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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4126 |
FTIM
4126
Flowering Tree Investment Management
Singapore
| $127M | -$54.4M | -30% | 18.2% | 47.4% | 8 | 25% | 10.2 |
|
| 4127 |
PCM
4127
Pointe Capital Management
Grosse Pointe Farms,
Michigan
| $127M | +$10.4M | +9% | 4.63% | 62.6% | 163 | 16.56% | 5.9 |
|
| 4128 |
FDS
4128
Freedom Day Solutions
Houston,
Texas
| $127M | +$3.95M | +3% | 6.94% | 84.6% | 84 | 8.33% | 2.5 |
|
| 4129 |
THWM
4129
Taylor Hoffman Wealth Management
Richmond,
Virginia
| $127M | +$11M | +10% | 6.62% | 47.8% | 430 | 9.53% | 2.8 |
|
| 4130 |
UBG
4130
United Bank (Georgia)
Zebulon,
Georgia
| $127M | +$10.3M | +9% | 7.41% | 81.2% | 78 | 12.82% | 5.7 |
|
| 4131 |
ACM
4131
AUA Capital Management
Camp Hill,
Pennsylvania
| $127M | +$11.9M | +10% | 4.38% | 61.4% | 187 | 1.6% | 6.4 |
|
| 4132 |
AIM
4132
Alambic Investment Management
Belvedere,
California
| $126M | -$239M | -65% | 4.11% | 47.6% | 442 | 59.28% | 3.5 |
|
| 4133 |
CA
4133
Centerpoint Advisors
Needham,
Massachusetts
| $126M | +$6.87M | +6% | 5.78% | 74.2% | 391 | 38.11% | 2.5 |
|
| 4134 |
FC
4134
Foundation Capital
Palo Alto,
California
| $126M | -$59M | -32% | 6.31% | – | 7 | 14.29% | 7.8 |
|
| 4135 |
WOA
4135
Water Oak Advisors
Winter Park,
Florida
| $126M | -$7.53M | -6% | 4.04% | 12.9% | 17 | 0% | 11.1 |
|
| 4136 |
HI
4136
Harrington Investments
Napa,
California
| $126M | +$7.7M | +7% | 8.41% | 92.5% | 156 | 4.49% | 2.9 |
|
| 4137 |
JFM
4137
Jackson Financial Management
Costa Mesa,
California
| $126M | +$13.7M | +12% | 4.36% | – | 40 | 10% | 2.5 |
|
| 4138 |
SHA
4138
Shelter Harbor Advisors
Weatogue,
Connecticut
| $126M | -$33.8M | -21% | 2.45% | – | 32 | 81.25% | 0.6 |
|
| 4139 |
RI
4139
Ridgewood Investments
Springfield,
New Jersey
| $126M | +$13.4M | +12% | 7.37% | – | 173 | 13.87% | 5.1 |
|
| 4140 |
PVAM
4140
Pacific View Asset Management
San Francisco,
California
| $126M | -$683K | -0.5% | 1% | – | 100 | 18% | 2.4 |
|
| 4141 |
TCM
4141
Tieton Capital Management
Yakima,
Washington
| $125M | -$3.84M | -3% | 2.64% | 172% | 29 | 3.45% | 11.5 |
|
| 4142 |
7A
4142
734 Agriculture
New York
| $125M | +$7.78M | +7% | 6.62% | 23.8% | 1 | 0% | 18 |
|
| 4143 |
TCM
4143
Trafelet Capital Management
New York
| $125M | +$9.03M | +8% | 6.75% | 101% | 10 | 20% | 8.5 |
|
| 4144 |
ACM
4144
Athyrium Capital Management
New York
| $125M | +$32.7M | +35% | 0.04% | 25.1% | 3 | 0% | 3 |
|
| 4145 |
PCAP
4145
Pratt Collard Advisory Partners
Buffalo,
New York
| $125M | +$9.39M | +8% | 8.87% | 91.7% | 118 | 12.71% | 2.7 |
|
| 4146 |
SAM
4146
Sheffield Asset Management
Chicago,
Illinois
| $125M | -$12.5M | -9% | 6.61% | 24.5% | 28 | 71.43% | 1.2 |
|
| 4147 |
BA
4147
Baugh & Associates
Atlanta,
Georgia
| $125M | +$10.5M | +9% | 6.01% | 83.8% | 40 | 0% | 3 |
|
| 4148 |
AIC
4148
Ayalon Insurance Company
Ramat Gan,
Israel
| $125M | +$5.65M | +5% | 6.15% | 99.6% | 85 | 24.71% | 4.7 |
|
| 4149 |
MSA
4149
Marino Stram & Associates
Braintree,
Massachusetts
| $125M | +$12.4M | +11% | 6.56% | 63.6% | 524 | 8.59% | 2.6 |
|
| 4150 |
FU
4150
Fairfield University
Fairfield,
Connecticut
| $125M | +$3.06M | +3% | 2.33% | 61.9% | 5 | 20% | 4.4 |
|