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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3576 |
VSWA
3576
Vontobel Swiss Wealth Advisors
Zurich,
Switzerland
| $170M | +$5.9M | +4% | 3.17% | 70.1% | 90 | 28.89% | 1.3 |
|
| 3577 |
EHWM
3577
Eads & Heald Wealth Management
Atlanta,
Georgia
| $170M | +$8.65M | +5% | 8.11% | 84.4% | 135 | 9.63% | 3.6 |
|
| 3578 |
MCAI
3578
Meritech Capital Associates IV
Palo Alto,
California
| $170M | – | – | 6.68% | – | 3 | – | 0.7 |
|
| 3579 |
ACP
3579
Aquiline Capital Partners
New York
| $169M | -$52.3M | -24% | 0.97% | 14.7% | 1 | 0% | 0.5 |
|
| 3580 |
SMC
3580
S. Muoio & Co
New York
| $169M | -$24.6M | -13% | 4.42% | 327% | 109 | 43.12% | 1.6 |
|
| 3581 |
ACM
3581
Athyrium Capital Management
New York
| $169M | – | – | 0.16% | 25.1% | 5 | – | 0 |
|
| 3582 |
FNBOH
3582
First National Bank of Hutchinson
Hutchinson,
Kansas
| $169M | +$8.15M | +5% | 6.6% | 121% | 81 | 8.64% | 2.4 |
|
| 3583 |
HRC
3583
Hoertkorn Richard Charles
| $169M | +$11M | +7% | 7.96% | 172% | 92 | 4.35% | 3.1 |
|
| 3584 |
IAM
3584
Integre Asset Management
New York
| $169M | +$19M | +13% | 7% | 74.1% | 214 | 61.21% | 0.9 |
|
| 3585 |
NCM
3585
Niemann Capital Management
Stateline,
Nevada
| $169M | +$3.06M | +2% | 7.61% | 103% | 23 | 56.52% | 0.4 |
|
| 3586 |
SAM
3586
Shamrock Asset Management
Dallas,
Texas
| $168M | +$12.7M | +8% | 4.83% | 31% | 301 | 12.29% | 2.1 |
|
| 3587 |
CSA
3587
Cottage Street Advisors
Marion,
Massachusetts
| $168M | +$10.8M | +7% | 4.69% | 91.4% | 92 | 13.04% | 1.6 |
|
| 3588 |
3588
Context Capital Management
Lajolla,
California
| $168M | +$18.9M | +13% | 0.1% | 3.38% | 45 | 6.67% | 0.7 |
|
| 3589 |
VIG
3589
Vienna Insurance Group
Warsaw,
Poland
| $168M | +$74.1M | +79% | 10.4% | 188% | 67 | 76.12% | 0.3 |
|
| 3590 |
FA
3590
Forefront Analytics
West Conshohocken,
Pennsylvania
| $168M | – | – | 3.39% | 50.9% | 45 | – | 0 |
|
| 3591 |
CWM
3591
Cedar Wealth Management
Walnut Creek,
California
| $168M | -$682K | -0.4% | 3.39% | 68.1% | 161 | 32.92% | 1.2 |
|
| 3592 |
PM
3592
Precept Management
Dallas,
Texas
| $168M | +$39M | +30% | 15.8% | 110% | 76 | 50% | 0.4 |
|
| 3593 |
AW
3593
Alpha Windward
Westwood,
Massachusetts
| $168M | +$5.59M | +3% | 6.66% | 33.6% | 480 | 29.17% | 2.3 |
|
| 3594 |
CII
3594
Chapter IV Investors
Charlotte,
North Carolina
| $168M | -$24.6M | -13% | 4.25% | 4.15% | 7 | 14.29% | 3.8 |
|
| 3595 |
KA
3595
Kaizen Advisory
Wheaton,
Illinois
| $168M | – | – | 8.39% | – | 572 | – | 0 |
|
| 3596 |
XGI
3596
XL Group Investments
Hamilton,
Bermuda
| $167M | -$224M | -57% | 1.02% | – | 13 | 46.15% | 0.8 |
|
| 3597 |
CB
3597
CNB Bank
Clearfield,
Pennsylvania
| $167M | – | – | 5.32% | 91.6% | 378 | – | 0 |
|
| 3598 |
SCM
3598
Sterneck Capital Management
Kansas City,
Missouri
| $167M | -$7.31M | -4% | 3.82% | 61.5% | 123 | 21.14% | 2.3 |
|
| 3599 |
CCM
3599
Chicago Capital Management
Chicago,
Illinois
| $167M | -$35.4M | -17% | 27.7% | 295% | 37 | 78.38% | 0.1 |
|
| 3600 |
AGPM
3600
ASA Gold & Precious Metals
Portland,
Maine
| $167M | -$578K | -0.3% | 0.72% | 7.34% | 17 | 5.88% | 4 |
|