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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 |
3326
Hamilton Point Investment Advisors
Chapel Hill,
North Carolina
| $214M | +$12.2M | +6% | 6.44% | 79.3% | 73 | 4.11% | 3.3 |
|
| 3327 |
3327
MGO One Seven
Beachwood,
Ohio
| $214M | – | – | 6.72% | 90.7% | 357 | – | 0.7 |
|
| 3328 |
3328
Capital Investment Advisory Services
Raleigh,
North Carolina
| $213M | +$13.6M | +7% | 4.21% | 69.3% | 240 | 18.75% | 1.1 |
|
| 3329 |
DI
3329
Dalton Investments
Las Vegas,
Nevada
| $213M | -$19.8M | -8% | 4.66% | 95.1% | 40 | 15% | 2.2 |
|
| 3330 |
SMH
3330
Sanders Morris Harris
Houston,
Texas
| $213M | -$2.6M | -1% | 1.3% | 85.8% | 153 | 19.61% | 1.7 |
|
| 3331 |
1C
3331
1060 Capital
Denver,
Colorado
| $213M | -$159M | -43% | 0.16% | 301% | 44 | 95.45% | 0.1 |
|
| 3332 |
3332
Stanley Capital Management
Houston,
Texas
| $213M | -$14.4M | -6% | 2.86% | 158% | 34 | 5.88% | 2.7 |
|
| 3333 |
LFR
3333
Lehman Financial Resources
Media,
Pennsylvania
| $213M | +$14.9M | +8% | 4.25% | 58.2% | 105 | 19.05% | 2.3 |
|
| 3334 |
SH
3334
Sandia Holdings
Greenwich,
Connecticut
| $213M | -$9.8M | -4% | 5.05% | – | 21 | 14.29% | 1.2 |
|
| 3335 |
CG
3335
Compass Group
New York
| $213M | -$54.2M | -20% | 3.29% | 64.6% | 17 | 41.18% | 0.5 |
|
| 3336 |
TCM
3336
Tegean Capital Management
New York
| $213M | +$21.1M | +11% | 4.04% | – | 22 | 18.18% | 1.8 |
|
| 3337 |
DCM
3337
DeGreen Capital Management
Scottsdale,
Arizona
| $213M | +$1.29M | +0.6% | 1.73% | 28.5% | 19 | 36.84% | 1.6 |
|
| 3338 |
DCCA
3338
D.C. Capital Advisors
New York
| $213M | -$6.24M | -3% | 4.63% | 59.9% | 31 | 32.26% | 1.8 |
|
| 3339 |
3339
Cheviot Value Management
Beverly Hills,
California
| $213M | +$8.85M | +4% | 6.45% | 77.8% | 71 | 8.45% | 2.7 |
|
| 3340 |
GCA
3340
Gideon Capital Advisors
New York
| $212M | +$12.5M | +6% | 2.4% | 37.6% | 552 | 76.99% | 0.2 |
|
| 3341 |
SFA
3341
Stewardship Financial Advisors
Stockbridge,
Georgia
| $212M | +$11.6M | +6% | 5.44% | 39.1% | 76 | 38.16% | 1.4 |
|
| 3342 |
FCM
3342
Firsthand Capital Management
San Jose,
California
| $212M | -$1.07M | -0.5% | 17.7% | 265% | 56 | 17.86% | 2.6 |
|
| 3343 |
3343
Brickley Wealth Management
San Mateo,
California
| $212M | -$5.37M | -2% | 4.77% | 62.6% | 42 | 42.86% | 0.4 |
|
| 3344 |
ACP
3344
Arcus Capital Partners
Atlanta,
Georgia
| $212M | +$7.02M | +3% | 2.48% | 69.2% | 113 | 13.27% | 1.5 |
|
| 3345 |
3345
Parkside Investments
Deerfield,
Illinois
| $212M | +$7.46M | +4% | 4.42% | 70% | 162 | 48.77% | 0.6 |
|
| 3346 |
OFM
3346
Omega Fund Management
Boston,
Massachusetts
| $211M | +$75.9M | +56% | 1.48% | 106% | 14 | 7.14% | 2.1 |
|
| 3347 |
DLG
3347
Daniel L. Goodwin
| $211M | -$5.02M | -2% | 1.39% | 72.6% | 99 | 7.07% | 3 |
|
| 3348 |
LP
3348
LGL Partners
Philadelphia,
Pennsylvania
| $211M | -$1.36M | -0.6% | 3.4% | 68.9% | 59 | 11.86% | 2.1 |
|
| 3349 |
APSP
3349
Asset Planning Services (Pennsylvania)
Harleysville,
Pennsylvania
| $211M | +$6.09M | +3% | 5.49% | 62.1% | 290 | 10% | 2.5 |
|
| 3350 |
FWC
3350
First Washington Corp
Seattle,
Washington
| $210M | +$8.66M | +4% | 6.09% | 142% | 90 | 23.33% | 2.6 |
|