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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%
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50
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250
500
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2,500
5,000
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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3926 |
CAM
3926
Chandler Asset Management
San Diego,
California
| $146M | +$32.1M | +28% | 2.69% | 35.6% | 20 | 25% | 2.4 |
|
| 3927 |
OCM
3927
Orleans Capital Management
Mandeville,
Louisiana
| $146M | +$7.2M | +5% | 7.19% | 94.6% | 91 | 23.08% | 12.6 |
|
| 3928 |
MSFP
3928
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
| $146M | +$10.6M | +8% | 7.97% | 92.4% | 393 | 12.72% | 11.9 |
|
| 3929 |
AFS
3929
Access Financial Services
Minneapolis,
Minnesota
| $146M | +$3.69M | +3% | 4.52% | 44.8% | 69 | 20.29% | 5.2 |
|
| 3930 |
CCG
3930
Ceeto Capital Group
Coral Gables,
Florida
| $146M | +$12.2M | +9% | 9.46% | 94.4% | 133 | 7.52% | 3.4 |
|
| 3931 |
PFS
3931
Physicians Financial Services
Raleigh,
North Carolina
| $145M | +$12M | +9% | 10.1% | 100% | 109 | 2.75% | 9.2 |
|
| 3932 |
PWS
3932
Peloton Wealth Strategists
Indianapolis,
Indiana
| $145M | +$7.28M | +5% | 8.74% | 51.3% | 65 | 20% | 10.8 |
|
| 3933 |
CRCM
3933
Crystal Rock Capital Management
Bannockburn,
Illinois
| $145M | +$5.09M | +4% | 5.32% | 172% | 31 | 6.45% | 9 |
|
| 3934 |
CHA
3934
Cooper/Haims Advisors
Victor,
New York
| $145M | +$9.96M | +7% | 3.46% | 53.1% | 62 | 14.52% | 2.5 |
|
| 3935 |
PAM
3935
Peninsula Asset Management
Bradenton,
Florida
| $145M | +$7.37M | +5% | 6.63% | 44.1% | 45 | 0% | 16.9 |
|
| 3936 |
RHI
3936
Richmond Hill Investments
New York
| $145M | +$9.89M | +7% | 5.6% | 55.2% | 7 | 0% | 13.4 |
|
| 3937 |
GSC
3937
G&S Capital
Denver,
Colorado
| $145M | +$14.2M | +11% | 6.93% | 77.2% | 224 | 16.96% | 2.5 |
|
| 3938 |
HWA
3938
Heritage Way Advisors
Rockford,
Illinois
| $145M | +$8.12M | +6% | 6.17% | 79.4% | 62 | 3.23% | 5.9 |
|
| 3939 |
HCM
3939
HGI Capital Management
New York
| $145M | -$89.8M | -38% | 4.12% | 47% | 78 | 48.72% | 1.5 |
|
| 3940 |
PC
3940
Pecaut & Co
Sioux City,
Iowa
| $144M | +$7.45M | +5% | 7.77% | 67.6% | 72 | 13.89% | 8.8 |
|
| 3941 |
AIS
3941
Accurate Investment Solutions
Seven Fields,
Pennsylvania
| $144M | +$8.27M | +6% | 6.51% | 6.74% | 591 | 40.27% | 7.7 |
|
| 3942 |
GTAM
3942
Global Trust Asset Management
West Palm Beach,
Florida
| $144M | +$11.4M | +9% | 6.58% | 168% | 477 | 18.45% | 2.4 |
|
| 3943 |
HA
3943
Havens Advisors
New York
| $144M | -$8.79M | -6% | 6% | 460% | 47 | 55.32% | 1.3 |
|
| 3944 |
MAG
3944
Mokosak Advisory Group
Urbandale,
Iowa
| $144M | +$8.14M | +6% | 3.09% | 57.1% | 13 | 23.08% | 2.3 |
|
| 3945 |
RIM
3945
Reliant Investment Management
Memphis,
Tennessee
| $144M | +$10M | +7% | 8.26% | 122% | 58 | 25.86% | 10 |
|
| 3946 |
LFASL
3946
Lugano Financial Advisors SA (LFA)
Lugano,
Switzerland
| $144M | +$39.7M | +38% | 2.56% | 44.9% | 163 | 22.7% | 0.8 |
|
| 3947 |
SI
3947
SimpliFi Inc
San Diego,
California
| $144M | +$16.8M | +13% | 2.02% | 26.7% | 21 | 38.1% | 1.8 |
|
| 3948 |
VAS
3948
VR Advisory Services
Camana Bay, Grand Cayman,
Cayman Islands
| $144M | -$6.4M | -4% | 3.59% | 89.7% | 27 | 14.81% | 4 |
|
| 3949 |
P3I
3949
Progeny 3 Inc
Kirkland,
Washington
| $144M | -$16.3M | -10% | 1.02% | 96.8% | 35 | 37.14% | 4.9 |
|
| 3950 |
IAMOG
3950
Investors Asset Management of Georgia
Atlanta,
Georgia
| $144M | +$7.03M | +5% | 6.6% | 113% | 154 | 4.55% | 12 |
|