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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 |
ZF
3126
Zhang Financial
Portage,
Michigan
| $184M | +$2.27M | +1% | 3.73% | 67.9% | 78 | 7.69% | 2.6 |
|
| 3127 |
ACM
3127
ADI Capital Management
New York
| $184M | +$43.9M | +31% | 12.8% | 113% | 28 | 57.14% | 0.5 |
|
| 3128 |
RMAM
3128
Raab & Moskowitz Asset Management
Chatham,
New Jersey
| $184M | +$7.21M | +4% | 4.16% | 75% | 140 | 5.71% | 2.1 |
|
| 3129 |
RCM
3129
Robinson Capital Management
Grosse Pointe Farms,
Michigan
| $184M | -$15M | -8% | 6.95% | 7.8% | 117 | 27.35% | 0.7 |
|
| 3130 |
FWCM
3130
First Western Capital Management
Los Angeles,
California
| $184M | -$72.4M | -28% | 2.61% | 43% | 104 | 16.35% | 1.9 |
|
| 3131 |
GSBTD
3131
Glenview State Bank Trust Department
Glenview,
Illinois
| $184M | +$5.8M | +3% | 3.2% | 76.6% | 95 | 7.37% | 2.5 |
|
| 3132 |
LGC
3132
Laurel Grove Capital
Los Angeles,
California
| $184M | +$8.56M | +5% | 5.02% | 59.2% | 103 | 10.68% | 2.5 |
|
| 3133 |
NB
3133
Nicolet Bankshares
Green Bay,
Wisconsin
| $183M | +$11.7M | +7% | 7.26% | 75.5% | 174 | 16.67% | 0.8 |
|
| 3134 |
AF
3134
AMG Funds
Stamford,
Connecticut
| $183M | +$7.71M | +4% | 8.52% | 6.28% | 115 | 13.91% | 0.2 |
|
| 3135 |
FPCP
3135
Fort Point Capital Partners
San Francisco,
California
| $183M | -$37.8M | -17% | 0.07% | 62.2% | 153 | 36.6% | 1.4 |
|
| 3136 |
PFA
3136
Paradigm Financial Advisors
Des Peres,
Missouri
| $183M | +$16.1M | +10% | 4.45% | 114% | 110 | 22.73% | 2.1 |
|
| 3137 |
NEIRG
3137
New England Investment & Retirement Group
North Andover,
Massachusetts
| $183M | +$229K | +0.1% | 1.8% | 72.5% | 62 | 22.58% | 1.5 |
|
| 3138 |
LWM
3138
LBA Wealth Management
Jacksonville,
Florida
| $183M | +$5.3M | +3% | 2.96% | 19.2% | 502 | 17.93% | 1.7 |
|
| 3139 |
ACH
3139
Axis Capital Holdings
Pembroke,
| $182M | +$5.88M | +3% | 3.33% | 67% | 2 | 0% | 2.1 |
|
| 3140 |
TCM
3140
TCS Capital Management
New York
| $182M | -$908K | -0.5% | 2.35% | 271% | 39 | 82.05% | 0.4 |
|
| 3141 |
MFS
3141
McNamara Financial Services
Marshfield,
Massachusetts
| $182M | +$3.19M | +2% | 0.75% | 42.6% | 35 | 8.57% | 0.8 |
|
| 3142 |
FWC
3142
First Washington Corp
Seattle,
Washington
| $182M | +$3.47M | +2% | 2.99% | 142% | 78 | 19.23% | 2.1 |
|
| 3143 |
VW
3143
Vantage Wealth
Pasadena,
California
| $182M | +$6.48M | +4% | 3.21% | 56.1% | 22 | 4.55% | 2.8 |
|
| 3144 |
3144
Cevian Capital II
St. Helier,
Jersey
| $182M | +$33.9M | +23% | 21% | 105% | 1 | 0% | 1 |
|
| 3145 |
B
3145
Brightworth
Atlanta,
Georgia
| $182M | +$48.8M | +37% | 2.72% | 21.7% | 49 | 77.55% | 0.2 |
|
| 3146 |
LP
3146
LGL Partners
Philadelphia,
Pennsylvania
| $182M | -$9.71M | -5% | 1.27% | 68.9% | 102 | 10.78% | 0.9 |
|
| 3147 |
SCM
3147
Salem Capital Management
Woburn,
Massachusetts
| $182M | -$773K | -0.4% | 3.14% | 32.3% | 66 | 6.06% | 3.1 |
|
| 3148 |
MC
3148
Mathes Company
New York
| $182M | +$5.15M | +3% | 3.72% | 121% | 141 | 11.35% | 2.3 |
|
| 3149 |
EM
3149
Endicott Management
New York
| $181M | -$42.7M | -19% | 24.9% | 229% | 49 | 55.1% | 1 |
|
| 3150 |
IP
3150
InvenTrust Properties
Downers Grove,
Illinois
| $181M | +$2.32M | +1% | 13.6% | 7.56% | 21 | 14.29% | 1.7 |
|