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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 |
3126
Tarbox Family Office
Newport Beach,
California
| $203M | +$9.19M | +5% | 2.6% | 66.4% | 632 | 8.07% | 2.7 |
|
| 3127 |
3127
MEAG MUNICH ERGO AssetManagement
Munich,
Germany
| $203M | +$5.58M | +3% | 0.62% | 18.2% | 16 | 6.25% | 1.3 |
|
| 3128 |
ILM
3128
Indigo Latam Management
Phoenix,
Arizona
| $203M | +$8.5M | +4% | 4.38% | 39.3% | 1 | 0% | 3.5 |
|
| 3129 |
3129
Formidable Asset Management
Cincinnati,
Ohio
| $203M | -$26.6M | -12% | 1.31% | 52.2% | 215 | 25.12% | 2.3 |
|
| 3130 |
3130
Arbor Investment Advisors
Winston Salem,
North Carolina
| $203M | +$7.17M | +4% | 3.07% | 44.3% | 40 | 5% | 3.2 |
|
| 3131 |
3131
Nepsis Inc
Minneapolis,
Minnesota
| $203M | +$7.38M | +4% | 4.43% | 131% | 46 | 19.57% | 1.6 |
|
| 3132 |
3132
Traynor Capital Management
Malvern,
Pennsylvania
| $203M | +$22.2M | +12% | 4.25% | 225% | 175 | 18.86% | 1.4 |
|
| 3133 |
GPC
3133
Guardian Point Capital
Charlottesville,
Virginia
| $202M | +$11.5M | +6% | 5.63% | 142% | 18 | 33.33% | 0.8 |
|
| 3134 |
3134
HCR Wealth Advisors
Los Angeles,
California
| $202M | +$7.26M | +4% | 1.73% | 107% | 162 | 16.05% | 0.5 |
|
| 3135 |
3135
Alpha Capital Management
Austin,
Texas
| $202M | +$59.1M | +41% | 2.25% | 88% | 95 | 24.21% | 1.4 |
|
| 3136 |
3136
Camelot Portfolios
Maumee,
Ohio
| $202M | -$2.96M | -1% | 0.95% | 41.3% | 199 | 13.07% | 2 |
|
| 3137 |
KCM
3137
Karp Capital Management
Sausalito,
California
| $202M | +$25.2M | +14% | 3.54% | 21.3% | 112 | 34.82% | 1 |
|
| 3138 |
3138
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
| $202M | +$18.7M | +10% | 3.09% | 62.5% | 268 | 12.69% | 2.9 |
|
| 3139 |
3139
Harbour Capital Advisors
Tysons Corner,
Virginia
| $201M | -$17.7M | -8% | 3.52% | 168% | 692 | 68.06% | 1.7 |
|
| 3140 |
3140
Altavista Wealth Management
Asheville,
North Carolina
| $201M | +$1.25M | +0.6% | 2.35% | 80.6% | 132 | 8.33% | 2.7 |
|
| 3141 |
3141
Raab & Moskowitz Asset Management
Chatham,
New Jersey
| $201M | +$9.13M | +5% | 2.15% | 75% | 147 | 12.93% | 2.4 |
|
| 3142 |
TC
3142
Tavio Capital
New York
| $201M | +$5.44M | +3% | 12.2% | 81.4% | 10 | 30% | 0.3 |
|
| 3143 |
3143
General Pension Society PZU Joint Stock
Warsaw,
Poland
| $201M | +$2.77M | +1% | 3.77% | 116% | 16 | 12.5% | 3 |
|
| 3144 |
3144
Moloney Securities Asset Management
Manchester,
Missouri
| $201M | +$7.6M | +4% | 2.31% | 86% | 266 | 12.41% | 0.4 |
|
| 3145 |
3145
Oakview Capital Management
Dallas,
Texas
| $201M | -$10M | -5% | 0% | 21.2% | 48 | 97.92% | 0.3 |
|
| 3146 |
SVC
3146
Strycker View Capital
New York
| $200M | -$39.8M | -17% | 5.49% | 114% | 19 | 31.58% | 0.3 |
|
| 3147 |
3147
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
| $200M | -$2.49M | -1% | 1.75% | 100% | 1,137 | 21.11% | 3 |
|
| 3148 |
3148
Founders Capital Management (Connecticut)
East Hartford,
Connecticut
| $200M | +$4.71M | +2% | 3.08% | 99.9% | 56 | 3.57% | 2.8 |
|
| 3149 |
3149
GoodHaven Capital Management
Millburn,
New Jersey
| $200M | -$22.9M | -10% | 2.12% | 80.7% | 22 | 9.09% | 2.9 |
|
| 3150 |
GCMG
3150
Gyroscope Capital Management Group
Naples,
Florida
| $200M | +$33.6M | +20% | 1.71% | 24.8% | 136 | 44.12% | 0.7 |
|