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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3076 |
FMP
3076
Financial Management Professionals
Austin,
Texas
| $147M | -$4.28M | -3% | 2.15% | 62.1% | 318 | 13.21% | 1 |
|
| 3077 |
ZF
3077
Zhang Financial
Portage,
Michigan
| $146M | -$2.38M | -2% | 3.51% | 67.9% | 63 | 3.17% | 1.1 |
|
| 3078 |
FLAM
3078
First Light Asset Management
Edina,
Minnesota
| $146M | -$2.25M | -2% | 7.12% | 364% | 70 | 14.29% | 0.7 |
|
| 3079 |
GRP
3079
Geologic Resource Partners
Boston,
Massachusetts
| $146M | -$20.8M | -12% | 13.4% | – | 17 | 29.41% | 0.8 |
|
| 3080 |
MJP
3080
Michael J. Puzo
| $146M | +$1.59M | +1% | 0.02% | 90.3% | 82 | 7.32% | 1.1 |
|
| 3081 |
EMG
3081
Ellington Management Group
Old Greenwich,
Connecticut
| $146M | -$68.1M | -32% | 4.47% | 16.1% | 614 | 85.02% | 0.2 |
|
| 3082 |
DA
3082
Doliver Advisors
Houston,
Texas
| $145M | +$30.6M | +27% | 3.77% | 92.3% | 326 | 45.09% | 0.5 |
|
| 3083 |
AFG
3083
Arkansas Financial Group
Little Rock,
Arkansas
| $145M | +$2.15M | +2% | 0.88% | 39.1% | 21 | 0% | 0.7 |
|
| 3084 |
LCM
3084
Landscape Capital Management
Englewood,
New Jersey
| $145M | -$2.67M | -2% | 2.58% | 92.5% | 487 | 60.99% | 0.2 |
|
| 3085 |
PTB
3085
Pioneer Trust Bank
Salem,
Oregon
| $145M | -$59K | -0% | 0.53% | 61.4% | 65 | 6.15% | 1.1 |
|
| 3086 |
MIM
3086
Montgomery Investment Management
Rockville,
Maryland
| $145M | +$14.1M | +11% | 6.11% | 98.4% | 71 | 9.86% | 1.1 |
|
| 3087 |
TAM
3087
Trust Asset Management
Houston,
Texas
| $145M | $0 | 0% | 3.62% | 91.1% | 53 | 0% | 0.5 |
|
| 3088 |
ACM
3088
Azentus Capital Management
Hong Kong
| $145M | -$39.4M | -21% | 1.85% | – | 17 | 70.59% | 0.3 |
|
| 3089 |
BCA
3089
Benchmark Capital Advisors
New York
| $145M | -$15M | -9% | 1.97% | 29.5% | 150 | 28.67% | 0.9 |
|
| 3090 |
NFM
3090
North Forty Management
Seattle,
Washington
| $145M | -$9.48M | -6% | 5.79% | 9.62% | 6 | 0% | 1.3 |
|
| 3091 |
PCI
3091
Pacifica Capital Investments
Leander,
Texas
| $145M | -$9.71M | -6% | 3.07% | 70.4% | 15 | 20% | 1.1 |
|
| 3092 |
AHC
3092
Adams Hill Capital
Westport,
Connecticut
| $145M | -$41.9M | -22% | 10% | – | 33 | 81.82% | 0.1 |
|
| 3093 |
RTM
3093
Rizvi Traverse Management
West Palm Beach,
Florida
| $145M | +$29.7M | +26% | 25.9% | – | 1 | 0% | 0.3 |
|
| 3094 |
RGC
3094
Roberts, Glore & Co
Deerfield,
Illinois
| $144M | -$3.05M | -2% | 1.18% | 72.3% | 138 | 4.35% | 1.2 |
|
| 3095 |
3095
Sequoia Financial Advisors
Akron,
Ohio
| $144M | +$12.6M | +10% | 1% | 78.3% | 189 | 31.22% | 0.5 |
|
| 3096 |
CFA
3096
Camarda Financial Advisors
Fleming Island,
Florida
| $144M | -$1.7M | -1% | 1.15% | 196% | 268 | 35.82% | 0.6 |
|
| 3097 |
FPIS
3097
Financial Planning & Information Services
De Pere,
Wisconsin
| $144M | -$4.26M | -3% | 2.63% | 13% | 33 | 3.03% | 0.7 |
|
| 3098 |
PIM
3098
Parasol Investment Management
Westmont,
Illinois
| $144M | -$1.69M | -1% | 1.22% | 20.9% | 302 | 12.58% | 0.7 |
|
| 3099 |
LWM
3099
LBA Wealth Management
Jacksonville,
Florida
| $144M | +$21.4M | +17% | 0.15% | 19.2% | 446 | 42.15% | 0.4 |
|
| 3100 |
PCMC
3100
Paragon Capital Management (Colorado)
Denver,
Colorado
| $144M | -$1.41M | -1% | 0.22% | 109% | 76 | 6.58% | 1 |
|