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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3251 |
3251
First Citizens Bancorporation
Columbia,
South Carolina
| $125M | -$1.37M | -1% | 2.94% | – | 112 | 17.86% | 0.6 |
|
| 3252 |
3252
New Century Advisors
Chevy Chase,
Maryland
| $124M | +$5.24M | +4% | 0.8% | – | 48 | 20.83% | 0.2 |
|
| 3253 |
3253
Capital Impact Advisors
Boston,
Massachusetts
| $124M | -$413K | -0.3% | 1.69% | – | 93 | 1.08% | 0.3 |
|
| 3254 |
3254
Wilsey Asset Management
San Diego,
California
| $124M | +$14.9M | +14% | 1.91% | 66.9% | 28 | 21.43% | 0.2 |
|
| 3255 |
DIS
3255
Diversified Investment Strategies
Baton Rouge,
Louisiana
| $124M | -$1.02M | -0.8% | 3.69% | 86% | 72 | 11.11% | 0.6 |
|
| 3256 |
3256
Avalon Capital Management
Port Of Redwood City,
California
| $124M | +$5.14M | +4% | 3.27% | 151% | 137 | 59.85% | 0.3 |
|
| 3257 |
3257
BSW Wealth Partners
Boulder,
Colorado
| $124M | -$1.62M | -1% | 1.42% | 75.4% | 55 | 16.36% | 0.6 |
|
| 3258 |
3258
Elite Wealth Management
Kirkland,
Washington
| $124M | -$13.2M | -10% | 1.03% | 142% | 950 | 69.68% | 0.5 |
|
| 3259 |
3259
Amarillo National Bank
Amarillo,
Texas
| $123M | +$3.44M | +3% | 2.18% | 56.3% | 134 | 13.43% | 0.7 |
|
| 3260 |
3260
Panthera Investment
Frankfurt,
Germany
| $123M | – | – | 0.8% | – | 45 | – | 0 |
|
| 3261 |
3261
Murphy Pohlad Asset Management
Eden Prairie,
Minnesota
| $123M | +$941K | +0.8% | 1.32% | 83% | 90 | 7.78% | 0.7 |
|
| 3262 |
3262
Montgomery Investment Management
Rockville,
Maryland
| $123M | +$435K | +0.4% | 3.03% | 98.4% | 64 | 0% | 0.7 |
|
| 3263 |
MKC
3263
M. Kraus & Co
Shelburne,
Vermont
| $123M | +$224K | +0.2% | 2.55% | 65.9% | 49 | 6.12% | 0.3 |
|
| 3264 |
3264
Foothills Asset Management
Scottsdale,
Arizona
| $123M | +$2.1M | +2% | 1.47% | 8.84% | 55 | 10.91% | 0.2 |
|
| 3265 |
3265
Raffa Wealth Management
Washington,
District of Columbia
| $123M | -$42.5M | -26% | 0.87% | 35.8% | 774 | 67.83% | 0.2 |
|
| 3266 |
JPC
3266
Jabodon PT Co
Reno,
Nevada
| $123M | +$11.9M | +11% | 2.99% | 61.9% | 7 | 42.86% | 0.2 |
|
| 3267 |
3267
BlueSpruce Investments
Chicago,
Illinois
| $123M | +$41.1M | +50% | 0.26% | 59.6% | 11 | 36.36% | 0.2 |
|
| 3268 |
3268
Boyar Asset Management
New York
| $123M | +$2.28M | +2% | 1.03% | 75.5% | 68 | 7.35% | 0.7 |
|
| 3269 |
CFMC
3269
Curbstone Financial Management Corp
Manchester,
New Hampshire
| $123M | – | – | 0.95% | 69.6% | 126 | – | 0 |
|
| 3270 |
3270
Peninsula Asset Management
Bradenton,
Florida
| $122M | -$1.32M | -1% | 2.04% | 44.1% | 51 | 13.73% | 0.7 |
|
| 3271 |
3271
EFG Asset Management (Americas)
Miami,
Florida
| $122M | +$9.09M | +8% | 0.37% | 112% | 154 | 31.17% | 0.2 |
|
| 3272 |
3272
Quality Growth Management
Rancho Santa Fe,
California
| $122M | +$5.12M | +4% | 1.4% | – | 22 | 4.55% | 0.2 |
|
| 3273 |
3273
Pear Tree Advisors
Lincoln,
Massachusetts
| $122M | +$42M | +52% | 9.18% | 45.8% | 51 | 7.84% | 0.6 |
|
| 3274 |
3274
A.D. Beadell Investment Counsel
Mequon,
Wisconsin
| $122M | +$3.81M | +3% | 2.8% | 83.3% | 94 | 12.77% | 0.6 |
|
| 3275 |
3275
Financial Engines Advisors
Santa Clara,
California
| $122M | +$2.01M | +2% | 4.11% | 42.3% | 54 | 5.56% | 0.7 |
|