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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
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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 3051 |
ACM
3051
Argonaut Capital Management
New York
| $148M | -$51.5M | -26% | 3.48% | – | 28 | 50% |
|
| 3052 |
FWP
3052
FAS Wealth Partners
Leawood,
Kansas
| $147M | -$20.8M | -12% | 2.5% | 72.3% | 98 | 16.33% |
|
| 3053 |
PL
3053
Plancorp LLC
Saint Louis,
Missouri
| $147M | +$33.3M | +29% | 1.01% | 67.3% | 132 | 32.58% |
|
| 3054 |
T
3054
Tinicum
New York
| $147M | +$5.94M | +4% | 10.6% | 21.1% | 12 | 0% |
|
| 3055 |
MAP
3055
Managed Asset Portfolios
Rochester,
Michigan
| $147M | +$4.55M | +3% | 3.08% | 99.2% | 52 | 17.31% |
|
| 3056 |
NCM
3056
Niemann Capital Management
Stateline,
Nevada
| $147M | +$1.79M | +1% | 4.99% | 103% | 25 | 40% |
|
| 3057 |
PIA
3057
Peachtree Investment Advisors
Atlanta,
Georgia
| $147M | +$169K | +0.1% | 3.08% | 24.2% | 137 | 8.76% |
|
| 3058 |
LCP
3058
Longbow Capital Partners
New York
| $147M | +$18.3M | +14% | 10.4% | 179% | 65 | 66.15% |
|
| 3059 |
DAS
3059
Dynamic Advisor Solutions
Phoenix,
Arizona
| $147M | +$11.6M | +9% | 1.63% | 64% | 222 | 27.48% |
|
| 3060 |
DCM
3060
Delta Capital Management
Red Bank,
New Jersey
| $146M | +$3.97M | +3% | 2.96% | 125% | 65 | 7.69% |
|
| 3061 |
PIP
3061
Permian Investment Partners
Dallas,
Texas
| $146M | +$33.1M | +29% | 6.56% | 78.6% | 12 | 66.67% |
|
| 3062 |
NFGCM
3062
Norman Fields Gottscho Capital Management
New York
| $146M | -$2.5M | -2% | 1.8% | 94% | 70 | 24.29% |
|
| 3063 |
AWP
3063
Ascent Wealth Partners
New Hartford,
New York
| $146M | +$4.71M | +3% | 0.76% | 94.4% | 104 | 9.62% |
|
| 3064 |
EC
3064
Engaged Capital
Newport Beach,
California
| $146M | +$3.25M | +2% | 3.19% | 26.2% | 15 | 20% |
|
| 3065 |
PRCP
3065
Pacific Ridge Capital Partners
Lake Oswego,
Oregon
| $146M | -$1.79M | -1% | 3.68% | 149% | 152 | 6.58% |
|
| 3066 |
FMP
3066
Financial Management Professionals
Austin,
Texas
| $146M | -$2.69M | -2% | 2.76% | 62.1% | 315 | 13.02% |
|
| 3067 |
EML
3067
Eos Management LP
New York
| $145M | +$1.6M | +1% | 1.7% | 152% | 39 | 7.69% |
|
| 3068 |
KWMG
3068
King Wealth Management Group
Naples,
Florida
| $145M | -$30.1M | -17% | 1.34% | 86% | 122 | 32.79% |
|
| 3069 |
CCG
3069
Crescent Capital Group
Los Angeles,
California
| $145M | +$2.31M | +2% | 10.6% | 7.88% | 22 | 36.36% |
|
| 3070 |
IT
3070
Independence Trust
Franklin,
Tennessee
| $145M | -$1.65M | -1% | 0.6% | 28.9% | 119 | 14.29% |
|
| 3071 |
SAM
3071
Solaris Asset Management
New York
| $145M | -$4.39M | -3% | 2.54% | 74% | 258 | 22.87% |
|
| 3072 |
RGC
3072
Roberts, Glore & Co
Deerfield,
Illinois
| $145M | +$490K | +0.3% | 1.68% | 72.3% | 139 | 5.76% |
|
| 3073 |
LBC
3073
Lawrence B. Cohen
| $145M | +$4.39M | +3% | 4.22% | 41.8% | 72 | 5.56% |
|
| 3074 |
NIC
3074
Northwest Investment Counselors
Lake Oswego,
Oregon
| $145M | +$1.04M | +0.7% | 0.61% | 32.4% | 106 | 4.72% |
|
| 3075 |
AW
3075
Alpha Windward
Westwood,
Massachusetts
| $145M | +$30K | +0% | 2.72% | 33.6% | 420 | 11.67% |
|