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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3226 |
ACM
3226
Aquilo Capital Management
San Francisco,
California
| $207M | -$32.3M | -14% | 29.1% | 6.84% | 15 | 26.67% | 0.4 |
|
| 3227 |
CBTWT
3227
Community Bank & Trust (Waco, Texas)
Waco,
Texas
| $206M | -$33.3M | -14% | 11.7% | 124% | 143 | 6.29% | 2.5 |
|
| 3228 |
3228
Sensible Financial Planning & Management
Waltham,
Massachusetts
| $206M | -$9.11M | -4% | 3.6% | 24.5% | 31 | 9.68% | 3.2 |
|
| 3229 |
3229
TCI Wealth Advisors
Tucson,
Arizona
| $206M | -$32.8M | -14% | 13.5% | 65% | 1,819 | 26.77% | 2.7 |
|
| 3230 |
3230
CVentures
Denver,
Colorado
| $206M | – | – | 4.97% | – | 1 | – | 5 |
|
| 3231 |
3231
Full Sail Capital
Oklahoma City,
Oklahoma
| $206M | – | – | 14.2% | 55.4% | 115 | – | 0 |
|
| 3232 |
LCM
3232
Lionstone Capital Management
New York
| $206M | -$37.9M | -16% | 17.6% | 74.1% | 16 | 0% | 2.9 |
|
| 3233 |
SVC
3233
Strycker View Capital
New York
| $206M | -$86.8M | -30% | 14.7% | 114% | 24 | 66.67% | 0.5 |
|
| 3234 |
3234
Wilsey Asset Management
San Diego,
California
| $206M | -$25.4M | -11% | 13.6% | 66.9% | 25 | 16% | 2.5 |
|
| 3235 |
3235
Kalos Management
Alpharetta,
Georgia
| $205M | +$18.9M | +10% | 12.5% | 48.5% | 203 | 24.14% | 0.9 |
|
| 3236 |
3236
Polunin Capital Partners
London,
United Kingdom
| $205M | +$3.64M | +2% | 8.97% | 268% | 10 | 0% | 1 |
|
| 3237 |
BCM
3237
Birmingham Capital Management
Birmingham,
Alabama
| $205M | -$36.9M | -15% | 9.35% | 103% | 103 | 10.68% | 4.7 |
|
| 3238 |
3238
Stelac Advisory Services
New York
| $205M | -$136M | -40% | 11.7% | 84.9% | 144 | 31.94% | 1.7 |
|
| 3239 |
3239
Ausdal Financial Partners
Davenport,
Iowa
| $205M | -$150M | -42% | 11.7% | 63.2% | 430 | 44.88% | 2 |
|
| 3240 |
3240
Dimension Capital Management
Coral Gables,
Florida
| $205M | -$3.44M | -2% | 11.4% | 65.5% | 92 | 16.3% | 1.2 |
|
| 3241 |
3241
Kentucky Farm Bureau Mutual Insurance
Louisville,
Kentucky
| $204M | +$5.27M | +3% | 12.6% | 83.3% | 86 | 6.98% | 2.3 |
|
| 3242 |
3242
Stordahl Capital Management
Greenwood Village,
Colorado
| $204M | -$19.5M | -9% | 12.3% | 54% | 46 | 15.22% | 0.9 |
|
| 3243 |
CCM
3243
CWH Capital Management
Spokane,
Washington
| $204M | -$12.4M | -6% | 11.4% | 29.9% | 57 | 28.07% | 2.5 |
|
| 3244 |
AO
3244
Allen Operations
New York
| $204M | -$73.4M | -26% | 20% | 218% | 32 | 37.5% | 2.9 |
|
| 3245 |
3245
Brickley Wealth Management
San Mateo,
California
| $204M | -$8M | -4% | 10.2% | 62.6% | 42 | 11.9% | 0.6 |
|
| 3246 |
3246
Goldstein Munger & Associates
San Ramon,
California
| $204M | -$32.1M | -14% | 11.5% | 11.9% | 36 | 5.56% | 3.9 |
|
| 3247 |
3247
Clearfield Capital Management
New York
| $204M | -$145M | -42% | 11.4% | 421% | 18 | 66.67% | 0.7 |
|
| 3248 |
TFS
3248
Thoroughbred Financial Services
Brentwood,
Tennessee
| $204M | – | – | 11.7% | 166% | 170 | – | 0 |
|
| 3249 |
3249
Doliver Advisors
Houston,
Texas
| $204M | -$38.9M | -16% | 17.1% | 92.3% | 249 | 60.64% | 0.7 |
|
| 3250 |
3250
Schnieders Capital Management
Pasadena,
California
| $204M | -$40.1M | -16% | 8.64% | 103% | 153 | 14.38% | 3.7 |
|