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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 |
FI
3451
FCM Investments
Dallas,
Texas
| $159M | -$6.63M | -4% | 9.59% | 40.1% | 98 | 13.27% | 3 |
|
| 3452 |
MFP
3452
Mosaic Financial Partners
San Francisco,
California
| $159M | +$2.39M | +2% | 4.71% | 6.05% | 45 | 8.89% | 3.1 |
|
| 3453 |
PCMI
3453
Princeton Capital Management Inc
Princeton,
New Jersey
| $158M | +$8.24M | +5% | 9.84% | 57.9% | 72 | 13.89% | 2.5 |
|
| 3454 |
ACP
3454
Arcus Capital Partners
Atlanta,
Georgia
| $158M | +$10.1M | +7% | 4% | 69.2% | 105 | 9.52% | 0.8 |
|
| 3455 |
BA
3455
BCM Advisors
Lafayette,
Louisiana
| $158M | +$6.71M | +4% | 3.75% | 59.3% | 123 | 73.98% | 0.3 |
|
| 3456 |
AMG
3456
Advisors Management Group
La Crosse,
Wisconsin
| $158M | +$11M | +7% | 2.41% | 125% | 72 | 18.06% | 1 |
|
| 3457 |
NFGCM
3457
Norman Fields Gottscho Capital Management
New York
| $158M | +$10.8M | +7% | 7.52% | 96.9% | 81 | 14.81% | 1.9 |
|
| 3458 |
HWM
3458
Holloway Wealth Management
Gainesville,
Florida
| $158M | +$17.7M | +13% | 4.62% | 50.7% | 237 | 0% | 0.2 |
|
| 3459 |
WAS
3459
Winch Advisory Services
Appleton,
Wisconsin
| $158M | +$12.3M | +8% | 4.68% | 80.8% | 335 | 22.69% | 1.2 |
|
| 3460 |
PHAM
3460
Palisades Hudson Asset Management
Fort Lauderdale,
Florida
| $158M | -$5.75M | -4% | 5.02% | 66.8% | 99 | 4.04% | 2.7 |
|
| 3461 |
FFC
3461
First Financial Corp
Terre Haute,
Indiana
| $157M | -$10.6M | -6% | 0.84% | 95.3% | 439 | 17.77% | 2.8 |
|
| 3462 |
BC
3462
Beaconlight Capital
New York
| $157M | -$28.4M | -15% | 17.1% | 282% | 29 | 51.72% | 0.6 |
|
| 3463 |
PEI
3463
Permira Europe III
St. Peter Port,
Guernsey
| $157M | +$25.8M | +20% | 19.6% | – | 1 | 0% | 0.3 |
|
| 3464 |
GIC
3464
GFI Investment Counsel
Toronto,
Ontario, Canada
| $157M | +$13.1M | +9% | 9.77% | 41.8% | 29 | 27.59% | 0.2 |
|
| 3465 |
SFPIA
3465
Stevens First Principles Investment Advisors
Newport Beach,
California
| $157M | +$13.1M | +9% | 7.96% | 44% | 183 | 14.21% | 2.1 |
|
| 3466 |
LF
3466
Lannebo Fonder
Stockholm,
Sweden
| $157M | +$27.4M | +21% | 14.9% | 49.8% | 21 | 14.29% | 1 |
|
| 3467 |
LJHT
3467
Laurie J. Hall Trustee
| $157M | +$446K | +0.3% | 4.82% | 105% | 312 | 7.05% | 1.7 |
|
| 3468 |
CMI
3468
Cider Mill Investments
Greenwich,
Connecticut
| $157M | +$16.4M | +12% | 9.9% | – | 30 | 53.33% | 0.2 |
|
| 3469 |
SRSA
3469
S.R. Schill & Associates
Mercer Island,
Washington
| $157M | +$2.91M | +2% | 1.39% | 36.7% | 69 | 4.35% | 1.7 |
|
| 3470 |
FC
3470
Financial Consulate
Hunt Valley,
Maryland
| $157M | +$19.1M | +14% | 5.46% | 53.3% | 87 | 18.39% | 1.4 |
|
| 3471 |
PC
3471
Permit Capital
West Conshohocken,
Pennsylvania
| $157M | +$11M | +8% | 9.45% | 121% | 30 | 10% | 3 |
|
| 3472 |
G
3472
Gainplan
Bloomfield Hills,
Michigan
| $157M | -$6.65M | -4% | 6.42% | 103% | 22 | 95.45% | 0 |
|
| 3473 |
TSWM
3473
Triangle Securities Wealth Management
Raleigh,
North Carolina
| $157M | +$7.02M | +5% | 4.56% | 83.6% | 135 | 9.63% | 2.5 |
|
| 3474 |
P3I
3474
Progeny 3 Inc
Kirkland,
Washington
| $157M | +$9.37M | +6% | 7.52% | 96.8% | 26 | 38.46% | 0.7 |
|
| 3475 |
CRCM
3475
Crystal Rock Capital Management
Bannockburn,
Illinois
| $157M | +$4.42M | +3% | 8.27% | 172% | 35 | 22.86% | 1.6 |
|