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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 |
NI
3451
NYL Investors
New York
| $197M | +$17.7M | +10% | 2.31% | 12.7% | 15 | 13.33% | 0.4 |
|
| 3452 |
PAMG
3452
Patton Albertson Miller Group
Chattanooga,
Tennessee
| $197M | -$797K | -0.4% | 5.76% | 109% | 283 | 59.01% | 1.4 |
|
| 3453 |
WMG
3453
WESCAP Management Group
Glendale,
California
| $197M | -$10.2M | -5% | 2.87% | 45.7% | 72 | 2.78% | 1.9 |
|
| 3454 |
FFM
3454
Fullerton Fund Management
Singapore
| $197M | +$7.87M | +4% | 7.91% | 412% | 39 | 76.92% | 0.3 |
|
| 3455 |
TCMG
3455
TSP Capital Management Group
Summit,
New Jersey
| $196M | +$1.08M | +0.6% | 2.84% | 186% | 56 | 100% | – |
|
| 3456 |
SM
3456
Selkirk Management
Chatham,
New Jersey
| $196M | +$2.08M | +1% | 4.17% | 245% | 19 | 5.26% | 3.2 |
|
| 3457 |
I
3457
INVST
Indianapolis,
Indiana
| $196M | +$24.8M | +14% | 4.7% | 78.5% | 57 | 29.82% | 0.7 |
|
| 3458 |
HWCM
3458
Hudson Way Capital Management
Dallas,
Texas
| $196M | +$24.3M | +14% | 6.79% | 51.3% | 17 | 35.29% | 0.9 |
|
| 3459 |
RWMH
3459
Riverpoint Wealth Management Holdings
Chicago,
Illinois
| $196M | +$16.2M | +9% | 5.06% | 53.6% | 66 | 15.15% | 1.1 |
|
| 3460 |
WLIM
3460
White Lighthouse Investment Management
Bedford,
Massachusetts
| $196M | +$13.9M | +8% | 4.04% | 55.3% | 122 | 8.2% | 0.7 |
|
| 3461 |
KM
3461
Kora Management
Brooklyn,
New York
| $196M | -$21.9M | -10% | 6.49% | 307% | 7 | 0% | 1.5 |
|
| 3462 |
PAG
3462
Private Advisory Group
Redmond,
Washington
| $196M | -$3.47M | -2% | 6.46% | 177% | 152 | 47.37% | 0.7 |
|
| 3463 |
KFP
3463
Keystone Financial Planning
Cleveland,
Ohio
| $196M | +$14.2M | +8% | 6.86% | 46% | 46 | 4.35% | 3.3 |
|
| 3464 |
MA
3464
Minerva Advisors
Bala Cynwyd,
Pennsylvania
| $196M | +$126K | +0.1% | 0.9% | 166% | 82 | 9.76% | 3.7 |
|
| 3465 |
CSM
3465
CAMG Solamere Management
Charlotte,
North Carolina
| $196M | -$7.82M | -4% | 4.53% | 51.7% | 134 | 13.43% | 1.4 |
|
| 3466 |
WAAG
3466
Wealth Alliance Advisory Group
Wichita,
Kansas
| $195M | +$13.1M | +7% | 3.79% | 72.7% | 144 | 11.81% | 0.6 |
|
| 3467 |
CCA
3467
Cruiser Capital Advisors
Stamford,
Connecticut
| $195M | -$11.8M | -6% | 5.94% | 192% | 52 | 48.08% | 0.4 |
|
| 3468 |
WCG
3468
Wall Capital Group
Phoenix,
Arizona
| $195M | +$13.8M | +8% | 5.94% | – | 36 | 30.56% | 1.2 |
|
| 3469 |
BAM
3469
Brave Asset Management
Summit,
New Jersey
| $195M | +$22.8M | +13% | 6.32% | 76.3% | 166 | 14.46% | 2.9 |
|
| 3470 |
SKK
3470
Shepherd Kaplan Krochuk
Boston,
Massachusetts
| $194M | +$30.3M | +18% | 5.15% | 38.5% | 259 | 24.71% | 1.8 |
|
| 3471 |
TPC
3471
Tiger Pacific Capital
New York
| $194M | -$65M | -25% | 16% | 84.5% | 15 | 46.67% | 1 |
|
| 3472 |
CCM
3472
Crossvault Capital Management
San Antonio,
Texas
| $194M | +$6.29M | +3% | 9.99% | 56.4% | 65 | 3.08% | 3 |
|
| 3473 |
TFCP
3473
Twin Focus Capital Partners
Boston,
Massachusetts
| $194M | -$1.67M | -0.9% | 2.44% | 92.5% | 111 | 6.31% | 2.6 |
|
| 3474 |
CIC
3474
Chase Investment Counsel
Charlottesville,
Virginia
| $194M | +$7.81M | +4% | 11.4% | 350% | 108 | 37.96% | 1.4 |
|
| 3475 |
BCM
3475
Bourgeon Capital Management
Darien,
Connecticut
| $194M | +$7.97M | +4% | 7.57% | 117% | 77 | 7.79% | 2.6 |
|