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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4226 |
CFS
4226
Cannon Financial Strategists
Athens,
Georgia
| $131M | +$11.9M | +10% | 1.18% | 52.4% | 49 | 14.29% | 0.4 |
|
| 4227 |
TFGT
4227
TS Financial Group (TSFG)
Lake Forest,
Illinois
| $131M | +$5.98M | +5% | 2.2% | 72.9% | 857 | 7.7% | 0.5 |
|
| 4228 |
RA
4228
Riverstone Advisors
New Braunfels,
Texas
| $130M | +$2.33M | +2% | 0.4% | 104% | 40 | 2.5% | 0.7 |
|
| 4229 |
EAM
4229
Exane Asset Management
Paris,
France
| $130M | -$94.8M | -42% | 1.98% | 77.5% | 62 | 70.97% | 0.4 |
|
| 4230 |
ATIA
4230
American Trust Investment Advisors
Lebanon,
New Hampshire
| $130M | +$1.49M | +1% | 4.22% | 91% | 80 | 8.75% | 2.3 |
|
| 4231 |
MWVC
4231
Morgens Waterfall Vintiadis & Co
New York
| $130M | -$15M | -10% | 1.33% | 594% | 63 | 31.75% | 1.2 |
|
| 4232 |
CAM
4232
Caprin Asset Management
Henrico,
Virginia
| $130M | +$431K | +0.3% | 0.78% | 7.87% | 19 | 10.53% | 2.7 |
|
| 4233 |
KTM
4233
Keeler Thomas Management
Orem,
Utah
| $130M | +$4.69M | +4% | 2.29% | 46.1% | 64 | 18.75% | 1.3 |
|
| 4234 |
SCC
4234
Steel Canyon Capital
Phoenix,
Arizona
| $130M | -$6.1M | -4% | 0.69% | 62.8% | 26 | 42.31% | 0.8 |
|
| 4235 |
UA
4235
Unison Advisors
Washington,
District of Columbia
| $130M | -$2.6M | -2% | 0.06% | 54.6% | 189 | 26.98% | 1.2 |
|
| 4236 |
SF
4236
Susquehanna Foundation
Bala Cynwyd,
Pennsylvania
| $130M | +$703K | +0.5% | 0.75% | 36.7% | 4 | 0% | 1.5 |
|
| 4237 |
OKSA
4237
O'Keefe Stevens Advisory
Rochester,
New York
| $130M | -$4.02M | -3% | 2.87% | 208% | 41 | 2.44% | 1.7 |
|
| 4238 |
CAM
4238
Concorde Asset Management
Ann Arbor,
Michigan
| $130M | -$40.8M | -24% | 0.37% | – | 228 | 42.98% | 1.9 |
|
| 4239 |
CCC
4239
Cincinnati Casualty Company
Fairfield,
Ohio
| $130M | -$515K | -0.4% | 0.11% | 56% | 24 | 0% | 4.6 |
|
| 4240 |
PAPAIJV
4240
Paragon Associates & Paragon Associates II Joint Venture
Dallas,
Texas
| $130M | -$230K | -0.2% | 1.99% | 168% | 27 | 29.63% | 1.8 |
|
| 4241 |
CIA
4241
Cascade Investment Advisors
Oregon City,
Oregon
| $130M | +$11.8M | +10% | 2.08% | 71.4% | 278 | 14.39% | 1.7 |
|
| 4242 |
IAM
4242
ICM Asset Management
Spokane,
Washington
| $130M | -$5.19M | -4% | 0.44% | 58.9% | 41 | 17.07% | 2.6 |
|
| 4243 |
DMC
4243
Drexel Morgan & Co
Radnor,
Pennsylvania
| $130M | -$229K | -0.2% | 1.39% | 50.1% | 93 | 6.45% | 4.5 |
|
| 4244 |
CGI
4244
Calixto Global Investors
Coral Gables,
Florida
| $129M | -$39.8M | -24% | 4.57% | 180% | 15 | 26.67% | 0.6 |
|
| 4245 |
BA
4245
Bennicas & Associates
Portola Valley,
California
| $129M | +$9.22M | +8% | 5.35% | 40.3% | 83 | 0% | 4.9 |
|
| 4246 |
BA
4246
Baugh & Associates
Atlanta,
Georgia
| $129M | +$2.88M | +2% | 2.22% | 83.8% | 40 | 0% | 1.7 |
|
| 4247 |
WIM
4247
Wilen Investment Management
Bonita Springs,
Florida
| $129M | -$17K | -0% | 0.75% | 79.9% | 65 | 9.23% | 4.5 |
|
| 4248 |
MA
4248
MONECO Advisors
Fairfield,
Connecticut
| $129M | +$4.26M | +3% | 1.05% | 70.5% | 144 | 9.72% | 0.6 |
|
| 4249 |
TI
4249
Truehand Inc
Strafford,
New Hampshire
| $129M | -$2.58M | -2% | 0.69% | 86.9% | 189 | 1.59% | 0.7 |
|
| 4250 |
RI
4250
Ridgewood Investments
Springfield,
New Jersey
| $129M | +$649K | +0.5% | 0.78% | – | 199 | 10.05% | 1.8 |
|