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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3626 |
CFG
3626
Cambridge Financial Group
Columbus,
Ohio
| $184M | -$4.17M | -2% | 3.62% | – | 33 | 12.12% | 2.9 |
|
| 3627 |
IVGAI
3627
Index Venture Growth Associates II
St. Helier, Channel Islands,
Jersey
| $184M | -$150M | -45% | 34.5% | – | 3 | 33.33% | 0.5 |
|
| 3628 |
3628
Pinnacle Wealth Planning Services
Mansfield,
Ohio
| $184M | +$18M | +11% | 1.05% | 82.1% | 220 | 26.36% | 1.1 |
|
| 3629 |
SM
3629
Soapstone Management
Bethesda,
Maryland
| $184M | -$356K | -0.2% | 6.45% | 30.3% | 22 | 40.91% | 1 |
|
| 3630 |
TFM
3630
Trimaran Fund Management
New York
| $184M | +$5.02M | +3% | 2.81% | 82.8% | 1 | 0% | 4.8 |
|
| 3631 |
3631
Tolleson Wealth Management
Dallas,
Texas
| $183M | +$38.4M | +26% | 1.63% | 56.2% | 62 | 29.03% | 0.5 |
|
| 3632 |
MP
3632
Marlowe Partners
New York
| $183M | +$10.4M | +6% | 5.26% | 16.3% | 22 | 59.09% | 0.6 |
|
| 3633 |
MIC
3633
Meridian Investment Counsel
Lafayette,
California
| $183M | +$2.36M | +1% | 0.95% | 116% | 184 | 7.61% | 4.3 |
|
| 3634 |
CNC
3634
Citizens & Northern Corp
Wellsboro,
Pennsylvania
| $183M | +$3.37M | +2% | 2.26% | 73.3% | 107 | 10.28% | 3.9 |
|
| 3635 |
SI
3635
SCP Investment
Orinda,
California
| $183M | +$5.34M | +3% | 1.01% | 32.8% | 83 | 50.6% | 0.4 |
|
| 3636 |
SCM
3636
Sitrin Capital Management
Century City,
California
| $183M | -$4.44M | -2% | 2.52% | 128% | 42 | 21.43% | 2.1 |
|
| 3637 |
S
3637
SimplyRich
Carlsbad,
California
| $183M | +$2.11M | +1% | 2.81% | 98.3% | 158 | 6.96% | 0.9 |
|
| 3638 |
GCM
3638
Grisanti Capital Management
New York
| $183M | -$442K | -0.2% | 2.51% | 17.9% | 64 | 26.56% | 2.6 |
|
| 3639 |
GPA
3639
Guidance Point Advisors
Wellesley,
Massachusetts
| $183M | +$5.81M | +3% | 1.76% | 71.8% | 63 | 7.94% | 0.7 |
|
| 3640 |
LK
3640
Lumbard & Kellner
Hollis,
New Hampshire
| $183M | -$3.42M | -2% | 0.79% | 137% | 84 | 10.71% | 3.5 |
|
| 3641 |
FPC
3641
Falcon Point Capital
San Francisco,
California
| $183M | -$3.41M | -2% | 0.01% | 119% | 127 | 33.07% | 1.8 |
|
| 3642 |
GCM
3642
Greywolf Capital Management
Purchase,
New York
| $182M | +$6.81M | +4% | 23.1% | 174% | 8 | 25% | 2.5 |
|
| 3643 |
VDFA
3643
Vickerman & Driscoll Financial Advisors
Spokane,
Washington
| $182M | +$1.84M | +1% | 0.73% | – | 68 | 0% | 1.5 |
|
| 3644 |
WCM
3644
Whitener Capital Management
Rocky Mount,
North Carolina
| $182M | +$6.45M | +4% | 2.71% | 112% | 540 | 14.63% | 1 |
|
| 3645 |
MHP
3645
Manatuck Hill Partners
Westport,
Connecticut
| $182M | -$32M | -15% | 0.6% | 556% | 117 | 40.17% | 1.7 |
|
| 3646 |
HC
3646
HNP Capital
Rochester,
New York
| $182M | +$11.6M | +7% | 2.17% | 52.4% | 117 | 12.82% | 0.7 |
|
| 3647 |
HCM
3647
HGI Capital Management
New York
| $182M | -$38.2M | -17% | 2.37% | 47% | 78 | 37.18% | 0.7 |
|
| 3648 |
3648
Inscription Capital
Houston,
Texas
| $182M | +$48.2M | +36% | 1.53% | – | 150 | 38.67% | 0.5 |
|
| 3649 |
CWAG
3649
Compton Wealth Advisory Group
Virginia Beach,
Virginia
| $182M | -$13.1M | -7% | 3.11% | 76.1% | 71 | 11.27% | 0.7 |
|
| 3650 |
ANRIA
3650
American National Registered Investment Advisor
Galveston,
Texas
| $182M | +$3.43M | +2% | 1.83% | 95.8% | 221 | 7.24% | 4.5 |
|