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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 |
Avg Time Held (Qtrs) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3076 |
CS
3076
Credential Securities
Vancouver,
| $151M | +$16.8M | +13% | 7.86% | 32.5% | 210 | 11.43% | 0.9 |
|
| 3077 |
SSI
3077
Scott & Selber Inc
Houston,
Texas
| $151M | +$8.06M | +6% | 6.77% | 187% | 76 | 27.63% | 2.7 |
|
| 3078 |
SWK
3078
Stephen W. Kidder
| $151M | +$1.96M | +1% | 4.33% | 94.7% | 65 | 6.15% | 3.6 |
|
| 3079 |
EHWM
3079
Eads & Heald Wealth Management
Atlanta,
Georgia
| $151M | -$1.57M | -1% | 4.39% | 84.4% | 120 | 5.83% | 3.6 |
|
| 3080 |
BCM
3080
Beck Capital Management
Austin,
Texas
| $151M | +$19.7M | +15% | 7.57% | 291% | 171 | 22.81% | 1.6 |
|
| 3081 |
VW
3081
Vantage Wealth
Pasadena,
California
| $151M | -$6.04M | -4% | 3.46% | 56.1% | 26 | 0% | 3.8 |
|
| 3082 |
CWM
3082
Cranbrook Wealth Management
Bloomfield Hills,
Michigan
| $150M | +$7.69M | +5% | 3.64% | 48.8% | 158 | 3.8% | 1.9 |
|
| 3083 |
SM
3083
Selkirk Management
Chatham,
New Jersey
| $150M | +$28.4M | +23% | 10.5% | 245% | 20 | 20% | 3.3 |
|
| 3084 |
PIA
3084
Peachtree Investment Advisors
Atlanta,
Georgia
| $150M | +$3.08M | +2% | 3.85% | 24.2% | 141 | 12.06% | 1.8 |
|
| 3085 |
GA
3085
Geller Advisors
New York
| $150M | -$747K | -0.5% | 2.61% | 20.4% | 24 | 8.33% | 3.5 |
|
| 3086 |
GI
3086
Greenwood Investments
Boston,
Massachusetts
| $149M | -$1.03M | -0.7% | 5.88% | 1.64% | 19 | 5.26% | 3.6 |
|
| 3087 |
SCM
3087
Southport Capital Management
Chattanooga,
Tennessee
| $149M | +$6.68M | +5% | 4.35% | 80% | 170 | 15.29% | 3.2 |
|
| 3088 |
FFS
3088
Founders Financial Securities
Towson,
Maryland
| $149M | -$232K | -0.2% | 4.89% | 64.3% | 89 | 44.94% | 1.2 |
|
| 3089 |
PCC
3089
Park Circle Company
Baltimore,
Maryland
| $149M | +$13.5M | +10% | 5.23% | 70.5% | 88 | 51.14% | 0.5 |
|
| 3090 |
PIA
3090
Phoenix Investment Adviser
New York
| $149M | +$31.2M | +26% | 2.56% | 25% | 53 | 32.08% | 1.5 |
|
| 3091 |
NIC
3091
Northwest Investment Counselors
Lake Oswego,
Oregon
| $149M | +$4.24M | +3% | 3.62% | 32.4% | 105 | 3.81% | 3.8 |
|
| 3092 |
GCM
3092
Garland Capital Management
Bellevue,
Washington
| $149M | -$4.05M | -3% | 3.4% | 55.7% | 45 | 17.78% | 3.5 |
|
| 3093 |
ZF
3093
Zhang Financial
Portage,
Michigan
| $149M | +$9.48M | +7% | 3.29% | 67.9% | 61 | 11.48% | 3.4 |
|
| 3094 |
FLAM
3094
First Light Asset Management
Edina,
Minnesota
| $148M | +$7.27M | +5% | 1.73% | 364% | 73 | 10.96% | 1.8 |
|
| 3095 |
FPIS
3095
Financial Planning & Information Services
De Pere,
Wisconsin
| $148M | +$4.88M | +3% | 4.88% | 13% | 33 | 3.03% | 1.9 |
|
| 3096 |
AW
3096
Alpha Windward
Westwood,
Massachusetts
| $148M | +$3.67M | +3% | 4.09% | 33.6% | 466 | 30.47% | 3.1 |
|
| 3097 |
GAM
3097
Gemmer Asset Management
Walnut Creek,
California
| $148M | +$8.1M | +6% | 3.09% | 90.5% | 1,563 | 11.9% | 0.9 |
|
| 3098 |
ISB
3098
Iowa State Bank
Urbandale,
Iowa
| $148M | +$7.83M | +6% | 4.36% | 85.7% | 74 | 2.7% | 3.8 |
|
| 3099 |
LCM
3099
Landscape Capital Management
Englewood,
New Jersey
| $148M | +$72.2M | +95% | 4.38% | 92.5% | 376 | 75.53% | 0.5 |
|
| 3100 |
RCM
3100
Reynolds Capital Management
Las Vegas,
Nevada
| $148M | -$7.07M | -5% | 7.41% | 164% | 430 | 32.09% | 2.8 |
|