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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%
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250
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2,500
5,000
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50
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1,000
2,500
5,000
| # | Name | AUM |
AUM Growth |
AUM Growth % | Quarter Est. Return | 3 Year Est. Return | Holdings | Portfolio Turnover | |
|---|---|---|---|---|---|---|---|---|---|
| 3426 |
AL
3426
ACME LLC
San Francisco,
California
| $227M | +$212M | +1,420% | 158% | 199% | 3 | 66.67% |
|
| 3427 |
RA
3427
RMR Advisors
Newton,
Massachusetts
| $227M | +$29.4M | +15% | 16.4% | 2.17% | 113 | 0.88% |
|
| 3428 |
PCM
3428
Punch Card Management
Winter Park,
Florida
| $227M | +$28.3M | +14% | 52% | 41% | 4 | 25% |
|
| 3429 |
NIF
3429
Nalanda India Fund
Moka,
Mauritius
| $227M | +$49.5M | +28% | 27.9% | 15.3% | 1 | 0% |
|
| 3430 |
EA
3430
Emerald Advisors
Bellevue,
Washington
| $227M | +$5.36M | +2% | 9.27% | 78.4% | 77 | 14.29% |
|
| 3431 |
SHJ
3431
Sharkey, Howes & Javer
Denver,
Colorado
| $226M | +$34.7M | +18% | 16.9% | 54.6% | 73 | 31.51% |
|
| 3432 |
AC
3432
Avestar Capital
New York
| $226M | +$43.2M | +24% | 24.8% | 101% | 209 | 36.36% |
|
| 3433 |
LS
3433
Liquid Strategies
Atlanta,
Georgia
| $226M | +$27.3M | +14% | 9% | 46.8% | 7 | 14.29% |
|
| 3434 |
OAM
3434
Occidental Asset Management
Burlingame,
California
| $226M | +$27.4M | +14% | 15.1% | 82.5% | 160 | 24.38% |
|
| 3435 |
AAI
3435
American Assets Inc
San Diego,
California
| $226M | +$11.6M | +5% | 7.13% | 63.2% | 12 | 50% |
|
| 3436 |
SIC
3436
SFE Investment Counsel
Los Angeles,
California
| $226M | +$44M | +24% | 26.1% | 105% | 108 | 10.19% |
|
| 3437 |
CT
3437
Chicago Trust
Grayslake,
Illinois
| $226M | +$28.3M | +14% | 15.7% | 85.9% | 177 | 11.3% |
|
| 3438 |
S
3438
Surevest
Los Angeles,
California
| $226M | +$42.3M | +23% | 19.9% | 24.6% | 102 | 27.45% |
|
| 3439 |
BFC
3439
Blue Fin Capital
Warren,
Rhode Island
| $226M | +$44.7M | +25% | 23.3% | 125% | 122 | 9.84% |
|
| 3440 |
CC
3440
Cypress Capital
Franklin,
Tennessee
| $226M | – | – | 12.1% | 39.8% | 64 | – |
|
| 3441 |
PWS
3441
Private Wealth Strategies
New Albany,
Ohio
| $226M | +$25.3M | +13% | 15.6% | 18.8% | 79 | 26.58% |
|
| 3442 |
JWCA
3442
J.W. Coons Advisors
Columbus,
Ohio
| $225M | +$34.9M | +18% | 18.8% | 61.2% | 201 | 10.95% |
|
| 3443 |
PCM
3443
Princeton Capital Management
Red Bank,
New Jersey
| $225M | +$32.9M | +17% | 26.9% | 180% | 97 | 12.37% |
|
| 3444 |
KC
3444
Kingfisher Capital
Charlotte,
North Carolina
| $225M | +$30.3M | +16% | 18.2% | 58.5% | 160 | 26.25% |
|
| 3445 |
SFS
3445
Summit Financial Strategies
Columbus,
Ohio
| $225M | +$40.6M | +22% | 21.1% | 57.8% | 70 | 21.43% |
|
| 3446 |
HIC
3446
Holderness Investments Company
Greensboro,
North Carolina
| $225M | +$47.8M | +27% | 19.3% | 144% | 177 | 17.51% |
|
| 3447 |
WCG
3447
Wall Capital Group
Phoenix,
Arizona
| $224M | +$36.6M | +19% | 19.1% | – | 25 | 24% |
|
| 3448 |
CBFP
3448
Cedar Brook Financial Partners
Cleveland,
Ohio
| $224M | +$44.4M | +25% | 20.8% | 47% | 297 | 21.55% |
|
| 3449 |
BI
3449
Bulldog Investors
Saddle Brook,
New Jersey
| $224M | +$34.7M | +18% | 24.7% | 22.5% | 172 | 34.3% |
|
| 3450 |
AMG
3450
Advisors Management Group
La Crosse,
Wisconsin
| $224M | +$15.5M | +7% | 8.8% | 125% | 96 | 11.46% |
|