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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3951 |
SCA
3951
Strategic Capital Advisers
Denver,
Colorado
| $137M | +$35.4M | +35% | 2.82% | 51.4% | 67 | 22.39% | 0.4 |
|
| 3952 |
AIM
3952
Advantage Investment Management
Cedar Rapids,
Iowa
| $137M | -$125M | -48% | 2.88% | 28.6% | 1,093 | 17.66% | 2.3 |
|
| 3953 |
IPGDR
3953
Investidor Profissional Gestao de Recursos
Rio De Janeiro,
Brazil
| $137M | -$23.7M | -15% | 0.87% | 51.8% | 19 | 47.37% | 0.3 |
|
| 3954 |
CA
3954
Continuum Advisory
Eagle,
Idaho
| $137M | +$17.1M | +14% | 2.79% | 77% | 160 | 23.75% | 0.8 |
|
| 3955 |
IAMOG
3955
Investors Asset Management of Georgia
Atlanta,
Georgia
| $137M | +$1.38M | +1% | 5.23% | 113% | 153 | 3.27% | 2.8 |
|
| 3956 |
HWA
3956
Heritage Way Advisors
Rockford,
Illinois
| $137M | +$7.85M | +6% | 2.95% | 79.4% | 64 | 10.94% | 1.2 |
|
| 3957 |
OA
3957
Opes Advisors
Cupertino,
California
| $136M | +$12.7M | +10% | 2.13% | – | 51 | 31.37% | 0.9 |
|
| 3958 |
IGGA
3958
Iron Gate Global Advisors
Nsl,
Utah
| $136M | +$4.79M | +4% | 3.65% | 106% | 225 | 76% | 0.2 |
|
| 3959 |
BP
3959
Broadleaf Partners
Hudson,
Ohio
| $136M | +$6.52M | +5% | 6.88% | 180% | 54 | 3.7% | 0.5 |
|
| 3960 |
PM
3960
Prosight Management
Dallas,
Texas
| $136M | -$23M | -14% | 0.09% | 39.5% | 41 | 48.78% | 0.3 |
|
| 3961 |
FPGK
3961
Financial Partners Group (Kansas)
Overland Park,
Kansas
| $136M | +$8.83M | +7% | 3.68% | 70.7% | 84 | 16.67% | 0.4 |
|
| 3962 |
POIA
3962
Pin Oak Investment Advisors
Houston,
Texas
| $136M | +$12.8M | +10% | 7.32% | 62.7% | 470 | 17.66% | 0.4 |
|
| 3963 |
UA
3963
Unison Advisors
Washington,
District of Columbia
| $136M | +$2.65M | +2% | 1.77% | 54.6% | 184 | 30.98% | 0.4 |
|
| 3964 |
AIS
3964
Accurate Investment Solutions
Seven Fields,
Pennsylvania
| $136M | +$3.94M | +3% | 1.29% | 6.74% | 577 | 11.27% | 1.5 |
|
| 3965 |
MAG
3965
Mokosak Advisory Group
Urbandale,
Iowa
| $136M | +$6.93M | +5% | 1.92% | 57.1% | 10 | 0% | 0.5 |
|
| 3966 |
SJIM
3966
St. Johns Investment Management
Jacksonville,
Florida
| $136M | +$3.79M | +3% | 2.9% | 80.9% | 211 | 18.01% | 2.8 |
|
| 3967 |
BAM
3967
Boyar Asset Management
New York
| $136M | -$1.56M | -1% | 2.24% | 75.5% | 66 | 6.06% | 4.1 |
|
| 3968 |
BFC
3968
Bedel Financial Consulting
Indianapolis,
Indiana
| $136M | +$4.41M | +3% | 4.26% | 104% | 750 | 11.33% | 0.3 |
|
| 3969 |
LD
3969
Lipe & Dalton
Syracuse,
New York
| $136M | -$3.86M | -3% | 0.67% | 101% | 82 | 17.07% | 2.7 |
|
| 3970 |
MA
3970
Menlo Advisors
Menlo Park,
California
| $136M | -$2.33M | -2% | 0.82% | 108% | 43 | 9.3% | 3.3 |
|
| 3971 |
DADR
3971
Dynamo Administracao de Recursos
Rio De Janeiro,
Brazil
| $136M | -$16M | -11% | 17.1% | 350% | 3 | 0% | 0.5 |
|
| 3972 |
3972
Pathstone Family Office
Englewood,
New Jersey
| $136M | -$43.3M | -24% | 0.1% | 38.9% | 385 | 61.56% | 1.2 |
|
| 3973 |
LSC
3973
Lesa Sroufe & Co
Seattle,
Washington
| $136M | +$8.24M | +6% | 2.05% | – | 63 | 9.52% | 2.3 |
|
| 3974 |
EM
3974
Endicott Management
New York
| $136M | -$17.4M | -11% | 8.27% | 229% | 10 | 30% | 2.6 |
|
| 3975 |
OFM
3975
Omega Fund Management
Boston,
Massachusetts
| $136M | +$33.8M | +33% | 0.89% | 106% | 13 | 15.38% | 2 |
|