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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 |
HM
3051
Heronetta Management
New York
| $193M | +$2.55M | +1% | 1.79% | 59.7% | 37 | 18.92% | 2.5 |
|
| 3052 |
ITIM
3052
Indiana Trust & Investment Management
Mishawaka,
Indiana
| $193M | -$7.52M | -4% | 2.77% | 104% | 134 | 8.21% | 2.6 |
|
| 3053 |
FTS
3053
Fifth Third Securities
Cincinnati,
Ohio
| $193M | +$37.2M | +24% | 0.72% | 58.9% | 100 | 23% | 0.5 |
|
| 3054 |
GIIO
3054
Gen IV Investment Opportunities
New York
| $193M | – | – | 3.14% | – | 10 | – | 0 |
|
| 3055 |
GIM
3055
Greystone Investment Management
Cincinnati,
Ohio
| $193M | -$4.76M | -2% | 7.57% | 32.8% | 55 | 9.09% | 2.1 |
|
| 3056 |
AP
3056
Advisors Preferred
Rockville,
Maryland
| $192M | -$21.6M | -10% | 8.11% | 102% | 295 | 76.95% | 0.4 |
|
| 3057 |
IP
3057
Intellectus Partners
San Francisco,
California
| $192M | – | – | 0.05% | 157% | 715 | – | 0 |
|
| 3058 |
CPA
3058
Court Place Advisors
Ellicott City,
Maryland
| $192M | +$12.4M | +7% | 4.89% | 92% | 154 | 11.04% | 2.3 |
|
| 3059 |
CBTWT
3059
Community Bank & Trust (Waco, Texas)
Waco,
Texas
| $192M | +$7.85M | +4% | 4.15% | 108% | 120 | 6.67% | 0.9 |
|
| 3060 |
BHTS
3060
Bar Harbor Trust Services
Ellsworth,
Maine
| $192M | +$3.67M | +2% | 4.58% | 86.4% | 89 | 21.35% | 1.8 |
|
| 3061 |
FMP
3061
Financial Management Professionals
Austin,
Texas
| $192M | -$953K | -0.5% | 5.21% | 62.1% | 393 | 23.41% | 2.1 |
|
| 3062 |
BC
3062
Barnett & Company
Chattanooga,
Tennessee
| $192M | +$6.14M | +3% | 5.92% | 65.9% | 416 | 11.3% | 1.5 |
|
| 3063 |
SHWM
3063
Smith & Howard Wealth Management
Atlanta,
Georgia
| $192M | +$242K | +0.1% | 2.24% | 40.4% | 45 | 11.11% | 2.1 |
|
| 3064 |
SMC
3064
S. Muoio & Co
New York
| $192M | -$11M | -5% | 10.7% | 327% | 113 | 50.44% | 1.1 |
|
| 3065 |
CP
3065
Camelot Portfolios
Maumee,
Ohio
| $192M | +$5.29M | +3% | 1.28% | 41.3% | 178 | 15.73% | 2 |
|
| 3066 |
BWP
3066
BSW Wealth Partners
Boulder,
Colorado
| $191M | +$189M | +6,511% | 0.19% | 75.4% | 79 | 20.25% | 2.1 |
|
| 3067 |
BBP
3067
Banco BTG Pactual
Rio De Janeiro,
Brazil
| $191M | -$20.9M | -10% | 2.4% | 134% | 106 | 87.74% | 0.1 |
|
| 3068 |
REMPR
3068
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
| $191M | -$22.6M | -11% | 0.66% | 62.3% | 87 | 12.64% | 1.4 |
|
| 3069 |
KC
3069
Kepos Capital
New York
| $191M | +$49.9M | +35% | 0.63% | 21.1% | 10 | 0% | 1.8 |
|
| 3070 |
OFG
3070
OTA Financial Group
Purchase,
New York
| $191M | +$80.9M | +73% | 42% | 320% | 85 | 82.35% | 0.2 |
|
| 3071 |
CCM
3071
Compton Capital Management
Providence,
Rhode Island
| $191M | +$8.63M | +5% | 4.32% | 75.6% | 142 | 7.04% | 2.9 |
|
| 3072 |
3072
SC US (TTGP)
Menlo Park,
California
| $191M | +$15.1M | +9% | 1.08% | 65.2% | 8 | 37.5% | 1.1 |
|
| 3073 |
WSC
3073
Wellington Shields & Co
New York
| $191M | -$6.01M | -3% | 1.62% | 109% | 139 | 17.27% | 2.2 |
|
| 3074 |
KL
3074
Kinsight LLC
Birmingham,
Alabama
| $191M | +$4.65M | +2% | 3.93% | 15.7% | 38 | 10.53% | 2.6 |
|
| 3075 |
RWM
3075
Raffa Wealth Management
Washington,
District of Columbia
| $191M | +$5.68M | +3% | 1.94% | 35.8% | 908 | 7.16% | 2.1 |
|