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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
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
Warsaw,
| $259M | +$82.1M | +46% | 34.3% | 215% | 37 | 10.81% | 0.2 |
|
| 3177 |
3177
Deer VII & Co
Larchmont,
New York
| $259M | +$158M | +156% | 192% | 241% | 3 | 33.33% | 0.8 |
|
| 3178 |
3178
Zhang Financial
Portage,
Michigan
| $259M | +$33.4M | +15% | 17.9% | 67.9% | 94 | 6.38% | 4.2 |
|
| 3179 |
3179
Hamilton Point Investment Advisors
Chapel Hill,
North Carolina
| $259M | +$44.4M | +21% | 20.7% | 79.3% | 69 | 10.14% | 4.2 |
|
| 3180 |
3180
Tetrad Corporation
Omaha,
Nebraska
| $259M | +$959K | +0.4% | 3.85% | 45.6% | 4 | 0% | 5.3 |
|
| 3181 |
22CM
3181
20/20 Capital Management
Costa Mesa,
California
| $259M | +$36.2M | +16% | 15.5% | – | 162 | 22.22% | 0.4 |
|
| 3182 |
3182
Capital Investment Counsel Inc
Raleigh,
North Carolina
| $259M | +$10.7M | +4% | 24.8% | 174% | 178 | 12.92% | 4.1 |
|
| 3183 |
3183
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
| $259M | +$20.9M | +9% | 13.6% | 62.3% | 103 | 14.56% | 3.6 |
|
| 3184 |
EGA
3184
E&G Advisors
Houston,
Texas
| $259M | +$56.2M | +28% | 16.8% | 97.7% | 181 | 11.6% | 3.1 |
|
| 3185 |
3185
NFC Investments
Memphis,
Tennessee
| $259M | +$16.7M | +7% | 18% | – | 41 | 0% | 3.5 |
|
| 3186 |
3186
Cahill Financial Advisors
Edina,
Minnesota
| $259M | +$43.1M | +20% | 16% | 55.9% | 166 | 16.87% | 3.6 |
|
| 3187 |
3187
Shulman DeMeo Asset Management
Lake Success,
New York
| $259M | +$43.7M | +20% | 19.5% | 79.3% | 113 | 13.27% | 1.1 |
|
| 3188 |
3188
Empowered Funds
Havertown,
Pennsylvania
| $258M | -$17.9M | -6% | 28.1% | 127% | 176 | 81.82% | 0.4 |
|
| 3189 |
3189
Intellectus Partners
San Francisco,
California
| $258M | +$48.1M | +23% | 26.2% | 157% | 222 | 16.22% | 1.8 |
|
| 3190 |
3190
Stelac Advisory Services
New York
| $258M | +$50.5M | +24% | 16.8% | 84.9% | 155 | 34.19% | 1.8 |
|
| 3191 |
3191
GenWealth Group
Maplewood,
New Jersey
| $258M | +$28.2M | +12% | 15.4% | 73.9% | 73 | 28.77% | 1.8 |
|
| 3192 |
ECM
3192
EagleClaw Capital Management
Boston,
Massachusetts
| $258M | +$45.7M | +22% | 27.5% | 104% | 127 | 11.81% | 4.2 |
|
| 3193 |
3193
Glovista Investments
Jersey City,
New Jersey
| $257M | +$64.8M | +34% | 11.9% | 2.48% | 103 | 43.69% | 2.7 |
|
| 3194 |
3194
Context Capital Management
Lajolla,
California
| $257M | +$80.9M | +46% | 11.5% | 3.38% | 125 | 26.4% | 0.6 |
|
| 3195 |
3195
SeaBridge Investment Advisors
Summit,
New Jersey
| $257M | +$39M | +18% | 20.3% | 128% | 279 | 18.28% | 3.5 |
|
| 3196 |
3196
Court Place Advisors
Ellicott City,
Maryland
| $257M | +$33.7M | +15% | 16.8% | 92% | 168 | 8.33% | 4.6 |
|
| 3197 |
3197
Emergence GP Partners
San Francisco,
California
| $257M | +$87.6M | +52% | 164% | – | 1 | 0% | 0.5 |
|
| 3198 |
3198
Waller Financial Planning Group
Columbus,
Ohio
| $257M | +$65M | +34% | 14.4% | 47.5% | 47 | 6.38% | 1.3 |
|
| 3199 |
3199
Cheviot Value Management
Beverly Hills,
California
| $256M | +$37M | +17% | 19.9% | 77.8% | 59 | 6.78% | 3.9 |
|
| 3200 |
3200
CHI Advisors
New York
| $256M | +$214M | +504% | 31.2% | 88.2% | 19 | 31.58% | 0.5 |
|