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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3176 |
3176
Advisors Preferred
Rockville,
Maryland
| $191M | -$1.58M | -0.8% | 2.65% | 102% | 305 | 72.46% | 0.4 |
|
| 3177 |
TM
3177
Tikvah Management
Charlotte,
North Carolina
| $191M | -$12.9M | -6% | 6.4% | 169% | 19 | 15.79% | 2.1 |
|
| 3178 |
GWA
3178
Guidant Wealth Advisors
Palatine,
Illinois
| $191M | +$14.1M | +8% | 4.27% | 17.8% | 221 | 9.05% | 0.4 |
|
| 3179 |
3179
Global Alpha Capital Management
Montreal,
Quebec, Canada
| $190M | +$17.3M | +10% | 4.39% | 80.4% | 39 | 17.95% | 1.7 |
|
| 3180 |
MM
3180
Midas Management
New York
| $190M | -$22M | -10% | 5.17% | 43.3% | 163 | 19.63% | 1.5 |
|
| 3181 |
3181
Portland Hill Asset Management
London,
United Kingdom
| $190M | +$23.5M | +14% | 14.1% | 30.2% | 25 | 24% | 0.2 |
|
| 3182 |
3182
Nicolet Bankshares
Green Bay,
Wisconsin
| $190M | +$6.85M | +4% | 4.31% | 75.5% | 172 | 9.88% | 1 |
|
| 3183 |
3183
Think Investments
San Francisco,
California
| $190M | -$36.2M | -16% | 12.3% | 285% | 11 | 54.55% | 0.8 |
|
| 3184 |
3184
Bridgeworth
Birmingham,
Alabama
| $190M | +$9.01M | +5% | 3.64% | 19.3% | 157 | 18.47% | 0.2 |
|
| 3185 |
CCA
3185
Covey Capital Advisors
Atlanta,
Georgia
| $190M | +$16.3M | +9% | 7.49% | 118% | 44 | 20.45% | 1.6 |
|
| 3186 |
LWM
3186
LBA Wealth Management
Jacksonville,
Florida
| $190M | +$7.39M | +4% | 4.04% | 19.2% | 484 | 14.05% | 1.9 |
|
| 3187 |
3187
Night Owl Capital Management
Greenwich,
Connecticut
| $190M | +$19.8M | +12% | 11.6% | 162% | 22 | 9.09% | 2.1 |
|
| 3188 |
LGC
3188
Laurel Grove Capital
Los Angeles,
California
| $190M | +$6.19M | +3% | 7.53% | 59.2% | 101 | 8.91% | 2.8 |
|
| 3189 |
3189
Central Asset Investments & Management Holdings
Hong Kong
| $190M | +$83.2M | +78% | 8.32% | 3,210% | 41 | 56.1% | 0.4 |
|
| 3190 |
3190
Beck Capital Management
Austin,
Texas
| $190M | +$11.5M | +6% | 8.02% | 291% | 108 | 31.48% | 1 |
|
| 3191 |
3191
Sofinnova Management VIII
Menlo Park,
California
| $190M | +$11.9M | +7% | 8.48% | – | 10 | 10% | 0.2 |
|
| 3192 |
3192
Sharkey, Howes & Javer
Denver,
Colorado
| $189M | +$24M | +15% | 4.4% | 60.2% | 258 | 15.12% | 1.4 |
|
| 3193 |
3193
Shah Capital Management
Raleigh,
North Carolina
| $189M | +$1.84M | +1% | 10.7% | 287% | 20 | 35% | 1.7 |
|
| 3194 |
FCT
3194
Family Capital Trust
Peabody,
Massachusetts
| $189M | +$15.1M | +9% | 13.6% | 39.1% | 66 | 15.15% | 3 |
|
| 3195 |
PC
3195
Premise Capital
Naperville,
Illinois
| $188M | +$18.5M | +11% | 4.45% | 43% | 15 | 6.67% | 1.1 |
|
| 3196 |
3196
Old West Investment Management
Los Angeles,
California
| $188M | +$24.7M | +15% | 6.21% | 242% | 68 | 29.41% | 1.6 |
|
| 3197 |
3197
Edmonds Duncan Registered Investment Advisors
Lawrence,
Kansas
| $188M | +$16.1M | +9% | 3.27% | 12.8% | 99 | 6.06% | 1.1 |
|
| 3198 |
3198
Weik Capital Management
Wyomissing,
Pennsylvania
| $188M | +$9.5M | +5% | 5.71% | 66.9% | 116 | 5.17% | 2.8 |
|
| 3199 |
3199
Mathes Company
New York
| $188M | +$6.52M | +4% | 6.71% | 121% | 143 | 11.89% | 2.5 |
|
| 3200 |
3200
Alpha Omega Wealth Management
Richmond,
Virginia
| $188M | -$1.56M | -0.8% | 4.45% | 60.7% | 487 | 8.21% | 0.6 |
|