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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3476 |
AF
3476
Aristotle Fund
Portland,
Maine
| $159M | +$21.8M | +16% | 12.7% | 3.11% | 13 | 23.08% | 0.8 |
|
| 3477 |
PCMI
3477
Princeton Capital Management Inc
Princeton,
New Jersey
| $159M | +$249K | +0.2% | 5.1% | 57.9% | 71 | 8.45% | 2.5 |
|
| 3478 |
BA
3478
BCM Advisors
Lafayette,
Louisiana
| $159M | +$405K | +0.3% | 0.58% | 59.3% | 33 | 9.09% | 0.5 |
|
| 3479 |
AH
3479
Aviva Holdings
New Providence,
Bahamas
| $159M | -$55.9M | -26% | 17.5% | 36.5% | 3 | 0% | 0.7 |
|
| 3480 |
CC
3480
Clearline Capital
New York
| $158M | -$53.1M | -25% | 1.41% | 57.4% | 70 | 61.43% | 0.4 |
|
| 3481 |
ACP
3481
Arcus Capital Partners
Atlanta,
Georgia
| $158M | -$81K | -0.1% | 3.39% | 69.2% | 110 | 18.18% | 0.9 |
|
| 3482 |
MKC
3482
M. Kraus & Co
Shelburne,
Vermont
| $158M | +$5.94M | +4% | 3.17% | 51.8% | 52 | 11.54% | 2.8 |
|
| 3483 |
UIM
3483
Underhill Investment Management
Greenbrae,
California
| $158M | +$1.93M | +1% | 3.03% | 59.8% | 26 | 38.46% | 1.6 |
|
| 3484 |
SCM
3484
Stanley Capital Management
Houston,
Texas
| $158M | -$2.44M | -2% | 5.33% | 158% | 38 | 15.79% | 1.8 |
|
| 3485 |
DR
3485
Davis Rea
Toronto,
Ontario, Canada
| $158M | +$9.11M | +6% | 3.78% | 66.9% | 40 | 5% | 2.9 |
|
| 3486 |
BGMBH
3486
Burda Gesellschaft mit beschrankter Haftung
Offenburg,
Germany
| $158M | +$46M | +41% | 0% | – | 1 | 0% | 0.3 |
|
| 3487 |
3487
Meridian Wealth Management
Lexington,
Kentucky
| $158M | -$9M | -5% | 3.68% | 117% | 186 | 25.81% | 0.3 |
|
| 3488 |
AWM
3488
Affinity Wealth Management
Wilmington,
Delaware
| $158M | -$21.3M | -12% | 3.31% | 116% | 79 | 20.25% | 1.4 |
|
| 3489 |
CMO
3489
Covenant Multifamily Offices
San Antonio,
Texas
| $158M | +$6.93M | +5% | 3.1% | 38.3% | 39 | 15.38% | 0.8 |
|
| 3490 |
FNBOH
3490
First National Bank of Hutchinson
Hutchinson,
Kansas
| $158M | -$11.9M | -7% | 2.46% | 121% | 86 | 20.93% | 2.1 |
|
| 3491 |
FFC
3491
First Financial Corp
Terre Haute,
Indiana
| $157M | -$30K | -0% | 1.44% | 95.3% | 418 | 11% | 3.1 |
|
| 3492 |
KLC
3492
Knowledge Leaders Capital
Denver,
Colorado
| $157M | +$6.66M | +4% | 0.32% | 51.6% | 55 | 3.64% | 0.7 |
|
| 3493 |
SCM
3493
Sanoor Capital Management
Greenwich,
Connecticut
| $157M | -$19.1M | -11% | 5.51% | – | 20 | 65% | 0.3 |
|
| 3494 |
PCM
3494
Punch Card Management
Winter Park,
Florida
| $157M | -$51.8M | -25% | 2.13% | 41% | 3 | 0% | 2.3 |
|
| 3495 |
EP
3495
Elkhorn Partners
Omaha,
Nebraska
| $157M | -$14.3M | -8% | 7.52% | 32.2% | 43 | 11.63% | 3.2 |
|
| 3496 |
ROC
3496
Robertson Opportunity Capital
Dallas,
Texas
| $157M | +$2.85M | +2% | 2.15% | 93.4% | 33 | 9.09% | 2.4 |
|
| 3497 |
VSWA
3497
Vontobel Swiss Wealth Advisors
Zurich,
Switzerland
| $157M | -$27.3M | -15% | 3.07% | 70.1% | 77 | 23.38% | 1.3 |
|
| 3498 |
JAM
3498
JW Asset Management
Miami Beach,
Florida
| $157M | -$323M | -67% | 3.22% | 251% | 47 | 42.55% | 1.3 |
|
| 3499 |
NFG
3499
Noven Financial Group
Denver,
Colorado
| $157M | +$3.97M | +3% | 1.75% | 45.1% | 37 | 21.62% | 1.9 |
|
| 3500 |
LWA
3500
Lowe Wealth Advisors
Columbia,
Maryland
| $157M | +$4.71M | +3% | 1.85% | 63.3% | 243 | 4.94% | 2 |
|