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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4051 |
AA
4051
Alta Advisers
London,
United Kingdom
| $144M | +$13M | +10% | 1.45% | 114% | 4 | 25% | 2.1 |
|
| 4052 |
PP
4052
PDS Planning
Dublin,
Ohio
| $144M | +$9.63M | +7% | 1.4% | 62.7% | 100 | 6% | 1.3 |
|
| 4053 |
4053
Koshinski Asset Management
Decatur,
Illinois
| $144M | -$102M | -41% | 2.86% | 76.5% | 292 | 54.79% | 2.5 |
|
| 4054 |
RTC
4054
Riverview Trust Company
Vancouver,
Washington
| $144M | +$1.24M | +0.9% | 1.29% | 87.6% | 279 | 5.02% | 0.7 |
|
| 4055 |
PC
4055
Pecaut & Co
Sioux City,
Iowa
| $144M | -$2.77M | -2% | 3.58% | 67.6% | 77 | 16.88% | 2.5 |
|
| 4056 |
PHAM
4056
Palisades Hudson Asset Management
Fort Lauderdale,
Florida
| $144M | -$866K | -0.6% | 0.47% | 66.8% | 102 | 6.86% | 4.2 |
|
| 4057 |
MA
4057
Menlo Advisors
Menlo Park,
California
| $143M | -$2.17M | -1% | 1.41% | 108% | 39 | 7.69% | 4 |
|
| 4058 |
HM
4058
HCSF Management
San Francisco,
California
| $143M | -$11.7M | -8% | 3.06% | 58.8% | 13 | 7.69% | 1.9 |
|
| 4059 |
GWAG
4059
Garrett Wealth Advisory Group
Weatherford,
Texas
| $143M | +$17.2M | +14% | 1.61% | 66.1% | 775 | 92.65% | 0 |
|
| 4060 |
BWAM
4060
Boyd Watterson Asset Management
Cleveland,
Ohio
| $143M | -$3.82M | -3% | 2% | 101% | 122 | 11.48% | 4.1 |
|
| 4061 |
SSCM
4061
Summit Street Capital Management
New York
| $143M | +$39.5M | +38% | 1.68% | 217% | 29 | 3.45% | 2 |
|
| 4062 |
OFG
4062
Omega Financial Group
Santa Barbara,
California
| $143M | +$7.22M | +5% | 0.92% | 45.2% | 63 | 6.35% | 0.7 |
|
| 4063 |
ATC
4063
Adirondack Trust Company
Saratoga Springs,
New York
| $142M | -$886K | -0.6% | 2.01% | 96.8% | 367 | 7.08% | 4.3 |
|
| 4064 |
SHI
4064
SV Health Investors
Boston,
Massachusetts
| $142M | -$6.61M | -4% | 10.1% | 97.4% | 10 | 10% | 2.4 |
|
| 4065 |
ACM
4065
Aquilo Capital Management
San Francisco,
California
| $142M | -$146M | -51% | 8.38% | 6.84% | 14 | 28.57% | 0.9 |
|
| 4066 |
KC
4066
Kellner Capital
New York
| $142M | -$81.8M | -37% | 5.08% | 390% | 48 | 75% | 0.1 |
|
| 4067 |
NS
4067
NewDay Solutions
Hampton,
New Hampshire
| $141M | +$3.23M | +2% | 1.32% | – | 65 | 26.15% | 0.6 |
|
| 4068 |
GCM
4068
Gables Capital Management
Miami,
Florida
| $141M | +$18.7M | +15% | 1.98% | 151% | 374 | 9.36% | 1.2 |
|
| 4069 |
HCM
4069
Hutner Capital Management
Manchester,
Vermont
| $141M | +$720K | +0.5% | 1.5% | 52.2% | 42 | 0% | 2.5 |
|
| 4070 |
ACM
4070
Axel Capital Management
New York
| $141M | -$630K | -0.4% | 5.41% | 194% | 19 | 15.79% | 1.4 |
|
| 4071 |
MSA
4071
Marino Stram & Associates
Braintree,
Massachusetts
| $141M | +$4.68M | +3% | 1.27% | 63.6% | 85 | 7.06% | 1.6 |
|
| 4072 |
I2I
4072
Insight 2811 Inc
Chicago,
Illinois
| $141M | +$2.23M | +2% | 1.59% | 30.8% | 92 | 15.22% | 3 |
|
| 4073 |
MMHP
4073
Murphy Middleton Hinkle & Parker
Thomasville,
Georgia
| $141M | +$637K | +0.5% | 1.7% | 66.8% | 132 | 7.58% | 1.6 |
|
| 4074 |
SL
4074
SIB LLC
New York,
New York
| $141M | +$10.4M | +8% | 9.04% | 29.2% | 24 | 0% | 5.8 |
|
| 4075 |
AGA
4075
Arkos Global Advisors
Houston,
Texas
| $141M | +$5.07M | +4% | 0.84% | 43.6% | 55 | 16.36% | 0.6 |
|