| $250M | -$62.5M | -20% | 2.81% | 67.3% | 165 | 4.85% |
|
| 3041 |
CRB
3041
Chad R. Baker
| $250M | -$3.21M | -1% | 3.74% | 108% | 61 | 13.11% |
|
| 3042 |
OCM
3042
Oakview Capital Management
Dallas,
Texas
| $250M | +$181K | +0.1% | 0.98% | 21.2% | 29 | 44.83% |
|
| 3043 |
BEC
3043
Blue Edge Capital
Richmond,
Virginia
| $250M | +$1.71M | +0.7% | 1.33% | 67.4% | 92 | 14.13% |
|
| 3044 |
IWA
3044
IBEX Wealth Advisors
Bedminster,
New Jersey
| $250M | +$3.33M | +1% | 1.23% | 221% | 87 | 4.6% |
|
| 3045 |
UF
3045
Univest Financial
Souderton,
Pennsylvania
| $250M | +$18.5M | +8% | 1.69% | 82.6% | 101 | 10.89% |
|
| 3046 |
AWM
3046
Altavista Wealth Management
Asheville,
North Carolina
| $250M | +$13.4M | +6% | 2.78% | 80.6% | 150 | 12% |
|
| 3047 |
PG
3047
Patten Group
Chattanooga,
Tennessee
| $250M | +$5.85M | +2% | 2.21% | 88.1% | 701 | 21.68% |
|
| 3048 |
PVI
3048
Pura Vida Investments
New York
| $250M | +$80.2M | +47% | 31.6% | 38.3% | 128 | 76.56% |
|
| 3049 |
MHP
3049
Manatuck Hill Partners
Westport,
Connecticut
| $249M | +$60.3M | +32% | 53.3% | 556% | 117 | 46.15% |
|
| 3050 |
WAM
3050
Warlander Asset Management
New York
| $249M | +$169M | +209% | 3.33% | 0.72% | 21 | 80.95% |
|