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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 |
3176
River Wealth Advisors
Camp Hill,
Pennsylvania
| $239M | +$13.9M | +6% | 12.8% | 80.3% | 563 | 72.65% | 3.3 |
|
| 3177 |
3177
FinTrust Capital Advisors
Greenville,
South Carolina
| $239M | +$35.6M | +18% | 11.5% | 23.6% | 1,411 | 13.11% | 0.2 |
|
| 3178 |
3178
Shikiar Asset Management
New York
| $239M | +$47.4M | +25% | 12.8% | 117% | 91 | 17.58% | 2.4 |
|
| 3179 |
3179
BW Gestao de Investimentos
Sao Paulo,
Brazil
| $239M | -$18.8M | -7% | 12.6% | 95.1% | 111 | 42.34% | 1.3 |
|
| 3180 |
3180
Fruth Investment Management
Houston,
Texas
| $239M | +$26.6M | +13% | 14.3% | 79.4% | 200 | 8.5% | 4.5 |
|
| 3181 |
SVC
3181
Strycker View Capital
New York
| $238M | +$32.3M | +16% | 13.7% | 114% | 20 | 60% | 0.4 |
|
| 3182 |
3182
Oakwood Capital Management
Los Angeles,
California
| $238M | +$25.2M | +12% | 11.6% | 72.7% | 51 | 3.92% | 2.9 |
|
| 3183 |
3183
Point Break Capital Management
Miami,
Florida
| $238M | -$108M | -31% | 20.6% | – | 15 | 46.67% | 0.2 |
|
| 3184 |
3184
Certified Advisory Corp
Altamonte Springs,
Florida
| $238M | +$45.3M | +24% | 12.2% | 62.9% | 816 | 12.87% | 1.1 |
|
| 3185 |
CCM
3185
CWH Capital Management
Spokane,
Washington
| $238M | +$33.8M | +17% | 9.97% | 29.9% | 53 | 11.32% | 2.8 |
|
| 3186 |
3186
Ativo Capital Management
Chicago,
Illinois
| $238M | +$24.1M | +11% | 15.4% | 63.2% | 131 | 23.66% | 1.9 |
|
| 3187 |
3187
Carrhae Capital
London,
United Kingdom
| $238M | -$76.7M | -24% | 19.9% | 182% | 16 | 50% | 0.4 |
|
| 3188 |
3188
Holistic Financial Partners
Indianapolis,
Indiana
| $238M | +$142M | +148% | 8.38% | 95.7% | 162 | 59.26% | 0.3 |
|
| 3189 |
3189
Intersect Capital
San Ramon,
California
| $237M | +$28.6M | +14% | 12.6% | 57.2% | 146 | 14.38% | 2.4 |
|
| 3190 |
3190
Calixto Global Investors
Coral Gables,
Florida
| $237M | +$67.4M | +40% | 40.5% | 180% | 15 | 46.67% | 0.3 |
|
| 3191 |
KS
3191
Karpas Strategies
Litchfield,
Connecticut
| $237M | +$23.1M | +11% | 10.1% | 16.1% | 125 | 9.6% | 4.3 |
|
| 3192 |
3192
Capital City Trust
Tallahassee,
Florida
| $237M | +$17.2M | +8% | 10.7% | 98.5% | 98 | 7.14% | 4.5 |
|
| 3193 |
3193
American Securities
New York
| $237M | +$5.51M | +2% | 7.94% | – | 2 | 0% | 1.5 |
|
| 3194 |
FCT
3194
Family Capital Trust
Peabody,
Massachusetts
| $237M | +$29.4M | +14% | 15.3% | 39.1% | 55 | 0% | 4.3 |
|
| 3195 |
3195
Sicart Associates
New York
| $237M | +$30M | +15% | 16% | 113% | 82 | 7.32% | 1.8 |
|
| 3196 |
3196
Bach Option
Wanchai,
Hong Kong
| $236M | -$143M | -38% | 12.5% | 30.6% | 173 | 62.43% | 0.8 |
|
| 3197 |
3197
AlphaMark Advisors
Ft. Wright,
Kentucky
| $236M | +$28.1M | +13% | 13.1% | 26.4% | 548 | 14.96% | 2.7 |
|
| 3198 |
3198
Wittenberg Investment Management
Carlisle,
Massachusetts
| $236M | +$23.8M | +11% | 12% | 89.9% | 86 | 11.63% | 1.7 |
|
| 3199 |
3199
Dumont & Blake Investment Advisors
Princeton,
New Jersey
| $236M | +$22.8M | +11% | 12% | 86.1% | 196 | 14.29% | 3.9 |
|
| 3200 |
3200
Chou Associates Management
Toronto,
Ontario, Canada
| $236M | +$12.9M | +6% | 9.66% | 66.4% | 28 | 10.71% | 3 |
|