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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 |
AI
3051
ArchPoint Investors
Coral Gables,
Florida
| $175M | -$7.24M | -4% | 2.34% | 111% | 170 | 14.12% | 1.3 |
|
| 3052 |
KLI
3052
Kelman-Lazarov Inc
Memphis,
Tennessee
| $175M | +$4.17M | +2% | 2.58% | 46.6% | 414 | 14.49% | 0.2 |
|
| 3053 |
SCM
3053
Stonerise Capital Management
San Francisco,
California
| $175M | +$15.7M | +10% | 9.03% | 0.77% | 13 | 38.46% | 0.6 |
|
| 3054 |
GCM
3054
Gladius Capital Management
Chicago,
Illinois
| $175M | +$3.56M | +2% | 2.11% | 78% | 2 | 0% | 2.5 |
|
| 3055 |
SC
3055
Sageview Capital
Greenwich,
Connecticut
| $175M | -$3.93M | -2% | 2.08% | 335% | 4 | 0% | 2.6 |
|
| 3056 |
BSWMG
3056
Barrington Strategic Wealth Management Group
Chicago,
Illinois
| $175M | +$1.94M | +1% | 1.76% | 17.9% | 102 | 9.8% | 2.3 |
|
| 3057 |
FNBOMD
3057
First National Bank of Mount Dora
Mount Dora,
Florida
| $175M | +$5.01M | +3% | 2.09% | 84.5% | 81 | 2.47% | 2.6 |
|
| 3058 |
SIMC
3058
Stillwater Investment Management (California)
Palo Alto,
California
| $174M | -$207M | -54% | 0.21% | – | 24 | 66.67% | 0.3 |
|
| 3059 |
AIA
3059
Arbor Investment Advisors
Winston Salem,
North Carolina
| $174M | +$7.91M | +5% | 1.59% | 44.3% | 46 | 15.22% | 2.3 |
|
| 3060 |
RWA
3060
River Wealth Advisors
Camp Hill,
Pennsylvania
| $174M | +$6.8M | +4% | 1.7% | 80.3% | 155 | 7.74% | 1.1 |
|
| 3061 |
FWC
3061
First Washington Corp
Seattle,
Washington
| $174M | +$4.81M | +3% | 2.81% | 142% | 89 | 10.11% | 2.1 |
|
| 3062 |
BB
3062
Bell Bank
Fargo,
North Dakota
| $174M | +$20.3M | +13% | 4.09% | 64.3% | 129 | 13.95% | 1.7 |
|
| 3063 |
SPCM
3063
Sound Point Capital Management
New York
| $174M | -$23.1M | -12% | 0.59% | 61.5% | 25 | 36% | 0.3 |
|
| 3064 |
K
3064
Kemper
Chicago,
Illinois
| $174M | -$14.6M | -8% | 2.16% | 28.6% | 21 | 9.52% | 1.9 |
|
| 3065 |
AMIM
3065
Aull & Monroe Investment Management
Mobile,
Alabama
| $174M | +$6.95M | +4% | 4.92% | 96.6% | 123 | 4.07% | 2.5 |
|
| 3066 |
GA
3066
Geller Advisors
New York
| $174M | +$6.33M | +4% | 10.4% | 20.4% | 27 | 18.52% | 2.3 |
|
| 3067 |
SCM
3067
Salem Capital Management
Woburn,
Massachusetts
| $173M | -$4.41M | -2% | 3.97% | 32.3% | 68 | 4.41% | 2.6 |
|
| 3068 |
SA
3068
Strategic Advisors
New York
| $173M | -$2.43M | -1% | 1.72% | 105% | 135 | 18.52% | 2 |
|
| 3069 |
AGAM
3069
Avalon Global Asset Management
San Francisco,
California
| $173M | +$41.1M | +31% | 1.18% | 278% | 52 | 53.85% | 0.9 |
|
| 3070 |
BRF
3070
B. Riley Financial
Los Angeles,
California
| $173M | +$37M | +27% | 3.02% | 682% | 153 | 20.26% | 0.4 |
|
| 3071 |
3071
Nicholas Hoffman & Company
Atlanta,
Georgia
| $173M | – | – | 2.63% | 65.1% | 135 | – | 0 |
|
| 3072 |
RCM
3072
Robinson Capital Management
Grosse Pointe Farms,
Michigan
| $173M | +$40.6M | +31% | 4.83% | 7.8% | 135 | 42.22% | 0.4 |
|
| 3073 |
GSBTD
3073
Glenview State Bank Trust Department
Glenview,
Illinois
| $173M | +$7.29M | +4% | 2.99% | 76.6% | 95 | 6.32% | 2.1 |
|
| 3074 |
CPA
3074
Court Place Advisors
Ellicott City,
Maryland
| $173M | +$10.9M | +7% | 3.46% | 92% | 145 | 8.97% | 2.1 |
|
| 3075 |
UAM
3075
UAS Asset Management
New York
| $172M | +$3.18M | +2% | 3.14% | 98% | 31 | 35.48% | 1.9 |
|