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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3151 |
BW
3151
Bison Wealth
Atlanta,
Georgia
| $165M | +$32.6M | +25% | 0.97% | 37.4% | 257 | 35.41% | 0.2 |
|
| 3152 |
FPA
3152
Fieldpoint Private Advisors
New York
| $164M | +$9.81M | +6% | 4.13% | 34% | 70 | 18.57% | 1.4 |
|
| 3153 |
WAM
3153
Water Asset Management
New York
| $164M | -$47.8M | -23% | 5.02% | 48.9% | 25 | 20% | 1.2 |
|
| 3154 |
CCA
3154
Covey Capital Advisors
Atlanta,
Georgia
| $164M | -$4.42M | -3% | 0.41% | 118% | 48 | 18.75% | 0.6 |
|
| 3155 |
TCA
3155
Teewinot Capital Advisers
New York
| $164M | -$23.3M | -12% | 0.94% | 149% | 86 | 38.37% | 0.9 |
|
| 3156 |
LBC
3156
Lawrence B. Cohen
| $164M | -$2.27M | -1% | 0.88% | 41.8% | 70 | 4.29% | 1.6 |
|
| 3157 |
SIG
3157
Schaller Investment Group
Winston Salem,
North Carolina
| $164M | -$2.11M | -1% | 3.82% | 21.9% | 45 | 17.78% | 1.4 |
|
| 3158 |
CCM
3158
CWH Capital Management
Spokane,
Washington
| $164M | +$10.9M | +7% | 0.95% | 29.9% | 62 | 24.19% | 0.9 |
|
| 3159 |
AIC
3159
Ayalon Insurance Company
Ramat Gan,
Israel
| $164M | – | – | 1.76% | 99.6% | 177 | – | 0 |
|
| 3160 |
VHAM
3160
Van Hulzen Asset Management
El Dorado Hills,
California
| $163M | +$19.1M | +13% | 1.46% | 86.3% | 161 | 41.61% | 0.4 |
|
| 3161 |
SIM
3161
Sigma Investment Management
Portland,
Oregon
| $163M | +$2.31M | +1% | 2.69% | 8.4% | 31 | 12.9% | 1.3 |
|
| 3162 |
3162
Michael & Susan Dell Foundation
New York
| $163M | +$29.7M | +22% | 15.9% | 238% | 8 | 12.5% | 0.9 |
|
| 3163 |
BCM
3163
Bourgeon Capital Management
Darien,
Connecticut
| $163M | -$543K | -0.3% | 1.09% | 117% | 117 | 26.5% | 1 |
|
| 3164 |
BSWMG
3164
Barrington Strategic Wealth Management Group
Chicago,
Illinois
| $163M | +$7.01M | +4% | 1.69% | 17.9% | 102 | 6.86% | 1.5 |
|
| 3165 |
WA
3165
WealthTrust-Arizona
Scottsdale,
Arizona
| $163M | +$44.2M | +37% | 3.19% | 20.2% | 705 | 15.74% | 1.3 |
|
| 3166 |
FWM
3166
Focused Wealth Management
Newburgh,
New York
| $163M | +$21.6M | +15% | 0.8% | 73.9% | 762 | 11.15% | 1.2 |
|
| 3167 |
HFM
3167
Hartford Financial Management
Hartford,
Connecticut
| $163M | +$431K | +0.3% | 1.29% | 79.6% | 259 | 59.46% | 1.7 |
|
| 3168 |
WCM
3168
Weatherstone Capital Management
Denver,
Colorado
| $163M | -$8.79M | -5% | 1.98% | 32% | 90 | 34.44% | 0.8 |
|
| 3169 |
AWM
3169
Altavista Wealth Management
Asheville,
North Carolina
| $162M | +$30K | +0% | 0.06% | 80.6% | 114 | 9.65% | 1.6 |
|
| 3170 |
TBAM
3170
True Bearing Asset Management
San Francisco,
California
| $162M | -$39.5M | -20% | 3.98% | 66.3% | 97 | 30.93% | 1.2 |
|
| 3171 |
SAM
3171
Solaris Asset Management
New York
| $162M | +$7.17M | +5% | 2.89% | 74% | 238 | 19.75% | 1.2 |
|
| 3172 |
NIC
3172
Northwest Investment Counselors
Lake Oswego,
Oregon
| $162M | +$5.14M | +3% | 2.49% | 32.4% | 115 | 7.83% | 1.5 |
|
| 3173 |
RWA
3173
River Wealth Advisors
Camp Hill,
Pennsylvania
| $162M | – | – | 1.01% | 80.3% | 141 | – | 0 |
|
| 3174 |
PCM
3174
Price Capital Management
Lafayette,
Louisiana
| $161M | +$48M | +42% | 14.4% | 124% | 322 | 86.02% | 0 |
|
| 3175 |
GVT
3175
Genesee Valley Trust
Pittsford,
New York
| $161M | +$5.03M | +3% | 1.98% | 30.2% | 316 | 22.15% | 1.1 |
|