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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 |
3101
Beck Capital Management
Austin,
Texas
| $209M | +$14.6M | +8% | 8.6% | 291% | 111 | 20.72% | 1.1 |
|
| 3102 |
3102
PT Asset Management
Chicago,
Illinois
| $209M | +$26.2M | +14% | 1.86% | 7.94% | 72 | 66.67% | 0.9 |
|
| 3103 |
3103
TSP Capital Management Group
Summit,
New Jersey
| $209M | -$7.55M | -3% | 2.74% | 186% | 60 | 100% | 2.4 |
|
| 3104 |
3104
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
| $209M | +$7.42M | +4% | 4.54% | 62.5% | 266 | 15.79% | 3 |
|
| 3105 |
3105
Stockman Wealth Management
Billings,
Montana
| $209M | +$109M | +109% | 3.66% | 73.5% | 153 | 29.41% | 1.3 |
|
| 3106 |
KAM
3106
Kavi Asset Management
New York
| $209M | +$21M | +11% | 14.7% | 144% | 42 | 50% | 0.4 |
|
| 3107 |
3107
Fort Point Capital Partners
San Francisco,
California
| $209M | +$29M | +16% | 6.16% | 62.2% | 147 | 41.5% | 1.3 |
|
| 3108 |
3108
General Pension Society PZU Joint Stock
Warsaw,
Poland
| $209M | +$7.71M | +4% | 9.51% | 116% | 15 | 6.67% | 3.4 |
|
| 3109 |
3109
Engle Capital Management
Greenwich,
Connecticut
| $208M | +$44.6M | +27% | 9.27% | 398% | 34 | 50% | 0.4 |
|
| 3110 |
3110
Point View Wealth Management
Summit,
New Jersey
| $208M | +$5.15M | +3% | 3.98% | 27% | 275 | 8.73% | 2.6 |
|
| 3111 |
3111
Arax Advisory Partners
Denver,
Colorado
| $208M | -$989K | -0.5% | 3.11% | 64.7% | 513 | 10.72% | 0.7 |
|
| 3112 |
3112
Cavalier Investments
Alpharetta,
Georgia
| $208M | +$28.4M | +16% | 10.4% | 171% | 209 | 62.68% | 0.4 |
|
| 3113 |
GIM
3113
Greystone Investment Management
Cincinnati,
Ohio
| $208M | +$1.88M | +0.9% | 4.84% | 32.8% | 52 | 9.62% | 2.7 |
|
| 3114 |
3114
McNamara Financial Services
Marshfield,
Massachusetts
| $208M | +$10M | +5% | 3.93% | 42.6% | 33 | 0% | 1.4 |
|
| 3115 |
ITIM
3115
Indiana Trust & Investment Management
Mishawaka,
Indiana
| $208M | +$4.07M | +2% | 2.21% | 114% | 134 | 5.97% | 3.1 |
|
| 3116 |
3116
Asset Dedication LLC
San Francisco,
California
| $207M | +$8.59M | +4% | 3.75% | 67.8% | 420 | 19.76% | 1.3 |
|
| 3117 |
3117
Raab & Moskowitz Asset Management
Chatham,
New Jersey
| $207M | +$6.33M | +3% | 4.76% | 75% | 149 | 8.72% | 2.5 |
|
| 3118 |
3118
Paradigm Financial Advisors
Des Peres,
Missouri
| $207M | +$9.37M | +5% | 4.42% | 114% | 113 | 8.85% | 2.5 |
|
| 3119 |
3119
Night Owl Capital Management
Greenwich,
Connecticut
| $207M | +$15.7M | +8% | 7.29% | 162% | 26 | 15.38% | 2.2 |
|
| 3120 |
3120
Camelot Portfolios
Maumee,
Ohio
| $207M | +$4.58M | +2% | 1.79% | 41.3% | 193 | 11.92% | 2.2 |
|
| 3121 |
DCM
3121
DeGreen Capital Management
Scottsdale,
Arizona
| $206M | -$934M | -82% | 2.13% | 28.5% | 22 | 13.64% | 1 |
|
| 3122 |
3122
Omnia Family Wealth
Aventura,
Florida
| $206M | -$2.68M | -1% | 4.12% | 80.6% | 739 | 16.91% | 0.7 |
|
| 3123 |
3123
Almanack Investment Partners
Wayne,
Pennsylvania
| $206M | +$27.4M | +15% | 3.55% | 77.8% | 215 | 46.05% | 0.4 |
|
| 3124 |
3124
Glenview State Bank Trust Department
Glenview,
Illinois
| $206M | +$9.7M | +5% | 5.34% | 76.6% | 98 | 8.16% | 3 |
|
| 3125 |
3125
L.J. Altfest & Co
New York
| $206M | +$40.1M | +24% | 3.4% | 90.3% | 159 | 24.53% | 1.7 |
|