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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 |
NGA
3451
New Generation Advisors
Manchester,
Massachusetts
| $162M | +$2.18M | +1% | 2.41% | 45.1% | 38 | 23.68% | 1.4 |
|
| 3452 |
LC
3452
Lincoln Capital
Lincoln,
Nebraska
| $162M | +$2.7M | +2% | 3.76% | 67.1% | 72 | 5.56% | 2.1 |
|
| 3453 |
3453
RFG Advisory
Birmingham,
Alabama
| $162M | +$16.7M | +12% | 3.07% | 52.3% | 160 | 20.63% | 0.9 |
|
| 3454 |
IF
3454
Ironwood Financial
Tucson,
Arizona
| $162M | +$6.41M | +4% | 2.25% | 48.8% | 288 | 4.17% | 2.4 |
|
| 3455 |
NCM
3455
Neumann Capital Management
Foster City,
California
| $162M | +$6.14M | +4% | 5.11% | 79.4% | 74 | 4.05% | 2.5 |
|
| 3456 |
BGC
3456
Birch Grove Capital
New York
| $161M | -$4.71M | -3% | 0.5% | 2.66% | 36 | 41.67% | 0.5 |
|
| 3457 |
DCM
3457
DAFNA Capital Management
Los Angeles,
California
| $161M | +$20.9M | +15% | 19.6% | 313% | 88 | 29.55% | 1.4 |
|
| 3458 |
EHWM
3458
Eads & Heald Wealth Management
Atlanta,
Georgia
| $161M | +$5.06M | +3% | 3.79% | 84.4% | 134 | 5.97% | 3.4 |
|
| 3459 |
MIG
3459
Mariner Investment Group
Harrison,
New York
| $161M | -$22.1M | -12% | 1.46% | – | 78 | 46.15% | 0.7 |
|
| 3460 |
LJHT
3460
Laurie J. Hall Trustee
| $161M | +$4.17M | +3% | 5.02% | 105% | 307 | 4.56% | 2.1 |
|
| 3461 |
FNBOH
3461
First National Bank of Hutchinson
Hutchinson,
Kansas
| $161M | +$3.12M | +2% | 4.49% | 121% | 80 | 11.25% | 2.2 |
|
| 3462 |
OIMU
3462
Orbis Investment Management (US)
San Francisco,
California
| $161M | +$9.2M | +6% | 8.03% | 48.8% | 24 | 20.83% | 1.3 |
|
| 3463 |
HWM
3463
Holloway Wealth Management
Gainesville,
Florida
| $161M | +$1.21M | +0.8% | 3.41% | 50.7% | 217 | 0% | 0.7 |
|
| 3464 |
FCFS
3464
First Command Financial Services
Fort Worth,
Texas
| $160M | +$8.14M | +5% | 2.4% | 34.4% | 457 | 22.32% | 0.6 |
|
| 3465 |
FCB
3465
First Command Bank
Fort Worth,
Texas
| $160M | +$8.14M | +5% | 2.4% | 34.1% | 457 | 22.32% | 0.6 |
|
| 3466 |
AIM
3466
AMI Investment Management
Kendallville,
Indiana
| $160M | +$6.13M | +4% | 4.79% | 47.9% | 48 | 2.08% | 2.9 |
|
| 3467 |
TAS
3467
TIFF Advisory Services
Radnor,
Pennsylvania
| $160M | +$10.4M | +7% | 5.62% | 85.9% | 10 | 70% | 0.4 |
|
| 3468 |
LWA
3468
Lowe Wealth Advisors
Columbia,
Maryland
| $160M | +$3.31M | +2% | 3.17% | 63.3% | 265 | 14.34% | 2 |
|
| 3469 |
MKC
3469
M. Kraus & Co
Shelburne,
Vermont
| $160M | +$1.65M | +1% | 4.39% | 51.8% | 51 | 5.88% | 3 |
|
| 3470 |
CMP
3470
Courage Miller Partners
Norfolk,
Virginia
| $160M | +$8.04M | +5% | 3.2% | 40.3% | 69 | 5.8% | 3.1 |
|
| 3471 |
FIM
3471
Fernwood Investment Management
Quincy,
Massachusetts
| $160M | +$21.9M | +16% | 19.5% | 83.4% | 148 | 13.51% | 2.3 |
|
| 3472 |
AC
3472
Adelphi Capital
London,
United Kingdom
| $160M | -$11.2M | -7% | 2.76% | – | 2 | 0% | 2.8 |
|
| 3473 |
LCG
3473
Lisanti Capital Growth
New York
| $160M | +$9.45M | +6% | 15.9% | 1,490% | 147 | 49.66% | 0.5 |
|
| 3474 |
NME
3474
Notis-McConarty Edward
| $160M | +$5.02M | +3% | 5.04% | 91.2% | 93 | 6.45% | 3.2 |
|
| 3475 |
GAAM
3475
Guinness Atkinson Asset Management
Pasadena,
California
| $159M | +$5.4M | +4% | 10.1% | 132% | 64 | 9.38% | 3.1 |
|