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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%
10
50
100
250
500
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2,500
5,000
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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 3451 |
FAN
3451
Financial Advisors Network
Tustin,
California
| $195M | +$9.38M | +5% | 0.71% | – | 110 | 6.36% |
|
| 3452 |
PS
3452
Portfolio Strategies
Monsey,
New York
| $195M | +$43.7M | +29% | 3.26% | 83.1% | 64 | 32.81% |
|
| 3453 |
CIC
3453
Chase Investment Counsel
Charlottesville,
Virginia
| $195M | -$1.38M | -0.7% | 2.67% | 262% | 120 | 39.17% |
|
| 3454 |
RAM
3454
Riggs Asset Management
Dallas,
Pennsylvania
| $195M | +$16.1M | +9% | 1% | 163% | 282 | 12.77% |
|
| 3455 |
TGM
3455
Tenzing Global Management
San Francisco,
California
| $195M | +$6.53M | +3% | 1.71% | 218% | 31 | 48.39% |
|
| 3456 |
AWM
3456
Arbor Wealth Management
Miramar Beach,
Florida
| $194M | +$9.18M | +5% | 4.33% | 101% | 215 | 79.53% |
|
| 3457 |
EH
3457
Employers Holdings
Reno,
Nevada
| $194M | +$15.2M | +8% | 1.86% | – | 228 | 40.79% |
|
| 3458 |
CC
3458
Claybrook Capital
Wellesley,
Massachusetts
| $194M | +$4.04M | +2% | 0.76% | 7.15% | 103 | 12.62% |
|
| 3459 |
TF
3459
TLWM Financial
San Antonio,
Texas
| $194M | +$20.6M | +12% | 1.12% | 48% | 65 | 15.38% |
|
| 3460 |
SP
3460
StackLine Partners
New York
| $194M | -$30.2M | -13% | 3.74% | 12.7% | 23 | 39.13% |
|
| 3461 |
IIC
3461
Integrated Investment Consultants
Bloomfield Hills,
Michigan
| $194M | -$1.09M | -0.6% | 1.12% | 59.1% | 175 | 21.71% |
|
| 3462 |
DSN
3462
D. Scott Neal
Lexington,
Kentucky
| $194M | +$10.1M | +5% | 0.55% | 105% | 37 | 21.62% |
|
| 3463 |
KI
3463
Kapitalo Investimentos
Sao Paulo,
Brazil
| $194M | +$87.1M | +81% | 2.57% | 58.1% | 28 | 57.14% |
|
| 3464 |
CIG
3464
Consolidated Investment Group
Englewood,
Colorado
| $194M | +$3.14M | +2% | 2.13% | 140% | 47 | 10.64% |
|
| 3465 |
DE
3465
Day & Ennis
Macon,
Georgia
| $194M | +$4.02M | +2% | 1.52% | 15.2% | 93 | 9.68% |
|
| 3466 |
MC
3466
Mathes Company
New York
| $194M | +$4.99M | +3% | 0.6% | 105% | 127 | 9.45% |
|
| 3467 |
EIA
3467
Eldridge Investment Advisors
Manchester,
New Hampshire
| $194M | +$6.17M | +3% | 1.25% | 41.3% | 99 | 16.16% |
|
| 3468 |
LAM
3468
Lapides Asset Management
Greenwich,
Connecticut
| $194M | -$23.2M | -11% | 0.78% | 63% | 79 | 20.25% |
|
| 3469 |
ODIJL
3469
One Day In July LLC
Burlington,
Vermont
| $193M | +$13.9M | +8% | 1.61% | 33.3% | 35 | 0% |
|
| 3470 |
CPA
3470
Cowen Prime Advisors
New York
| $193M | -$13.7M | -7% | 0.16% | 116% | 175 | 8.57% |
|
| 3471 |
TSS
3471
Thomas Story & Son
Culver,
Indiana
| $193M | -$1.31M | -0.7% | 1.66% | 91.8% | 58 | 1.72% |
|
| 3472 |
PA
3472
Perennial Advisors
New York
| $193M | +$5.19M | +3% | 1.21% | – | 76 | 3.95% |
|
| 3473 |
GAM
3473
Garrison Asset Management
Fayetteville,
Arkansas
| $193M | +$257K | +0.1% | 2.04% | 52.1% | 106 | 2.83% |
|
| 3474 |
FPB
3474
First PREMIER Bank
Sioux Falls,
South Dakota
| $192M | +$9.47M | +5% | 3.06% | 54.4% | 327 | 15.6% |
|
| 3475 |
NU
3475
Northwestern University
Evanston,
Illinois
| $192M | -$7.33M | -4% | 3.57% | 31.6% | 5 | 0% |
|