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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 |
CCM
3126
Concourse Capital Management
Atlanta,
Georgia
| $206M | +$28.6M | +16% | 7.76% | 107% | 62 | 22.58% | 0.8 |
|
| 3127 |
UAM
3127
UAS Asset Management
New York
| $206M | +$15.3M | +8% | 5% | 98% | 32 | 31.25% | 1.7 |
|
| 3128 |
GBT
3128
Grove Bank & Trust
Miami,
Florida
| $206M | +$49.3M | +32% | 3.41% | 80.5% | 697 | 21.81% | 0.9 |
|
| 3129 |
KLC
3129
Knowledge Leaders Capital
Denver,
Colorado
| $205M | +$48M | +30% | 6.04% | 51.6% | 76 | 63.16% | 0.7 |
|
| 3130 |
HA
3130
Hamel Associates
Chatham,
New Jersey
| $205M | +$6.61M | +3% | 3.8% | 50.6% | 86 | 9.3% | 2.6 |
|
| 3131 |
UIA
3131
UG Investment Advisers
Taipei,
Taiwan
| $205M | +$35.9M | +21% | 29.8% | 172% | 5 | 20% | 0.7 |
|
| 3132 |
PAS
3132
Partnervest Advisory Services
Santa Barbara,
California
| $205M | -$16.4M | -7% | 3.21% | 45.1% | 210 | 17.14% | 2.3 |
|
| 3133 |
MAM
3133
MPM Asset Management
Boston,
Massachusetts
| $205M | -$25.3M | -11% | 7.57% | 5.89% | 9 | 11.11% | 2.4 |
|
| 3134 |
LGWM
3134
Litman Gregory Wealth Management
Larkspur,
California
| $205M | +$29M | +17% | 5.08% | 55.5% | 76 | 36.84% | 1.1 |
|
| 3135 |
MHP
3135
Manatuck Hill Partners
Westport,
Connecticut
| $205M | +$5.54M | +3% | 8.72% | 556% | 108 | 49.07% | 1.2 |
|
| 3136 |
GF
3136
Goodman Financial
Houston,
Texas
| $205M | +$10.6M | +5% | 4.6% | 52.5% | 56 | 32.14% | 1.6 |
|
| 3137 |
3137
TCI Wealth Advisors
Tucson,
Arizona
| $204M | +$8.52M | +4% | 4% | 65% | 1,441 | 12.35% | 2.3 |
|
| 3138 |
CWM
3138
Confluence Wealth Management
Portland,
Oregon
| $204M | -$4.87M | -2% | 3.66% | 31.9% | 130 | 8.46% | 2.4 |
|
| 3139 |
GA
3139
Geller Advisors
New York
| $204M | +$8.2M | +4% | 4.7% | 20.4% | 37 | 37.84% | 2.3 |
|
| 3140 |
CCM
3140
CWH Capital Management
Spokane,
Washington
| $204M | +$12.9M | +7% | 3.18% | 29.9% | 61 | 27.87% | 2 |
|
| 3141 |
PRS
3141
Pinkerton Retirement Specialists
Coeur D Alene,
Idaho
| $204M | +$29.9M | +17% | 4.48% | 82.9% | 197 | 21.32% | 1.3 |
|
| 3142 |
SC
3142
Saybrook Capital
Winston Salem,
North Carolina
| $203M | +$4.34M | +2% | 4.55% | 67.1% | 52 | 5.77% | 3.3 |
|
| 3143 |
TFM
3143
Trimaran Fund Management
New York
| $203M | -$28.5M | -12% | 12.3% | 82.8% | 1 | 0% | 2.8 |
|
| 3144 |
FNBOMD
3144
First National Bank of Mount Dora
Mount Dora,
Florida
| $203M | +$10.9M | +6% | 7.31% | 84.5% | 82 | 14.63% | 3.1 |
|
| 3145 |
ACM
3145
ADI Capital Management
New York
| $203M | +$27.8M | +16% | 8.03% | 113% | 23 | 39.13% | 0.8 |
|
| 3146 |
FC
3146
Ferris Capital
Marlborough,
Massachusetts
| $202M | -$10.7M | -5% | 3.93% | 67% | 675 | 78.67% | 0.3 |
|
| 3147 |
CCM
3147
Chicago Capital Management
Chicago,
Illinois
| $202M | -$246M | -55% | 6.48% | 295% | 49 | 67.35% | 0.3 |
|
| 3148 |
BWAM
3148
Boyd Watterson Asset Management
Cleveland,
Ohio
| $202M | +$6.91M | +4% | 3.5% | 101% | 157 | 7.64% | 3 |
|
| 3149 |
FA
3149
Fagan Associates
Troy,
New York
| $202M | +$9.89M | +5% | 5.96% | 127% | 110 | 11.82% | 2.1 |
|
| 3150 |
EFSCE
3150
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
| $202M | +$1.72M | +0.9% | 3.49% | 100% | 979 | 8.38% | 3.2 |
|