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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%
10
50
100
250
500
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2,500
5,000
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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 3076 |
BL
3076
BCWM LLC
Overland Park,
Kansas
| $235M | -$9.83M | -4% | 1.81% | – | 76 | 26.32% |
|
| 3077 |
HCA
3077
Harbour Capital Advisors
Tysons Corner,
Virginia
| $235M | -$5.95M | -2% | 0.52% | 161% | 284 | 20.07% |
|
| 3078 |
MJP
3078
Michael J. Puzo
| $235M | -$7.89M | -3% | 0.79% | 90.3% | 80 | 2.5% |
|
| 3079 |
FPTW
3079
Franklin, Parlapiano, Turner & Welch
Houston,
Texas
| $235M | -$9.56M | -4% | 2.26% | 41.6% | 45 | 2.22% |
|
| 3080 |
FA
3080
Fagan Associates
Troy,
New York
| $235M | -$12.5M | -5% | 0.2% | 110% | 112 | 16.07% |
|
| 3081 |
DBIA
3081
Dumont & Blake Investment Advisors
Princeton,
New Jersey
| $235M | -$11.8M | -5% | 1.57% | 78.3% | 211 | 13.27% |
|
| 3082 |
HS
3082
HighVista Strategies
Boston,
Massachusetts
| $234M | -$124M | -35% | 0.1% | 622% | 258 | 54.26% |
|
| 3083 |
AC
3083
Argentiere Capital
Zug,
Switzerland
| $234M | +$72.2M | +44% | 1.65% | 1.98% | 64 | 65.63% |
|
| 3084 |
CWS
3084
Cypress Wealth Services
Palm Desert,
California
| $234M | -$6.45M | -3% | 2.72% | 71.8% | 210 | 13.33% |
|
| 3085 |
OCM
3085
Oakwood Capital Management
Los Angeles,
California
| $234M | -$217M | -48% | 0.03% | 72.7% | 72 | 40.28% |
|
| 3086 |
CT
3086
Chicago Trust
Grayslake,
Illinois
| $234M | -$16.2M | -6% | 3.29% | 85.9% | 167 | 7.78% |
|
| 3087 |
AA
3087
AlphaMark Advisors
Ft. Wright,
Kentucky
| $234M | -$21.8M | -9% | 1.42% | 26.4% | 564 | 14.18% |
|
| 3088 |
ACM
3088
Alpha Capital Management
Austin,
Texas
| $234M | +$21.8M | +10% | 0.45% | 88% | 105 | 28.57% |
|
| 3089 |
EC
3089
ECP ControlCo
Summit,
New Jersey
| $234M | -$301M | -56% | 12.4% | 42.5% | 3 | 33.33% |
|
| 3090 |
DW
3090
Domani Wealth
Lancaster,
Pennsylvania
| $234M | +$5.57M | +2% | 2.52% | 48.6% | 102 | 5.88% |
|
| 3091 |
PG
3091
Proffitt & Goodson
Knoxville,
Tennessee
| $233M | -$7.83M | -3% | 0.93% | 48.5% | 54 | 11.11% |
|
| 3092 |
YECIP
3092
YT Extraction Co Investment Partners
New York
| $233M | -$58M | -20% | 19.9% | – | 1 | 0% |
|
| 3093 |
TAM
3093
Taylor Asset Management
Toronto,
Ontario, Canada
| $233M | -$53.6M | -19% | 7.13% | 12.9% | 36 | 36.11% |
|
| 3094 |
SCM
3094
Stonehill Capital Management
New York
| $233M | -$12.6M | -5% | 8.43% | 117% | 17 | 58.82% |
|
| 3095 |
LF
3095
Lannebo Fonder
Stockholm,
Sweden
| $233M | +$23.5M | +11% | 8.47% | 49.8% | 23 | 0% |
|
| 3096 |
CCT
3096
Capital City Trust
Tallahassee,
Florida
| $233M | -$12.5M | -5% | 0.69% | 86.1% | 100 | 5% |
|
| 3097 |
EGA
3097
E&G Advisors
Houston,
Texas
| $232M | -$4.82M | -2% | 1.65% | 92.3% | 219 | 22.83% |
|
| 3098 |
WIM
3098
Wittenberg Investment Management
Carlisle,
Massachusetts
| $232M | +$2.57M | +1% | 4% | 89.9% | 84 | 11.9% |
|
| 3099 |
MP
3099
Mediatel Partners
Fort Worth,
Texas
| $232M | -$37.3M | -14% | 13.8% | 11.6% | 2 | 0% |
|
| 3100 |
GMA
3100
Goldstein Munger & Associates
San Ramon,
California
| $232M | -$1.27M | -0.5% | 0.86% | 11.9% | 37 | 5.41% |
|