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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 |
3076
Roble Belko & Company
Sewickley,
Pennsylvania
| $191M | +$4.01M | +2% | 1.12% | 53.3% | 447 | 46.98% | 0.9 |
|
| 3077 |
3077
TCI Wealth Advisors
Tucson,
Arizona
| $191M | +$6.8M | +4% | 3.01% | 65% | 1,534 | 18.25% | 1.8 |
|
| 3078 |
SA
3078
Strategic Advisors
New York
| $191M | +$12.1M | +7% | 4.71% | 106% | 135 | 14.07% | 2.1 |
|
| 3079 |
AIP
3079
Ahrens Investment Partners
Lafayette,
Louisiana
| $191M | – | – | 2.52% | 82.3% | 143 | – | 0 |
|
| 3080 |
3080
General Pension Society PZU Joint Stock
Warsaw,
Poland
| $190M | +$8.07M | +4% | 8.95% | 116% | 17 | 11.76% | 2.7 |
|
| 3081 |
LP
3081
LGL Partners
Philadelphia,
Pennsylvania
| $190M | -$1.02M | -0.5% | 1.71% | 68.9% | 102 | 10.78% | 0.9 |
|
| 3082 |
FRM
3082
Fox Run Management
Greenwich,
Connecticut
| $190M | +$20.7M | +12% | 1.87% | 64% | 804 | 82.96% | 0.1 |
|
| 3083 |
CCC
3083
Chelsea Counsel Company
Los Angeles,
California
| $190M | -$5.16M | -3% | 1.31% | 106% | 89 | 5.62% | 3 |
|
| 3084 |
3084
RiverPark Advisors
New York
| $190M | -$270M | -59% | 2.37% | 87.5% | 58 | 6.9% | 2.1 |
|
| 3085 |
3085
Soma Equity Partners
San Francisco,
California
| $190M | – | – | 0.29% | 151% | 13 | – | 0 |
|
| 3086 |
3086
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
| $190M | +$17.2M | +10% | 5.48% | 91.5% | 108 | 20.37% | 0.7 |
|
| 3087 |
3087
HCR Wealth Advisors
Los Angeles,
California
| $189M | – | – | 2.3% | 107% | 154 | – | 0 |
|
| 3088 |
3088
Alpha Omega Wealth Management
Richmond,
Virginia
| $189M | +$63.5M | +51% | 4.46% | 65.9% | 473 | 55.18% | 0.4 |
|
| 3089 |
AMCA
3089
Arthur M. Cohen & Associates
Northbrook,
Illinois
| $189M | – | – | 3.43% | 110% | 96 | – | 1.8 |
|
| 3090 |
3090
Boyd Watterson Asset Management
Cleveland,
Ohio
| $189M | -$15.5M | -8% | 1.58% | 101% | 182 | 28.02% | 2.6 |
|
| 3091 |
ICRM
3091
Insight Capital Research & Management
Walnut Creek,
California
| $188M | -$36.3M | -16% | 8.15% | 287% | 152 | 67.11% | 0.4 |
|
| 3092 |
ICP
3092
IBIS Capital Partners
London,
United Kingdom
| $188M | -$81.3M | -30% | 1.23% | 35.1% | 19 | 47.37% | 1.4 |
|
| 3093 |
3093
Walter & Keenan Wealth Management
Souh Bend,
Indiana
| $188M | +$6.82M | +4% | 3.12% | 92% | 149 | 11.41% | 2.1 |
|
| 3094 |
3094
HT Partners
Centerbrook,
Connecticut
| $188M | +$13.7M | +8% | 0.14% | 71.1% | 19 | 0% | 1.9 |
|
| 3095 |
3095
Toscafund Asset Management
London,
United Kingdom
| $188M | +$53.1M | +39% | 6.9% | 80.9% | 9 | 44.44% | 1.3 |
|
| 3096 |
3096
Eos Management LP
New York
| $188M | +$30.5M | +19% | 26.3% | 152% | 28 | 17.86% | 3 |
|
| 3097 |
3097
FSI Group
Cincinnati,
Ohio
| $188M | +$6.66M | +4% | 27.8% | 44.1% | 75 | 66.67% | 0.7 |
|
| 3098 |
3098
Tang Capital Management
San Diego,
California
| $188M | -$53.6M | -22% | 20.6% | 493% | 7 | 0% | 1.8 |
|
| 3099 |
3099
Circle Wealth Management
Summit,
New Jersey
| $187M | – | – | 6.78% | 71.8% | 67 | – | 0 |
|
| 3100 |
3100
Capital Planning Advisors
Roseville,
California
| $187M | -$28K | -0% | 1.15% | 64.2% | 104 | 13.46% | 1.6 |
|