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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3101 |
TP
3101
TB Partners
Shanghai,
China
| $171M | -$23.4M | -12% | 11.9% | – | 3 | 0% | 1.8 |
|
| 3102 |
RBC
3102
Roble Belko & Company
Sewickley,
Pennsylvania
| $171M | – | – | 1.51% | 53.3% | 245 | – | 0 |
|
| 3103 |
ACM
3103
Arrow Capital Management
New York
| $171M | -$1.18M | -0.7% | 12.5% | – | 24 | 33.33% | 0.8 |
|
| 3104 |
CWM
3104
Cranbrook Wealth Management
Bloomfield Hills,
Michigan
| $171M | +$9.12M | +6% | 2.97% | 48.8% | 240 | 4.17% | 0.9 |
|
| 3105 |
GA
3105
Gagnon Advisors
New York
| $171M | +$4.49M | +3% | 1.45% | 129% | 25 | 12% | 1.1 |
|
| 3106 |
RCS
3106
Retirement Capital Strategies
San Jose,
California
| $171M | +$2.85M | +2% | 1.38% | 59% | 14 | 0% | 0.9 |
|
| 3107 |
CBCM
3107
Charter Bridge Capital Management
New York
| $170M | -$23.6M | -12% | 4.07% | – | 40 | 57.5% | 0.6 |
|
| 3108 |
EFSCE
3108
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
| $170M | +$5.04M | +3% | 1.97% | 100% | 1,379 | 11.31% | 1.4 |
|
| 3109 |
AWM
3109
Affinity Wealth Management
Wilmington,
Delaware
| $170M | +$45M | +36% | 1.53% | 116% | 58 | 32.76% | 0.9 |
|
| 3110 |
CC
3110
Cognios Capital
Leawood,
Kansas
| $170M | +$24.2M | +17% | 0.58% | 28.5% | 100 | 25% | 0.8 |
|
| 3111 |
VNA
3111
Valley National Advisers
Bethlehem,
Pennsylvania
| $170M | +$37.1M | +28% | 0.81% | 79% | 658 | 36.78% | 0.2 |
|
| 3112 |
RWM
3112
Raffa Wealth Management
Washington,
District of Columbia
| $170M | +$4.36M | +3% | 1.65% | 35.8% | 835 | 13.05% | 0.7 |
|
| 3113 |
CVM
3113
Cheviot Value Management
Beverly Hills,
California
| $170M | -$2.1M | -1% | 0.06% | 77.8% | 34 | 8.82% | 1.6 |
|
| 3114 |
KFA
3114
Kays Financial Advisory
Atlanta,
Georgia
| $170M | +$21.9M | +15% | 2.1% | 23.3% | 67 | 17.91% | 0.7 |
|
| 3115 |
EGA
3115
E&G Advisors
Houston,
Texas
| $169M | +$15.5M | +10% | 3.02% | 97.7% | 96 | 10.42% | 1 |
|
| 3116 |
WSC
3116
Wellington Shields & Co
New York
| $169M | -$5.85M | -3% | 0.65% | 109% | 120 | 13.33% | 1.5 |
|
| 3117 |
SCM
3117
Southport Capital Management
Chattanooga,
Tennessee
| $169M | +$2.4M | +1% | 1.32% | 80% | 183 | 15.85% | 1.3 |
|
| 3118 |
CZPM
3118
Capital Z Partners Management
New York
| $169M | -$6.45M | -4% | 3.02% | 48.2% | 4 | 0% | 0.8 |
|
| 3119 |
EWM
3119
Evermay Wealth Management
Arlington,
Virginia
| $169M | +$15M | +10% | 1.27% | 56.2% | 95 | 20% | 0.9 |
|
| 3120 |
TCMV
3120
Technology Crossover Management VI
Menlo Park,
California
| $169M | +$23.9M | +17% | 17.3% | 25.5% | 2 | 0% | 1.8 |
|
| 3121 |
FCMI
3121
Foresite Capital Management II
Larkspur,
California
| $169M | +$22.7M | +16% | 20.3% | 66.2% | 26 | 46.15% | 0.2 |
|
| 3122 |
GP
3122
Girard Partners
King Of Prussia,
Pennsylvania
| $169M | +$8.8M | +6% | 1.51% | 25.7% | 150 | 10% | 1 |
|
| 3123 |
SMC
3123
S. Muoio & Co
New York
| $169M | -$17.3M | -9% | 15.3% | 327% | 135 | 52.59% | 0.1 |
|
| 3124 |
BCA
3124
Bray Capital Advisors
Naples,
Florida
| $168M | +$14.3M | +9% | 2.23% | 36.6% | 158 | 20.25% | 0.2 |
|
| 3125 |
BOIA
3125
Bush ODonnell Investment Advisors
St Louis,
Missouri
| $168M | -$17.1M | -9% | 0.22% | 45.9% | 44 | 4.55% | 1.6 |
|