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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
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 Time Held (Qtrs) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3501 |
GA
3501
Gagnon Advisors
New York
| $127M | +$8.38M | +7% | 12.4% | 129% | 29 | 17.24% | 6.3 |
|
| 3502 |
IC
3502
Intersect Capital
San Ramon,
California
| $127M | -$39.4M | -24% | 1.84% | 57.2% | 115 | 24.35% | 6 |
|
| 3503 |
SCM
3503
Stanley Capital Management
Houston,
Texas
| $127M | +$27.3M | +27% | 17.2% | 158% | 36 | 13.89% | 4.9 |
|
| 3504 |
HM
3504
Harvest Management
New York
| $126M | -$5.99M | -5% | 25.8% | 610% | 119 | 78.15% | 1.3 |
|
| 3505 |
RG
3505
Rikoon Group
Santa Fe,
New Mexico
| $126M | – | – | 2.02% | 63.3% | 137 | – | 0 |
|
| 3506 |
AC
3506
Alpenglow Capital
San Carlos,
California
| $126M | +$16.9M | +15% | 10.1% | – | 50 | 82% | 0.5 |
|
| 3507 |
FO
3507
FT Options
Chicago,
Illinois
| $126M | +$9.73M | +8% | 24.9% | – | 493 | 56.8% | 1.1 |
|
| 3508 |
AF
3508
Aldebaran Financial
| $126M | +$1.71M | +1% | 1.94% | 89.7% | 105 | 13.33% | 8.3 |
|
| 3509 |
CIR
3509
Clear Investment Research
Alpharetta,
Georgia
| $126M | +$30.4M | +32% | 2.82% | 48.5% | 31 | 3.23% | 5.2 |
|
| 3510 |
AIM
3510
Aspen Investment Management
Grand Rapids,
Michigan
| $126M | +$4.6M | +4% | 4.54% | 84.9% | 128 | 4.69% | 10 |
|
| 3511 |
HCA
3511
Horan Capital Advisors
Cincinnati,
Ohio
| $126M | +$3M | +2% | 6.18% | 26.6% | 63 | 15.87% | 7.2 |
|
| 3512 |
WRHAM
3512
W.R. Huff Asset Management
Stuart,
Florida
| $126M | +$6.53M | +5% | 6.55% | – | 45 | 13.33% | 5.5 |
|
| 3513 |
LWM
3513
Lenox Wealth Management
Cincinnati,
Ohio
| $126M | -$11.7M | -8% | 2.55% | 24.7% | 248 | 2.82% | 7.1 |
|
| 3514 |
SF
3514
Schooner Foundation
Boston,
Massachusetts
| $126M | -$7.71M | -6% | 5.77% | 13.8% | 1 | 0% | 8 |
|
| 3515 |
AOWM
3515
Alpha Omega Wealth Management
Richmond,
Virginia
| $126M | +$7.27M | +6% | 4.57% | 60.7% | 242 | 9.5% | 2.8 |
|
| 3516 |
HM
3516
HCSF Management
San Francisco,
California
| $126M | -$4.71M | -4% | 6.64% | 58.8% | 10 | 10% | 5 |
|
| 3517 |
EPP
3517
ETF Portfolio Partners
Leawood,
Kansas
| $126M | +$11.5M | +10% | 2.76% | 44.3% | 24 | 12.5% | 5.3 |
|
| 3518 |
ACM
3518
Aquamarine Capital Management
New York
| $125M | +$14.6M | +13% | 10.6% | 23% | 16 | 0% | 5.8 |
|
| 3519 |
WCM
3519
Wunderlich Capital Managemnt
Memphis,
Tennessee
| $125M | +$7.12M | +6% | 3.79% | 33.6% | 97 | 9.28% | 6.8 |
|
| 3520 |
3520
Financial Engines Advisors
Santa Clara,
California
| $125M | +$6.22M | +5% | 4.44% | 43% | 59 | 5.08% | 10 |
|
| 3521 |
BOC
3521
Barbara Oil Co
Chicago,
Illinois
| $125M | +$1.07M | +0.9% | 2.2% | 76.9% | 80 | 2.5% | 9.1 |
|
| 3522 |
AMM
3522
American Money Management
Rancho Santa Fe,
California
| $125M | +$4.26M | +4% | 5.91% | 65% | 76 | 9.21% | 8.3 |
|
| 3523 |
JSA
3523
Jacobson & Schmitt Advisors
Middleton,
Wisconsin
| $125M | +$7.24M | +6% | 2.28% | 70.3% | 40 | 30% | 4.6 |
|
| 3524 |
MA
3524
Menlo Advisors
Menlo Park,
California
| $125M | +$7.14M | +6% | 6.95% | 108% | 43 | 0% | 8.1 |
|
| 3525 |
ACM
3525
Astenbeck Capital Management
Southport,
Connecticut
| $125M | +$3.16M | +3% | 6.34% | 12.4% | 4 | 25% | 2.3 |
|