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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2476 |
BCF
2476
BLS Capital Fondsmaeglerselskab
Klampenborg,
Denmark
| $265M | +$24.3M | +10% | 0.42% | 2.43% | 13 | 15.38% | 0.3 |
|
| 2477 |
DW
2477
Domani Wealth
Lancaster,
Pennsylvania
| $265M | +$9.06M | +4% | 2.87% | 48.6% | 125 | 16.8% | 0.7 |
|
| 2478 |
DWM
2478
Dorchester Wealth Management
Montreal,
Quebec, Canada
| $264M | +$23.5M | +10% | 10.5% | 18.3% | 116 | 11.21% | 0.7 |
|
| 2479 |
PCM
2479
Proxima Capital Management
New York
| $264M | -$29.7M | -10% | 1.26% | 20.7% | 41 | 21.95% | 1.1 |
|
| 2480 |
BIA
2480
Biondo Investment Advisors
Milford,
Pennsylvania
| $264M | -$37.7M | -12% | 2.1% | 83.4% | 84 | 19.05% | 2.1 |
|
| 2481 |
SFI
2481
SPC Financial Inc
Rockville,
Maryland
| $263M | +$9.02M | +4% | 0.2% | 65.1% | 121 | 28.93% | 1.6 |
|
| 2482 |
DM
2482
Diker Management
New York
| $263M | -$95M | -27% | 7.51% | 210% | 98 | 64.29% | 0.9 |
|
| 2483 |
FHC
2483
First Heartland Consultants
Lake St. Louis,
Missouri
| $263M | -$375K | -0.1% | 1.93% | 59.2% | 314 | 26.11% | 1.7 |
|
| 2484 |
2484
Xponance
Philadelphia,
Pennsylvania
| $263M | -$8.17M | -3% | 1.23% | 144% | 58 | 46.55% | 0.7 |
|
| 2485 |
HC
2485
Hawkins Capital
Houston,
Texas
| $262M | +$8.07M | +3% | 2.58% | 8.54% | 30 | 20% | 1 |
|
| 2486 |
HLC
2486
Hunt Lane Capital
New York
| $262M | +$45M | +21% | 7.33% | 3.59% | 21 | 71.43% | 0.1 |
|
| 2487 |
SGK
2487
Steigerwald Gordon & Koch
Leesburg,
Virginia
| $262M | +$16.9M | +7% | 5.01% | 59.5% | 63 | 4.76% | 2 |
|
| 2488 |
NTCM
2488
Nine Ten Capital Management
Chicago,
Illinois
| $262M | +$29.5M | +13% | 3.27% | 166% | 12 | 25% | 0.9 |
|
| 2489 |
QOP
2489
Quinn Opportunity Partners
Charlottesville,
Virginia
| $261M | +$33.8M | +15% | 6.51% | 77.6% | 133 | 38.35% | 0.6 |
|
| 2490 |
CII
2490
Chapter IV Investors
Charlotte,
North Carolina
| $261M | +$25.4M | +11% | 13.2% | 4.15% | 10 | 0% | 2.2 |
|
| 2491 |
NAM
2491
NTV Asset Management
Charleston,
West Virginia
| $260M | +$7.05M | +3% | 1.49% | 97.8% | 165 | 7.27% | 2.3 |
|
| 2492 |
SLCM
2492
Seven Locks Capital Management
New York
| $260M | -$68.5M | -21% | 0.41% | 49.8% | 30 | 33.33% | 0.7 |
|
| 2493 |
SMG
2493
Spectrum Management Group
Indianapolis,
Indiana
| $260M | -$9.15M | -3% | 2.94% | 44% | 276 | 21.38% | 0.9 |
|
| 2494 |
GFG
2494
Gray Financial Group
Atlanta,
Georgia
| $260M | +$124M | +91% | 4.38% | – | 58 | 17.24% | 0.9 |
|
| 2495 |
KIM
2495
Kestrel Investment Management
San Mateo,
California
| $259M | +$9.32M | +4% | 6.25% | 89.2% | 49 | 30.61% | 1.1 |
|
| 2496 |
JWM
2496
Jackson Wealth Management
Lake Mary,
Florida
| $259M | +$6.47M | +3% | 2.01% | 72.1% | 72 | 22.22% | 1 |
|
| 2497 |
RIA
2497
RPG Investment Advisory
Pleasanton,
California
| $259M | -$8.79M | -3% | 0.26% | 155% | 112 | 20.54% | 0.2 |
|
| 2498 |
CM
2498
Capital Management
Glen Allen,
Virginia
| $259M | -$4.98M | -2% | 2.12% | 52.5% | 88 | 12.5% | 1.8 |
|
| 2499 |
QSS
2499
Quantitative Systematic Strategies
Ponte Vedra Beach,
Florida
| $258M | -$110M | -30% | 0.76% | 133% | 1,037 | 77.05% | 0.3 |
|
| 2500 |
EVM
2500
Evelyn V. Moreno
| $258M | +$18.3M | +8% | 3.05% | 39.4% | 71 | 8.45% | 2 |
|