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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3226 |
3226
Carrhae Capital
London,
United Kingdom
| $156M | +$40.2M | +35% | 3.9% | 159% | 13 | 53.85% | 0.1 |
|
| 3227 |
SA
3227
Strategic Advisors
New York
| $156M | +$2.62M | +2% | 0.64% | 105% | 146 | 22.6% | 1.3 |
|
| 3228 |
MWVC
3228
Morgens Waterfall Vintiadis & Co
New York
| $156M | -$23.1M | -13% | 7.91% | 594% | 62 | 58.06% | 0.4 |
|
| 3229 |
SHJ
3229
Sharkey, Howes & Javer
Denver,
Colorado
| $156M | – | – | 4.08% | 54.6% | 223 | – | 0 |
|
| 3230 |
BFA
3230
Benedict Financial Advisors
Atlanta,
Georgia
| $156M | +$2.97M | +2% | 0.49% | 72.4% | 100 | 4% | 0.2 |
|
| 3231 |
EML
3231
Eos Management LP
New York
| $156M | -$120M | -44% | 3.45% | 152% | 67 | 55.22% | 1.5 |
|
| 3232 |
EHWM
3232
Eads & Heald Wealth Management
Atlanta,
Georgia
| $156M | -$1.62M | -1% | 3.25% | 84.4% | 137 | 7.3% | 1.4 |
|
| 3233 |
SIMM
3233
Stillwater Investment Management (Minnesota)
Stillwater,
Minnesota
| $156M | +$6.9M | +5% | 1.04% | 72.3% | 68 | 1.47% | 1.2 |
|
| 3234 |
DA
3234
Doliver Advisors
Houston,
Texas
| $155M | +$12.1M | +8% | 0.13% | 92.3% | 327 | 54.74% | 0.6 |
|
| 3235 |
OPTFSNA
3235
Old Point Trust & Financial Services N A
Newport News,
Virginia
| $155M | -$10.8M | -7% | 1.95% | 72.6% | 81 | 9.88% | 1.6 |
|
| 3236 |
SRC
3236
Stone Run Capital
New York
| $155M | +$9.75M | +7% | 3.42% | 77.8% | 86 | 5.81% | 1.5 |
|
| 3237 |
ILM
3237
Indigo Latam Management
Phoenix,
Arizona
| $155M | +$29.5M | +24% | 23.5% | 39.3% | 1 | 0% | 1.3 |
|
| 3238 |
MCWS
3238
McKinley Carter Wealth Services
Wheeling,
West Virginia
| $155M | +$27.3M | +21% | 4.35% | 57.4% | 110 | 17.27% | 1 |
|
| 3239 |
SFM
3239
Signature Financial Management
Norfolk,
Virginia
| $155M | +$12.2M | +9% | 1.72% | 20.8% | 97 | 13.4% | 1.2 |
|
| 3240 |
FPIS
3240
Financial Planning & Information Services
De Pere,
Wisconsin
| $155M | +$10.9M | +8% | 1.79% | 13% | 34 | 11.76% | 1.2 |
|
| 3241 |
AWA
3241
Arete Wealth Advisors
Chicago,
Illinois
| $155M | +$13.3M | +9% | 0.6% | 85.3% | 169 | 26.04% | 0.8 |
|
| 3242 |
PA
3242
Paracle Advisors
Mercer Island,
Washington
| $155M | +$2.96M | +2% | 2.6% | 30.9% | 40 | 15% | 0.5 |
|
| 3243 |
SFPIA
3243
Stevens First Principles Investment Advisors
Newport Beach,
California
| $155M | +$3.14M | +2% | 0.27% | 44% | 236 | 21.19% | 1.2 |
|
| 3244 |
BT
3244
Brandywine Trust
Hockessin,
Delaware
| $155M | +$46.1M | +42% | 1.53% | 32.7% | 22 | 0% | 1.6 |
|
| 3245 |
PTB
3245
Pioneer Trust Bank
Salem,
Oregon
| $155M | +$2.36M | +2% | 0.08% | 61.4% | 74 | 9.46% | 1.4 |
|
| 3246 |
SVGI
3246
Sapphire Ventures (GPE) I
Palo Alto,
California
| $155M | -$15.7M | -9% | 3.53% | – | 8 | 0% | 0.3 |
|
| 3247 |
PCI
3247
Pacifica Capital Investments
Leander,
Texas
| $155M | -$953K | -0.6% | 1.2% | 70.4% | 14 | 0% | 1.5 |
|
| 3248 |
ECM
3248
EagleClaw Capital Management
Boston,
Massachusetts
| $154M | +$2.9M | +2% | 2.76% | 104% | 106 | 3.77% | 0.9 |
|
| 3249 |
CRM
3249
Capital Returns Management
Rye,
New York
| $154M | +$17M | +12% | 0.24% | 4.39% | 20 | 25% | 0.9 |
|
| 3250 |
3250
Koshinski Asset Management
Decatur,
Illinois
| $154M | -$22.2M | -13% | 3.31% | 76.5% | 256 | 21.09% | 0.2 |
|