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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3151 |
KFA
3151
Kays Financial Advisory
Atlanta,
Georgia
| $137M | -$2.63M | -2% | 0.78% | 23.3% | 45 | 20% | 0.6 |
|
| 3152 |
HP
3152
HealthInvest Partners
Stockholm,
Sweden
| $137M | -$40.5M | -23% | 2.62% | – | 19 | 15.79% | 0.6 |
|
| 3153 |
DOA
3153
D'Orazio & Associates
Falls Church,
Virginia
| $137M | +$3.27M | +2% | 0.39% | 61.2% | 263 | 6.84% | 0.7 |
|
| 3154 |
SCM
3154
Somerset Capital Management
London,
United Kingdom
| $137M | – | – | 5.49% | 7.5% | 14 | – | 0.4 |
|
| 3155 |
RCA
3155
Restructuring Capital Associates
Stamford,
Connecticut
| $137M | -$38.4M | -22% | 6.29% | 71.2% | 22 | 36.36% | 0.8 |
|
| 3156 |
VIMU
3156
Veritas Investment Management (UK)
London,
United Kingdom
| $137M | -$856K | -0.6% | 2.03% | 151% | 57 | 10.53% | 1.1 |
|
| 3157 |
PA
3157
Parkside Advisors
Berkeley,
California
| $136M | -$3.78M | -3% | 3.34% | 36.7% | 32 | 3.13% | 0.7 |
|
| 3158 |
TCM
3158
Tieton Capital Management
Yakima,
Washington
| $136M | -$16.4M | -11% | 6.98% | 172% | 29 | 24.14% | 1 |
|
| 3159 |
TWM
3159
Torch Wealth Management
Cincinnati,
Ohio
| $136M | -$10.9M | -7% | 1.19% | 48.8% | 260 | 63.46% | 0.7 |
|
| 3160 |
BPCA
3160
Bank Pictet & Cie (Asia)
Singapore
| $136M | +$56.6M | +71% | 0.27% | 30.4% | 56 | 30.36% | 0.5 |
|
| 3161 |
OC
3161
Oarsman Capital
Milwaukee,
Wisconsin
| $136M | -$2.18M | -2% | 0.76% | 70.6% | 173 | 6.36% | 1.1 |
|
| 3162 |
PO
3162
Private Ocean
San Rafael,
California
| $136M | +$669K | +0.5% | 1.27% | 2.82% | 228 | 10.53% | 0.6 |
|
| 3163 |
VWM
3163
Vector Wealth Management
Minneapolis,
Minnesota
| $136M | -$549K | -0.4% | 0.39% | 2.13% | 56 | 5.36% | 1.1 |
|
| 3164 |
HRC
3164
Hoertkorn Richard Charles
| $135M | +$1.22M | +0.9% | 0.45% | 172% | 100 | 14% | 0.6 |
|
| 3165 |
EC
3165
Engaged Capital
Newport Beach,
California
| $135M | -$8.83M | -6% | 11.6% | 26.2% | 15 | 33.33% | 0.5 |
|
| 3166 |
CRM
3166
Capital Returns Management
Rye,
New York
| $135M | +$17.1M | +15% | 1.85% | 4.39% | 23 | 30.43% | 0.5 |
|
| 3167 |
CCS
3167
Crosspoint Capital Strategies
Orinda,
California
| $135M | -$130M | -49% | 0.25% | – | 543 | 14% | 0.7 |
|
| 3168 |
SCM
3168
Schnieders Capital Management
Pasadena,
California
| $135M | -$6.67M | -5% | 0.19% | 103% | 133 | 12.03% | 0.6 |
|
| 3169 |
AC
3169
Aperimus Capital
Marina Del Rey,
California
| $135M | -$18.8M | -12% | 3.81% | 44% | 3 | 0% | 1.3 |
|
| 3170 |
NCM
3170
Nebula Capital Management
Stamford,
Connecticut
| $135M | -$17.5M | -11% | 1.14% | 25.6% | 27 | 11.11% | 0.9 |
|
| 3171 |
3171
Algert Global
San Francisco,
California
| $135M | -$20.3M | -13% | 1.55% | 194% | 357 | 42.02% | 0.6 |
|
| 3172 |
FVCM
3172
F&V Capital Management
Boca Raton,
Florida
| $135M | -$438K | -0.3% | 0.22% | 107% | 67 | 4.48% | 1 |
|
| 3173 |
TCAM
3173
Turtle Creek Asset Management
Toronto,
Ontario, Canada
| $135M | – | – | 2.03% | 2.37% | 8 | – | 0 |
|
| 3174 |
PAPAIJV
3174
Paragon Associates & Paragon Associates II Joint Venture
Dallas,
Texas
| $135M | +$9.4M | +7% | 3.7% | 168% | 21 | 23.81% | 0.6 |
|
| 3175 |
BRWM
3175
B. Riley Wealth Management
Memphis,
Tennessee
| $135M | -$19.8M | -13% | 1.04% | 32.4% | 1,244 | 20.34% | 0.4 |
|