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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%
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 | |
|---|---|---|---|---|---|---|---|---|---|
| 3026 |
PAM
3026
Peak Asset Management
Louisville,
Colorado
| $414M | -$18.3M | -4% | 3.06% | 58.1% | 142 | 7.04% |
|
| 3027 |
FA
3027
Fagan Associates
Troy,
New York
| $414M | +$1.57M | +0.4% | 1.65% | 87.7% | 114 | 7.02% |
|
| 3028 |
FRA
3028
Frank Rimerman Advisors
Palo Alto,
California
| $413M | -$5.08M | -1% | 3.32% | 133% | 114 | 13.16% |
|
| 3029 |
EP
3029
Eudaimonia Partners
Winchester,
Tennessee
| $413M | -$31.9M | -7% | 3.08% | – | 363 | 13.77% |
|
| 3030 |
CPRC
3030
Consolidated Portfolio Review Corp
Woodbury,
New York
| $412M | -$8.53M | -2% | 3.49% | 65.4% | 340 | 15% |
|
| 3031 |
CAM
3031
Chandler Asset Management
San Diego,
California
| $412M | +$30.8M | +8% | 4.42% | 29.4% | 23 | 0% |
|
| 3032 |
WLIM
3032
White Lighthouse Investment Management
Bedford,
Massachusetts
| $412M | -$7.04M | -2% | 3.53% | 46.8% | 119 | 4.2% |
|
| 3033 |
SA
3033
Scarborough Advisors
Annapolis,
Maryland
| $412M | -$6.29M | -2% | 3.87% | 58.4% | 82 | 24.39% |
|
| 3034 |
APG
3034
Abacus Planning Group
Columbia,
South Carolina
| $411M | -$2.43M | -0.6% | 3.21% | 59.1% | 206 | 11.17% |
|
| 3035 |
TS
3035
Twin Securities
New York
| $411M | +$231M | +128% | 10.8% | 467% | 19 | 73.68% |
|
| 3036 |
FA
3036
Faithward Advisors
Lancaster,
Pennsylvania
| $411M | -$22.8M | -5% | 3.31% | 86.7% | 282 | 17.38% |
|
| 3037 |
ICM
3037
Ionic Capital Management
New York
| $411M | +$60.1M | +17% | 4.07% | 103% | 317 | 41.01% |
|
| 3038 |
CAM
3038
Centre Asset Management
New York
| $410M | -$41.9M | -9% | 2.02% | 45.3% | 80 | 16.25% |
|
| 3039 |
SPA
3039
Sentinel Pension Advisors
Wakefield,
Massachusetts
| $410M | -$2.56M | -0.6% | 3.2% | 46.5% | 104 | 9.62% |
|
| 3040 |
GIPM
3040
G2 Investment Partners Management
New York
| $410M | -$3.65M | -0.9% | 9.52% | 773% | 107 | 42.99% |
|
| 3041 |
LS
3041
Leelyn Smith
Geneva,
Illinois
| $410M | -$4.16M | -1% | 2.69% | 77.3% | 119 | 13.45% |
|
| 3042 |
BRCM
3042
Bright Rock Capital Management
Hanover,
Massachusetts
| $409M | -$19.5M | -5% | 1.76% | 41.8% | 80 | 10% |
|
| 3043 |
TGCMU
3043
Titan Global Capital Management USA
New York
| $409M | -$12.6M | -3% | 0.41% | 163% | 63 | 9.52% |
|
| 3044 |
CS
3044
Cisco Systems
San Jose,
California
| $409M | +$11.7M | +3% | 3.91% | 212% | 4 | 0% |
|
| 3045 |
RF
3045
Rollins Financial
Atlanta,
Georgia
| $409M | +$42.8M | +12% | 4.2% | – | 116 | 18.1% |
|
| 3046 |
GRA
3046
Goehring & Rozencwajg Associates
New York
| $408M | +$60.8M | +17% | 17.5% | 213% | 50 | 0% |
|
| 3047 |
SF
3047
Symphony Financial
Houston,
Texas
| $408M | +$1.03M | +0.3% | 3.03% | 71.2% | 191 | 21.99% |
|
| 3048 |
NC
3048
NBW Capital
Boston,
Massachusetts
| $408M | -$20.3M | -5% | 0.2% | 86% | 117 | 15.38% |
|
| 3049 |
BCP
3049
Bayberry Capital Partners
New York
| $408M | -$90.6M | -18% | 4.07% | 85.5% | 18 | 11.11% |
|
| 3050 |
NCM
3050
Nelson Capital Management
Menlo Park,
California
| $408M | +$20.6M | +5% | 1.65% | 121% | 97 | 12.37% |
|