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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3951 |
AMAL
3951
Asset Management Advisors LLC
Oklahoma City,
Oklahoma
| $110M | -$2.86M | -3% | 3.82% | 124% | 26 | 7.69% | 10.1 |
|
| 3952 |
JC
3952
Jentner Corp
Akron,
Ohio
| $109M | +$3.32M | +3% | 2.7% | 38.9% | 29 | 0% | 2.7 |
|
| 3953 |
RA
3953
Raffles Associates
New York
| $109M | +$2.62M | +2% | 0.12% | 50% | 52 | 23.08% | 8.8 |
|
| 3954 |
KIA
3954
Kopp Investment Advisors
Bloomington,
Minnesota
| $109M | -$2.59M | -2% | 1.64% | 109% | 70 | 15.71% | 10.3 |
|
| 3955 |
OAM
3955
Orinda Asset Management
Lafayette,
California
| $109M | -$20M | -15% | 1.95% | 28.4% | 50 | 44% | 4.5 |
|
| 3956 |
NMM
3956
NGP MR Management
Dallas,
Texas
| $109M | +$14.9M | +16% | 4.4% | 21.9% | 2 | 0% | 11 |
|
| 3957 |
RVM
3957
Robinson Value Management
San Antonio,
Texas
| $109M | +$1.93M | +2% | 3.37% | 70.8% | 70 | 20% | 2.4 |
|
| 3958 |
ACM
3958
AUA Capital Management
Camp Hill,
Pennsylvania
| $109M | -$2.48M | -2% | 3.03% | 61.4% | 209 | 2.39% | 2.7 |
|
| 3959 |
MFS
3959
Madrona Financial Services
Everett,
Washington
| $109M | +$10.2M | +10% | 3.85% | 75.4% | 38 | 10.53% | 7.1 |
|
| 3960 |
WA1
3960
Wimmer Associates 1
Pasadena,
California
| $109M | -$14K | -0% | 4.56% | 78.9% | 113 | 8.85% | 6.1 |
|
| 3961 |
HCM
3961
Hall Capital Management
Barrington,
Rhode Island
| $109M | +$2.18M | +2% | 3.14% | – | 85 | 2.35% | 8.7 |
|
| 3962 |
BIA
3962
BMT Investment Advisors
Berwyn,
Pennsylvania
| $108M | – | – | 3.65% | – | 76 | – | 0 |
|
| 3963 |
TA
3963
TMD & Associates
Scottsdale,
Arizona
| $108M | +$2.92M | +3% | 3.21% | 20.5% | 21 | 9.52% | 5.3 |
|
| 3964 |
MS
3964
Marshall & Sullivan
Seattle,
Washington
| $108M | -$7.99M | -7% | 3.79% | 82% | 42 | 7.14% | 13.6 |
|
| 3965 |
AM
3965
Account Management
Boxford,
Massachusetts
| $108M | +$10M | +10% | 4.24% | 87.4% | 23 | 8.7% | 11.3 |
|
| 3966 |
OKSA
3966
O'Keefe Stevens Advisory
Rochester,
New York
| $108M | – | – | 6.11% | 208% | 44 | – | 0 |
|
| 3967 |
IGGA
3967
Iron Gate Global Advisors
Nsl,
Utah
| $107M | +$16.5M | +18% | 2.39% | 106% | 56 | 35.71% | 0.7 |
|
| 3968 |
GEA
3968
Glen Eagle Advisors
Kingston,
New Jersey
| $107M | -$18M | -14% | 4.23% | 68.5% | 659 | 15.93% | 2.4 |
|
| 3969 |
IWMA
3969
Ironwood Wealth Management (Arizona)
Chandler,
Arizona
| $107M | – | – | 2.92% | 31.1% | 90 | – | 0 |
|
| 3970 |
UBG
3970
United Bank (Georgia)
Zebulon,
Georgia
| $107M | -$1.11M | -1% | 3.76% | 81.2% | 73 | 6.85% | 2.8 |
|
| 3971 |
LC
3971
LCNB Corp
Lebanon,
Ohio
| $107M | +$4.23M | +4% | 4.37% | 75.2% | 116 | 5.17% | 2.9 |
|
| 3972 |
MAG
3972
Millrace Asset Group
Berwyn,
Pennsylvania
| $106M | +$910K | +0.9% | 10.7% | 113% | 78 | 43.59% | 2.6 |
|
| 3973 |
WS
3973
Wela Strategies
Atlanta,
Georgia
| $106M | -$2.55M | -2% | 2.07% | 51.3% | 37 | 27.03% | 1.6 |
|
| 3974 |
BMC
3974
Beaton Management Company
Haverhill,
Massachusetts
| $106M | +$5.34M | +5% | 3.87% | 95.9% | 116 | 6.9% | 0.9 |
|
| 3975 |
GCM
3975
Goldman Capital Management
New York
| $106M | +$11.6M | +12% | 1.91% | 24.3% | 29 | 17.24% | 13 |
|