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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3401 |
ECML
3401
Eagle Capital Management (Louisiana)
Mandeville,
Louisiana
| $168M | +$4.95M | +3% | 2.58% | 93.6% | 44 | 4.55% | 1.8 |
|
| 3402 |
PAG
3402
Private Advisory Group
Redmond,
Washington
| $168M | +$18.8M | +13% | 3.16% | 177% | 158 | 34.81% | 0.3 |
|
| 3403 |
VAS
3403
VR Advisory Services
Camana Bay, Grand Cayman,
Cayman Islands
| $168M | -$36.1M | -18% | 4.03% | 89.7% | 27 | 44.44% | 0.8 |
|
| 3404 |
FU
3404
Fairfield University
Fairfield,
Connecticut
| $168M | -$4.91M | -3% | 3.13% | 61.9% | 4 | 0% | 1.4 |
|
| 3405 |
HWCM
3405
Hudson Way Capital Management
Dallas,
Texas
| $167M | +$2.32M | +1% | 10.2% | 51.3% | 15 | 20% | 0.4 |
|
| 3406 |
MIC
3406
Meridian Investment Counsel
Lafayette,
California
| $167M | +$4.28M | +3% | 2.33% | 116% | 190 | 6.84% | 2.7 |
|
| 3407 |
MCC
3407
Malaga Cove Capital
Pv Estates,
California
| $167M | +$2.58M | +2% | 3.83% | 88.1% | 143 | 27.27% | 0.9 |
|
| 3408 |
SCM
3408
Sterneck Capital Management
Kansas City,
Missouri
| $167M | -$1.07M | -0.6% | 2.11% | 61.5% | 130 | 20% | 2.1 |
|
| 3409 |
OAM
3409
Occidental Asset Management
Burlingame,
California
| $167M | +$16.2M | +11% | 2.7% | 82.5% | 140 | 12.14% | 1.5 |
|
| 3410 |
IC
3410
Intersect Capital
San Ramon,
California
| $167M | +$51.9M | +45% | 1.02% | 57.2% | 117 | 34.19% | 1.6 |
|
| 3411 |
ACH
3411
Axis Capital Holdings
Pembroke,
| $167M | +$4.25M | +3% | 2.62% | 67% | 2 | 0% | 2.6 |
|
| 3412 |
CFMC
3412
Curbstone Financial Management Corp
Manchester,
New Hampshire
| $166M | +$3.26M | +2% | 2.32% | 63.3% | 173 | 8.67% | 2.5 |
|
| 3413 |
CCM
3413
Crossvault Capital Management
San Antonio,
Texas
| $166M | +$5.31M | +3% | 2.94% | 56.4% | 66 | 10.61% | 2.6 |
|
| 3414 |
BGC
3414
Birch Grove Capital
New York
| $166M | -$16M | -9% | 0.5% | 2.66% | 30 | 33.33% | 0.4 |
|
| 3415 |
SFS
3415
Summit Financial Strategies
Columbus,
Ohio
| $166M | +$29.2M | +21% | 2.34% | 59.4% | 53 | 26.42% | 1.4 |
|
| 3416 |
CCPM
3416
Cooper Creek Partners Management
New York
| $166M | +$17.5M | +12% | 2.69% | 86.4% | 43 | 62.79% | 0.4 |
|
| 3417 |
FWCM
3417
First Western Capital Management
Los Angeles,
California
| $166M | +$376K | +0.2% | 5.76% | 43% | 79 | 1.27% | 2.5 |
|
| 3418 |
WIM
3418
Wilen Investment Management
Bonita Springs,
Florida
| $166M | -$773K | -0.5% | 2.53% | 79.9% | 65 | 9.23% | 3.3 |
|
| 3419 |
LJAC
3419
L.J. Altfest & Co
New York
| $166M | -$86.1M | -34% | 4.25% | 90.3% | 167 | 33.53% | 1.4 |
|
| 3420 |
SSI
3420
Scott & Selber Inc
Houston,
Texas
| $166M | +$1.52M | +0.9% | 6.08% | 187% | 80 | 22.5% | 1.7 |
|
| 3421 |
SFA
3421
Stewardship Financial Advisors
Stockbridge,
Georgia
| $165M | +$5.51M | +3% | 3.22% | 39.1% | 45 | 6.67% | 1.3 |
|
| 3422 |
KFP
3422
Keystone Financial Planning
Cleveland,
Ohio
| $165M | +$4.21M | +3% | 1.04% | 46% | 47 | 0% | 2.6 |
|
| 3423 |
LCM
3423
Liberty Capital Management
Birmingham,
Michigan
| $165M | -$1.31M | -0.8% | 5.44% | – | 278 | 12.23% | 1.6 |
|
| 3424 |
IAM
3424
Integre Asset Management
New York
| $165M | -$6.53M | -4% | 5.97% | 74.1% | 136 | 38.97% | 1.6 |
|
| 3425 |
WOC
3425
West Oak Capital
Westlake Village,
California
| $165M | +$2.43M | +1% | 2.11% | 110% | 392 | 13.52% | 2.7 |
|