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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3801 |
WIA
3801
Westbourne Investment Advisors
Annapolis,
Maryland
| $123M | +$1.39M | +1% | 1.44% | 89.4% | 113 | 15.04% | 6.1 |
|
| 3802 |
ARMT
3802
Amica Retiree Medical Trust
Lincoln,
Rhode Island
| $123M | -$778K | -0.6% | 2.56% | – | 381 | 13.65% | 9.3 |
|
| 3803 |
JFA
3803
Johanson Financial Advisors
Campbell,
California
| $123M | +$9.25M | +8% | 2.33% | 101% | 84 | 10.71% | 1.2 |
|
| 3804 |
ACM
3804
Archon Capital Management
Seattle,
Washington
| $123M | +$52.5M | +75% | 5.1% | 222% | 37 | 59.46% | 1.8 |
|
| 3805 |
GA
3805
Greytown Advisors
Miami,
Florida
| $123M | +$9.87M | +9% | 2.07% | 14.1% | 65 | 6.15% | 1.9 |
|
| 3806 |
LSCM
3806
LaSalle Street Capital Management
Chicago,
Illinois
| $123M | +$2.6M | +2% | 3.49% | 30.5% | 104 | 22.12% | 6.3 |
|
| 3807 |
ACPVT
3807
ABS Capital Partners V Trust
Baltimore,
Maryland
| $123M | -$41.5M | -25% | 22.4% | – | 1 | 0% | 2 |
|
| 3808 |
DDC
3808
Daniel Devine & Co
Parkland,
Florida
| $123M | +$753K | +0.6% | 3.36% | 34.2% | 48 | 4.17% | 8.4 |
|
| 3809 |
SC
3809
Spindletop Capital
Chappaqua,
New York
| $122M | -$282K | -0.2% | 0.74% | – | 12 | 8.33% | 7.7 |
|
| 3810 |
EA
3810
Elm Advisors
Burlingame,
California
| $122M | +$2.42M | +2% | 2.62% | 50.5% | 82 | 6.1% | 11.8 |
|
| 3811 |
DHRFI
3811
DCM Hybrid RMB Fund International
Menlo Park,
California
| $122M | -$6.69M | -5% | 2.09% | – | 3 | 0% | 3.3 |
|
| 3812 |
AFS
3812
Access Financial Services
Minneapolis,
Minnesota
| $122M | +$3.37M | +3% | 0.93% | 44.8% | 71 | 12.68% | 1.8 |
|
| 3813 |
SA
3813
Springowl Associates
New York
| $122M | +$21.3M | +21% | 3.02% | 101% | 28 | 28.57% | 3.1 |
|
| 3814 |
SAM
3814
Security Asset Management
New York
| $122M | +$4.97M | +4% | 5.43% | 67.4% | 80 | 6.25% | 8.1 |
|
| 3815 |
PHIMC
3815
Private Harbour Investment Management & Counsel
Sagamore Hills,
Ohio
| $122M | -$328K | -0.3% | 1.39% | 82.6% | 88 | 6.82% | 11.8 |
|
| 3816 |
LMAM
3816
Legg Mason Asset Management
Tokyo,
Japan
| $122M | +$35.1M | +41% | 2.85% | – | 136 | 46.32% | 4.1 |
|
| 3817 |
NFG
3817
Nations Financial Group
Cedar Rapids,
Iowa
| $122M | +$19M | +19% | 1.57% | 105% | 175 | 18.86% | 4.2 |
|
| 3818 |
AIS
3818
Accurate Investment Solutions
Seven Fields,
Pennsylvania
| $122M | -$2.21M | -2% | 0.7% | 6.74% | 381 | 16.54% | 4.6 |
|
| 3819 |
SAM
3819
Smithbridge Asset Management
Chadds Ford,
Pennsylvania
| $121M | +$7.16M | +6% | 3.46% | – | 70 | 24.29% | 10.7 |
|
| 3820 |
ROC
3820
River Oaks Capital
Wayzata,
Minnesota
| $121M | -$708K | -0.6% | 2.2% | – | 63 | 14.29% | 1.8 |
|
| 3821 |
BW
3821
Bison Wealth
Atlanta,
Georgia
| $121M | +$5.07M | +4% | 1.79% | 37.4% | 197 | 15.74% | 6.3 |
|
| 3822 |
PC
3822
Pecaut & Co
Sioux City,
Iowa
| $121M | +$8.96M | +8% | 3.81% | 67.6% | 54 | 11.11% | 8.3 |
|
| 3823 |
RHCA
3823
Rosenthal Henry Capital Advisors
Mishawaka,
Indiana
| $121M | +$1.5M | +1% | 1.75% | 91.9% | 57 | 31.58% | 1.4 |
|
| 3824 |
KDA
3824
KPCB DGF Associates
Menlo Park,
California
| $121M | -$50.3M | -29% | 17.3% | – | 4 | 25% | 5.7 |
|
| 3825 |
FAN
3825
Financial Advisors Network
Tustin,
California
| $121M | +$4.96M | +4% | 1.84% | – | 93 | 6.45% | 1.9 |
|