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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3601 |
RC
3601
Rinet Company
Boston,
Massachusetts
| $136M | +$7.36M | +6% | 1.58% | 33.1% | 17 | 0% | 5.8 |
|
| 3602 |
CW
3602
Cabot-Wellington
Boston,
Massachusetts
| $135M | +$11.8M | +10% | 1.34% | 65% | 18 | 0% | 11.8 |
|
| 3603 |
FA
3603
FC Advisory
West Chester,
Pennsylvania
| $135M | +$2.17M | +2% | 0.86% | 46.6% | 35 | 5.71% | 6 |
|
| 3604 |
RJA
3604
Robshaw & Julian Associates
Williamsville,
New York
| $135M | +$674K | +0.5% | 2.55% | 19.3% | 46 | 4.35% | 10.3 |
|
| 3605 |
MTB
3605
Mizuho Trust & Banking
Tokyo,
Japan
| $135M | -$33.7B | -100% | 1.37% | 36.1% | 850 | 99.65% | 0.4 |
|
| 3606 |
PAM
3606
Pope Asset Management
Memphis,
Tennessee
| $135M | +$11.2M | +9% | 1.57% | – | 29 | 6.9% | 10 |
|
| 3607 |
IAMOG
3607
Investors Asset Management of Georgia
Atlanta,
Georgia
| $135M | +$3.18M | +2% | 2.1% | 113% | 140 | 7.14% | 6.9 |
|
| 3608 |
EF
3608
Empowered Funds
Havertown,
Pennsylvania
| $135M | – | – | 2.44% | 127% | 4 | – | 0 |
|
| 3609 |
SAIG
3609
Semper Augustus Investments Group
Highlands Ranch,
Colorado
| $135M | -$3.03M | -2% | 7.47% | 95.4% | 30 | 6.67% | 12.5 |
|
| 3610 |
PM
3610
Precept Management
Dallas,
Texas
| $135M | – | – | 6.66% | 110% | 49 | – | 0 |
|
| 3611 |
MFT
3611
Moisand Fitzgerald Tamayo
Orlando,
Florida
| $135M | +$3.09M | +2% | 2.07% | 48.1% | 62 | 1.61% | 3.6 |
|
| 3612 |
GL
3612
Globe Life
Mckinney,
Texas
| $135M | +$13.3M | +11% | 3.33% | 60.1% | 22 | 100% | 0 |
|
| 3613 |
CBCM
3613
Cook & Bynum Capital Management
Birmingham,
Alabama
| $135M | +$3.44M | +3% | 3.1% | 46.8% | 4 | 0% | 14 |
|
| 3614 |
MSFP
3614
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
| $135M | +$246K | +0.2% | 1.68% | 92.4% | 390 | 14.1% | 7.4 |
|
| 3615 |
MSDF
3615
Michael & Susan Dell Foundation
New York
| $135M | +$35.4M | +36% | 7.07% | 238% | 8 | 25% | 7.7 |
|
| 3616 |
AG
3616
Ashmore Group
London,
United Kingdom
| $134M | -$4.38M | -3% | 2.65% | 103% | 39 | 33.33% | 5.5 |
|
| 3617 |
KM
3617
Kora Management
Brooklyn,
New York
| $134M | -$44.8M | -25% | 16.2% | 307% | 11 | 9.09% | 2.2 |
|
| 3618 |
HCA
3618
Horan Capital Advisors
Cincinnati,
Ohio
| $134M | +$7.88M | +6% | 6.34% | 26.6% | 63 | 6.35% | 7.8 |
|
| 3619 |
SQA
3619
Simon Quick Advisors
Morristown,
New Jersey
| $134M | – | – | 6.43% | 69.5% | 235 | – | 0 |
|
| 3620 |
IC
3620
Intersect Capital
San Ramon,
California
| $134M | +$6.99M | +6% | 1.1% | 57.2% | 95 | 3.16% | 6.8 |
|
| 3621 |
MIC
3621
MU Investments Company
Tokyo,
Japan
| $133M | -$3M | -2% | 2.19% | 40.4% | 203 | 30.54% | 8 |
|
| 3622 |
CIM
3622
Cetera Investment Management
El Segundo,
California
| $133M | -$22.1M | -14% | 2% | – | 128 | 32.81% | 3.2 |
|
| 3623 |
CA
3623
Cornerstone Advisory
Hunt Valley,
Maryland
| $133M | +$11.5M | +9% | 4.48% | 53.5% | 95 | 15.79% | 3.3 |
|
| 3624 |
FCCM
3624
First City Capital Management
Savannah,
Georgia
| $133M | +$2.28M | +2% | 2.64% | 76.5% | 143 | 8.39% | 11.3 |
|
| 3625 |
AAM
3625
Augustine Asset Management
Jacksonville,
Florida
| $133M | -$2.91M | -2% | 1.09% | 316% | 73 | 31.51% | 7.3 |
|