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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3051 |
PSCM
3051
Prince Street Capital Management
New York
| $160M | -$120M | -43% | 16.3% | 302% | 41 | 78.05% | 0.2 |
|
| 3052 |
CFA
3052
CT Financial Advisors
Chadds Ford,
Pennsylvania
| $159M | -$16.8M | -10% | 4.3% | – | 677 | 7.68% | 1.2 |
|
| 3053 |
FV2GP
3053
Flagship Ventures 2007 General Partner
Cambridge,
Massachusetts
| $159M | -$87.1M | -35% | 35% | – | 5 | 0% | 1.3 |
|
| 3054 |
AIA
3054
Arbor Investment Advisors
Winston Salem,
North Carolina
| $159M | -$19.6M | -11% | 8.95% | 44.3% | 43 | 11.63% | 2.2 |
|
| 3055 |
FPIS
3055
Financial Planning & Information Services
De Pere,
Wisconsin
| $159M | -$8.09M | -5% | 8.39% | 13% | 33 | 6.06% | 1.6 |
|
| 3056 |
PG
3056
Proffitt & Goodson
Knoxville,
Tennessee
| $159M | -$12.6M | -7% | 8.8% | 48.5% | 43 | 13.95% | 2 |
|
| 3057 |
3057
NorthRock Partners
Minneapolis,
Minnesota
| $159M | -$57.6M | -27% | 9.98% | 62.8% | 56 | 37.5% | 0.5 |
|
| 3058 |
RWM
3058
RKL Wealth Management
Lancaster,
Pennsylvania
| $159M | -$8.12M | -5% | 3.34% | 70.2% | 53 | 5.66% | 1.3 |
|
| 3059 |
LWM
3059
LBA Wealth Management
Jacksonville,
Florida
| $159M | -$682K | -0.4% | 5.73% | 19.2% | 385 | 25.71% | 1.2 |
|
| 3060 |
GIM
3060
Groesbeck Investment Management
Paramus,
New Jersey
| $159M | -$50.1M | -24% | 13.2% | 147% | 88 | 15.91% | 1.6 |
|
| 3061 |
RCS
3061
Retirement Capital Strategies
San Jose,
California
| $158M | -$5.97M | -4% | 4.89% | 59% | 13 | 0% | 1.4 |
|
| 3062 |
MC
3062
MRJ Capital
New York
| $158M | -$21.1M | -12% | 10.7% | 127% | 56 | 12.5% | 1.7 |
|
| 3063 |
SAM
3063
Selway Asset Management
| $158M | -$23.9M | -13% | 9.91% | 36.5% | 70 | 8.57% | 1.5 |
|
| 3064 |
GAM
3064
Gemmer Asset Management
Walnut Creek,
California
| $158M | -$6.37M | -4% | 5.3% | 90.5% | 1,393 | 11.27% | 1.3 |
|
| 3065 |
AIA
3065
AGF Investments America
Toronto,
Ontario, Canada
| $158M | -$40.7M | -21% | 9.65% | 72.1% | 82 | 10.98% | 1.7 |
|
| 3066 |
IAS
3066
IMA Advisory Services
Denver,
Colorado
| $158M | -$52.4M | -25% | 7.42% | 74.5% | 195 | 41.03% | 1.6 |
|
| 3067 |
KC
3067
Kingfisher Capital
Charlotte,
North Carolina
| $158M | -$15.7M | -9% | 6.39% | 58.5% | 159 | 40.25% | 1.3 |
|
| 3068 |
IHG
3068
Insight Holdings Group
New York
| $158M | -$72.6M | -32% | 5.77% | 111% | 5 | 0% | 1.4 |
|
| 3069 |
HCM
3069
Horrell Capital Management
Little Rock,
Arkansas
| $158M | -$7.8M | -5% | 8.94% | 55.6% | 233 | 20.17% | 1.8 |
|
| 3070 |
FWM
3070
Focused Wealth Management
Newburgh,
New York
| $157M | -$4.16M | -3% | 8.47% | 73.9% | 774 | 12.14% | 1.6 |
|
| 3071 |
BCA
3071
Bray Capital Advisors
Naples,
Florida
| $157M | -$16.8M | -10% | 8.11% | 36.6% | 467 | 23.98% | 0.4 |
|
| 3072 |
DCCA
3072
D.C. Capital Advisors
New York
| $157M | -$15.2M | -9% | 12.7% | 59.9% | 26 | 34.62% | 1.1 |
|
| 3073 |
CO
3073
Caldwell & Orkin
Norcross,
Georgia
| $157M | -$14.5M | -8% | 2.14% | 137% | 106 | 64.15% | 0.4 |
|
| 3074 |
EGA
3074
E&G Advisors
Houston,
Texas
| $157M | -$13.8M | -8% | 7.71% | 97.7% | 99 | 19.19% | 1.3 |
|
| 3075 |
AHC
3075
Anderson Hoagland & Co
St Louis,
Missouri
| $157M | -$14.5M | -8% | 6.82% | 95.1% | 109 | 12.84% | 1.7 |
|