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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%
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 | |
|---|---|---|---|---|---|---|---|---|---|
| 3201 |
ACM
3201
Analog Century Management
New York
| $373M | +$12.9M | +4% | 0.2% | 452% | 20 | 0% |
|
| 3202 |
CBA
3202
Coastal Bridge Advisors
Westport,
Connecticut
| $373M | -$35.1M | -9% | 0.41% | 67.4% | 183 | 13.66% |
|
| 3203 |
CCM
3203
Contrarian Capital Management
Greenwich,
Connecticut
| $373M | +$2.03M | +0.5% | 9.53% | 24.6% | 36 | 16.67% |
|
| 3204 |
KLWA
3204
Kelly Lawrence W & Associates
Pasadens,
California
| $373M | -$14.1M | -4% | 4.55% | 58.9% | 168 | 6.55% |
|
| 3205 |
CA
3205
Cambridge Advisors
Omaha,
Nebraska
| $372M | -$18.4M | -5% | 2.97% | 52.9% | 170 | 5.88% |
|
| 3206 |
FNC
3206
First National Corp
Rockland,
Massachusetts
| $372M | -$48.9M | -12% | 4.28% | 56.3% | 160 | 10% |
|
| 3207 |
JJBC
3207
James J. Burns & Company
Melville,
New York
| $372M | -$21.9M | -6% | 3.92% | 52.3% | 115 | 11.3% |
|
| 3208 |
IF
3208
Ironwood Financial
Tucson,
Arizona
| $372M | -$8.07M | -2% | 3.36% | 48.8% | 142 | 4.93% |
|
| 3209 |
PWA
3209
Peterson Wealth Advisors
Orem,
Utah
| $372M | -$6.19M | -2% | 3.64% | 38.9% | 64 | 4.69% |
|
| 3210 |
DWM
3210
Darwin Wealth Management
Tampa,
Florida
| $372M | -$17.1M | -4% | 2.75% | 56.8% | 151 | 7.28% |
|
| 3211 |
ACM
3211
ADW Capital Management
Miami Beach,
Florida
| $372M | -$20.3M | -5% | 5.39% | 75.7% | 7 | 14.29% |
|
| 3212 |
VM
3212
Valor Management
Chicago,
Illinois
| $372M | -$30.1M | -7% | 7.04% | 15.4% | 5 | 20% |
|
| 3213 |
HBCM
3213
Heron Bay Capital Management
Bloomfield Hills,
Michigan
| $371M | +$10.8M | +3% | 3.13% | 50.9% | 110 | 30.91% |
|
| 3214 |
SA
3214
Sycale Advisors
New York
| $371M | -$86.6M | -19% | 4.67% | 16% | 23 | 34.78% |
|
| 3215 |
BBPWM
3215
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
| $371M | -$6.76M | -2% | 2.94% | 53.3% | 704 | 7.67% |
|
| 3216 |
GF
3216
Gries Financial
Cleveland,
Ohio
| $371M | +$8.86M | +2% | 2.99% | 71.3% | 187 | 19.79% |
|
| 3217 |
PA
3217
Perennial Advisors
New York
| $371M | -$21.5M | -5% | 2.75% | – | 117 | 8.55% |
|
| 3218 |
ARG
3218
Advisory Resource Group
Tulsa,
Oklahoma
| $371M | +$2.88M | +0.8% | 1.45% | 66.5% | 166 | 18.07% |
|
| 3219 |
KIG
3219
Kowal Investment Group
Brookfield,
Wisconsin
| $371M | -$3.38M | -0.9% | 3.1% | 21.1% | 164 | 10.98% |
|
| 3220 |
GC
3220
Gibson Capital
Wexford,
Pennsylvania
| $370M | -$15M | -4% | 4.62% | 49.4% | 54 | 7.41% |
|
| 3221 |
EGI
3221
EAM Global Investors
Solana Beach,
California
| $370M | +$29.5M | +9% | 17% | 2,492% | 142 | 73.94% |
|
| 3222 |
WIC
3222
Wilkins Investment Counsel
Boston,
Massachusetts
| $370M | -$13M | -3% | 2.8% | 44.5% | 77 | 10.39% |
|
| 3223 |
GDP
3223
Great Diamond Partners
Portland,
Maine
| $369M | -$9.39M | -2% | 2.99% | 78.6% | 236 | 14.83% |
|
| 3224 |
PFM
3224
Patton Fund Management
Dallas,
Texas
| $369M | +$26.7M | +8% | 3.44% | 188% | 95 | 34.74% |
|
| 3225 |
MA
3225
MONECO Advisors
Fairfield,
Connecticut
| $369M | +$1.1M | +0.3% | 2.95% | 58.4% | 359 | 12.81% |
|