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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%
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 Time Held (Qtrs) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3326 |
FPA
3326
Fieldpoint Private Advisors
New York
| $141M | -$522K | -0.4% | 2.92% | 34% | 62 | 17.74% | 7.3 |
|
| 3327 |
NCM
3327
Nebula Capital Management
Stamford,
Connecticut
| $141M | -$16.7M | -11% | 2.19% | 25.6% | 34 | 23.53% | 4.6 |
|
| 3328 |
NME
3328
Notis-McConarty Edward
| $141M | +$1.46M | +1% | 2.6% | 91.2% | 99 | 4.04% | 8.4 |
|
| 3329 |
CCM
3329
CWH Capital Management
Spokane,
Washington
| $141M | -$14.4M | -9% | 3.28% | 29.9% | 62 | 40.32% | 5.5 |
|
| 3330 |
LFG
3330
LifePlan Financial Group
Dayton,
Ohio
| $141M | -$21K | -0% | 2.68% | 20.2% | 98 | 9.18% | 7.2 |
|
| 3331 |
NB
3331
Nicolet Bankshares
Green Bay,
Wisconsin
| $141M | +$39.9M | +40% | 6.4% | 75.5% | 145 | 9.66% | 0.9 |
|
| 3332 |
DCM
3332
Delta Capital Management
Red Bank,
New Jersey
| $141M | +$3.59M | +3% | 2.32% | 125% | 72 | 18.06% | 7.7 |
|
| 3333 |
BC
3333
Birchview Capital
Burlington,
Vermont
| $140M | -$33.4M | -19% | 16.8% | 327% | 43 | 13.95% | 3.8 |
|
| 3334 |
MI
3334
Montage Investments
Leawood,
Kansas
| $140M | +$89.3M | +176% | 2.06% | – | 174 | 61.49% | 0.4 |
|
| 3335 |
RDM
3335
Retirement Design & Management
Westport,
Connecticut
| $140M | -$39.3M | -22% | 1.53% | – | 73 | 10.96% | 3.8 |
|
| 3336 |
EPIM
3336
Equinox Partners Investment Management
Stamford,
Connecticut
| $140M | +$29M | +26% | 32% | 241% | 15 | 6.67% | 6.9 |
|
| 3337 |
AW
3337
Alpha Windward
Westwood,
Massachusetts
| $140M | +$2.74M | +2% | 3.74% | 33.6% | 456 | 18.42% | 6.3 |
|
| 3338 |
GIM
3338
Groesbeck Investment Management
Paramus,
New Jersey
| $140M | -$17.3M | -11% | 1.4% | 147% | 93 | 25.81% | 6.6 |
|
| 3339 |
KFP
3339
Keystone Financial Planning
Cleveland,
Ohio
| $140M | +$7.65M | +6% | 4.66% | 46% | 44 | 4.55% | 7.4 |
|
| 3340 |
ACP
3340
Arcus Capital Partners
Atlanta,
Georgia
| $140M | +$1.02M | +0.7% | 2.19% | 69.2% | 89 | 30.34% | 1 |
|
| 3341 |
GC
3341
Gratry & Company
Beachwood,
Ohio
| $140M | -$14M | -9% | 0.19% | 44.3% | 88 | 39.77% | 3.5 |
|
| 3342 |
SAIG
3342
Semper Augustus Investments Group
Highlands Ranch,
Colorado
| $139M | -$3.21M | -2% | 8.96% | 95.4% | 33 | 12.12% | 9.7 |
|
| 3343 |
DWM
3343
Dakota Wealth Management
Palm Beach Gardens,
Florida
| $139M | -$8.26M | -6% | 1.41% | 112% | 54 | 7.41% | 4.6 |
|
| 3344 |
RAM
3344
Riggs Asset Management
Dallas,
Pennsylvania
| $139M | -$63.3M | -31% | 0.29% | 207% | 293 | 11.95% | 5.2 |
|
| 3345 |
NOCM
3345
Night Owl Capital Management
Greenwich,
Connecticut
| $139M | -$18.5M | -12% | 1.49% | 162% | 21 | 38.1% | 7.7 |
|
| 3346 |
CWP
3346
Capital Wealth Planning
Naples,
Florida
| $139M | +$30.1M | +28% | 7.79% | 73.9% | 118 | 35.59% | 5.7 |
|
| 3347 |
SCP
3347
Scoria Capital Partners
Stamford,
Connecticut
| $139M | -$168M | -55% | 1.87% | – | 132 | 75% | 1.1 |
|
| 3348 |
FFM
3348
Fullerton Fund Management
Singapore
| $139M | +$8.16M | +6% | 4.95% | 412% | 19 | 31.58% | 2.1 |
|
| 3349 |
BPV
3349
Battery Partners VII
Boston,
Massachusetts
| $139M | -$50.4M | -27% | 8.84% | – | 1 | 0% | 5 |
|
| 3350 |
CCPM
3350
Cooper Creek Partners Management
New York
| $139M | +$45.4M | +49% | 0.16% | 86.4% | 39 | 46.15% | 2.8 |
|