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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3176 |
GCM
3176
Goldman Capital Management
New York
| $160M | -$10.8M | -6% | 3.23% | 24.3% | 34 | 11.76% | 1.5 |
|
| 3177 |
FPA
3177
Fieldpoint Private Advisors
New York
| $160M | -$4.04M | -2% | 0.02% | 34% | 66 | 13.64% | 1.5 |
|
| 3178 |
HCA
3178
Harbour Capital Advisors
Tysons Corner,
Virginia
| $160M | +$16.9M | +12% | 0.75% | 168% | 226 | 26.11% | 1 |
|
| 3179 |
TC
3179
Trust Company
Manhattan,
Kansas
| $160M | +$1.8M | +1% | 0.11% | 40.6% | 372 | 25.81% | 0.2 |
|
| 3180 |
AI
3180
ArchPoint Investors
Coral Gables,
Florida
| $160M | +$13.3M | +9% | 1.77% | 111% | 150 | 11.33% | 1.2 |
|
| 3181 |
CIA
3181
Covington Investment Advisors
Ligonier,
Pennsylvania
| $160M | +$15.4M | +11% | 0.15% | 100% | 85 | 8.24% | 1.7 |
|
| 3182 |
FA
3182
FMA Advisory
Harrisburg,
Pennsylvania
| $160M | – | – | 1.11% | 46.7% | 351 | – | 0.6 |
|
| 3183 |
GF
3183
Goodman Financial
Houston,
Texas
| $160M | -$1.58M | -1% | 1.75% | 52.5% | 47 | 19.15% | 0.9 |
|
| 3184 |
FPCP
3184
Fort Point Capital Partners
San Francisco,
California
| $160M | +$7.52M | +5% | 0.03% | 62.2% | 86 | 29.07% | 0.7 |
|
| 3185 |
LWM
3185
LBA Wealth Management
Jacksonville,
Florida
| $159M | +$676K | +0.4% | 0.29% | 19.2% | 346 | 16.18% | 1.1 |
|
| 3186 |
TSS
3186
Thomas Story & Son
Culver,
Indiana
| $159M | +$402K | +0.3% | 1.96% | 101% | 52 | 5.77% | 1.8 |
|
| 3187 |
MWVC
3187
Morgens Waterfall Vintiadis & Co
New York
| $159M | +$3.07M | +2% | 7.35% | 594% | 61 | 55.74% | 0.4 |
|
| 3188 |
FEG
3188
Financial Enhancement Group
Anderson,
Indiana
| $159M | – | – | 1.33% | 62.2% | 38 | – | 0 |
|
| 3189 |
PCMC
3189
Paragon Capital Management (Colorado)
Denver,
Colorado
| $159M | +$4.89M | +3% | 0.14% | 109% | 82 | 14.63% | 1.5 |
|
| 3190 |
DPI
3190
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
| $159M | +$654K | +0.4% | 0.82% | 38.2% | 58 | 17.24% | 0.4 |
|
| 3191 |
ISB
3191
Iowa State Bank
Urbandale,
Iowa
| $159M | +$1.48M | +0.9% | 0.33% | 85.7% | 80 | 3.75% | 1.8 |
|
| 3192 |
FCM
3192
Firsthand Capital Management
San Jose,
California
| $159M | -$19K | -0% | 0.23% | 265% | 58 | 12.07% | 1.6 |
|
| 3193 |
CS
3193
Credential Securities
Vancouver,
| $159M | +$4.5M | +3% | 1.18% | 32.5% | 217 | 10.14% | 1.1 |
|
| 3194 |
WA
3194
WFM Asia
Road Town, Tortola,
British Virgin Islands
| $159M | +$23.4M | +17% | 12.7% | 89.9% | 8 | 25% | 0.4 |
|
| 3195 |
QCI
3195
Quaker Capital Investments
Mount Lebanon,
Pennsylvania
| $158M | +$15M | +10% | 9.87% | 107% | 34 | 8.82% | 0.4 |
|
| 3196 |
LBC
3196
Lawrence B. Cohen
| $158M | -$5.66M | -3% | 1.23% | 41.8% | 68 | 1.47% | 1.9 |
|
| 3197 |
EWA
3197
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
| $158M | -$80.3M | -34% | 0.15% | 58% | 154 | 38.31% | 1.6 |
|
| 3198 |
3198
Koshinski Asset Management
Decatur,
Illinois
| $158M | +$3.89M | +3% | 1.43% | 76.5% | 249 | 19.68% | 0.4 |
|
| 3199 |
KHLMTHM
3199
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Tel Aviv,
Israel
| $158M | +$9.81M | +7% | 0.07% | 80.8% | 36 | 16.67% | 0.4 |
|
| 3200 |
1CM
3200
1492 Capital Management
Milwaukee,
Wisconsin
| $158M | -$14.4M | -8% | 4.02% | 332% | 164 | 40.24% | 0.6 |
|