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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6651 |
BCM
6651
Bluefin Capital Management
New York
| $139M | – | – | 5.04% | – | 106 | – | 0.5 |
|
| 6652 |
6652
AlpenGlobal Capital
Tahoe City,
California
| $139M | -$15.4M | -10% | 8.36% | – | 29 | 3.45% | 0.2 |
|
| 6653 |
HIA
6653
Harvest Investment Advisors
Tallahassee,
Florida
| $138M | -$6.23M | -4% | 2.63% | 78.3% | 55 | 10.91% | 2 |
|
| 6654 |
PWAM
6654
Pinnacle West Asset Management
Casper,
Wyoming
| $138M | -$1.23M | -0.9% | 0.37% | 100% | 115 | 3.48% | 1.8 |
|
| 6655 |
6655
Arbiter Partners Capital Management
New York
| $138M | -$23.5M | -14% | 11.2% | 378% | 37 | 35.14% | 3.8 |
|
| 6656 |
6656
Cladis Investment Advisory
Billings,
Montana
| $138M | -$2.82M | -2% | 1.67% | 131% | 143 | 12.59% | 2.3 |
|
| 6657 |
6657
Kieckhefer Group
Mequon,
Wisconsin
| $138M | -$27.9M | -17% | 8.77% | – | 138 | 68.12% | 0.2 |
|
| 6658 |
6658
Oceanside Advisors
Mount Pleasant,
South Carolina
| $138M | +$4.06M | +3% | 0.78% | 52.4% | 50 | 10% | 1.2 |
|
| 6659 |
6659
Vermillion & White Wealth Management Group
Phoenixville,
Pennsylvania
| $138M | +$2.41M | +2% | 1.31% | – | 568 | 38.56% | 0.7 |
|
| 6660 |
6660
Warburton Capital Management
Tulsa,
Oklahoma
| $138M | +$4.64M | +3% | 1.46% | – | 54 | 35.19% | 0.2 |
|
| 6661 |
6661
Pinney & Scofield
Cambridge,
Massachusetts
| $138M | +$6.07M | +5% | 0.71% | – | 226 | 4.42% | 0.2 |
|
| 6662 |
6662
Beckerman Institutional
Ocean Grove,
New Jersey
| $138M | +$13.2M | +11% | 2.95% | – | 103 | 5.83% | 0.5 |
|
| 6663 |
6663
Emergent Wealth Advisors
Williamsville,
New York
| $138M | -$4.14K | -0% | 1.47% | 74.2% | 123 | 18.7% | 1 |
|
| 6664 |
6664
McCarthy Asset Management
Redwood Shores,
California
| $138M | -$3.69M | -3% | 1.19% | – | 25 | 0% | 3.3 |
|
| 6665 |
6665
Tenzing Global Management
San Francisco,
California
| $138M | +$4.2M | +3% | 2.38% | 273% | 26 | 46.15% | 1 |
|
| 6666 |
6666
Boyar Asset Management
New York
| $138M | -$13.7M | -9% | 1.04% | 75.5% | 80 | 6.25% | 7.6 |
|
| 6667 |
6667
MPWM Advisory Solutions
Alpharetta,
Georgia
| $138M | +$1.03M | +0.8% | 3.36% | – | 764 | 7.59% | 0.2 |
|
| 6668 |
PVAMC
6668
PPS&V Asset Management Consultants
Portage,
Michigan
| $138M | -$10.2M | -7% | 5.51% | 80.7% | 40 | 7.5% | 2.1 |
|
| 6669 |
6669
CAP Partners LLC
Franklin,
Tennessee
| $138M | -$4.08M | -3% | 4.47% | 97% | 142 | 15.49% | 1 |
|
| 6670 |
6670
Watchtower Advisors
Old Greenwich,
Connecticut
| $138M | -$38.9M | -22% | 6.47% | 384% | 17 | 29.41% | 0.8 |
|
| 6671 |
6671
Jericho Financial
Westerville,
Ohio
| $138M | -$490K | -0.4% | 1.03% | – | 43 | 9.3% | 0.2 |
|
| 6672 |
6672
Security National Bank of Sioux City Iowa
Sioux City,
Iowa
| $138M | -$5.25M | -4% | 0.4% | 61% | 94 | 8.51% | 6.6 |
|
| 6673 |
6673
ROI Financial Advisors
Beaverton,
Oregon
| $138M | -$9.21M | -6% | 3.25% | 165% | 65 | 10.77% | 1.1 |
|
| 6674 |
6674
Helium Advisors
Everett,
Washington
| $137M | +$11.2M | +9% | 1.2% | – | 108 | 10.19% | 0.2 |
|
| 6675 |
6675
Farrell Financial
Orchard Park,
New York
| $137M | -$2.53M | -2% | 1.67% | 57.8% | 67 | 5.97% | 1.2 |
|