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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 |
PCA
3201
Peddock Capital Advisors
Braintree,
Massachusetts
| $195M | +$6.88M | +4% | 4.37% | 104% | 257 | 3.5% | 1.6 |
|
| 3202 |
SV
3202
Sapphire Ventures
Austin,
Texas
| $195M | +$79.2M | +68% | 13.1% | 27.9% | 8 | 37.5% | 0.6 |
|
| 3203 |
ACM
3203
Armbruster Capital Management
Pittsford,
New York
| $195M | +$9.94M | +5% | 4.55% | 64.3% | 287 | 15.33% | 1.4 |
|
| 3204 |
REMPR
3204
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
| $195M | +$606K | +0.3% | 3.94% | 62.3% | 93 | 19.35% | 1.9 |
|
| 3205 |
BLAM
3205
Bourne Lent Asset Management
Pawling,
New York
| $195M | +$11.7M | +6% | 7.61% | 76.1% | 60 | 6.67% | 2 |
|
| 3206 |
BFA
3206
Benedict Financial Advisors
Atlanta,
Georgia
| $195M | +$2.58M | +1% | 3.29% | 72.4% | 108 | 4.63% | 2.3 |
|
| 3207 |
FSA
3207
Financial Sense Advisors
San Diego,
California
| $195M | +$3.47M | +2% | 4.76% | 152% | 106 | 40.57% | 1.2 |
|
| 3208 |
SRC
3208
Stone Run Capital
New York
| $195M | +$13.5M | +7% | 3.88% | 77.8% | 72 | 5.56% | 3.3 |
|
| 3209 |
FAM
3209
Flaharty Asset Management
Clearwater,
Florida
| $194M | +$194M | +109,075% | 2.34% | 33.4% | 68 | 17.65% | 0.5 |
|
| 3210 |
AMIM
3210
Aull & Monroe Investment Management
Mobile,
Alabama
| $194M | +$7M | +4% | 4.13% | 96.6% | 135 | 8.89% | 3.3 |
|
| 3211 |
SCM
3211
Salem Capital Management
Woburn,
Massachusetts
| $194M | +$15M | +8% | 4.34% | 32.3% | 71 | 9.86% | 3.4 |
|
| 3212 |
SMC
3212
S. Muoio & Co
New York
| $194M | -$14.8M | -7% | 7.29% | 327% | 113 | 36.28% | 1.4 |
|
| 3213 |
NI
3213
Nepsis Inc
Minneapolis,
Minnesota
| $194M | -$8.86M | -4% | 8.71% | 131% | 45 | 15.56% | 1.9 |
|
| 3214 |
BC
3214
Birchview Capital
Burlington,
Vermont
| $194M | +$4.56M | +2% | 5.97% | 327% | 47 | 27.66% | 1.6 |
|
| 3215 |
FBT
3215
First Bankers Trust
Louisville,
Kentucky
| $193M | +$7.71M | +4% | 3.59% | 78.9% | 128 | 5.47% | 3.6 |
|
| 3216 |
TFCP
3216
Twin Focus Capital Partners
Boston,
Massachusetts
| $193M | +$10.7M | +6% | 4.46% | 92.5% | 101 | 2.97% | 2.1 |
|
| 3217 |
G
3217
Gainplan
Bloomfield Hills,
Michigan
| $193M | +$43.9M | +29% | 1.91% | 103% | 20 | 70% | 0.1 |
|
| 3218 |
YWP
3218
YorkBridge Wealth Partners
New York
| $193M | +$4.46M | +2% | 4.19% | 36.5% | 953 | 10.7% | 0.7 |
|
| 3219 |
SCM
3219
Sio Capital Management
New York
| $193M | -$17.7M | -8% | 2.01% | 564% | 80 | 60% | 0.5 |
|
| 3220 |
TL
3220
TowerView LLC
New York
| $193M | -$5.27M | -3% | 2.14% | 17.9% | 27 | 18.52% | 3.1 |
|
| 3221 |
PTB
3221
Pioneer Trust Bank
Salem,
Oregon
| $193M | +$12.3M | +7% | 4.07% | 61.4% | 75 | 9.33% | 3.4 |
|
| 3222 |
PCTC
3222
Perkins Coie Trust Company
Seattle,
Washington
| $193M | +$6.76M | +4% | 4.2% | 83.2% | 307 | 3.26% | 2.7 |
|
| 3223 |
TCM
3223
Talara Capital Management
Montclair,
New Jersey
| $192M | -$92.6M | -32% | 2.07% | 17.4% | 18 | 11.11% | 1.5 |
|
| 3224 |
HIC
3224
Holderness Investments Company
Greensboro,
North Carolina
| $192M | +$3.79M | +2% | 5.26% | 144% | 209 | 10.05% | 1.6 |
|
| 3225 |
LCM
3225
Lucha Capital Management
San Francisco,
California
| $192M | -$117M | -38% | 5.12% | 84.3% | 37 | 51.35% | 0.3 |
|