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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 |
AC
3051
Argentiere Capital
Zug,
Switzerland
| $171M | -$44.5M | -21% | 1.97% | 1.96% | 91 | 76.92% | 0.2 |
|
| 3052 |
SMC
3052
S. Muoio & Co
New York
| $171M | -$42.9M | -20% | 2.6% | 327% | 125 | 44.8% | 0.8 |
|
| 3053 |
HAM
3053
Harber Asset Management
Asheville,
North Carolina
| $171M | +$18.1M | +12% | 4.27% | 63.6% | 58 | 44.83% | 0.9 |
|
| 3054 |
KLI
3054
Kelman-Lazarov Inc
Memphis,
Tennessee
| $171M | – | – | 2.01% | 46.6% | 390 | – | 0 |
|
| 3055 |
AAM
3055
Aston Asset Management
Chicago,
Illinois
| $171M | +$486K | +0.3% | 6.42% | 26.1% | 140 | 28.57% | 2 |
|
| 3056 |
FC
3056
Finepoint Capital
Boston,
Massachusetts
| $170M | +$14.8M | +10% | 4.23% | 27.4% | 5 | 0% | 1.3 |
|
| 3057 |
AFG
3057
Arkansas Financial Group
Little Rock,
Arkansas
| $170M | +$5.61M | +3% | 1.96% | 39.1% | 23 | 13.04% | 1.9 |
|
| 3058 |
MWP
3058
Moller Wealth Partners
| $170M | -$11.1M | -6% | 2.65% | 41.4% | 40 | 7.5% | 2.4 |
|
| 3059 |
CGI
3059
Calixto Global Investors
Coral Gables,
Florida
| $170M | +$16.5M | +11% | 3.81% | 180% | 16 | 50% | 0.2 |
|
| 3060 |
BC
3060
Beaconlight Capital
New York
| $170M | +$4.78M | +3% | 2.26% | 282% | 32 | 65.63% | 0.5 |
|
| 3061 |
KL
3061
KWMG LLC
Overland Park,
Kansas
| $170M | +$21.9M | +15% | 2.8% | 76.2% | 139 | 5.04% | 1 |
|
| 3062 |
PFG
3062
Piershale Financial Group
Barrington,
Illinois
| $170M | +$4.94M | +3% | 3.61% | 82% | 233 | 41.63% | 1.2 |
|
| 3063 |
FNBOMD
3063
First National Bank of Mount Dora
Mount Dora,
Florida
| $170M | -$339K | -0.2% | 0.31% | 84.5% | 82 | 6.1% | 2.4 |
|
| 3064 |
SCM
3064
Schnieders Capital Management
Pasadena,
California
| $169M | +$6.73M | +4% | 3.31% | 103% | 139 | 16.55% | 1.6 |
|
| 3065 |
UAM
3065
UAS Asset Management
New York
| $169M | +$13.1M | +8% | 0.35% | 98% | 32 | 37.5% | 1.4 |
|
| 3066 |
LA
3066
Lucus Advisors
New York
| $169M | +$4.5M | +3% | 0.08% | 16.7% | 419 | 61.58% | 0.5 |
|
| 3067 |
HPWM
3067
Highland Private Wealth Management
Bellevue,
Washington
| $169M | +$29.2M | +21% | 0.2% | 19% | 79 | 54.43% | 0.1 |
|
| 3068 |
FWC
3068
First Washington Corp
Seattle,
Washington
| $169M | -$2.44M | -1% | 0.79% | 142% | 94 | 19.15% | 2 |
|
| 3069 |
EIAM
3069
Equinox Institutional Asset Management
Princeton,
New Jersey
| $169M | -$7.73M | -4% | 1.35% | – | 4 | 0% | 0.3 |
|
| 3070 |
BPCA
3070
Bank Pictet & Cie (Asia)
Singapore
| $169M | -$3.67M | -2% | 0.14% | 30.4% | 62 | 20.97% | 0.4 |
|
| 3071 |
SAM
3071
Shamrock Asset Management
Dallas,
Texas
| $169M | -$9.02M | -5% | 4.33% | 31% | 294 | 24.49% | 1.5 |
|
| 3072 |
UMA
3072
USA Mutuals Advisors
Dallas,
Texas
| $169M | +$960K | +0.6% | 6.36% | 14.1% | 236 | 30.51% | 0.7 |
|
| 3073 |
SIMM
3073
Stillwater Investment Management (Minnesota)
Stillwater,
Minnesota
| $169M | +$8.36M | +5% | 0.91% | 72.3% | 77 | 3.9% | 2 |
|
| 3074 |
SA
3074
Steadfast Advisors
New York
| $169M | -$47M | -22% | 1.03% | 81.4% | 79 | 58.23% | 0.7 |
|
| 3075 |
BEC
3075
Blue Edge Capital
Richmond,
Virginia
| $169M | +$15.2M | +10% | 1.42% | 67.4% | 87 | 33.33% | 1.4 |
|