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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 |
WMG
3076
WESCAP Management Group
Glendale,
California
| $212M | +$6.93M | +3% | 2.48% | 45.7% | 64 | 14.06% | 1.1 |
|
| 3077 |
PAS
3077
Point72 Asia (Singapore)
Singapore
| $212M | -$32.7M | -13% | 8.86% | – | 34 | 79.41% | 0.1 |
|
| 3078 |
PLFAM
3078
Pineno Levin & Ford Asset Management
Richmond,
Virginia
| $212M | +$760K | +0.4% | 1.88% | 81.6% | 95 | 6.32% | 2.9 |
|
| 3079 |
MA
3079
Marshwinds Advisory
St Simons Island,
Georgia
| $211M | -$3.71M | -2% | 1.83% | 32.9% | 140 | 5.71% | 3.4 |
|
| 3080 |
CP
3080
Covalent Partners
Concord,
Massachusetts
| $211M | -$49.3M | -19% | 4.89% | 36.6% | 33 | 33.33% | 1.3 |
|
| 3081 |
RAM
3081
Roanoke Asset Management
Jersey City,
New Jersey
| $211M | +$797K | +0.4% | 3.19% | 50.3% | 111 | 10.81% | 2.9 |
|
| 3082 |
SIMM
3082
Stillwater Investment Management (Minnesota)
Stillwater,
Minnesota
| $211M | +$1.99M | +1% | 2.6% | 72.3% | 78 | 7.69% | 3.1 |
|
| 3083 |
CCM
3083
Cutler Capital Management
Worcester,
Massachusetts
| $211M | -$9.1M | -4% | 0.55% | 39.7% | 91 | 19.78% | 2 |
|
| 3084 |
CPA
3084
Court Place Advisors
Ellicott City,
Maryland
| $211M | +$7.14M | +4% | 2.38% | 92% | 163 | 5.52% | 2.5 |
|
| 3085 |
BPCA
3085
Bank Pictet & Cie (Asia)
Singapore
| $211M | -$10.2M | -5% | 5.76% | 30.4% | 70 | 20% | 1.2 |
|
| 3086 |
GE
3086
General Electric
Evendale,
Ohio
| $211M | +$45.8M | +28% | 4.95% | 47.5% | 5 | 40% | 0.9 |
|
| 3087 |
SCM
3087
Sio Capital Management
New York
| $210M | +$31.7M | +18% | 12.3% | 564% | 75 | 61.33% | 0.3 |
|
| 3088 |
CII
3088
Chapter IV Investors
Charlotte,
North Carolina
| $210M | -$31.3M | -13% | 2.33% | 4.15% | 10 | 30% | 2.9 |
|
| 3089 |
FIM
3089
Farmhouse Investment Management
Greenbrae,
California
| $210M | +$8.73M | +4% | 1.47% | – | 32 | 3.13% | 0.2 |
|
| 3090 |
BC
3090
Barnett & Company
Chattanooga,
Tennessee
| $210M | +$27.8M | +15% | 2.6% | 65.9% | 397 | 18.14% | 1.7 |
|
| 3091 |
SHWM
3091
Smith & Howard Wealth Management
Atlanta,
Georgia
| $210M | +$1.27M | +0.6% | 2.82% | 40.4% | 64 | 18.75% | 1.8 |
|
| 3092 |
HPWM
3092
Highland Private Wealth Management
Bellevue,
Washington
| $209M | +$15M | +8% | 3.96% | 19% | 91 | 25.27% | 1 |
|
| 3093 |
CWM
3093
Confluence Wealth Management
Portland,
Oregon
| $209M | +$6.33M | +3% | 2.52% | 31.9% | 128 | 0.78% | 2.2 |
|
| 3094 |
3094
Arax Advisory Partners
Denver,
Colorado
| $209M | +$1.21M | +0.6% | 2.45% | 64.7% | 547 | 7.86% | 0.5 |
|
| 3095 |
OFW
3095
Omnia Family Wealth
Aventura,
Florida
| $209M | +$2.76M | +1% | 2.9% | 80.6% | 769 | 12.22% | 0.5 |
|
| 3096 |
MC
3096
Mathes Company
New York
| $209M | +$20.8M | +11% | 4.43% | 121% | 146 | 14.38% | 2.5 |
|
| 3097 |
ISB
3097
Iowa State Bank
Urbandale,
Iowa
| $209M | +$4.64M | +2% | 1.29% | 85.7% | 98 | 11.22% | 2.6 |
|
| 3098 |
BCFA
3098
BP Capital Fund Advisors
Dallas,
Texas
| $209M | -$9.08M | -4% | 8.78% | 17.9% | 58 | 27.59% | 0.9 |
|
| 3099 |
SMC
3099
S. Muoio & Co
New York
| $209M | -$7.12M | -3% | 2.01% | 327% | 117 | 42.74% | 1.1 |
|
| 3100 |
RBC
3100
Roble Belko & Company
Sewickley,
Pennsylvania
| $209M | +$6.53M | +3% | 1.78% | 53.3% | 377 | 23.08% | 1.4 |
|