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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3276 |
BCA
3276
Bray Capital Advisors
Naples,
Florida
| $215M | +$551K | +0.3% | 2.86% | 36.6% | 361 | 10.8% | 1 |
|
| 3277 |
WCM
3277
Windsor Capital Management
Phoenix,
Arizona
| $215M | +$2.51M | +1% | 1.01% | 49.1% | 117 | 2.56% | 3.4 |
|
| 3278 |
GA
3278
Greytown Advisors
Miami,
Florida
| $214M | +$14.4M | +7% | 0.59% | 14.1% | 75 | 8% | 1.3 |
|
| 3279 |
TA
3279
TRB Advisors
New York
| $214M | +$166M | +346% | 11.3% | 64% | 11 | 27.27% | 1.2 |
|
| 3280 |
REMPR
3280
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
| $214M | +$6.51M | +3% | 0.81% | 62.3% | 92 | 7.61% | 2.4 |
|
| 3281 |
ACM
3281
Aubrey Capital Management
Edinburgh,
United Kingdom
| $214M | +$96.3M | +82% | 13.6% | 264% | 45 | 57.78% | 0.3 |
|
| 3282 |
VIA
3282
Vantis Investment Advisers
Miami,
Florida
| $214M | -$131M | -38% | 6.98% | 39.6% | 25 | 52% | 0.4 |
|
| 3283 |
OFW
3283
Omnia Family Wealth
Aventura,
Florida
| $214M | -$3.94M | -2% | 0.31% | 80.6% | 640 | 14.22% | 1.3 |
|
| 3284 |
DCM
3284
DAFNA Capital Management
Los Angeles,
California
| $214M | +$8.02M | +4% | 15.8% | 313% | 89 | 34.83% | 1.5 |
|
| 3285 |
UOC
3285
University of Chicago
Chicago,
Illinois
| $213M | -$175M | -45% | 0.86% | 62.3% | 6 | 33.33% | 1.4 |
|
| 3286 |
FCM
3286
Firsthand Capital Management
San Jose,
California
| $213M | +$34.4M | +19% | 14% | 265% | 55 | 10.91% | 2.5 |
|
| 3287 |
CDIA
3287
Capital Directions Investment Advisors
Atlanta,
Georgia
| $213M | -$105M | -33% | 0.88% | 7.53% | 200 | 73% | 1.2 |
|
| 3288 |
ACM
3288
Armbruster Capital Management
Pittsford,
New York
| $213M | -$1.19M | -0.6% | 1.89% | 64.3% | 224 | 69.64% | 2.3 |
|
| 3289 |
RA
3289
Rational Advisors
Huntington,
New York
| $213M | +$951K | +0.4% | 4.03% | 37.7% | 604 | 29.14% | 0.5 |
|
| 3290 |
P8IP
3290
Pier 88 Investment Partners
San Francisco,
California
| $213M | +$3.54M | +2% | 1.3% | 36.1% | 128 | 44.53% | 0.7 |
|
| 3291 |
KC
3291
Keenan Capital
Burlingame,
California
| $213M | +$41.3M | +24% | 12.9% | 110% | 16 | 18.75% | 0.4 |
|
| 3292 |
FA
3292
FMA Advisory
Harrisburg,
Pennsylvania
| $213M | +$7.24M | +4% | 1.98% | 46.7% | 152 | 7.24% | 1 |
|
| 3293 |
SH
3293
Scepter Holdings
Fort Worth,
Texas
| $213M | -$1.43M | -0.7% | 2.68% | – | 6 | 33.33% | 0.3 |
|
| 3294 |
ACM
3294
Aquamarine Capital Management
New York
| $213M | +$4.45M | +2% | 2.93% | 23% | 17 | 0% | 3 |
|
| 3295 |
3295
Meridian Wealth Management
Lexington,
Kentucky
| $213M | +$12M | +6% | 6.63% | 117% | 210 | 29.05% | 0.9 |
|
| 3296 |
RPA
3296
Rock Point Advisors
Burlington,
Vermont
| $213M | +$9.62M | +5% | 2.23% | 82.8% | 77 | 9.09% | 3.1 |
|
| 3297 |
GCM
3297
Gladstone Capital Management
London,
United Kingdom
| $212M | +$6.85M | +3% | 5.14% | 304% | 13 | 38.46% | 1 |
|
| 3298 |
YCM
3298
Yost Capital Management
Houston,
Texas
| $212M | +$74.2M | +54% | 8.55% | 125% | 11 | 36.36% | 1 |
|
| 3299 |
IWA
3299
Inspirion Wealth Advisors
Libertyville,
Illinois
| $212M | +$7.69M | +4% | 3.4% | 52.5% | 78 | 7.69% | 2.4 |
|
| 3300 |
SVC
3300
Strycker View Capital
New York
| $212M | +$27M | +15% | 1.83% | 114% | 17 | 29.41% | 0.6 |
|