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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3876 |
PCA
3876
Providence Capital Advisors
Charlotte,
North Carolina
| $143M | +$9.02M | +7% | 0.57% | 47.4% | 268 | 12.31% | 0.4 |
|
| 3877 |
MCA
3877
Morris Capital Advisors
Malvern,
Pennsylvania
| $143M | -$8.3M | -5% | 1.77% | 72.9% | 79 | 12.66% | 1.8 |
|
| 3878 |
CF
3878
Copperwynd Financial
Scottsdale,
Arizona
| $142M | -$3.55M | -2% | 8.53% | 90% | 101 | 19.8% | 0.4 |
|
| 3879 |
SRA
3879
Summit Rock Advisors
New York
| $142M | -$68M | -32% | 3.26% | – | 8 | 37.5% | 1.5 |
|
| 3880 |
SP
3880
SWS Partners
Columbus,
Ohio
| $142M | +$6.52M | +5% | 1.63% | 112% | 382 | 78.01% | 0.4 |
|
| 3881 |
JCM
3881
Jayhawk Capital Management
Shawnee,
Kansas
| $142M | -$10.8M | -7% | 6.96% | – | 2 | 0% | 0.5 |
|
| 3882 |
MWM
3882
Mascoma Wealth Management
Hanover,
New Hampshire
| $142M | -$9.66M | -6% | 1.31% | 40% | 419 | 13.37% | 1.1 |
|
| 3883 |
AFS
3883
Access Financial Services
Minneapolis,
Minnesota
| $142M | +$6.03M | +4% | 1.22% | 44.8% | 68 | 14.71% | 1.2 |
|
| 3884 |
SCGM
3884
Starwood Capital Group Management
Miami Beach,
Florida
| $142M | +$2.37M | +2% | 1.71% | 16.2% | 2 | 0% | 2.8 |
|
| 3885 |
SAM
3885
Security Asset Management
New York
| $142M | +$7.81M | +6% | 4.78% | 67.4% | 84 | 7.14% | 2.7 |
|
| 3886 |
ATC
3886
Adirondack Trust Company
Saratoga Springs,
New York
| $142M | +$1.3M | +0.9% | 2.23% | 96.8% | 344 | 5.81% | 3.7 |
|
| 3887 |
MMPW
3887
Mitchell McLeod Pugh & Williams
Mobile,
Alabama
| $142M | +$2.05M | +1% | 3.69% | 90.7% | 181 | 6.08% | 2.9 |
|
| 3888 |
SA
3888
Springowl Associates
New York
| $142M | -$10.7M | -7% | 22.9% | 101% | 29 | 31.03% | 1.2 |
|
| 3889 |
BCA
3889
Bay Colony Advisors
Concord,
Massachusetts
| $142M | – | – | 3.74% | 91.8% | 1,005 | – | 0 |
|
| 3890 |
ACM
3890
Adalta Capital Management
New York
| $142M | +$10.6M | +8% | 13.9% | 80.4% | 85 | 16.47% | 1 |
|
| 3891 |
BE
3891
Bonness Enterprises
Washington,
District of Columbia
| $141M | -$2.08M | -1% | 0.92% | 98.6% | 45 | 0% | 4.2 |
|
| 3892 |
LCH
3892
Lee Capital Holdings
New York
| $141M | – | – | 5.72% | 34.4% | 76 | – | 0 |
|
| 3893 |
PA
3893
Parkside Advisors
Berkeley,
California
| $141M | +$897K | +0.6% | 1.45% | 36.7% | 41 | 9.76% | 2.9 |
|
| 3894 |
EIA
3894
Eldridge Investment Advisors
Manchester,
New Hampshire
| $141M | +$7.64M | +6% | 2.11% | 50.9% | 68 | 17.65% | 0.4 |
|
| 3895 |
JC
3895
JCSD Capital
Walnut Creek,
California
| $141M | +$4.09M | +3% | 3.86% | – | 44 | 2.27% | 1.5 |
|
| 3896 |
ECM
3896
Elgethun Capital Management
Sioux Falls,
South Dakota
| $141M | -$1.75M | -1% | 0.07% | 61.5% | 99 | 15.15% | 1.2 |
|
| 3897 |
AIA
3897
AIMZ Investment Advisors
Los Altos,
California
| $141M | +$3.43M | +2% | 5.75% | 81.3% | 103 | 6.8% | 2.9 |
|
| 3898 |
MWVC
3898
Morgens Waterfall Vintiadis & Co
New York
| $141M | +$9.62M | +7% | 16.7% | 594% | 70 | 45.71% | 0.6 |
|
| 3899 |
IIM
3899
Ironwood Investment Management
Boston,
Massachusetts
| $141M | +$4.12M | +3% | 6.38% | 164% | 161 | 4.97% | 3.7 |
|
| 3900 |
CAM
3900
Capco Asset Management
Tampa,
Florida
| $141M | +$4.27M | +3% | 3.18% | 46.1% | 21 | 0% | 1.3 |
|