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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3176 |
FNBOH
3176
First National Bank of Hutchinson
Hutchinson,
Kansas
| $146M | -$9.88M | -6% | 7.61% | 121% | 70 | 12.86% | 1.8 |
|
| 3177 |
VSWA
3177
Vontobel Swiss Wealth Advisors
Zurich,
Switzerland
| $146M | -$3.78M | -3% | 8.85% | 70.1% | 50 | 26% | 0.6 |
|
| 3178 |
BBPWM
3178
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
| $145M | -$20.4M | -12% | 8.94% | 62.5% | 451 | 4.88% | 1.5 |
|
| 3179 |
PTB
3179
Pioneer Trust Bank
Salem,
Oregon
| $145M | -$9.69M | -6% | 5.8% | 61.4% | 75 | 9.33% | 1.9 |
|
| 3180 |
3180
Waverly Advisors
Birmingham,
Alabama
| $145M | -$17.6M | -11% | 7.03% | 67.6% | 468 | 28.42% | 1.1 |
|
| 3181 |
3181
Quadrant Capital Group
Cincinnati,
Ohio
| $145M | -$12.2M | -8% | 7.39% | 105% | 1,526 | 22.48% | 0.2 |
|
| 3182 |
FPA
3182
Fieldpoint Private Advisors
New York
| $145M | -$15.4M | -10% | 5.57% | 34% | 65 | 18.46% | 1.7 |
|
| 3183 |
CPA
3183
Court Place Advisors
Ellicott City,
Maryland
| $145M | -$12.2M | -8% | 5.45% | 92% | 135 | 5.93% | 1.6 |
|
| 3184 |
SCM
3184
Schnieders Capital Management
Pasadena,
California
| $145M | -$25.4M | -15% | 5.85% | 103% | 133 | 18.05% | 1.5 |
|
| 3185 |
FSA
3185
Financial Sense Advisors
San Diego,
California
| $144M | -$70.3M | -33% | 4.55% | 152% | 126 | 56.35% | 1 |
|
| 3186 |
BCM
3186
Beck Capital Management
Austin,
Texas
| $144M | -$42.6M | -23% | 2.67% | 291% | 165 | 53.33% | 1.1 |
|
| 3187 |
AI
3187
ArchPoint Investors
Coral Gables,
Florida
| $144M | -$15.9M | -10% | 3.22% | 111% | 151 | 19.87% | 1.3 |
|
| 3188 |
SA
3188
Strategic Advisors
New York
| $144M | -$12.7M | -8% | 5.88% | 105% | 130 | 15.38% | 1.6 |
|
| 3189 |
BFA
3189
Benedict Financial Advisors
Atlanta,
Georgia
| $144M | -$9.53M | -6% | 3.42% | 72.4% | 99 | 8.08% | 0.7 |
|
| 3190 |
CF
3190
CenterStar Fund
Chicago,
Illinois
| $144M | +$69.9M | +94% | 7.71% | – | 2,475 | 0% | 0.2 |
|
| 3191 |
LBC
3191
Lawrence B. Cohen
| $144M | -$14.6M | -9% | 6.6% | 41.8% | 70 | 5.71% | 2.1 |
|
| 3192 |
CS
3192
Credential Securities
Vancouver,
| $144M | -$14.8M | -9% | 7.54% | 32.5% | 229 | 14.85% | 1.2 |
|
| 3193 |
KA
3193
Kovack Advisors
Ft. Lauderdale,
Florida
| $143M | +$1.91M | +1% | 8.35% | 118% | 272 | 36.76% | 0.7 |
|
| 3194 |
BCM
3194
Bourgeon Capital Management
Darien,
Connecticut
| $143M | -$21.9M | -13% | 12.1% | 117% | 120 | 35% | 1.3 |
|
| 3195 |
RCM
3195
Riverpark Capital Management
New York
| $143M | -$19.7M | -12% | 8.71% | 152% | 48 | 12.5% | 1.1 |
|
| 3196 |
CK
3196
Carnick & Kubik
Colorado Springs,
Colorado
| $143M | +$20.4M | +17% | 6.12% | 45.1% | 421 | 75.3% | 0.4 |
|
| 3197 |
3197
BW Gestao de Investimentos
Sao Paulo,
Brazil
| $143M | -$18.3M | -11% | 9.13% | 95.1% | 93 | 22.58% | 1 |
|
| 3198 |
SAIG
3198
Semper Augustus Investments Group
Highlands Ranch,
Colorado
| $143M | -$6.79M | -5% | 5.69% | 95.4% | 31 | 0% | 2 |
|
| 3199 |
BM
3199
Bislett Management
Palo Alto,
California
| $143M | -$3.01M | -2% | 8.98% | 19.8% | 26 | 3.85% | 1.8 |
|
| 3200 |
ST
3200
Somerset Trust
Somerset,
Pennsylvania
| $142M | -$10.1M | -7% | 5.89% | 80.5% | 165 | 10.3% | 1.5 |
|