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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 |
SCP
3251
Seafarer Capital Partners
Larkspur,
California
| $170M | – | – | 5.14% | 43% | 3 | – | 0 |
|
| 3252 |
RHAM
3252
Round Hill Asset Management
Pasadena,
California
| $170M | – | – | 2.24% | 43.2% | 64 | – | 0 |
|
| 3253 |
SRCM
3253
Swift Run Capital Management
Charlottesville,
Virginia
| $169M | -$1.4M | -0.8% | 8.71% | 9.9% | 58 | 17.24% | 1.6 |
|
| 3254 |
YWP
3254
YorkBridge Wealth Partners
New York
| $169M | – | – | 2.79% | 36.5% | 908 | – | 0 |
|
| 3255 |
HIM
3255
HughesLittle Investment Management
Vancouver,
| $169M | +$4.1M | +2% | 1.43% | 106% | 19 | 31.58% | 1.9 |
|
| 3256 |
WAP
3256
Wealthcare Advisory Partners
West Chester,
Pennsylvania
| $169M | +$15.1M | +10% | 0.46% | 60.4% | 142 | 18.31% | 0.4 |
|
| 3257 |
UAM
3257
UAS Asset Management
New York
| $169M | +$23.4M | +16% | 6.21% | 98% | 33 | 39.39% | 1.6 |
|
| 3258 |
FNBOMD
3258
First National Bank of Mount Dora
Mount Dora,
Florida
| $169M | -$9.29M | -5% | 4.89% | 84.5% | 84 | 9.52% | 2.9 |
|
| 3259 |
MM
3259
Meridian Management
Little Rock,
Arkansas
| $169M | -$4.7M | -3% | 2.12% | 57.8% | 70 | 8.57% | 2.2 |
|
| 3260 |
SFS
3260
Shaker Financial Services
Arlington,
Virginia
| $169M | +$16.4M | +11% | 1.66% | 12.9% | 151 | 53.64% | 0.7 |
|
| 3261 |
PFM
3261
PacWest Financial Management
Phoenix,
Arizona
| $169M | +$5.51M | +3% | 1.96% | 19.2% | 84 | 8.33% | 2.6 |
|
| 3262 |
EGA
3262
E&G Advisors
Houston,
Texas
| $169M | -$1.5M | -0.9% | 2.11% | 97.7% | 129 | 17.83% | 1.5 |
|
| 3263 |
UMA
3263
USA Mutuals Advisors
Dallas,
Texas
| $169M | -$9.78M | -5% | 0.24% | 14.1% | 32 | 0% | 2.9 |
|
| 3264 |
HFM
3264
Hartford Financial Management
Hartford,
Connecticut
| $169M | +$4.07M | +2% | 5.76% | 79.6% | 344 | 13.95% | 1.7 |
|
| 3265 |
ST
3265
Somerset Trust
Somerset,
Pennsylvania
| $169M | +$750K | +0.4% | 4.08% | 80.5% | 153 | 7.19% | 2.5 |
|
| 3266 |
PAA
3266
Peregrine Asset Advisers
Portland,
Oregon
| $168M | +$9.51M | +6% | 10.2% | 182% | 130 | 46.15% | 1.5 |
|
| 3267 |
GA
3267
Geller Advisors
New York
| $168M | -$7.27M | -4% | 0.8% | 20.4% | 30 | 40% | 2.8 |
|
| 3268 |
FCPV
3268
FS Capital Partners VI
Los Angeles,
California
| $168M | +$15.3M | +10% | 10% | – | 1 | 0% | 2 |
|
| 3269 |
FFC
3269
First Financial Corp
Terre Haute,
Indiana
| $168M | -$566K | -0.3% | 12% | 95.3% | 422 | 11.14% | 2.8 |
|
| 3270 |
ACM
3270
Atika Capital Management
New York
| $168M | -$76.9M | -31% | 7.21% | 811% | 86 | 60.47% | 0.5 |
|
| 3271 |
SCM
3271
Stonepine Capital Management
Bend,
Oregon
| $168M | +$45.3M | +37% | 12.6% | 231% | 27 | 55.56% | 0.3 |
|
| 3272 |
BLAM
3272
Bourne Lent Asset Management
Pawling,
New York
| $168M | +$31.8M | +23% | 4.44% | 76.1% | 59 | 15.25% | 1.4 |
|
| 3273 |
WRTC
3273
Wind River Trust Company
Jackson,
Wyoming
| $167M | -$6.84M | -4% | 2.15% | 62.1% | 8 | 0% | 3.2 |
|
| 3274 |
IHM
3274
Iguana Healthcare Management
New York
| $167M | -$114M | -41% | 5.32% | 141% | 94 | 57.45% | 0.7 |
|
| 3275 |
BHA
3275
Beech Hill Advisors
New York
| $167M | +$3.8M | +2% | 2.32% | 105% | 91 | 23.08% | 1.6 |
|