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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4276 |
SCM
4276
Smith Capital Management
Little Rock,
Arkansas
| $128M | +$5.61M | +5% | 10.4% | – | 78 | 7.69% | 0.2 |
|
| 4277 |
MCA
4277
Morris Capital Advisors
Malvern,
Pennsylvania
| $128M | +$10.4M | +9% | 15.7% | 72.9% | 69 | 13.04% | 2.3 |
|
| 4278 |
RIM
4278
Reliant Investment Management
Memphis,
Tennessee
| $128M | +$28.4M | +29% | 14.9% | 129% | 55 | 27.27% | 2.3 |
|
| 4279 |
UCMOK
4279
United Capital Management of KS
Salina,
Kansas
| $128M | +$19.9M | +18% | 12.4% | 272% | 107 | 7.48% | 0.5 |
|
| 4280 |
GI
4280
GS Investments
Minneapolis,
Minnesota
| $128M | +$8.31M | +7% | 12.9% | 94.1% | 128 | 11.72% | 1.4 |
|
| 4281 |
DC
4281
Diametric Capital
Boston,
Massachusetts
| $127M | -$2.13M | -2% | 16.3% | 175% | 143 | 58.74% | 0.4 |
|
| 4282 |
AIM
4282
Advantage Investment Management
Cedar Rapids,
Iowa
| $127M | -$4.82M | -4% | 12% | 28.6% | 1,057 | 15.89% | 2.6 |
|
| 4283 |
AIS
4283
Accurate Investment Solutions
Seven Fields,
Pennsylvania
| $127M | +$16.8M | +15% | 10.6% | 6.74% | 401 | 15.96% | 2.2 |
|
| 4284 |
BWCS
4284
Beirne Wealth Consulting Services
Shelton,
Connecticut
| $127M | +$9.76M | +8% | 12.1% | 75.4% | 205 | 21.46% | 0.2 |
|
| 4285 |
SB
4285
Samsara BioCapital
Palo Alto,
California
| $127M | +$23.1M | +22% | 26.6% | 1,580% | 19 | 15.79% | 0.2 |
|
| 4286 |
AFS
4286
Access Financial Services
Minneapolis,
Minnesota
| $127M | +$14.5M | +13% | 11.2% | 44.8% | 74 | 18.92% | 1.5 |
|
| 4287 |
SIM
4287
Stratos Investment Management
Beachwood,
Ohio
| $127M | – | – | 10.1% | 58.2% | 68 | – | 0 |
|
| 4288 |
PS
4288
Portfolio Strategies
Monsey,
New York
| $127M | +$11.5M | +10% | 16.9% | 120% | 62 | 33.87% | 0.8 |
|
| 4289 |
RC
4289
RV Capital
Schindellegi,
Switzerland
| $126M | +$14.1M | +13% | 21.4% | 250% | 5 | 20% | 0.3 |
|
| 4290 |
SSW
4290
Smith Shellnut Wilson
Ridgeland,
Mississippi
| $126M | +$33M | +35% | 12.5% | 90.2% | 135 | 18.52% | 1.5 |
|
| 4291 |
SAM
4291
Shamrock Asset Management
Dallas,
Texas
| $126M | +$60.1M | +91% | 8.41% | 31% | 266 | 19.92% | 2.8 |
|
| 4292 |
BWP
4292
Bernardo Wealth Planning
Harleysville,
Pennsylvania
| $126M | +$13.2M | +12% | 13.1% | 50.7% | 150 | 14.67% | 0.2 |
|
| 4293 |
4293
Larson Financial Group
St Louis,
Missouri
| $126M | +$18.1M | +17% | 10.2% | 81.2% | 578 | 11.25% | 0.3 |
|
| 4294 |
HW
4294
Hamilton Wealth
Encino,
California
| $126M | +$24.1M | +24% | 11.9% | 108% | 57 | 28.07% | 0.2 |
|
| 4295 |
4295
55I LLC
Boston,
Massachusetts
| $126M | +$26.5M | +27% | 9.26% | 10.2% | 83 | 33.73% | 0.2 |
|
| 4296 |
FM
4296
Fondren Management
Houston,
Texas
| $126M | +$49M | +64% | 25.8% | 14.2% | 112 | 58.93% | 0.5 |
|
| 4297 |
UBG
4297
United Bank (Georgia)
Zebulon,
Georgia
| $126M | +$17.2M | +16% | 12% | 81.2% | 81 | 11.11% | 1.7 |
|
| 4298 |
GCA
4298
Gradient Capital Advisors
San Diego,
California
| $125M | +$9.66M | +8% | 9.85% | 71% | 89 | 4.49% | 1.1 |
|
| 4299 |
SF
4299
Susquehanna Foundation
Bala Cynwyd,
Pennsylvania
| $125M | +$17.9M | +17% | 16.7% | 36.7% | 4 | 0% | 1 |
|
| 4300 |
GEH
4300
General Equity Holdings
Brooklyn,
New York
| $125M | -$46.9M | -27% | 24.1% | 775% | 13 | 23.08% | 0.5 |
|