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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2376 |
EK
2376
Evensky & Katz
Coral Gables,
Florida
| $258M | -$406K | -0.2% | 1.55% | 57.1% | 35 | 0% | 0.8 |
|
| 2377 |
AIA
2377
AGF Investments America
Toronto,
Ontario, Canada
| $258M | -$31.5M | -11% | 5.86% | 72.1% | 85 | 18.82% | 0.6 |
|
| 2378 |
RCP
2378
RPM Capital Partners
New York
| $257M | -$15.9M | -6% | 5.84% | – | 1 | 0% | 0.8 |
|
| 2379 |
VIM
2379
Veritas Investment Management
London,
United Kingdom
| $257M | +$47.5M | +23% | 3.7% | 69% | 75 | 12% | 0.6 |
|
| 2380 |
NA
2380
Newport Asia
San Francisco,
California
| $257M | -$44.8M | -15% | 16.8% | – | 5 | 0% | 0.7 |
|
| 2381 |
6CM
2381
683 Capital Management
New York
| $257M | -$93.2M | -27% | 6.89% | 311% | 73 | 46.58% | 0.4 |
|
| 2382 |
PR
2382
Payden & Rygel
Los Angeles,
California
| $257M | -$36.9M | -13% | 4.19% | 103% | 283 | 31.1% | 0.6 |
|
| 2383 |
HCM
2383
Hilton Capital Management
Garden City,
New York
| $256M | -$3.14M | -1% | 2.39% | 58.2% | 94 | 15.96% | 0.6 |
|
| 2384 |
GA
2384
Giralda Advisors
New York
| $256M | -$8.61M | -3% | 1.63% | 36.8% | 10 | 10% | 0.4 |
|
| 2385 |
RCP
2385
Rho Capital Partners
New York
| $256M | +$61M | +31% | 3.84% | – | 7 | 57.14% | 0.4 |
|
| 2386 |
FIM
2386
Friedberg Investment Management
Houston,
Texas
| $256M | +$9.13M | +4% | 2.75% | 44.8% | 102 | 14.71% | 0.6 |
|
| 2387 |
SCM
2387
SOL Capital Management
Rockville,
Maryland
| $256M | -$4.58M | -2% | 1.13% | 56.6% | 186 | 7.53% | 0.7 |
|
| 2388 |
CBT
2388
Central Bank & Trust
Lexington,
Kentucky
| $256M | -$2.62M | -1% | 3.69% | 118% | 327 | 10.7% | 0.7 |
|
| 2389 |
JIP
2389
Jaffetilchin Investment Partners
Tampa,
Florida
| $256M | +$52.9M | +26% | 3.92% | 78.5% | 237 | 50.63% | 0.4 |
|
| 2390 |
AEPG
2390
American Economic Planning Group
Warren,
New Jersey
| $256M | -$19.9M | -7% | 1.32% | 25.9% | 28 | 14.29% | 0.6 |
|
| 2391 |
ECML
2391
Eagle Capital Management (Louisiana)
Mandeville,
Louisiana
| $256M | +$23.9M | +10% | 1.21% | 93.6% | 81 | 30.86% | 0.2 |
|
| 2392 |
2392
Signature Estate & Investment Advisors
Los Angeles,
California
| $255M | +$53.2M | +26% | 2.17% | 84.4% | 65 | 24.62% | 0.5 |
|
| 2393 |
IFS
2393
Ifrah Financial Services
Little Rock,
Arkansas
| $255M | +$5.08M | +2% | 2.21% | 64.1% | 206 | 9.71% | 0.5 |
|
| 2394 |
FA
2394
FMA Advisory
Harrisburg,
Pennsylvania
| $255M | +$10.4M | +4% | 2.19% | 46.7% | 127 | 10.24% | 0.7 |
|
| 2395 |
CDIA
2395
Capital Directions Investment Advisors
Atlanta,
Georgia
| $255M | -$165K | -0.1% | 0.9% | 7.53% | 62 | 6.45% | 0.7 |
|
| 2396 |
GA
2396
GFS Advisors
Houston,
Texas
| $255M | +$52.6M | +26% | 0.35% | 97.9% | 108 | 18.52% | 0.6 |
|
| 2397 |
UBWV
2397
United Bank (West Virginia)
Parkersburg,
West Virginia
| $255M | +$2.85M | +1% | 1.51% | 22.5% | 130 | 14.62% | 0.7 |
|
| 2398 |
GCM
2398
Glynn Capital Management
Menlo Park,
California
| $254M | -$31.9M | -11% | 4.83% | 252% | 49 | 6.12% | 0.7 |
|
| 2399 |
EVM
2399
Evelyn V. Moreno
| $254M | +$11.8M | +5% | 1.75% | 39.4% | 78 | 2.56% | 0.2 |
|
| 2400 |
MAM
2400
Mercator Asset Management
Boca Raton,
Florida
| $254M | -$22.9M | -8% | 2.06% | – | 5 | 0% | 0.8 |
|