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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3976 |
AIM
3976
Aspen Investment Management
Grand Rapids,
Michigan
| $150M | -$2.21M | -1% | 0.8% | 84.9% | 136 | 3.68% | 4.6 |
|
| 3977 |
SC
3977
Scholtz & Company
Stamford,
Connecticut
| $150M | -$4.69M | -3% | 3.26% | 89.2% | 64 | 26.56% | 1.4 |
|
| 3978 |
SFC
3978
SYM Financial Corp
Winona Lake,
Indiana
| $150M | -$6.15M | -4% | 1.71% | 56% | 76 | 21.05% | 1.3 |
|
| 3979 |
1NWS
3979
1 North Wealth Services
Annapolis,
Maryland
| $150M | – | – | 2.3% | – | 349 | – | 0.7 |
|
| 3980 |
UTC
3980
Unified Trust Company
Lexington,
Kentucky
| $150M | +$5.88M | +4% | 2.21% | 69.7% | 60 | 20% | 0.6 |
|
| 3981 |
BT
3981
Brandywine Trust
Hockessin,
Delaware
| $149M | +$7.93M | +6% | 3.04% | 32.7% | 42 | 11.9% | 3.6 |
|
| 3982 |
CA
3982
Continuum Advisory
Eagle,
Idaho
| $149M | +$3.79M | +3% | 0.99% | 77% | 137 | 8.76% | 1.5 |
|
| 3983 |
MS
3983
Mizuho Securities
Tokyo,
Japan
| $149M | +$72.5M | +94% | 1.72% | 109% | 181 | 44.75% | 0.4 |
|
| 3984 |
CAM
3984
Crown Advisors Management
Larkspur,
California
| $149M | +$4.93M | +3% | 3.24% | 284% | 55 | 34.55% | 0.9 |
|
| 3985 |
AFA
3985
Alta Fundamental Advisers
New York
| $149M | -$4.17M | -3% | 2.6% | 340% | 21 | 28.57% | 1.5 |
|
| 3986 |
CWM
3986
Cedar Wealth Management
Walnut Creek,
California
| $149M | -$5.27M | -3% | 2.64% | 68.1% | 177 | 17.51% | 1.9 |
|
| 3987 |
CGI
3987
Cougar Global Investments
Toronto,
Ontario, Canada
| $149M | +$1.64M | +1% | 0.36% | 17.4% | 19 | 0% | 1.4 |
|
| 3988 |
PCM
3988
Peak Capital Management
Greenwood Village,
Colorado
| $149M | +$2.52M | +2% | 2.91% | 9.52% | 24 | 0% | 1.8 |
|
| 3989 |
PSC
3989
Prentiss Smith & Co
Brattleboro,
Vermont
| $149M | -$4.09M | -3% | 0.53% | 63.9% | 64 | 9.38% | 4 |
|
| 3990 |
NCM
3990
Next Capital Management
New York
| $149M | -$40K | -0% | 0.15% | 61.3% | 915 | 75.52% | 0.6 |
|
| 3991 |
DCM
3991
Delta Capital Management
Red Bank,
New Jersey
| $149M | -$9.62M | -6% | 0.87% | 125% | 65 | 1.54% | 4.2 |
|
| 3992 |
SCM
3992
Springhouse Capital Management
Westport,
Connecticut
| $149M | -$28.6M | -16% | 3.12% | 52% | 21 | 28.57% | 1.3 |
|
| 3993 |
HBWM
3993
Hollow Brook Wealth Management
Katonah,
New York
| $149M | +$38.5M | +35% | 1.53% | 92.8% | 57 | 15.79% | 3.2 |
|
| 3994 |
MCP
3994
Martin Capital Partners
Eugene,
Oregon
| $149M | +$7.23M | +5% | 2.07% | 42.3% | 56 | 16.07% | 1.3 |
|
| 3995 |
AAM
3995
Augustine Asset Management
Jacksonville,
Florida
| $149M | +$3.31M | +2% | 3.36% | 316% | 76 | 22.37% | 2.5 |
|
| 3996 |
3996
Quantinno Capital Management
New York
| $148M | -$21.9M | -13% | 2.83% | 119% | 571 | 61.82% | 0.3 |
|
| 3997 |
BWM
3997
BigSur Wealth Management
Miami,
Florida
| $148M | +$5.07M | +4% | 0.68% | 94.8% | 105 | 7.62% | 2 |
|
| 3998 |
AIC
3998
Ayalon Insurance Company
Ramat Gan,
Israel
| $148M | +$403K | +0.3% | 1.49% | 99.6% | 121 | 14.05% | 1.5 |
|
| 3999 |
MSFP
3999
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
| $148M | +$1.83M | +1% | 2.55% | 92.4% | 408 | 22.3% | 3.3 |
|
| 4000 |
AIA
4000
Arcadia Investment Advisors
Eagle,
Idaho
| $148M | +$995K | +0.7% | 0.46% | 56.4% | 76 | 14.47% | 1.4 |
|