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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%
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50
100
250
500
1,000
2,500
5,000
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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 3251 |
HCM
3251
Huber Capital Management
El Segundo,
California
| $387M | -$4.97M | -1% | 0.37% | 70.4% | 101 | 1.98% |
|
| 3252 |
SHJ
3252
Sharkey, Howes & Javer
Denver,
Colorado
| $387M | +$9.97M | +3% | 0.71% | 54.6% | 81 | 9.88% |
|
| 3253 |
HAS
3253
HBW Advisory Services
Simi Valley,
California
| $387M | +$6.36M | +2% | 2.09% | 62.1% | 279 | 22.58% |
|
| 3254 |
SR
3254
Swiss Re
Zurich,
Switzerland
| $386M | +$94.2M | +32% | 0.82% | – | 6 | 33.33% |
|
| 3255 |
RC
3255
Reik & Co
New York
| $386M | -$5.72M | -1% | 0.74% | 38.6% | 53 | 0% |
|
| 3256 |
LA
3256
Lynch & Associates
Newburgh,
Indiana
| $386M | -$3.63M | -0.9% | 0.68% | 62.9% | 107 | 3.74% |
|
| 3257 |
CAM
3257
Cypress Asset Management
Houston,
Texas
| $386M | -$4.53M | -1% | 0.25% | 128% | 134 | 0% |
|
| 3258 |
PCM
3258
Punch Card Management
Winter Park,
Florida
| $386M | +$6.05M | +2% | 1.68% | 41% | 3 | 0% |
|
| 3259 |
OAM
3259
Occidental Asset Management
Burlingame,
California
| $386M | +$9.38M | +2% | 0.61% | 82.5% | 213 | 8.92% |
|
| 3260 |
SFA
3260
Source Financial Advisors
New York
| $385M | -$3.17M | -0.8% | 0.2% | 18.5% | 110 | 6.36% |
|
| 3261 |
WFI
3261
West Family Investments
Carlsbad,
California
| $385M | +$15.8M | +4% | 6.47% | 116% | 398 | 29.9% |
|
| 3262 |
KC
3262
Kingfisher Capital
Charlotte,
North Carolina
| $385M | -$7.52M | -2% | 0.38% | 58.5% | 188 | 10.11% |
|
| 3263 |
SAS
3263
Sage Advisory Services
Austin,
Texas
| $385M | +$19.6M | +5% | 1.46% | 33.9% | 64 | 25% |
|
| 3264 |
NG
3264
Northstar Group
New York
| $385M | +$2.71M | +0.7% | 0.73% | 63.9% | 154 | 6.49% |
|
| 3265 |
EWA
3265
Encompass Wealth Advisors
Portland,
Oregon
| $383M | -$23.1M | -6% | 0.19% | 63.2% | 394 | 15.74% |
|
| 3266 |
BCM
3266
BlueMar Capital Management
Miami,
Florida
| $383M | -$46.4M | -11% | 0.4% | 27.4% | 65 | 29.23% |
|
| 3267 |
OWIM
3267
Old West Investment Management
Los Angeles,
California
| $383M | -$101M | -21% | 6.65% | 242% | 64 | 14.06% |
|
| 3268 |
WI
3268
WrapManager Inc
Mill Valley,
California
| $383M | -$4.93M | -1% | 0.87% | 64.6% | 325 | 16% |
|
| 3269 |
UAM
3269
UAS Asset Management
New York
| $383M | -$24.7M | -6% | 1.4% | 98% | 33 | 60.61% |
|
| 3270 |
EPAM
3270
Euro Pacific Asset Management
Dorado,
Puerto Rico
| $383M | -$27.3M | -7% | 9.09% | 122% | 57 | 17.54% |
|
| 3271 |
PCM
3271
PenderFund Capital Management
Vancouver,
British Columbia, Canada
| $383M | -$44.5M | -10% | 6.34% | 129% | 153 | 51.63% |
|
| 3272 |
GC
3272
Gibson Capital
Wexford,
Pennsylvania
| $382M | -$2.43M | -0.6% | 0.28% | 60.4% | 43 | 13.95% |
|
| 3273 |
LCM
3273
Lionstone Capital Management
New York
| $382M | -$28.4M | -7% | 0.61% | 74.1% | 20 | 5% |
|
| 3274 |
CAM
3274
Chandler Asset Management
San Diego,
California
| $382M | -$937K | -0.2% | 1.49% | 35.6% | 17 | 0% |
|
| 3275 |
LC
3275
Lindbrook Capital
Calabasas,
California
| $382M | -$65.8M | -15% | 0.88% | 35.8% | 2,081 | 13.84% |
|