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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 |
GF
3076
Goodman Financial
Houston,
Texas
| $157M | -$2.47M | -2% | 7.12% | 52.5% | 44 | 11.36% | 1.1 |
|
| 3077 |
BCP
3077
Blue Chip Partners
Farmington Hills,
Michigan
| $157M | +$742K | +0.5% | 5.37% | 81.2% | 119 | 8.4% | 0.7 |
|
| 3078 |
ZF
3078
Zhang Financial
Portage,
Michigan
| $157M | +$1.46M | +0.9% | 7.96% | 67.9% | 72 | 13.89% | 1.8 |
|
| 3079 |
GAAM
3079
Guinness Atkinson Asset Management
Pasadena,
California
| $157M | -$60.6M | -28% | 11% | 132% | 73 | 16.44% | 1.9 |
|
| 3080 |
BHA
3080
Beech Hill Advisors
New York
| $157M | -$37.5M | -19% | 11.8% | 105% | 122 | 41.8% | 1.1 |
|
| 3081 |
MFP
3081
Mosaic Financial Partners
San Francisco,
California
| $157M | +$11.3M | +8% | 9.81% | 6.05% | 53 | 22.64% | 1.9 |
|
| 3082 |
3082
Koshinski Asset Management
Decatur,
Illinois
| $157M | -$1.39M | -0.9% | 7.97% | 76.5% | 250 | 18% | 0.6 |
|
| 3083 |
BSWMG
3083
Barrington Strategic Wealth Management Group
Chicago,
Illinois
| $157M | -$9.36M | -6% | 5.72% | 17.9% | 105 | 11.43% | 1.8 |
|
| 3084 |
GA
3084
Geller Advisors
New York
| $157M | -$15.1M | -9% | 7.41% | 20.4% | 35 | 22.86% | 1.6 |
|
| 3085 |
EFSCE
3085
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
| $156M | -$12.8M | -8% | 4.71% | 100% | 1,226 | 19.25% | 1.8 |
|
| 3086 |
HAM
3086
Harber Asset Management
Asheville,
North Carolina
| $156M | +$7.46M | +5% | 10.9% | 63.6% | 55 | 45.45% | 0.8 |
|
| 3087 |
WPIC
3087
White Pine Investment Company
Livonia,
Michigan
| $156M | -$15.8M | -9% | 8.59% | 73.3% | 60 | 13.33% | 1.7 |
|
| 3088 |
AFG
3088
Arkansas Financial Group
Little Rock,
Arkansas
| $156M | -$5.08M | -3% | 5.01% | 39.1% | 22 | 13.64% | 1.6 |
|
| 3089 |
NDSI
3089
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
| $156M | +$16.7M | +12% | 7.69% | 73.5% | 156 | 21.79% | 1.8 |
|
| 3090 |
BC
3090
Birchview Capital
Burlington,
Vermont
| $155M | -$33.9M | -18% | 17.4% | 327% | 44 | 9.09% | 0.6 |
|
| 3091 |
MM
3091
Midas Management
New York
| $155M | -$30.7M | -17% | 9.38% | 43.3% | 127 | 6.3% | 1.5 |
|
| 3092 |
KCP
3092
Kenmare Capital Partners
New York
| $155M | +$14.6M | +10% | 12.9% | 48.8% | 18 | 11.11% | 1.3 |
|
| 3093 |
LI
3093
LVZ Inc
Holland,
Michigan
| $155M | -$24.9M | -14% | 6.72% | 47.1% | 51 | 35.29% | 0.8 |
|
| 3094 |
FCMC
3094
Founders Capital Management (Connecticut)
East Hartford,
Connecticut
| $155M | -$11.8M | -7% | 6.09% | 88.9% | 54 | 0% | 1.3 |
|
| 3095 |
VHAM
3095
Van Hulzen Asset Management
El Dorado Hills,
California
| $155M | -$30.7M | -17% | 5.51% | 86.3% | 179 | 37.43% | 0.7 |
|
| 3096 |
CCP
3096
Cryder Capital Partners
London,
United Kingdom
| $155M | +$16.8M | +12% | 6.23% | 55.7% | 12 | 0% | 0.7 |
|
| 3097 |
RMAM
3097
Raab & Moskowitz Asset Management
Chatham,
New Jersey
| $155M | -$7.84M | -5% | 6.82% | 75% | 121 | 9.92% | 1.5 |
|
| 3098 |
SFWA
3098
Summit Financial Wealth Advisors
Lafayette,
Louisiana
| $155M | -$6.89M | -4% | 6.59% | 71.4% | 282 | 26.95% | 0.6 |
|
| 3099 |
AMIM
3099
Aull & Monroe Investment Management
Mobile,
Alabama
| $154M | -$15.9M | -9% | 7.72% | 96.6% | 123 | 8.94% | 1.9 |
|
| 3100 |
KHLMTHM
3100
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Tel Aviv,
Israel
| $154M | -$3.72M | -2% | 10.2% | 80.8% | 36 | 2.78% | 0.6 |
|