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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3026 |
3026
Financial Advisory Corporation
Grand Rapids,
Michigan
| $573M | – | – | 1.15% | – | 40 | – | 0 |
|
| 3027 |
3027
Hudock Inc
Williamsport,
Pennsylvania
| $573M | -$6.29M | -1% | 0.61% | 69.7% | 181 | 11.05% | 6.3 |
|
| 3028 |
3028
Cigna Investments
Bloomfield,
Connecticut
| $573M | +$4.65M | +0.8% | 4.8% | 154% | 482 | 8.3% | 5.9 |
|
| 3029 |
3029
Brasada Capital Management
Houston,
Texas
| $572M | -$790K | -0.1% | 0.77% | 76.5% | 154 | 24.68% | 2.5 |
|
| 3030 |
3030
Oakmont Corp
Los Angeles,
California
| $572M | +$51.9M | +10% | 5.39% | 70.2% | 33 | 18.18% | 3.7 |
|
| 3031 |
CCM
3031
CAAS Capital Management
New York
| $572M | -$284M | -33% | 0.41% | 11% | 548 | 56.39% | 0.7 |
|
| 3032 |
VHMC
3032
Value Holdings Management Company
Hampton Bays,
New York
| $572M | -$180K | -0% | 0.67% | 125% | 35 | 11.43% | 6.2 |
|
| 3033 |
OM
3033
Opaleye Management
Boston,
Massachusetts
| $571M | -$28.1M | -5% | 10.4% | 748% | 50 | 34% | 1.9 |
|
| 3034 |
3034
Dow Chemical Company
Midland,
Michigan
| $571M | +$239M | +72% | 2.32% | 29.4% | 4 | 0% | 2.4 |
|
| 3035 |
3035
Mitchell Capital Management
Leawood,
Kansas
| $571M | -$1.22M | -0.2% | 7.34% | 234% | 117 | 16.24% | 3.8 |
|
| 3036 |
3036
Nine Masts Capital
Central,
Hong Kong
| $571M | +$348M | +156% | 7.74% | 88.1% | 204 | 61.27% | 0.3 |
|
| 3037 |
3037
Helix Partners Management
New York
| $571M | – | – | 8.15% | – | 19 | – | 0 |
|
| 3038 |
3038
Crane Advisory
Fullerton,
California
| $570M | +$17.4M | +3% | 0.32% | 38.2% | 46 | 10.87% | 1.4 |
|
| 3039 |
3039
Founders Capital Management (Connecticut)
East Hartford,
Connecticut
| $570M | -$6.33M | -1% | 2.22% | 99.9% | 77 | 5.19% | 6.1 |
|
| 3040 |
3040
Robotti Robert
| $570M | -$87.2M | -13% | 9.9% | 107% | 66 | 10.61% | 4.7 |
|
| 3041 |
TC
3041
Teilinger Capital
Houston,
Texas
| $570M | +$292M | +105% | 8.64% | 30.2% | 20 | 60% | 0.4 |
|
| 3042 |
3042
CFO4Life Group
Coppell,
Texas
| $569M | +$4.23M | +0.7% | 1.93% | 56.7% | 237 | 14.77% | 3.2 |
|
| 3043 |
3043
Summit Asset Management
Memphis,
Tennessee
| $569M | +$36.8M | +7% | 1.2% | 48.9% | 175 | 13.14% | 6.2 |
|
| 3044 |
3044
White Lighthouse Investment Management
Bedford,
Massachusetts
| $569M | +$11.8M | +2% | 0.05% | 62% | 138 | 8.7% | 4.7 |
|
| 3045 |
3045
Gleason Group
Prospect,
Kentucky
| $569M | +$23M | +4% | 1.22% | 69.1% | 198 | 4.55% | 4 |
|
| 3046 |
3046
GC Wealth Management RIA
Cambridge,
Massachusetts
| $569M | -$3.69M | -0.6% | 5.04% | 91.5% | 323 | 18.89% | 0.8 |
|
| 3047 |
3047
Abacus Planning Group
Columbia,
South Carolina
| $569M | +$9.12M | +2% | 0.52% | 67.8% | 234 | 11.54% | 3.8 |
|
| 3048 |
3048
Olstein Capital Management
Purchase,
New York
| $568M | -$19.3M | -3% | 3.22% | 16.6% | 102 | 7.84% | 5.8 |
|
| 3049 |
3049
Howard Hughes Medical Institute
Chevy Chase,
Maryland
| $568M | -$62.1M | -10% | 2.06% | 70.9% | 2 | 0% | 0.6 |
|
| 3050 |
GUB
3050
Golden Unicorn BVI
Road Town,
| $568M | – | – | 9.51% | – | 3 | – | 0 |
|