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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3976 |
PCM
3976
Poehling Capital Management
Madison,
Wisconsin
| $141M | +$26.9M | +24% | 5.72% | 70.9% | 308 | 66.56% | 2.7 |
|
| 3977 |
CNHF
3977
Conrad N. Hilton Foundation
Agoura Hills,
California
| $141M | -$69.4M | -33% | 1.56% | – | 6 | 16.67% | 3 |
|
| 3978 |
MAP
3978
Milestone Advisory Partners
Southern Pines,
North Carolina
| $141M | +$6.56M | +5% | 4.73% | 19.7% | 49 | 12.24% | 2.6 |
|
| 3979 |
WCM
3979
Wunderlich Capital Managemnt
Memphis,
Tennessee
| $141M | -$2.97M | -2% | 5.09% | 33.6% | 93 | 11.83% | 12.3 |
|
| 3980 |
RRWA
3980
Rainey & Randall Wealth Advisors
Celebration,
Florida
| $141M | +$58M | +70% | 3.05% | 47.8% | 34 | 29.41% | 2 |
|
| 3981 |
SCA
3981
Strategic Capital Advisers
Denver,
Colorado
| $140M | +$3.67M | +3% | 7.27% | 51.4% | 59 | 5.08% | 2.8 |
|
| 3982 |
TA
3982
TMD & Associates
Scottsdale,
Arizona
| $140M | +$11.8M | +9% | 4.66% | 20.5% | 46 | 60.87% | 3.7 |
|
| 3983 |
ACM
3983
Adalta Capital Management
New York
| $140M | -$1.45M | -1% | 6.59% | 80.4% | 88 | 17.05% | 4.6 |
|
| 3984 |
GEA
3984
Glen Eagle Advisors
Kingston,
New Jersey
| $140M | +$12.4M | +10% | 6.32% | 68.5% | 740 | 11.08% | 5.3 |
|
| 3985 |
PAM
3985
PVG Asset Management
Golden,
Colorado
| $140M | -$28.8M | -17% | 0.36% | – | 116 | 50.86% | 3.5 |
|
| 3986 |
UWM
3986
USAdvisors Wealth Management
Eden Prairie,
Minnesota
| $140M | +$7.39M | +6% | 3.82% | 55% | 78 | 29.49% | 2.1 |
|
| 3987 |
LIC
3987
Laurus Investment Counsel
Toronto,
Canada
| $140M | -$211K | -0.2% | 6.32% | 14.1% | 31 | 6.45% | 2.7 |
|
| 3988 |
NFG
3988
Nations Financial Group
Cedar Rapids,
Iowa
| $140M | +$19.8M | +17% | 5.84% | 105% | 175 | 11.43% | 7.4 |
|
| 3989 |
LCH
3989
Lee Capital Holdings
New York
| $140M | -$1.94M | -1% | 7.76% | 34.4% | 94 | 32.98% | 0.8 |
|
| 3990 |
WPEP
3990
Walnut Private Equity Partners
Omaha,
Nebraska
| $139M | +$9.3M | +7% | 5.5% | 48% | 22 | 4.55% | 13.6 |
|
| 3991 |
DADR
3991
Dynamo Administracao de Recursos
Rio De Janeiro,
Brazil
| $139M | +$3.42M | +3% | 6.35% | 350% | 3 | 0% | 3 |
|
| 3992 |
MP
3992
Marlowe Partners
New York
| $139M | +$4.02M | +3% | 7.25% | 16.3% | 7 | 0% | 4.3 |
|
| 3993 |
CF
3993
Corrigan Financial
Middletown,
Rhode Island
| $139M | +$4.49M | +3% | 4.72% | 9.54% | 60 | 10% | 7.9 |
|
| 3994 |
GIA
3994
Gargoyle Investment Advisor
Englewood,
New Jersey
| $139M | -$40.7M | -23% | 4.48% | 34.5% | 145 | 55.17% | 6.3 |
|
| 3995 |
CCM
3995
Colorado Capital Management
Boulder,
Colorado
| $139M | -$8.53M | -6% | 3.29% | 53.4% | 95 | 13.68% | 7.7 |
|
| 3996 |
HJMC
3996
Hellman Jordan Management Company
Quincy,
Massachusetts
| $139M | +$14.3M | +11% | 10.4% | 203% | 57 | 36.84% | 2.8 |
|
| 3997 |
WPA
3997
West Paces Advisors
Atlanta,
Georgia
| $139M | +$5.2M | +4% | 4.69% | 57.7% | 485 | 2.27% | 6.3 |
|
| 3998 |
SCM
3998
Sterneck Capital Management
Kansas City,
Missouri
| $139M | -$5.68M | -4% | 5.45% | 61.5% | 109 | 11.93% | 11.4 |
|
| 3999 |
NRCM
3999
Northern Right Capital Management
Darien,
Connecticut
| $139M | -$808K | -0.6% | 7.64% | 187% | 21 | 23.81% | 4.9 |
|
| 4000 |
FG
4000
FSI Group
Cincinnati,
Ohio
| $139M | +$12.4M | +10% | 1.03% | 44.1% | 50 | 28% | 3.9 |
|