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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4376 |
LBS
4376
Lawrence B. Seidman
| $121M | -$2.33M | -2% | 2.84% | 12.3% | 25 | 20% | 2.2 |
|
| 4377 |
PFA
4377
Pinnacle Family Advisors
Springfield,
Missouri
| $121M | +$8.16M | +7% | 4.05% | 85.8% | 89 | 33.71% | 1.1 |
|
| 4378 |
BMC
4378
Beaton Management Company
Haverhill,
Massachusetts
| $121M | +$4.94M | +4% | 3.13% | 95.9% | 118 | 4.24% | 1.8 |
|
| 4379 |
YEPV
4379
Yorktown Energy Partners VIII
New York
| $121M | -$74.2M | -38% | 26.2% | 15.2% | 3 | 0% | 3 |
|
| 4380 |
MWC
4380
MBM Wealth Consultants
Chesterfield,
Missouri
| $120M | +$6.27M | +6% | 2.8% | 52.6% | 239 | 12.55% | 0.4 |
|
| 4381 |
NC
4381
Nexthera Capital
New York
| $120M | +$37.7M | +46% | 1.68% | 161% | 35 | 65.71% | 0.4 |
|
| 4382 |
MCA
4382
Morris Capital Advisors
Malvern,
Pennsylvania
| $120M | -$7.83M | -6% | 3.27% | 72.9% | 68 | 7.35% | 2.5 |
|
| 4383 |
BA
4383
Bennicas & Associates
Portola Valley,
California
| $120M | +$6.04M | +5% | 5.69% | 40.3% | 84 | 3.57% | 4.7 |
|
| 4384 |
RC
4384
Roubaix Capital
Denver,
Colorado
| $120M | +$18.8M | +19% | 6.24% | 174% | 55 | 70.91% | 0.1 |
|
| 4385 |
ACM
4385
Ariose Capital Management
Central, Hong Kong,
Hong Kong
| $120M | +$105M | +698% | 2.75% | 1,745% | 7 | 85.71% | 0 |
|
| 4386 |
EF
4386
Exeter Financial
Scottsdale,
Arizona
| $120M | +$4.07M | +4% | 2.94% | 59.1% | 69 | 1.45% | 1.4 |
|
| 4387 |
CC
4387
Cowbird Capital
New York
| $120M | +$13.4M | +13% | 6.05% | 21.3% | 15 | 40% | 0.3 |
|
| 4388 |
DAM
4388
Doheny Asset Management
Los Angeles,
California
| $120M | +$1.96M | +2% | 3.88% | 135% | 101 | 14.85% | 4.2 |
|
| 4389 |
ICMP
4389
Integrated Capital Management (Pennsylvania)
Jessup,
Pennsylvania
| $119M | +$3.51M | +3% | 2.08% | 39.7% | 26 | 11.54% | 0.4 |
|
| 4390 |
NVPX
4390
Norwest Venture Partners XIII
Palo Alto,
California
| $119M | – | – | 33.9% | – | 1 | – | 0 |
|
| 4391 |
SMP
4391
Santa Monica Partners
Palm Beach Gardens,
Florida
| $119M | +$8.48M | +8% | 6.98% | 135% | 26 | 0% | 1.5 |
|
| 4392 |
EIP
4392
Edgbaston Investment Partners
| $119M | -$86K | -0.1% | 5.13% | 4.67% | 3 | 0% | 1.1 |
|
| 4393 |
MIM
4393
Mittleman Investment Management
Melville,
New York
| $119M | -$28.9M | -20% | 7.13% | 11.6% | 8 | 25% | 3.3 |
|
| 4394 |
AA
4394
Altman Advisors
Chicago,
Illinois
| $119M | +$10.6M | +10% | 5.44% | 127% | 70 | 12.86% | 0.8 |
|
| 4395 |
TPW
4395
Tiller Private Wealth
Bethlehem,
Pennsylvania
| $119M | +$3.57M | +3% | 5.23% | 53.5% | 36 | 2.78% | 2.3 |
|
| 4396 |
WC
4396
Westhampton Capital
Winston-Salem,
North Carolina
| $119M | – | – | 3.11% | 95.6% | 110 | – | 0 |
|
| 4397 |
RTM
4397
Rizvi Traverse Management
West Palm Beach,
Florida
| $119M | +$27.2M | +30% | 29.8% | – | 1 | 0% | 1.5 |
|
| 4398 |
HWA
4398
Hillcrest Wealth Advisors
Hazlet,
New Jersey
| $119M | +$4.7M | +4% | 2.99% | 55% | 42 | 4.76% | 0.5 |
|
| 4399 |
CFS
4399
Cannon Financial Strategists
Athens,
Georgia
| $119M | +$7.04M | +6% | 2.67% | 52.4% | 44 | 4.55% | 0.2 |
|
| 4400 |
AIA
4400
Armor Investment Advisors
Raleigh,
North Carolina
| $118M | +$3.02M | +3% | 1.87% | 56.6% | 164 | 15.24% | 2 |
|