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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
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 | |
|---|---|---|---|---|---|---|---|---|---|
| 3051 |
BCFA
3051
BP Capital Fund Advisors
Dallas,
Texas
| $209M | -$9.08M | -4% | 8.78% | 17.9% | 58 | 27.59% |
|
| 3052 |
SMC
3052
S. Muoio & Co
New York
| $209M | -$7.12M | -3% | 2.01% | 327% | 117 | 42.74% |
|
| 3053 |
RBC
3053
Roble Belko & Company
Sewickley,
Pennsylvania
| $209M | +$6.53M | +3% | 1.78% | 53.3% | 377 | 23.08% |
|
| 3054 |
EECFI
3054
EnCap Energy Capital Fund IX
Houston,
Texas
| $208M | +$23.3M | +13% | 12.6% | 69.2% | 1 | 0% |
|
| 3055 |
ACP
3055
Aquiline Capital Partners
New York
| $208M | +$155M | +294% | 5.49% | 14.7% | 2 | 100% |
|
| 3056 |
DCM
3056
Dean Capital Management
Overland Park,
Kansas
| $208M | +$62.2M | +43% | 2.78% | 57.7% | 86 | 52.33% |
|
| 3057 |
IAS
3057
IMA Advisory Services
Denver,
Colorado
| $208M | +$9.21M | +5% | 2.68% | 55.7% | 143 | 11.19% |
|
| 3058 |
EGA
3058
E&G Advisors
Houston,
Texas
| $208M | +$13.1M | +7% | 2.75% | 92.3% | 161 | 13.66% |
|
| 3059 |
GAM
3059
Gould Asset Management
Claremont,
California
| $207M | +$8.04M | +4% | 2.43% | 37.6% | 131 | 10.69% |
|
| 3060 |
DA
3060
Doliver Advisors
Houston,
Texas
| $207M | +$79.9M | +63% | 0.46% | 81% | 305 | 41.97% |
|
| 3061 |
CFA
3061
Capstone Financial Advisors
Downers Grove,
Illinois
| $207M | +$9.68M | +5% | 3.19% | 45.5% | 81 | 13.58% |
|
| 3062 |
CBTWT
3062
Community Bank & Trust (Waco, Texas)
Waco,
Texas
| $207M | +$3.36M | +2% | 2.71% | 76.6% | 127 | 9.45% |
|
| 3063 |
GIM
3063
Greystone Investment Management
Cincinnati,
Ohio
| $206M | -$31K | -0% | 4.98% | 32.8% | 55 | 14.55% |
|
| 3064 |
CIC
3064
Chase Investment Counsel
Charlottesville,
Virginia
| $206M | -$1.97M | -0.9% | 7.22% | 262% | 103 | 36.89% |
|
| 3065 |
K
3065
Kemper
Chicago,
Illinois
| $206M | +$9.35M | +5% | 2.35% | 28.6% | 20 | 15% |
|
| 3066 |
WAP
3066
Wealthcare Advisory Partners
West Chester,
Pennsylvania
| $206M | +$22.6M | +12% | 1.85% | 60.4% | 160 | 18.75% |
|
| 3067 |
SWPG
3067
Strategic Wealth Partners Group
Deerfield,
Illinois
| $206M | +$8.97M | +5% | 3.1% | – | 26 | 0% |
|
| 3068 |
LWM
3068
Lyell Wealth Management
Menlo Park,
California
| $205M | +$20.7M | +11% | 6.15% | 99.6% | 109 | 19.27% |
|
| 3069 |
CI
3069
Chartist Inc
Seal Beach,
California
| $205M | +$286K | +0.1% | 5.93% | – | 37 | 24.32% |
|
| 3070 |
TCA
3070
Teewinot Capital Advisers
New York
| $204M | +$23M | +13% | 5.38% | 159% | 51 | 21.57% |
|
| 3071 |
IFB
3071
iAB Financial Bank
Fort Wayne,
Indiana
| $204M | +$9.5M | +5% | 2.48% | 22.5% | 147 | 12.93% |
|
| 3072 |
ACM
3072
Axel Capital Management
New York
| $204M | +$66.3M | +48% | 4.64% | 194% | 19 | 15.79% |
|
| 3073 |
3073
CTC (Chicago Trading Company)
Chicago,
Illinois
| $204M | +$106M | +108% | 5.9% | 121% | 5 | 40% |
|
| 3074 |
ITIM
3074
Indiana Trust & Investment Management
Mishawaka,
Indiana
| $203M | +$3.61M | +2% | 1.63% | 104% | 133 | 4.51% |
|
| 3075 |
BL
3075
BFSG LLC
Irvine,
California
| $203M | +$4.48M | +2% | 2.42% | 81.9% | 129 | 26.36% |
|