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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
Goldstein Munger & Associates
San Ramon,
California
| $232M | -$1.28M | -0.5% | 0.86% | 11.9% | 37 | 5.41% | 3.3 |
|
| 3102 |
AIP
3102
Ahrens Investment Partners
Lafayette,
Louisiana
| $232M | -$14.7M | -6% | 2.86% | 82.3% | 176 | 14.77% | 1 |
|
| 3103 |
3103
Smith & Howard Wealth Management
Atlanta,
Georgia
| $232M | +$18.4M | +9% | 0.1% | 40.4% | 46 | 15.22% | 2.8 |
|
| 3104 |
3104
Schnieders Capital Management
Pasadena,
California
| $232M | -$9.9M | -4% | 4.52% | 103% | 161 | 8.7% | 2.9 |
|
| 3105 |
3105
BP Capital Fund Advisors
Dallas,
Texas
| $232M | -$44.9M | -16% | 10.6% | 17.9% | 58 | 25.86% | 1.2 |
|
| 3106 |
3106
L.J. Altfest & Co
New York
| $232M | -$31.6M | -12% | 0.85% | 90.3% | 179 | 27.93% | 1.7 |
|
| 3107 |
KAS
3107
Kemnay Advisory Services
New York
| $232M | +$8.47M | +4% | 4.24% | 167% | 132 | 37.88% | 1.5 |
|
| 3108 |
BCM
3108
BlueMar Capital Management
Miami,
Florida
| $231M | +$21.7M | +10% | 0.05% | 27.4% | 74 | 47.3% | 0.9 |
|
| 3109 |
3109
Walter & Keenan Wealth Management
Souh Bend,
Indiana
| $231M | -$6.75M | -3% | 1.91% | 92% | 189 | 11.64% | 2.5 |
|
| 3110 |
3110
Univest Financial
Souderton,
Pennsylvania
| $231M | -$17.3M | -7% | 1.66% | 82.6% | 96 | 5.21% | 3.3 |
|
| 3111 |
3111
Cable Hill Partners
Portland,
Oregon
| $231M | +$1.06M | +0.5% | 1.03% | 20.3% | 1,024 | 18.07% | 1.7 |
|
| 3112 |
3112
Sheffield Asset Management
Chicago,
Illinois
| $231M | -$24.7M | -10% | 1.71% | 24.5% | 24 | 54.17% | 0.4 |
|
| 3113 |
PC
3113
Premise Capital
Naperville,
Illinois
| $231M | +$53.5M | +30% | 0.74% | 43% | 16 | 25% | 1.7 |
|
| 3114 |
3114
Moller Wealth Partners
| $231M | -$32.1M | -12% | 1.46% | 44.1% | 47 | 12.77% | 3.8 |
|
| 3115 |
3115
Loeb Partners Corp
New York
| $231M | -$108M | -32% | 4.77% | 34.4% | 161 | 27.33% | 2.5 |
|
| 3116 |
KS
3116
Karpas Strategies
Litchfield,
Connecticut
| $230M | -$2.9M | -1% | 3.77% | 16.1% | 128 | 7.03% | 3.7 |
|
| 3117 |
3117
Chubb Ltd
Zurich,
Switzerland
| $230M | +$208K | +0.1% | 0.6% | 64.2% | 20 | 5% | 1.9 |
|
| 3118 |
3118
Steel Partners Holdings
New York
| $230M | -$21.1M | -8% | 11.1% | – | 12 | 50% | 2 |
|
| 3119 |
3119
Doliver Advisors
Houston,
Texas
| $229M | -$20.3M | -8% | 7.49% | 92.3% | 407 | 45.95% | 0.6 |
|
| 3120 |
PLFAM
3120
Pineno Levin & Ford Asset Management
Richmond,
Virginia
| $229M | -$10.7M | -4% | 2.29% | 81.6% | 112 | 7.14% | 3 |
|
| 3121 |
3121
Paradigm Financial Advisors
Des Peres,
Missouri
| $229M | +$8.78M | +4% | 0.65% | 114% | 127 | 16.54% | 2.6 |
|
| 3122 |
3122
Stillwater Investment Management (Minnesota)
Stillwater,
Minnesota
| $229M | +$64.5M | +39% | 1.1% | 72.3% | 76 | 30.26% | 3 |
|
| 3123 |
3123
Supplemental Annuity Collective Trust (SACT) of New Jersey
Trenton,
New Jersey
| $229M | -$7.53M | -3% | 2.5% | 147% | 203 | 20.2% | 2.4 |
|
| 3124 |
3124
CAS Investment Partners
Westport,
Connecticut
| $229M | +$47.4M | +26% | 27.1% | 527% | 8 | 50% | 0.2 |
|
| 3125 |
3125
Gilman Hill Asset Management
New Canaan,
Connecticut
| $229M | -$17M | -7% | 3.46% | 54.2% | 184 | 14.13% | 2.7 |
|