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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3726 |
AF
3726
Affiance Financial
St. Louis Park,
Minnesota
| $129M | +$4.58M | +4% | 3.26% | 57.8% | 89 | 12.36% | 1.8 |
|
| 3727 |
CI
3727
CAZ Investments
Houston,
Texas
| $129M | +$43.8M | +51% | 5.15% | 263% | 34 | 14.71% | 1.5 |
|
| 3728 |
BKA
3728
Brick & Kyle Associates
Newtown,
Pennsylvania
| $129M | +$4.38M | +4% | 5.97% | 97.4% | 454 | 8.37% | 1.9 |
|
| 3729 |
FPS
3729
Fieldpoint Private Securities
Greenwich,
Connecticut
| $129M | – | – | 5.37% | 47.2% | 337 | – | 0 |
|
| 3730 |
DHRFI
3730
DCM Hybrid RMB Fund International
Menlo Park,
California
| $129M | -$15.1M | -10% | 20.2% | – | 4 | 25% | 0.6 |
|
| 3731 |
1CM
3731
1492 Capital Management
Milwaukee,
Wisconsin
| $129M | -$979K | -0.8% | 7.84% | 332% | 123 | 27.64% | 1 |
|
| 3732 |
SCM
3732
Stonehearth Capital Management
Danvers,
Massachusetts
| $129M | +$595K | +0.5% | 5.24% | 87.5% | 36 | 19.44% | 1.7 |
|
| 3733 |
3733
Valley Forge Capital Management
Miami,
Florida
| $128M | +$18.9M | +17% | 14.6% | 49% | 8 | 0% | 0.3 |
|
| 3734 |
HBWM
3734
Hollow Brook Wealth Management
Katonah,
New York
| $128M | -$33.4M | -21% | 7.02% | 92.8% | 48 | 18.75% | 2.5 |
|
| 3735 |
RIM
3735
Reliant Investment Management
Memphis,
Tennessee
| $128M | +$5.68M | +5% | 5.62% | 129% | 59 | 18.64% | 2 |
|
| 3736 |
VCA
3736
VIEX Capital Advisors
Sunny Isles Beach,
Florida
| $128M | -$30.2M | -19% | 0.57% | 30.6% | 27 | 55.56% | 0.2 |
|
| 3737 |
HM
3737
Harvest Management
New York
| $128M | -$44M | -26% | 11.1% | 610% | 100 | 67% | 0.4 |
|
| 3738 |
WCM
3738
Wunderlich Capital Managemnt
Memphis,
Tennessee
| $128M | +$5.3M | +4% | 5.99% | 33.6% | 99 | 14.14% | 1.9 |
|
| 3739 |
LS
3739
Lattice Strategies
Wayne,
Pennsylvania
| $128M | +$5.56M | +5% | 6.67% | 19.9% | 68 | 7.35% | 2.9 |
|
| 3740 |
SI
3740
Stanhope Investments
Grand Cayman,
Cayman Islands
| $128M | +$5.13M | +4% | 4.17% | – | 1 | 0% | 0.3 |
|
| 3741 |
NR
3741
Newfound Research
Wellesley Hills,
Massachusetts
| $128M | +$16.5M | +15% | 4.3% | 54.6% | 232 | 22.41% | 0.7 |
|
| 3742 |
KAM
3742
Knightsbridge Asset Management
Newport Beach,
California
| $128M | +$20.7M | +19% | 3.64% | 150% | 30 | 16.67% | 1.8 |
|
| 3743 |
GCM
3743
Garland Capital Management
Bellevue,
Washington
| $128M | -$11.6M | -8% | 2.66% | 55.7% | 32 | 15.63% | 2.9 |
|
| 3744 |
VCP
3744
Valtura Capital Partners
New York
| $128M | -$833M | -87% | 13.9% | – | 59 | 88.14% | 0.2 |
|
| 3745 |
MMPW
3745
Mitchell McLeod Pugh & Williams
Mobile,
Alabama
| $128M | +$4.22M | +3% | 5.74% | 90.7% | 174 | 7.47% | 1.9 |
|
| 3746 |
FAM
3746
Foothills Asset Management
Scottsdale,
Arizona
| $128M | -$2.58M | -2% | 4.45% | 8.84% | 65 | 23.08% | 1.7 |
|
| 3747 |
CWM
3747
CMH Wealth Management
Portsmouth,
New Hampshire
| $128M | +$13.5M | +12% | 6.33% | 76.6% | 56 | 25% | 0.2 |
|
| 3748 |
OAMA
3748
Oslo Asset Management AS
Oslo,
Norway
| $127M | +$2.45M | +2% | 6.59% | 82.7% | 13 | 23.08% | 1.9 |
|
| 3749 |
CC
3749
Caldera Capital
Dallas,
Texas
| $127M | +$66.3M | +109% | 10.6% | 84.5% | 25 | 48% | 0.2 |
|
| 3750 |
DA
3750
Doliver Advisors
Houston,
Texas
| $127M | +$9.32M | +8% | 2.93% | 92.3% | 290 | 47.59% | 0.6 |
|