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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 |
SCM
3476
Stamina Capital Management
New York
| $385M | -$15.1M | -4% | 6.71% | 292% | 42 | 54.76% | 0.6 |
|
| 3477 |
3477
Family Management
New York
| $385M | +$22.5M | +6% | 7.1% | 69% | 196 | 18.88% | 1.9 |
|
| 3478 |
PTB
3478
Pioneer Trust Bank
Salem,
Oregon
| $385M | +$35.2M | +10% | 11.5% | 75.7% | 76 | 9.21% | 6 |
|
| 3479 |
3479
Cliffwater
Marina Del Rey,
California
| $385M | +$3.78M | +1% | 4.23% | 29.4% | 25 | 4% | 3.3 |
|
| 3480 |
3480
ION Crossover Partners
Herzliya Pituach,
Israel
| $385M | -$72.9M | -16% | 8.61% | – | 5 | 40% | 0.4 |
|
| 3481 |
CCM
3481
Compton Capital Management
Providence,
Rhode Island
| $385M | +$43.8M | +13% | 13.3% | 75.6% | 167 | 8.98% | 5.2 |
|
| 3482 |
3482
Strategic Wealth Investment Group
Louisville,
Kentucky
| $385M | +$49.8M | +15% | 5.42% | – | 101 | 20.79% | 1.3 |
|
| 3483 |
3483
Glen Eagle Advisors
Kingston,
New Jersey
| $384M | +$38.8M | +11% | 9.85% | 68.5% | 1,116 | 21.68% | 2.9 |
|
| 3484 |
3484
Mosaic Family Wealth
St. Louis,
Missouri
| $384M | +$23.3M | +6% | 8.49% | 85.2% | 187 | 12.3% | 3.7 |
|
| 3485 |
3485
Littlejohn & Co
Greenwich,
Connecticut
| $384M | +$35.9M | +10% | 3.04% | 66.1% | 215 | 22.33% | 0.5 |
|
| 3486 |
3486
CGN Advisors
Manhattan,
Kansas
| $384M | +$78.1M | +26% | 4.47% | 48.9% | 227 | 18.5% | 0.8 |
|
| 3487 |
3487
Shulman DeMeo Asset Management
Lake Success,
New York
| $384M | +$269M | +233% | 9.63% | 79.3% | 154 | 48.7% | 0.2 |
|
| 3488 |
3488
Dumont & Blake Investment Advisors
Princeton,
New Jersey
| $384M | +$33.9M | +10% | 9.36% | 86.1% | 214 | 4.21% | 5.2 |
|
| 3489 |
3489
American Financial Group Inc 401(K) Retirement & Savings Plan
Cincinnati,
Ohio
| $383M | +$49.6M | +15% | 9.13% | 17.8% | 1 | 0% | 8.5 |
|
| 3490 |
3490
Benedict Financial Advisors
Atlanta,
Georgia
| $383M | +$25.2M | +7% | 10.3% | 72.4% | 126 | 4.76% | 4.4 |
|
| 3491 |
3491
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
| $383M | +$41.2M | +12% | 7.08% | 68.2% | 876 | 80.71% | 0.8 |
|
| 3492 |
3492
Exane Asset Management
Paris,
France
| $383M | -$38.9M | -9% | 3.88% | 74.5% | 15 | 46.67% | 0.8 |
|
| 3493 |
3493
Sicart Associates
New York
| $383M | +$16.2M | +4% | 5.52% | 113% | 116 | 18.1% | 2.5 |
|
| 3494 |
3494
McNamara Financial Services
Marshfield,
Massachusetts
| $383M | +$18.2M | +5% | 3.76% | 42.6% | 61 | 0% | 3.3 |
|
| 3495 |
3495
CNA Financial
Chicago,
Illinois
| $383M | +$15.4M | +4% | 9.01% | 48.6% | 206 | 13.11% | 1.3 |
|
| 3496 |
3496
Aozora Bank
Tokyo,
Japan
| $382M | -$71.3M | -16% | 0.71% | 5.45% | 2 | 0% | 3.9 |
|
| 3497 |
3497
Eagle Capital Management (Louisiana)
Mandeville,
Louisiana
| $382M | +$13.7M | +4% | 8.64% | 103% | 51 | 3.92% | 3.1 |
|
| 3498 |
SCM
3498
Soros Capital Management
New York
| $382M | -$162M | -30% | 24.9% | 732% | 63 | 58.73% | 0.7 |
|
| 3499 |
3499
Hexagon Capital Partners
Rogers,
Arkansas
| $382M | +$36.8M | +11% | 10.5% | 104% | 919 | 5.66% | 1.1 |
|
| 3500 |
3500
Goodman Financial
Houston,
Texas
| $381M | +$15.4M | +4% | 5.16% | 52.5% | 57 | 12.28% | 2.2 |
|