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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5176 |
PCA
5176
Prospect Capital Advisors
Sausalito,
California
| $221M | -$16M | -7% | 9.11% | 202% | 28 | 21.43% | 3.3 |
|
| 5177 |
NME
5177
Notis-McConarty Edward
| $221M | -$33.5M | -13% | 6.82% | 91.2% | 90 | 5.56% | 7.8 |
|
| 5178 |
5178
Meros Investment Management
Dallas,
Texas
| $221M | +$9.5M | +4% | 7.31% | 102% | 44 | 20.45% | 1.6 |
|
| 5179 |
5179
Pathway Financial Advisers
Auburn,
Indiana
| $221M | -$58.1M | -21% | 9.96% | 88.2% | 452 | 12.39% | 1.5 |
|
| 5180 |
5180
Etesian Wealth Advisors
West Linn,
Oregon
| $221M | +$42.9M | +24% | 6.27% | 60.6% | 143 | 21.68% | 1.3 |
|
| 5181 |
5181
Peoples Financial Services Corp
Moosic,
Pennsylvania
| $221M | -$389K | -0.2% | 6.61% | 104% | 256 | 1.95% | 8.2 |
|
| 5182 |
5182
Game Creek Capital
Boston,
Massachusetts
| $221M | +$25.2M | +13% | 2.98% | 176% | 83 | 32.53% | 2.9 |
|
| 5183 |
5183
Sustainable Insight Capital Management
New York
| $221M | +$21M | +11% | 5.71% | 150% | 95 | 46.32% | 1.7 |
|
| 5184 |
AAG
5184
Avalon Advisory Group
Wexford,
Pennsylvania
| $221M | +$10.7M | +5% | 5.68% | 46% | 15 | 0% | 2.4 |
|
| 5185 |
5185
FIDELIS iM
Medford,
Oregon
| $220M | +$16.8M | +8% | 7.11% | 44.8% | 22 | 18.18% | 2.2 |
|
| 5186 |
5186
DG Capital Management
New York
| $220M | -$39.1M | -15% | 25.7% | 76.7% | 23 | 39.13% | 2.3 |
|
| 5187 |
5187
Metavasi Capital
Larchmont,
New York
| $220M | +$29.4M | +15% | 23.2% | 840% | 41 | 51.22% | 0.8 |
|
| 5188 |
5188
Ardent Capital Management
Cincinnati,
Ohio
| $220M | +$16M | +8% | 10.2% | 87.2% | 47 | 14.89% | 1.5 |
|
| 5189 |
5189
Red Spruce Capital
Berwyn,
Pennsylvania
| $220M | +$4.53M | +2% | 4.25% | 98.4% | 84 | 2.38% | 3.7 |
|
| 5190 |
5190
First National Bank Sioux Falls
Sioux Falls,
South Dakota
| $220M | +$27.2M | +14% | 7.72% | 70.3% | 131 | 6.87% | 4.3 |
|
| 5191 |
5191
STF Management
Frisco,
Texas
| $220M | -$17.4M | -7% | 3.42% | 208% | 102 | 1.96% | 1.6 |
|
| 5192 |
5192
Whitefort Capital Management
New York
| $220M | +$57.4M | +35% | 9.86% | 243% | 24 | 29.17% | 1.6 |
|
| 5193 |
SI
5193
Saxon Interests
Houston,
Texas
| $220M | +$9.38M | +4% | 6% | 81.2% | 196 | 13.78% | 0.8 |
|
| 5194 |
5194
Ameraudi Asset Management
New York
| $219M | -$233K | -0.1% | 5.84% | 47.1% | 64 | 20.31% | 2.4 |
|
| 5195 |
5195
Horizon Advisory Services
West Henrietta,
New York
| $219M | +$10.4M | +5% | 5.12% | – | 47 | 10.64% | 0.5 |
|
| 5196 |
5196
Demars Financial Group
Spokane Valley,
Washington
| $219M | +$10.6M | +5% | 4.19% | 69.1% | 69 | 5.8% | 2.4 |
|
| 5197 |
5197
Corundum Group
Colorado Springs,
Colorado
| $219M | -$36.8M | -14% | 8.14% | 89.5% | 104 | 6.73% | 4.6 |
|
| 5198 |
ERFOTCOFW
5198
Employees Retirement Fund of the City of Fort Worth
Fort Worth,
Texas
| $219M | -$11.3M | -5% | 7.49% | 31.5% | 12 | 16.67% | 1.7 |
|
| 5199 |
BOCM
5199
Bontempo Ohly Capital Management
Bethesda,
Maryland
| $219M | +$19.1M | +10% | 8.86% | 49.6% | 35 | 2.86% | 4.8 |
|
| 5200 |
AA
5200
Alta Advisers
London,
United Kingdom
| $219M | +$11M | +5% | 5.66% | 114% | 449 | 19.15% | 1.7 |
|