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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 |
OC
3101
Oarsman Capital
Milwaukee,
Wisconsin
| $195M | -$53.2M | -21% | 11.5% | 61.4% | 190 | 11.58% |
|
| 3102 |
MTB
3102
Mizuho Trust & Banking
Tokyo,
Japan
| $195M | -$164M | -46% | 10.4% | 36.1% | 18 | 50% |
|
| 3103 |
RPA
3103
Rock Point Advisors
Burlington,
Vermont
| $195M | -$29.7M | -13% | 16.6% | 64.6% | 79 | 15.19% |
|
| 3104 |
SFA
3104
Stewardship Financial Advisors
Stockbridge,
Georgia
| $195M | -$17.5M | -8% | 11.2% | 39.1% | 81 | 30.86% |
|
| 3105 |
CWAG
3105
Compton Wealth Advisory Group
Virginia Beach,
Virginia
| $194M | – | – | 0.64% | 67.6% | 68 | – |
|
| 3106 |
PCI
3106
Pacifica Capital Investments
Leander,
Texas
| $194M | +$3.44M | +2% | 12.1% | 83.4% | 24 | 16.67% |
|
| 3107 |
MCM
3107
McRae Capital Management
Morristown,
New Jersey
| $194M | -$41.5M | -18% | 14.5% | 59.2% | 96 | 7.29% |
|
| 3108 |
FA
3108
Fagan Associates
Troy,
New York
| $194M | -$48M | -20% | 14% | 87.7% | 118 | 14.41% |
|
| 3109 |
BWM
3109
Buckley Wealth Management
Las Vegas,
Nevada
| $194M | -$35M | -15% | 13% | 79.6% | 157 | 14.65% |
|
| 3110 |
MHP
3110
Manatuck Hill Partners
Westport,
Connecticut
| $194M | -$72.1M | -27% | 16.3% | 424% | 122 | 54.92% |
|
| 3111 |
FCFS
3111
First Command Financial Services
Fort Worth,
Texas
| $194M | -$164M | -46% | 5.52% | 34.4% | 448 | 20.98% |
|
| 3112 |
FCB
3112
First Command Bank
Fort Worth,
Texas
| $194M | -$164M | -46% | 5.52% | 34.1% | 448 | 20.98% |
|
| 3113 |
VW
3113
Vantage Wealth
Pasadena,
California
| $194M | -$37.7M | -16% | 8.89% | 56.1% | 32 | 21.88% |
|
| 3114 |
PM
3114
Prosight Management
Dallas,
Texas
| $194M | +$14.4M | +8% | 22.5% | 46.2% | 41 | 36.59% |
|
| 3115 |
CCM
3115
Carderock Capital Management
Chevy Chase,
Maryland
| $194M | -$59.9M | -24% | 11.8% | 88.6% | 83 | 18.07% |
|
| 3116 |
BC
3116
Burleson & Co
Petaluma,
California
| $194M | +$14.9M | +8% | 12.9% | 49.1% | 108 | 14.81% |
|
| 3117 |
FA
3117
FMA Advisory
Harrisburg,
Pennsylvania
| $194M | -$29.9M | -13% | 11.5% | 46.7% | 156 | 10.9% |
|
| 3118 |
WCM
3118
Windsor Capital Management
Phoenix,
Arizona
| $193M | -$28.2M | -13% | 9.88% | 46.1% | 121 | 9.09% |
|
| 3119 |
IFA
3119
Interactive Financial Advisors
New Lenox,
Illinois
| $193M | -$17.5M | -8% | 7.34% | 37.7% | 129 | 29.46% |
|
| 3120 |
CAC
3120
Certified Advisory Corp
Altamonte Springs,
Florida
| $193M | -$23.4M | -11% | 13.3% | 58.2% | 827 | 11.61% |
|
| 3121 |
AGA
3121
Accuvest Global Advisors
Provo,
Utah
| $193M | -$76.7M | -28% | 10.2% | 126% | 155 | 50.32% |
|
| 3122 |
CVM
3122
Cheviot Value Management
Beverly Hills,
California
| $192M | -$20.8M | -10% | 5.45% | 83.7% | 73 | 26.03% |
|
| 3123 |
CVSCT
3123
C.V. Starr & Co Trust
New York
| $192M | -$35.4M | -16% | 14.1% | 51.7% | 30 | 10% |
|
| 3124 |
AIC
3124
Argus Investors Counsel
New York
| $192M | -$40.8M | -18% | 12.7% | 92.3% | 69 | 4.35% |
|
| 3125 |
SAM
3125
Shikiar Asset Management
New York
| $191M | -$65.4M | -25% | 15.5% | 97.8% | 88 | 15.91% |
|