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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3201 |
3201
Financial Engines Advisors
Santa Clara,
California
| $142M | -$26.3M | -16% | 5.69% | 43% | 59 | 5.08% | 1.8 |
|
| 3202 |
KAM
3202
Knightsbridge Asset Management
Newport Beach,
California
| $142M | -$51M | -26% | 10.9% | 150% | 53 | 39.62% | 1.3 |
|
| 3203 |
V
3203
ValueWorks
New York
| $142M | -$33.9M | -19% | 12.5% | 190% | 34 | 2.94% | 1.9 |
|
| 3204 |
ECM
3204
EagleClaw Capital Management
Boston,
Massachusetts
| $142M | -$13.9M | -9% | 6.52% | 104% | 106 | 7.55% | 1.4 |
|
| 3205 |
FAM
3205
Fortaleza Asset Management
Chicago,
Illinois
| $142M | -$24.1M | -15% | 2.49% | 121% | 234 | 37.18% | 1 |
|
| 3206 |
SFSIG
3206
San Francisco Sentry Investment Group
San Francisco,
California
| $142M | -$24.9M | -15% | 9.62% | 436% | 159 | 9.43% | 2 |
|
| 3207 |
LS
3207
Lattice Strategies
Wayne,
Pennsylvania
| $142M | -$31M | -18% | 10.8% | 19.9% | 99 | 26.26% | 1.8 |
|
| 3208 |
EWMCB
3208
EisnerAmper Wealth Management Corporate Benefits
Iselin,
New Jersey
| $142M | +$11.8M | +9% | 5.98% | 13% | 122 | 32.79% | 0.5 |
|
| 3209 |
NCM
3209
Neumann Capital Management
Foster City,
California
| $142M | -$15M | -10% | 9.03% | 89.9% | 81 | 6.17% | 0.7 |
|
| 3210 |
KCPG
3210
Kavar Capital Partners Group
Leawood,
Kansas
| $141M | -$5.72M | -4% | 4.41% | 77.2% | 584 | 14.9% | 0.5 |
|
| 3211 |
EGA
3211
Emerging Global Advisors
New York
| $141M | -$74M | -34% | 19.7% | 0.93% | 31 | 51.61% | 1.4 |
|
| 3212 |
DDC
3212
Daniel Devine & Co
Parkland,
Florida
| $141M | -$4.27M | -3% | 8.6% | 34.2% | 65 | 6.15% | 0.7 |
|
| 3213 |
BOIA
3213
Bush ODonnell Investment Advisors
St Louis,
Missouri
| $141M | -$21.7M | -13% | 8.16% | 45.9% | 45 | 4.44% | 2 |
|
| 3214 |
TCA
3214
Teewinot Capital Advisers
New York
| $141M | -$43.2M | -23% | 2.38% | 149% | 83 | 36.14% | 1.1 |
|
| 3215 |
HCA
3215
Harbour Capital Advisors
Tysons Corner,
Virginia
| $141M | -$19M | -12% | 9.34% | 168% | 229 | 27.07% | 1.2 |
|
| 3216 |
KCA
3216
KR Capital Advisors
New York
| $141M | -$137M | -49% | 10.3% | – | 44 | 4.55% | 2 |
|
| 3217 |
MA
3217
Minerva Advisors
Bala Cynwyd,
Pennsylvania
| $141M | -$22.8M | -14% | 12.3% | 166% | 76 | 7.89% | 1.8 |
|
| 3218 |
MJP
3218
Michael J. Puzo
| $141M | -$14.4M | -9% | 6.51% | 90.3% | 128 | 14.06% | 1.4 |
|
| 3219 |
3219
Caprock Group
Boise,
Idaho
| $141M | +$31.6M | +29% | 7.71% | – | 99 | 44.44% | 0.5 |
|
| 3220 |
SRSA
3220
S.R. Schill & Associates
Mercer Island,
Washington
| $141M | -$7.1M | -5% | 3.55% | 36.7% | 70 | 7.14% | 0.6 |
|
| 3221 |
FVCM
3221
F&V Capital Management
Boca Raton,
Florida
| $141M | -$6.49M | -4% | 7.52% | 107% | 72 | 18.06% | 1.6 |
|
| 3222 |
HA
3222
Hamel Associates
Chatham,
New Jersey
| $141M | -$11.4M | -8% | 5.58% | 50.6% | 96 | 14.58% | 1.6 |
|
| 3223 |
OPTFSNA
3223
Old Point Trust & Financial Services N A
Newport News,
Virginia
| $141M | -$13.5M | -9% | 5.83% | 72.6% | 75 | 4% | 2.1 |
|
| 3224 |
MHS
3224
M Holdings Securities
Portland,
Oregon
| $141M | -$9.08M | -6% | 6.49% | 83.9% | 209 | 17.7% | 1.2 |
|
| 3225 |
BCM
3225
Breithorn Capital Management
New York
| $141M | -$16.9M | -11% | 14.6% | 43.9% | 49 | 20.41% | 1.3 |
|