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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3451 |
BAM
3451
Boyar Asset Management
New York
| $131M | +$2.77M | +2% | 4.12% | 75.5% | 66 | 6.06% | 1.5 |
|
| 3452 |
AACA
3452
American Assets Capital Advisers
San Diego,
California
| $131M | +$30.3M | +30% | 5.68% | 73.5% | 39 | 20.51% | 0.2 |
|
| 3453 |
CHP
3453
Cable Hill Partners
Portland,
Oregon
| $131M | +$29.3M | +29% | 1.44% | 20.3% | 775 | 12.52% | 0.2 |
|
| 3454 |
MPAM
3454
Murphy Pohlad Asset Management
Eden Prairie,
Minnesota
| $131M | -$7.89M | -6% | 0.66% | 75.1% | 95 | 7.37% | 1.5 |
|
| 3455 |
SCA
3455
Samson Capital Advisors
New York
| $130M | +$9.46M | +8% | 2.1% | – | 44 | 22.73% | 0.2 |
|
| 3456 |
DCM
3456
DAFNA Capital Management
Los Angeles,
California
| $130M | +$3.84M | +3% | 27.8% | 313% | 85 | 41.18% | 0.8 |
|
| 3457 |
IC
3457
Intersect Capital
San Ramon,
California
| $130M | +$10.6M | +9% | 0.2% | 57.2% | 526 | 22.62% | 0.2 |
|
| 3458 |
PCTC
3458
Perkins Coie Trust Company
Seattle,
Washington
| $130M | +$4.51M | +4% | 1.79% | 83.2% | 262 | 12.6% | 1 |
|
| 3459 |
WCM
3459
Wesley Capital Management
New York
| $130M | +$14.1M | +12% | 4.13% | 6.19% | 33 | 63.64% | 0.5 |
|
| 3460 |
DP
3460
Delta Partners
Boston,
Massachusetts
| $130M | -$614K | -0.5% | 1.13% | 34.4% | 17 | 35.29% | 0.8 |
|
| 3461 |
NG
3461
Northstar Group
New York
| $130M | +$1.91M | +1% | 0.06% | 63.9% | 116 | 6.03% | 0.2 |
|
| 3462 |
CM
3462
Cartica Management
Washington,
District of Columbia
| $130M | +$58.7M | +83% | 7.57% | 92.9% | 3 | 33.33% | 0.8 |
|
| 3463 |
SC
3463
Saiers Capital
New York
| $130M | -$187M | -59% | 3.65% | – | 332 | 49.4% | 0.5 |
|
| 3464 |
3464
Avior Wealth Management
Omaha,
Nebraska
| $130M | +$3.85M | +3% | 1.87% | 71.4% | 384 | 15.36% | 0.9 |
|
| 3465 |
IA
3465
Ibbotson Associates
Chicago,
Illinois
| $130M | +$24M | +23% | 2.15% | – | 21 | 0% | 1.7 |
|
| 3466 |
PVWM
3466
Point View Wealth Management
Summit,
New Jersey
| $129M | -$4.91M | -4% | 1.58% | 27% | 201 | 9.45% | 1.1 |
|
| 3467 |
TWM
3467
Torch Wealth Management
Cincinnati,
Ohio
| $129M | -$1.01M | -0.8% | 1.28% | 48.8% | 98 | 20.41% | 1 |
|
| 3468 |
GIM
3468
Greenwich Investment Management
Norwalk,
Connecticut
| $129M | +$3.39M | +3% | 0.64% | – | 52 | 26.92% | 0.8 |
|
| 3469 |
PFA
3469
Paradigm Financial Advisors
Des Peres,
Missouri
| $129M | +$6.19M | +5% | 1.91% | 114% | 82 | 6.1% | 1.1 |
|
| 3470 |
SAMT
3470
Select Asset Management & Trust
Mechanicsburg,
Pennsylvania
| $129M | -$10.4M | -7% | 1.47% | 68.4% | 41 | 21.95% | 0.8 |
|
| 3471 |
CAW
3471
Cornerstone Advisors (Washington)
Bellevue,
Washington
| $129M | -$7.6M | -6% | 0.56% | 24.3% | 818 | 11% | 1 |
|
| 3472 |
SJL
3472
Shayne & Jacobs LLC
Nashville,
Tennessee
| $129M | -$7.37M | -5% | 3.98% | 73.4% | 25 | 4% | 1.5 |
|
| 3473 |
PWS
3473
Peloton Wealth Strategists
Indianapolis,
Indiana
| $129M | -$2.65M | -2% | 0.6% | 51.3% | 85 | 21.18% | 1 |
|
| 3474 |
ADBIC
3474
A.D. Beadell Investment Counsel
Mequon,
Wisconsin
| $129M | -$2.67M | -2% | 1.05% | 83.3% | 109 | 11.93% | 1.3 |
|
| 3475 |
GL
3475
Globe Life
Mckinney,
Texas
| $129M | +$566K | +0.4% | 1.6% | 60.1% | 27 | 14.81% | 1.3 |
|