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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3551 |
EWF
3551
Epstein & White Financial
San Diego,
California
| $173M | – | – | 3.39% | 51% | 97 | – | 0 |
|
| 3552 |
PCM
3552
Proxima Capital Management
New York
| $173M | -$6.35M | -4% | 6.01% | 20.7% | 41 | 21.95% | 1.8 |
|
| 3553 |
MFT
3553
Moisand Fitzgerald Tamayo
Orlando,
Florida
| $173M | +$8.32M | +5% | 4.04% | 51.1% | 329 | 11.55% | 0.6 |
|
| 3554 |
OH
3554
Oikos Holdings
New York
| $172M | – | – | 15.2% | 5.54% | 9 | – | 0 |
|
| 3555 |
MC
3555
Miles Capital
West Des Moines,
Iowa
| $172M | -$3.97M | -2% | 4.1% | 15.4% | 204 | 19.61% | 1.3 |
|
| 3556 |
II
3556
Ibex Investors
Denver,
Colorado
| $172M | – | – | 22.1% | 16.6% | 174 | – | 0 |
|
| 3557 |
DA
3557
DSC Advisors
Chicago,
Illinois
| $172M | -$141M | -45% | 4.63% | 3.18% | 98 | 60.2% | 0.9 |
|
| 3558 |
BM
3558
Bislett Management
Palo Alto,
California
| $172M | +$4.01M | +2% | 2.5% | 19.8% | 24 | 4.17% | 3.1 |
|
| 3559 |
BW
3559
Biegel & Waller
Columbia,
Maryland
| $172M | +$13.1M | +8% | 4.97% | 28.2% | 60 | 8.33% | 0.8 |
|
| 3560 |
CAM
3560
Covenant Asset Management
Chester,
New Jersey
| $172M | +$8.09M | +5% | 5.39% | 177% | 151 | 11.26% | 0.8 |
|
| 3561 |
BFC
3561
Blue Fin Capital
Warren,
Rhode Island
| $172M | +$8.53M | +5% | 5.91% | 125% | 133 | 6.77% | 3.1 |
|
| 3562 |
VNA
3562
VNBTrust National Association
Charlottesville,
Virginia
| $171M | -$80.2M | -32% | 3.53% | 42.9% | 124 | 20.16% | 2.7 |
|
| 3563 |
SHJ
3563
Sharkey, Howes & Javer
Denver,
Colorado
| $171M | -$18.4M | -10% | 5.25% | 54.6% | 232 | 10.34% | 2 |
|
| 3564 |
3564
Deer VIII & Co
Larchmont,
New York
| $171M | – | – | 33.2% | – | 1 | – | 0 |
|
| 3565 |
CA
3565
Corrado Advisors
Ramsey,
New Jersey
| $171M | -$6.59M | -4% | 3.03% | 64% | 121 | 9.92% | 1.7 |
|
| 3566 |
MD
3566
Money Design
Tokyo,
Japan
| $171M | +$53.5M | +46% | 3.33% | 26.4% | 36 | 27.78% | 0.2 |
|
| 3567 |
AH
3567
Aviva Holdings
New Providence,
Bahamas
| $171M | -$21.6M | -11% | 8.78% | 36.5% | 4 | 0% | 0.9 |
|
| 3568 |
ME
3568
McIlrath & Eck
Arlington,
Washington
| $171M | – | – | 3.9% | 44% | 576 | – | 0 |
|
| 3569 |
EVC
3569
Eidelman Virant Capital
Saint Louis,
Missouri
| $171M | +$2.46M | +1% | 4.86% | 46.2% | 112 | 7.14% | 2.5 |
|
| 3570 |
BC
3570
Birchview Capital
Burlington,
Vermont
| $171M | -$23M | -12% | 7.15% | 327% | 44 | 13.64% | 1.7 |
|
| 3571 |
ROC
3571
Robertson Opportunity Capital
Dallas,
Texas
| $170M | -$3.56M | -2% | 8.44% | 93.4% | 31 | 3.23% | 2.8 |
|
| 3572 |
CIAS
3572
Capital Investment Advisory Services
Raleigh,
North Carolina
| $170M | +$7.58M | +5% | 3.97% | 69.3% | 195 | 15.38% | 0.8 |
|
| 3573 |
RIS
3573
Retirement Income Solutions
Ann Arbor,
Michigan
| $170M | – | – | 5.98% | 60.8% | 72 | – | 0 |
|
| 3574 |
AHC
3574
Anderson Hoagland & Co
St Louis,
Missouri
| $170M | +$7.46M | +5% | 8.27% | 95.1% | 102 | 12.75% | 2.6 |
|
| 3575 |
SAM
3575
Selway Asset Management
| $170M | -$2.74M | -2% | 5.26% | 36.5% | 71 | 7.04% | 2.6 |
|