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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 |
WA
3151
WealthTrust-Arizona
Scottsdale,
Arizona
| $166M | +$3.71M | +2% | 3.01% | 20.2% | 649 | 10.17% | 2.1 |
|
| 3152 |
SCP
3152
Syntal Capital Partners
Midland,
Texas
| $166M | +$81.3M | +96% | 10.5% | 102% | 81 | 45.68% | 1 |
|
| 3153 |
BCA
3153
Bray Capital Advisors
Naples,
Florida
| $166M | +$4.99M | +3% | 4.18% | 36.6% | 128 | 15.63% | 1.1 |
|
| 3154 |
SV
3154
Stilwell Value
New York
| $166M | +$12.6M | +8% | 8.2% | 87.9% | 50 | 22% | 1.2 |
|
| 3155 |
GCA
3155
Gideon Capital Advisors
New York
| $165M | -$6.47M | -4% | 2.31% | 37.6% | 309 | 82.52% | 0.1 |
|
| 3156 |
EDRIA
3156
Edmonds Duncan Registered Investment Advisors
Lawrence,
Kansas
| $165M | -$1.13M | -0.7% | 2.87% | 12.8% | 103 | 8.74% | 0.7 |
|
| 3157 |
HIM
3157
HughesLittle Investment Management
Vancouver,
| $165M | +$10.2M | +7% | 8.94% | 106% | 13 | 0% | 2.6 |
|
| 3158 |
SHJ
3158
Sharkey, Howes & Javer
Denver,
Colorado
| $165M | +$4.97M | +3% | 3.22% | 54.6% | 248 | 8.47% | 1.1 |
|
| 3159 |
DVM
3159
Dreman Value Management
West Palm Beach,
Florida
| $165M | +$2.95M | +2% | 6.48% | 36.6% | 464 | 6.25% | 0.9 |
|
| 3160 |
HFM
3160
Hartford Financial Management
Hartford,
Connecticut
| $165M | -$1.54M | -0.9% | 2.45% | 79.6% | 346 | 17.92% | 1.5 |
|
| 3161 |
CI
3161
Cavalier Investments
Alpharetta,
Georgia
| $165M | -$6.41M | -4% | 3.4% | 171% | 176 | 61.36% | 0.3 |
|
| 3162 |
DA
3162
DSC Advisors
Chicago,
Illinois
| $165M | +$5.63M | +4% | 10.5% | 3.18% | 76 | 35.53% | 0.9 |
|
| 3163 |
SXM
3163
SC XII Management
Menlo Park,
California
| $164M | -$5.31M | -3% | 2.38% | 73.4% | 3 | 0% | 2 |
|
| 3164 |
BCM
3164
Beck Capital Management
Austin,
Texas
| $164M | +$7.28M | +5% | 6.24% | 291% | 125 | 36.8% | 0.9 |
|
| 3165 |
CFA
3165
Camarda Financial Advisors
Fleming Island,
Florida
| $164M | +$6.22M | +4% | 3.94% | 196% | 284 | 32.04% | 1.3 |
|
| 3166 |
DCCA
3166
D.C. Capital Advisors
New York
| $164M | -$6.84M | -4% | 1.72% | 59.9% | 32 | 43.75% | 1.6 |
|
| 3167 |
MFP
3167
Mosaic Financial Partners
San Francisco,
California
| $164M | +$1.92M | +1% | 3.45% | 6.05% | 45 | 4.44% | 2.7 |
|
| 3168 |
PTB
3168
Pioneer Trust Bank
Salem,
Oregon
| $164M | -$1.08M | -0.7% | 2.33% | 61.4% | 76 | 3.95% | 2.6 |
|
| 3169 |
KDA
3169
KPCB DGF Associates
Menlo Park,
California
| $164M | +$34.9M | +27% | 27.4% | – | 4 | 0% | 1.9 |
|
| 3170 |
CFA
3170
CT Financial Advisors
Chadds Ford,
Pennsylvania
| $164M | +$1.12M | +0.7% | 1.98% | – | 678 | 8.11% | 2 |
|
| 3171 |
BHA
3171
Beech Hill Advisors
New York
| $163M | +$15.5M | +10% | 4.42% | 105% | 84 | 20.24% | 1.5 |
|
| 3172 |
FA
3172
Fagan Associates
Troy,
New York
| $163M | +$7.76M | +5% | 4.59% | 127% | 99 | 12.12% | 1.6 |
|
| 3173 |
CIG
3173
Consolidated Investment Group
Englewood,
Colorado
| $163M | -$34.3M | -17% | 8.73% | 140% | 67 | 19.4% | 2.4 |
|
| 3174 |
PFM
3174
PacWest Financial Management
Phoenix,
Arizona
| $163M | +$3.27M | +2% | 2.04% | 19.2% | 85 | 11.76% | 2.5 |
|
| 3175 |
BCM
3175
Blume Capital Management
Berkeley,
California
| $163M | +$11.6M | +8% | 6.42% | 96.9% | 229 | 18.34% | 1.9 |
|