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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 |
PFA
3076
Pinnacle Family Advisors
Springfield,
Missouri
| $213M | +$33.5M | +19% | 4.39% | 85.8% | 80 | 32.5% | 0.4 |
|
| 3077 |
ACM
3077
Archer Capital Management
New York
| $213M | -$21.4M | -9% | 1.71% | 72.3% | 26 | 38.46% | 1.4 |
|
| 3078 |
CI
3078
Chartist Inc
Seal Beach,
California
| $212M | +$7.32M | +4% | 3.66% | – | 33 | 12.12% | 2.2 |
|
| 3079 |
MC
3079
Mathes Company
New York
| $212M | +$3.47M | +2% | 6.55% | 121% | 147 | 7.48% | 2.6 |
|
| 3080 |
ISB
3080
Iowa State Bank
Urbandale,
Iowa
| $212M | +$3.46M | +2% | 3.71% | 85.7% | 99 | 9.09% | 2.8 |
|
| 3081 |
LCM
3081
Lionstone Capital Management
New York
| $212M | +$15.8M | +8% | 7.7% | 74.1% | 14 | 14.29% | 2.7 |
|
| 3082 |
RAM
3082
Roanoke Asset Management
Jersey City,
New Jersey
| $212M | +$1.16M | +0.5% | 8.85% | 50.3% | 109 | 2.75% | 3.2 |
|
| 3083 |
CC
3083
Cedar Capital
Barrington,
Illinois
| $212M | -$16.4M | -7% | 2.98% | 98% | 125 | 21.6% | 0.8 |
|
| 3084 |
BPCA
3084
Bank Pictet & Cie (Asia)
Singapore
| $212M | +$1.43M | +0.7% | 2.02% | 30.4% | 67 | 13.43% | 1.3 |
|
| 3085 |
YEPV
3085
Yorktown Energy Partners VII
New York
| $212M | -$20M | -9% | 8.4% | 22.4% | 4 | 0% | 1.4 |
|
| 3086 |
CAM
3086
Crestone Asset Management
Boulder,
Colorado
| $211M | -$6.14M | -3% | 3.72% | 6.65% | 51 | 23.53% | 1 |
|
| 3087 |
SHWM
3087
Smith & Howard Wealth Management
Atlanta,
Georgia
| $211M | +$1.09M | +0.5% | 4.22% | 40.4% | 66 | 39.39% | 2.4 |
|
| 3088 |
ACM
3088
Alpha Capital Management
Austin,
Texas
| $211M | +$8.16M | +4% | 5.74% | 88% | 104 | 28.85% | 1.5 |
|
| 3089 |
AWM
3089
Altavista Wealth Management
Asheville,
North Carolina
| $210M | +$9.28M | +5% | 3.23% | 80.6% | 142 | 14.79% | 2.6 |
|
| 3090 |
FCMC
3090
Founders Capital Management (Connecticut)
East Hartford,
Connecticut
| $210M | +$9.96M | +5% | 3.1% | 88.9% | 57 | 12.28% | 2.9 |
|
| 3091 |
BA
3091
Birinyi Associates
Westport,
Connecticut
| $210M | -$2.29M | -1% | 4.58% | 113% | 98 | 16.33% | 2.9 |
|
| 3092 |
TCM
3092
Traynor Capital Management
Malvern,
Pennsylvania
| $210M | +$7.69M | +4% | 5.92% | 225% | 178 | 14.61% | 1.5 |
|
| 3093 |
CPA
3093
Cowen Prime Advisors
New York
| $210M | -$6.94M | -3% | 6.87% | 116% | 196 | 11.73% | 2.8 |
|
| 3094 |
WCM
3094
Weik Capital Management
Wyomissing,
Pennsylvania
| $210M | +$20.2M | +11% | 3.2% | 66.9% | 124 | 8.87% | 3 |
|
| 3095 |
GA
3095
GRS Advisors
Chicago,
Illinois
| $210M | +$24.4M | +13% | 2.57% | 54.3% | 28 | 46.43% | 0.8 |
|
| 3096 |
MMEA
3096
MEAG MUNICH ERGO AssetManagement
Munich,
Germany
| $210M | +$7.15M | +4% | 1.56% | 18.2% | 16 | 12.5% | 1.7 |
|
| 3097 |
OCM
3097
Oakview Capital Management
Dallas,
Texas
| $210M | +$9.26M | +5% | 4.8% | 21.2% | 16 | 100% | 0 |
|
| 3098 |
GC
3098
Greencape Capital
Melbourne,
Australia
| $210M | +$22.7M | +12% | 13.8% | 98.1% | 6 | 33.33% | 0.5 |
|
| 3099 |
MC
3099
Matisse Capital
Portland,
Oregon
| $210M | +$12.9M | +7% | 4.15% | 66.9% | 132 | 19.7% | 0.9 |
|
| 3100 |
SCM
3100
Sanoor Capital Management
Greenwich,
Connecticut
| $209M | +$52M | +33% | 17.6% | – | 17 | 58.82% | 0.3 |
|