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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 |
AIC
3151
Argus Investors Counsel
New York
| $202M | -$20.6M | -9% | 3.14% | 132% | 53 | 3.77% | 4 |
|
| 3152 |
MM
3152
Meridian Management
Little Rock,
Arkansas
| $202M | +$11.9M | +6% | 3.62% | 57.8% | 73 | 12.33% | 2.7 |
|
| 3153 |
BWA
3153
BDO Wealth Advisors
Jacksonville,
Florida
| $202M | -$27.4M | -12% | 3.7% | 38.3% | 590 | 30.34% | 0.2 |
|
| 3154 |
PHAM
3154
Portland Hill Asset Management
London,
United Kingdom
| $202M | +$5.19M | +3% | 6.67% | 30.2% | 20 | 0% | 0.7 |
|
| 3155 |
BAM
3155
Broadmark Asset Management
San Francisco,
California
| $201M | +$50.6M | +34% | 4.32% | 39.6% | 6 | 66.67% | 0.9 |
|
| 3156 |
VM
3156
VPR Management
Houston,
Texas
| $201M | +$12.8M | +7% | 5.22% | 54.5% | 13 | 15.38% | 0.2 |
|
| 3157 |
PCM
3157
Prime Capital Management
Hong Kong
| $201M | -$112M | -36% | 1.42% | 579% | 6 | 16.67% | 1.8 |
|
| 3158 |
FWC
3158
First Washington Corp
Seattle,
Washington
| $201M | +$945K | +0.5% | 5.01% | 142% | 78 | 11.54% | 2.5 |
|
| 3159 |
AOWM
3159
Alpha Omega Wealth Management
Richmond,
Virginia
| $200M | +$5.89M | +3% | 4.11% | 60.7% | 503 | 7.95% | 1.1 |
|
| 3160 |
TCOO
3160
Trust Company of Oklahoma
Tulsa,
Oklahoma
| $200M | +$5.01M | +3% | 3.38% | 101% | 108 | 6.48% | 3.1 |
|
| 3161 |
CSM
3161
CAMG Solamere Management
Charlotte,
North Carolina
| $200M | +$25.1M | +14% | 5.32% | 51.7% | 137 | 14.6% | 0.6 |
|
| 3162 |
WAM
3162
Water Asset Management
New York
| $200M | -$33.6M | -14% | 5.31% | 48.9% | 22 | 36.36% | 1.9 |
|
| 3163 |
CCC
3163
Chelsea Counsel Company
Los Angeles,
California
| $200M | +$7.38M | +4% | 5.09% | 106% | 86 | 11.63% | 3.5 |
|
| 3164 |
BCM
3164
BlueMar Capital Management
Miami,
Florida
| $200M | +$25.9M | +15% | 7.47% | 27.4% | 86 | 47.67% | 0.7 |
|
| 3165 |
SAM
3165
Summit Asset Management
Memphis,
Tennessee
| $200M | +$10.8M | +6% | 3.69% | 48.9% | 107 | 6.54% | 3.1 |
|
| 3166 |
KFBMI
3166
Kentucky Farm Bureau Mutual Insurance
Louisville,
Kentucky
| $199M | +$3.72M | +2% | 5.52% | 83.3% | 82 | 1.22% | 1.4 |
|
| 3167 |
ANRIA
3167
American National Registered Investment Advisor
Galveston,
Texas
| $199M | -$40.2M | -17% | 4.22% | 95.8% | 260 | 11.15% | 3.2 |
|
| 3168 |
HIM
3168
HughesLittle Investment Management
Vancouver,
| $199M | +$12.7M | +7% | 3.68% | 106% | 20 | 5% | 2.6 |
|
| 3169 |
HEC
3169
Hudson Executive Capital
New York
| $199M | -$18.8M | -9% | 7.2% | 127% | 7 | 14.29% | 1 |
|
| 3170 |
PE
3170
Point72 Europe
London,
United Kingdom
| $199M | -$224M | -53% | 0.03% | 95.4% | 82 | 68.29% | 0.3 |
|
| 3171 |
HT
3171
Hefren-Tillotson
Pittsburgh,
Pennsylvania
| $199M | +$17.2M | +10% | 5.3% | 40% | 24 | 0% | 2.8 |
|
| 3172 |
VAS
3172
Valicenti Advisory Services
Elmira,
New York
| $199M | +$11.7M | +6% | 2.13% | 119% | 61 | 3.28% | 2.5 |
|
| 3173 |
3173
Heritage Wealth Advisors
Richmond,
Virginia
| $199M | +$5.57M | +3% | 2.65% | 65% | 105 | 7.62% | 2.3 |
|
| 3174 |
SCM
3174
Shah Capital Management
Raleigh,
North Carolina
| $199M | +$10.1M | +5% | 5.81% | 287% | 16 | 25% | 2.2 |
|
| 3175 |
BSWMG
3175
Barrington Strategic Wealth Management Group
Chicago,
Illinois
| $198M | +$1.41M | +0.7% | 2.35% | 17.9% | 107 | 3.74% | 3.2 |
|