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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 |
ATFA
3201
All Terrain Financial Advisors
Coon Rapids,
Minnesota
| $223M | +$3.47M | +2% | 1.87% | 71.1% | 268 | 26.12% | 0.4 |
|
| 3202 |
FNBOMD
3202
First National Bank of Mount Dora
Mount Dora,
Florida
| $223M | +$5.63M | +3% | 2.96% | 84.5% | 100 | 5% | 2.9 |
|
| 3203 |
BMC
3203
Benin Management Corp
Wilton,
Connecticut
| $223M | +$711K | +0.3% | 1.57% | 76.3% | 97 | 6.19% | 3.7 |
|
| 3204 |
SH
3204
Sandia Holdings
Greenwich,
Connecticut
| $223M | +$7.18M | +3% | 6.4% | – | 27 | 44.44% | 0.9 |
|
| 3205 |
CMI
3205
Cider Mill Investments
Greenwich,
Connecticut
| $223M | +$12.5M | +6% | 6.7% | – | 35 | 45.71% | 0.5 |
|
| 3206 |
FA
3206
Fagan Associates
Troy,
New York
| $223M | -$11.8M | -5% | 3.86% | 127% | 115 | 15.65% | 2.4 |
|
| 3207 |
MMEA
3207
MEAG MUNICH ERGO AssetManagement
Munich,
Germany
| $223M | +$10.8M | +5% | 5.31% | 18.2% | 15 | 0% | 2.3 |
|
| 3208 |
HT
3208
Hefren-Tillotson
Pittsburgh,
Pennsylvania
| $223M | +$12.3M | +6% | 1.22% | 40% | 24 | 4.17% | 3.6 |
|
| 3209 |
SCM
3209
Stordahl Capital Management
Greenwood Village,
Colorado
| $223M | +$12.3M | +6% | 2.35% | 50.1% | 43 | 0% | 0.5 |
|
| 3210 |
K
3210
Kemper
Chicago,
Illinois
| $222M | -$25.1M | -10% | 0.21% | 28.6% | 24 | 29.17% | 2.5 |
|
| 3211 |
RCM
3211
Ratan Capital Management
Miami Beach,
Florida
| $222M | +$67.4M | +43% | 14.6% | 616% | 40 | 72.5% | 0.3 |
|
| 3212 |
GF
3212
Goodman Financial
Houston,
Texas
| $222M | +$9.87M | +5% | 4.16% | 52.5% | 52 | 0% | 1.8 |
|
| 3213 |
AIP
3213
Almanack Investment Partners
Wayne,
Pennsylvania
| $222M | -$38M | -15% | 0.18% | 77.8% | 217 | 48.39% | 0.7 |
|
| 3214 |
BPV
3214
Battery Partners VIII
Boston,
Massachusetts
| $222M | -$31.9M | -13% | 36.4% | – | 1 | 0% | 1.5 |
|
| 3215 |
SCM
3215
Southport Capital Management
Chattanooga,
Tennessee
| $222M | -$1.84M | -0.8% | 3.91% | 80% | 209 | 23.92% | 3 |
|
| 3216 |
GFP
3216
Gryphon Financial Partners
Columbus,
Ohio
| $222M | +$26.3M | +13% | 5.42% | 93.7% | 1,042 | 10.17% | 0.5 |
|
| 3217 |
HS
3217
HighVista Strategies
Boston,
Massachusetts
| $221M | -$13M | -6% | 7.68% | 622% | 218 | 60.09% | 0.6 |
|
| 3218 |
CBTWT
3218
Community Bank & Trust (Waco, Texas)
Waco,
Texas
| $221M | +$3.67M | +2% | 2.24% | 108% | 132 | 3.79% | 2.1 |
|
| 3219 |
CPA
3219
Capital Planning Advisors
Roseville,
California
| $221M | -$60.5M | -21% | 3.56% | 64.2% | 128 | 27.34% | 2 |
|
| 3220 |
CCM
3220
CWH Capital Management
Spokane,
Washington
| $221M | +$10.1M | +5% | 1.57% | 29.9% | 52 | 19.23% | 2.5 |
|
| 3221 |
MP
3221
Mediatel Partners
Fort Worth,
Texas
| $221M | -$11.2M | -5% | 4.79% | 11.6% | 2 | 0% | 5 |
|
| 3222 |
VCP
3222
Vernier Capital Partners
New York
| $221M | +$52.7M | +31% | 4.95% | 75.7% | 27 | 55.56% | 0.4 |
|
| 3223 |
CI
3223
Chartist Inc
Seal Beach,
California
| $221M | +$7.1M | +3% | 3.47% | – | 38 | 10.53% | 2.5 |
|
| 3224 |
BCFA
3224
BP Capital Fund Advisors
Dallas,
Texas
| $221M | -$11.1M | -5% | 10.4% | 17.9% | 60 | 30% | 1.2 |
|
| 3225 |
SCM
3225
Springhouse Capital Management
Westport,
Connecticut
| $221M | +$30.2M | +16% | 3.75% | 52% | 18 | 44.44% | 1 |
|