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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 3376 |
CPA
3376
Columbia Pacific Advisors
Seattle,
Washington
| $138M | +$6.83M | +5% | 0.81% | 5.27% | 56 | 58.93% |
|
| 3377 |
MKC
3377
M. Kraus & Co
Shelburne,
Vermont
| $138M | -$1.46M | -1% | 1.31% | 51.8% | 51 | 7.84% |
|
| 3378 |
AACA
3378
American Assets Capital Advisers
San Diego,
California
| $138M | +$6.98M | +5% | 5.09% | 73.5% | 38 | 31.58% |
|
| 3379 |
NFG
3379
Noven Financial Group
Denver,
Colorado
| $138M | -$1.22M | -0.9% | 1.07% | 45.1% | 42 | 26.19% |
|
| 3380 |
LJHT
3380
Laurie J. Hall Trustee
| $137M | +$116K | +0.1% | 1.04% | 96% | 89 | 3.37% |
|
| 3381 |
GECH
3381
Garnet Equity Capital Holdings
New York
| $137M | +$9.54M | +7% | 2.19% | 302% | 33 | 27.27% |
|
| 3382 |
KL
3382
KWMG LLC
Overland Park,
Kansas
| $137M | +$11.3M | +9% | 1.09% | 72.3% | 131 | 18.32% |
|
| 3383 |
CAM
3383
Chesapeake Asset Management
New York
| $136M | +$484K | +0.4% | 0.2% | 153% | 72 | 9.72% |
|
| 3384 |
PO
3384
Private Ocean
San Rafael,
California
| $136M | -$49K | -0% | 2.21% | 2.82% | 184 | 14.13% |
|
| 3385 |
WCBA
3385
Weaver C. Barksdale & Associates
Nashville,
Tennessee
| $136M | +$3.18M | +2% | 3.02% | 52.2% | 589 | 12.56% |
|
| 3386 |
FC
3386
Financial Consulate
Hunt Valley,
Maryland
| $135M | +$16.9M | +14% | 2.31% | 53.3% | 61 | 18.03% |
|
| 3387 |
BC
3387
Beaconlight Capital
New York
| $135M | +$27.5M | +26% | 5.15% | 282% | 23 | 65.22% |
|
| 3388 |
LWM
3388
Lenox Wealth Management
Cincinnati,
Ohio
| $135M | -$7.93M | -6% | 4.31% | 24.7% | 156 | 2.56% |
|
| 3389 |
DJC
3389
Daily Journal Corp
Los Angeles,
California
| $135M | +$6.58M | +5% | 5.24% | 108% | 4 | 0% |
|
| 3390 |
IWA
3390
Inspirion Wealth Advisors
Libertyville,
Illinois
| $135M | +$11M | +9% | 0.68% | 47% | 58 | 6.9% |
|
| 3391 |
GWM
3391
Graybill Wealth Management
Elmhurst,
Illinois
| $135M | +$2M | +2% | 1.35% | – | 52 | 1.92% |
|
| 3392 |
NCM
3392
Newgate Capital Management
Greenwich,
Connecticut
| $135M | -$8.05M | -6% | 2.54% | 7.68% | 119 | 33.61% |
|
| 3393 |
VIG
3393
Vienna Insurance Group
Warsaw,
Poland
| $135M | -$2.31M | -2% | 0.21% | 188% | 23 | 52.17% |
|
| 3394 |
BB
3394
Bell Bank
Fargo,
North Dakota
| $135M | -$7.39M | -5% | 1.83% | 64.3% | 154 | 8.44% |
|
| 3395 |
TCM
3395
Tuttle Capital Management
Riverside,
Connecticut
| $135M | -$10.2M | -7% | 1.3% | 115% | 30 | 50% |
|
| 3396 |
CMP
3396
Courage Miller Partners
Norfolk,
Virginia
| $134M | +$776K | +0.6% | 1.19% | 40.3% | 58 | 5.17% |
|
| 3397 |
WOC
3397
West Oak Capital
Westlake Village,
California
| $134M | -$2.03M | -1% | 0.82% | 110% | 330 | 7.27% |
|
| 3398 |
HA
3398
Havens Advisors
New York
| $134M | +$8.79M | +7% | 10.8% | 460% | 44 | 52.27% |
|
| 3399 |
ATC
3399
Adirondack Trust Company
Saratoga Springs,
New York
| $134M | +$398K | +0.3% | 0.41% | 84.9% | 368 | 5.43% |
|
| 3400 |
PIA
3400
Peachtree Investment Advisors
Atlanta,
Georgia
| $134M | -$5.46M | -4% | 0.09% | 24.2% | 348 | 8.33% |
|