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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
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 | |
|---|---|---|---|---|---|---|---|---|---|
| 3101 |
GAM
3101
Gemmer Asset Management
Walnut Creek,
California
| $169M | +$11.1M | +7% | 3.45% | 90.5% | 1,362 | 10.21% |
|
| 3102 |
KC
3102
Kingfisher Capital
Charlotte,
North Carolina
| $169M | +$11.4M | +7% | 4.12% | 58.5% | 293 | 60.75% |
|
| 3103 |
FPTW
3103
Franklin, Parlapiano, Turner & Welch
Houston,
Texas
| $169M | +$16.8M | +11% | 5.44% | 41.6% | 133 | 17.29% |
|
| 3104 |
IACCA
3104
IDG-Accel China Capital Associates
Central,
Hong Kong
| $169M | +$42.4M | +34% | 19.8% | 43% | 2 | 0% |
|
| 3105 |
ISB
3105
Iowa State Bank
Urbandale,
Iowa
| $169M | +$22.7M | +16% | 6.77% | 76% | 93 | 20.43% |
|
| 3106 |
CA
3106
Cumberland Advisors
Sarasota,
Florida
| $169M | +$8.1M | +5% | 4.04% | 73.5% | 71 | 52.11% |
|
| 3107 |
EFSCE
3107
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
| $169M | +$12.2M | +8% | 6.6% | 100% | 1,213 | 15.33% |
|
| 3108 |
MIC
3108
MU Investments Company
Tokyo,
Japan
| $169M | -$16M | -9% | 6.78% | 40.4% | 285 | 36.14% |
|
| 3109 |
PBO
3109
Peoples Bank (Ohio)
Marietta,
Ohio
| $169M | – | – | 1.37% | 71.7% | 106 | – |
|
| 3110 |
CI
3110
Cavalier Investments
Alpharetta,
Georgia
| $168M | +$48.8M | +41% | 6.12% | 171% | 129 | 76.74% |
|
| 3111 |
MM
3111
Midas Management
New York
| $168M | +$13M | +8% | 1.11% | 43.3% | 160 | 33.75% |
|
| 3112 |
GA
3112
Geller Advisors
New York
| $168M | +$11.4M | +7% | 8.14% | 20.4% | 33 | 24.24% |
|
| 3113 |
NCM
3113
Northroad Capital Management
New York
| $168M | -$1.83M | -1% | 2.45% | 0.16% | 59 | 10.17% |
|
| 3114 |
RMAM
3114
Raab & Moskowitz Asset Management
Chatham,
New Jersey
| $168M | +$13M | +8% | 5.81% | 75% | 129 | 14.73% |
|
| 3115 |
UMA
3115
USA Mutuals Advisors
Dallas,
Texas
| $168M | +$2.64M | +2% | 10.4% | 14.1% | 229 | 50.22% |
|
| 3116 |
EP
3116
Elkhorn Partners
Omaha,
Nebraska
| $167M | +$5.64M | +3% | 4.51% | 32.2% | 51 | 5.88% |
|
| 3117 |
AIA
3117
Arbor Investment Advisors
Winston Salem,
North Carolina
| $167M | +$8.24M | +5% | 3.5% | 44.3% | 42 | 9.52% |
|
| 3118 |
CFG
3118
Cambridge Financial Group
Columbus,
Ohio
| $167M | -$73.7K | -0% | 4.83% | – | 36 | 30.56% |
|
| 3119 |
RWM
3119
Raffa Wealth Management
Washington,
District of Columbia
| $167M | -$414K | -0.2% | 0.75% | 35.8% | 880 | 7.84% |
|
| 3120 |
HM
3120
Heronetta Management
New York
| $167M | -$6.08M | -4% | 2.87% | 59.7% | 37 | 13.51% |
|
| 3121 |
ZF
3121
Zhang Financial
Portage,
Michigan
| $167M | +$9.88M | +6% | 1.96% | 67.9% | 73 | 10.96% |
|
| 3122 |
C
3122
CVentures
Denver,
Colorado
| $167M | – | – | 2.49% | – | 1 | – |
|
| 3123 |
EGA
3123
E&G Advisors
Houston,
Texas
| $167M | +$9.53M | +6% | 3.67% | 92.3% | 103 | 19.42% |
|
| 3124 |
FA
3124
FCG Advisors
Chatham,
New Jersey
| $167M | +$45.5M | +38% | 5.64% | 19.7% | 88 | 13.64% |
|
| 3125 |
EVC
3125
Eidelman Virant Capital
Saint Louis,
Missouri
| $167M | +$20M | +14% | 3.46% | 46.2% | 190 | 43.68% |
|