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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 |
DA
3076
DSC Advisors
Chicago,
Illinois
| $168M | -$23.1M | -12% | 5.56% | 3.18% | 73 | 42.47% | 0.8 |
|
| 3077 |
CM
3077
Cartica Management
Washington,
District of Columbia
| $168M | +$24.8M | +17% | 6.76% | 92.9% | 3 | 33.33% | 1.5 |
|
| 3078 |
RMAM
3078
Raab & Moskowitz Asset Management
Chatham,
New Jersey
| $168M | +$431K | +0.3% | 1.49% | 75% | 134 | 14.18% | 1.7 |
|
| 3079 |
HBWM
3079
Hollow Brook Wealth Management
Katonah,
New York
| $168M | -$33.9M | -17% | 1.72% | 92.8% | 61 | 27.87% | 1.7 |
|
| 3080 |
3080
BW Gestao de Investimentos
Sao Paulo,
Brazil
| $167M | +$59.4M | +55% | 2.02% | 95.1% | 84 | 16.67% | 1.3 |
|
| 3081 |
AWA
3081
Arete Wealth Advisors
Chicago,
Illinois
| $167M | +$2.38M | +1% | 1.7% | 85.3% | 173 | 36.42% | 1.1 |
|
| 3082 |
RWA
3082
River Wealth Advisors
Camp Hill,
Pennsylvania
| $167M | +$9.51M | +6% | 2.75% | 80.3% | 150 | 8% | 0.9 |
|
| 3083 |
GA
3083
Geller Advisors
New York
| $167M | -$657K | -0.4% | 1.59% | 20.4% | 31 | 22.58% | 2.1 |
|
| 3084 |
WIP
3084
Wellesley Investment Partners
Wellesley,
Massachusetts
| $167M | +$21.6M | +15% | 2.25% | 22.7% | 95 | 15.79% | 0.2 |
|
| 3085 |
BO
3085
Bach Option
Wanchai,
Hong Kong
| $167M | +$62.7M | +60% | 2.22% | 30.6% | 144 | 67.36% | 0.1 |
|
| 3086 |
AMIM
3086
Aull & Monroe Investment Management
Mobile,
Alabama
| $167M | +$5.5M | +3% | 4.2% | 96.6% | 126 | 7.94% | 2.3 |
|
| 3087 |
PVMCV
3087
Polaris Venture Management Co VI
Boston,
Massachusetts
| $167M | – | – | 86.1% | – | 2 | – | 0 |
|
| 3088 |
SFSIG
3088
San Francisco Sentry Investment Group
San Francisco,
California
| $167M | +$7.19M | +5% | 2.06% | 436% | 170 | 16.47% | 2.1 |
|
| 3089 |
BWM
3089
BerganKDV Wealth Management
Bloomington,
Minnesota
| $167M | – | – | 2.72% | 27.9% | 131 | – | 0 |
|
| 3090 |
MC
3090
Mathes Company
New York
| $167M | -$9.56M | -5% | 0.74% | 121% | 139 | 18.71% | 2 |
|
| 3091 |
CCM
3091
Concourse Capital Management
Atlanta,
Georgia
| $166M | +$9.27M | +6% | 2.25% | 107% | 75 | 69.33% | 0.4 |
|
| 3092 |
KCM
3092
Kempner Capital Management
Galveston,
Texas
| $166M | -$4.01M | -2% | 1.47% | 60.9% | 76 | 7.89% | 1.9 |
|
| 3093 |
AIA
3093
Arbor Investment Advisors
Winston Salem,
North Carolina
| $166M | -$893K | -0.5% | 1% | 44.3% | 42 | 7.14% | 2.5 |
|
| 3094 |
DM
3094
Delphi Management
Brookline,
Massachusetts
| $166M | +$11.1M | +7% | 3.32% | 111% | 110 | 24.55% | 1.5 |
|
| 3095 |
WCM
3095
Weik Capital Management
Wyomissing,
Pennsylvania
| $166M | +$103K | +0.1% | 2.84% | 66.9% | 111 | 10.81% | 2.2 |
|
| 3096 |
SCC
3096
Second Curve Capital
Radnor,
Pennsylvania
| $166M | -$38.9M | -19% | 7.51% | 160% | 25 | 24% | 1.9 |
|
| 3097 |
EFSCE
3097
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
| $166M | -$2.82M | -2% | 1.42% | 100% | 1,220 | 19.84% | 2.1 |
|
| 3098 |
WRTC
3098
Wind River Trust Company
Jackson,
Wyoming
| $166M | +$21.9M | +15% | 0.07% | 62.1% | 8 | 0% | 2.4 |
|
| 3099 |
S
3099
StratiFi
San Francisco,
California
| $166M | -$105M | -39% | 3.68% | – | 26 | 38.46% | 0.7 |
|
| 3100 |
LCM
3100
Lionstone Capital Management
New York
| $166M | -$21.8M | -12% | 1.43% | 74.1% | 14 | 14.29% | 2.4 |
|