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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
Altium Wealth Management
Purchase,
New York
| $219M | – | – | 5.24% | 24.9% | 156 | – | 0 |
|
| 3202 |
3202
Mathes Company
New York
| $219M | +$6.22M | +3% | 8.74% | 121% | 149 | 7.38% | 2.7 |
|
| 3203 |
3203
Omnia Family Wealth
Aventura,
Florida
| $218M | +$12.3M | +6% | 4.35% | 80.6% | 669 | 13% | 0.9 |
|
| 3204 |
3204
Amtrust Financial Services
New York
| $218M | +$30.4M | +16% | 8.04% | 61.9% | 68 | 36.76% | 0.5 |
|
| 3205 |
3205
All Terrain Financial Advisors
Coon Rapids,
Minnesota
| $218M | – | – | 8.4% | 71.1% | 248 | – | 0 |
|
| 3206 |
3206
Formidable Asset Management
Cincinnati,
Ohio
| $217M | -$19.6M | -8% | 6.5% | 52.2% | 232 | 59.05% | 2.2 |
|
| 3207 |
3207
Shah Capital Management
Raleigh,
North Carolina
| $217M | +$18.3M | +9% | 25.7% | 287% | 15 | 26.67% | 2.2 |
|
| 3208 |
3208
McNamara Financial Services
Marshfield,
Massachusetts
| $217M | +$9.24M | +4% | 3.63% | 42.6% | 39 | 15.38% | 1.4 |
|
| 3209 |
3209
Pinnacle Family Advisors
Springfield,
Missouri
| $217M | +$4.17M | +2% | 5.33% | 85.8% | 84 | 34.52% | 0.6 |
|
| 3210 |
3210
Glenview State Bank Trust Department
Glenview,
Illinois
| $217M | +$11.1M | +5% | 7.85% | 76.6% | 102 | 9.8% | 3.1 |
|
| 3211 |
3211
Portland Hill Asset Management
London,
United Kingdom
| $217M | +$15.1M | +8% | 8.74% | 30.2% | 20 | 5% | 0.9 |
|
| 3212 |
3212
Argus Investors Counsel
New York
| $217M | +$14.5M | +7% | 8.37% | 132% | 51 | 0% | 4.3 |
|
| 3213 |
3213
Financial Sense Advisors
San Diego,
California
| $216M | +$21.8M | +11% | 7.15% | 152% | 100 | 40% | 1 |
|
| 3214 |
3214
MGO One Seven
Beachwood,
Ohio
| $216M | – | – | 5.55% | 90.7% | 1,854 | – | 0 |
|
| 3215 |
SC
3215
Saybrook Capital
Winston Salem,
North Carolina
| $216M | +$12.7M | +6% | 7.37% | 67.1% | 54 | 9.26% | 3.4 |
|
| 3216 |
MA
3216
Marshwinds Advisory
St Simons Island,
Georgia
| $216M | +$678K | +0.3% | 4.6% | 32.9% | 141 | 8.51% | 3.8 |
|
| 3217 |
3217
Symmetry Partners
Glastonbury,
Connecticut
| $216M | +$19.7M | +10% | 2.42% | 58.5% | 31 | 0% | 1 |
|
| 3218 |
UAM
3218
UAS Asset Management
New York
| $216M | +$10.1M | +5% | 9.87% | 98% | 31 | 38.71% | 1.8 |
|
| 3219 |
ITIM
3219
Indiana Trust & Investment Management
Mishawaka,
Indiana
| $216M | +$7.95M | +4% | 2.87% | 114% | 139 | 8.63% | 3.2 |
|
| 3220 |
3220
Kettle Hill Capital Management
New York
| $215M | +$127M | +143% | 7.04% | 37.4% | 53 | 67.92% | 0.3 |
|
| 3221 |
3221
General Electric
Evendale,
Ohio
| $215M | -$65.3M | -23% | 17.3% | 23.2% | 8 | 37.5% | 1.2 |
|
| 3222 |
3222
Night Owl Capital Management
Greenwich,
Connecticut
| $215M | +$7.7M | +4% | 7.28% | 162% | 26 | 7.69% | 2.3 |
|
| 3223 |
3223
Rock Point Advisors
Burlington,
Vermont
| $215M | -$69K | -0% | 2.74% | 82.8% | 79 | 8.86% | 2.8 |
|
| 3224 |
3224
Windsor Capital Management
Phoenix,
Arizona
| $215M | +$16.8M | +8% | 2.79% | 49.1% | 119 | 15.13% | 3.1 |
|
| 3225 |
3225
Fort Point Capital Partners
San Francisco,
California
| $215M | +$5.8M | +3% | 5.78% | 62.2% | 171 | 39.77% | 1.3 |
|