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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3126 |
RBC
3126
Roble Belko & Company
Sewickley,
Pennsylvania
| $166M | +$2.98M | +2% | 4.01% | 53.3% | 241 | 14.11% | 0.6 |
|
| 3127 |
BL
3127
BCWM LLC
Overland Park,
Kansas
| $166M | -$37.6M | -18% | 4.44% | – | 98 | 27.55% | 1.8 |
|
| 3128 |
FCMC
3128
Founders Capital Management (Connecticut)
East Hartford,
Connecticut
| $166M | +$11.1M | +7% | 6.05% | 88.9% | 55 | 3.64% | 1.6 |
|
| 3129 |
WA
3129
WealthTrust-Arizona
Scottsdale,
Arizona
| $166M | +$4.67M | +3% | 3.69% | 20.2% | 642 | 13.55% | 1.8 |
|
| 3130 |
WCM
3130
Weik Capital Management
Wyomissing,
Pennsylvania
| $166M | +$1.99M | +1% | 3.82% | 66.9% | 109 | 11.01% | 2.1 |
|
| 3131 |
AIM
3131
Alambic Investment Management
Belvedere,
California
| $166M | – | – | 1.7% | 47.6% | 367 | – | 0 |
|
| 3132 |
NMM
3132
NGP MR Management
Dallas,
Texas
| $166M | -$1.73M | -1% | 2.37% | 21.9% | 3 | 66.67% | 1 |
|
| 3133 |
A
3133
Abingworth
London,
United Kingdom
| $166M | -$5.51M | -3% | 1.33% | 184% | 19 | 10.53% | 1 |
|
| 3134 |
FWCM
3134
Fort Warren Capital Management
Boston,
Massachusetts
| $166M | – | – | 4.41% | – | 19 | – | 0 |
|
| 3135 |
DAM
3135
Deimos Asset Management
Purchase,
New York
| $166M | – | – | 3.89% | – | 123 | – | 0 |
|
| 3136 |
VM
3136
VHCP Management
New York
| $165M | -$225M | -58% | 2.33% | 234% | 21 | 14.29% | 1.1 |
|
| 3137 |
BCCM
3137
Bridge Creek Capital Management
West Barnstable,
Massachusetts
| $165M | – | – | 7.3% | 76.5% | 80 | – | 0 |
|
| 3138 |
FAM
3138
Fortaleza Asset Management
Chicago,
Illinois
| $165M | +$23.2M | +16% | 10.4% | 121% | 233 | 38.2% | 1 |
|
| 3139 |
LP
3139
Lexington Partners
New York
| $165M | – | – | 2.48% | 1.27% | 1 | – | 0 |
|
| 3140 |
BC
3140
Beaconlight Capital
New York
| $165M | +$71K | +0% | 4.17% | 282% | 36 | 75% | 0.5 |
|
| 3141 |
PSCM
3141
Prince Street Capital Management
New York
| $165M | +$5.44M | +3% | 11.9% | 302% | 34 | 61.76% | 0.3 |
|
| 3142 |
AWA
3142
Arete Wealth Advisors
Chicago,
Illinois
| $165M | +$37.1M | +29% | 3.19% | 85.3% | 154 | 27.92% | 1.1 |
|
| 3143 |
GF
3143
Goodman Financial
Houston,
Texas
| $165M | +$7.88M | +5% | 4.33% | 52.5% | 44 | 4.55% | 1.3 |
|
| 3144 |
EAM
3144
Exane Asset Management
Paris,
France
| $165M | – | – | 1.22% | 77.5% | 23 | – | 0 |
|
| 3145 |
AFG
3145
Arkansas Financial Group
Little Rock,
Arkansas
| $165M | +$9M | +6% | 2.74% | 39.1% | 22 | 9.09% | 1.7 |
|
| 3146 |
HA
3146
Havens Advisors
New York
| $165M | +$1M | +0.6% | 19.5% | 460% | 52 | 71.15% | 0.4 |
|
| 3147 |
ACP
3147
Aquiline Capital Partners
New York
| $165M | +$63.7M | +63% | 1.39% | 14.7% | 3 | 33.33% | 1.7 |
|
| 3148 |
LA
3148
Lucus Advisors
New York
| $165M | -$14.7M | -8% | 3.44% | 16.7% | 358 | 20.39% | 0.6 |
|
| 3149 |
IAS
3149
IMA Advisory Services
Denver,
Colorado
| $165M | +$6.95M | +4% | 8.84% | 74.5% | 136 | 21.32% | 1.7 |
|
| 3150 |
AIM
3150
Ashford Investment Management
Dallas,
Texas
| $165M | – | – | 3.03% | – | 47 | – | 0 |
|