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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3326 |
PCM
3326
Proxima Capital Management
New York
| $179M | -$5.48M | -3% | 9.73% | 20.7% | 42 | 23.81% | 1.8 |
|
| 3327 |
3327
Delphi Management
Brookline,
Massachusetts
| $179M | -$1.51M | -0.8% | 6.78% | 111% | 90 | 16.67% | 2 |
|
| 3328 |
3328
Marietta Wealth Management
Marietta,
Georgia
| $179M | +$14.1M | +9% | 4.13% | 93% | 122 | 7.38% | 0.7 |
|
| 3329 |
3329
Garrison Asset Management
Fayetteville,
Arkansas
| $178M | +$6.06M | +4% | 4.56% | 52.1% | 104 | 6.73% | 3 |
|
| 3330 |
3330
Juncture Wealth Strategies
Scottsdale,
Arizona
| $178M | +$4M | +2% | 3.14% | 76.5% | 89 | 11.24% | 1.7 |
|
| 3331 |
MC
3331
MRJ Capital
New York
| $178M | +$9M | +5% | 5.9% | 127% | 55 | 7.27% | 3 |
|
| 3332 |
3332
Old Point Trust & Financial Services N A
Newport News,
Virginia
| $178M | +$5.51M | +3% | 3.6% | 72.6% | 78 | 6.41% | 3.4 |
|
| 3333 |
3333
Corrado Advisors
Ramsey,
New Jersey
| $178M | -$4.79M | -3% | 1.5% | 64% | 126 | 15.87% | 1.6 |
|
| 3334 |
3334
ELCO Management
New York
| $178M | +$6.3M | +4% | 3.1% | 98.3% | 149 | 17.45% | 0.8 |
|
| 3335 |
ICRM
3335
Insight Capital Research & Management
Walnut Creek,
California
| $177M | +$6.59M | +4% | 15.1% | 287% | 153 | 67.32% | 0.4 |
|
| 3336 |
3336
Omega Fund Management
Boston,
Massachusetts
| $177M | +$16.5M | +10% | 24.8% | 106% | 12 | 16.67% | 1.9 |
|
| 3337 |
ECM
3337
EagleClaw Capital Management
Boston,
Massachusetts
| $177M | +$6.22M | +4% | 6.22% | 104% | 112 | 8.93% | 2.8 |
|
| 3338 |
3338
Piershale Financial Group
Barrington,
Illinois
| $177M | +$21.2M | +14% | 3.78% | 82% | 34 | 64.71% | 1.3 |
|
| 3339 |
3339
United Asset Strategies
Garden City,
New York
| $176M | -$161M | -48% | 3.31% | 94.6% | 185 | 53.51% | 1.5 |
|
| 3340 |
MC
3340
Miles Capital
West Des Moines,
Iowa
| $176M | -$9.6M | -5% | 3.57% | 15.4% | 245 | 39.18% | 1.1 |
|
| 3341 |
3341
Keystone Financial Planning
Cleveland,
Ohio
| $176M | +$11.2M | +7% | 5.19% | 46% | 48 | 6.25% | 2.8 |
|
| 3342 |
3342
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
| $176M | +$7.85M | +5% | 2.91% | 38.2% | 56 | 19.64% | 1.9 |
|
| 3343 |
3343
Peoples Financial Services Corp
Moosic,
Pennsylvania
| $176M | +$5.5M | +3% | 4.66% | 104% | 354 | 2.26% | 2.9 |
|
| 3344 |
3344
Intersect Capital
San Ramon,
California
| $176M | +$9.5M | +6% | 3.79% | 57.2% | 113 | 7.08% | 1.7 |
|
| 3345 |
3345
Toscafund Asset Management
London,
United Kingdom
| $176M | -$12.7M | -7% | 2.38% | 80.9% | 7 | 14.29% | 1.8 |
|
| 3346 |
3346
Palisades Hudson Asset Management
Fort Lauderdale,
Florida
| $176M | +$4.97M | +3% | 4.74% | 66.8% | 115 | 10.43% | 2.9 |
|
| 3347 |
3347
Round Hill Asset Management
Pasadena,
California
| $175M | +$940K | +0.5% | 2.39% | 43.2% | 62 | 3.23% | 0.7 |
|
| 3348 |
3348
Eagle Capital Management (Louisiana)
Mandeville,
Louisiana
| $175M | +$7.33M | +4% | 5.73% | 103% | 46 | 10.87% | 2 |
|
| 3349 |
BRC
3349
Bell Rock Capital
Rehoboth Beach,
Delaware
| $175M | +$12.6M | +8% | 6.21% | – | 456 | 15.13% | 0.6 |
|
| 3350 |
3350
Newfound Research
Wellesley Hills,
Massachusetts
| $175M | +$31.6M | +22% | 2.67% | 54.6% | 241 | 12.45% | 1.1 |
|