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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3351 |
BCCM
3351
Bridge Creek Capital Management
West Barnstable,
Massachusetts
| $199M | +$8.82M | +5% | 6.41% | 76.5% | 84 | 7.14% | 1.7 |
|
| 3352 |
CFA
3352
Cahill Financial Advisors
Edina,
Minnesota
| $199M | +$10M | +5% | 5.49% | 55.9% | 144 | 10.42% | 2.6 |
|
| 3353 |
VWA
3353
V Wealth Advisors
Overland Park,
Kansas
| $198M | +$1.23M | +0.6% | 6.27% | 36.9% | 221 | 22.62% | 1.1 |
|
| 3354 |
FIG
3354
FundX Investment Group
San Francisco,
California
| $198M | -$39.5M | -17% | 7.74% | 94.6% | 45 | 40% | 0.8 |
|
| 3355 |
GA
3355
Geller Advisors
New York
| $198M | -$5.79M | -3% | 1.2% | 20.4% | 33 | 6.06% | 2.5 |
|
| 3356 |
AMIM
3356
Aull & Monroe Investment Management
Mobile,
Alabama
| $198M | +$4.07M | +2% | 6.87% | 96.6% | 134 | 4.48% | 3.5 |
|
| 3357 |
ECM
3357
EagleClaw Capital Management
Boston,
Massachusetts
| $198M | +$21.5M | +12% | 9.27% | 104% | 114 | 8.77% | 2.8 |
|
| 3358 |
WA
3358
Winfield Associates
Cleveland,
Ohio
| $198M | +$7.62M | +4% | 6.22% | 77.8% | 880 | 12.73% | 1.9 |
|
| 3359 |
3359
Maven Securities
St Helier,
Jersey
| $198M | +$5.33M | +3% | 0.9% | 135% | 67 | 79.1% | 0.2 |
|
| 3360 |
CM
3360
Cornerstone Management
Duluth,
Georgia
| $197M | +$5.1M | +3% | 3.93% | 43.6% | 39 | 20.51% | 2 |
|
| 3361 |
NI
3361
Nepsis Inc
Minneapolis,
Minnesota
| $197M | +$3.66M | +2% | 5.28% | 131% | 43 | 20.93% | 2 |
|
| 3362 |
TFCP
3362
Twin Focus Capital Partners
Boston,
Massachusetts
| $197M | +$3.96M | +2% | 4.7% | 92.5% | 105 | 11.43% | 2.3 |
|
| 3363 |
SCM
3363
Salem Capital Management
Woburn,
Massachusetts
| $197M | +$2.71M | +1% | 6.4% | 32.3% | 71 | 5.63% | 3.6 |
|
| 3364 |
PC
3364
Peavine Capital
Reno,
Nevada
| $196M | +$12.8M | +7% | 3.3% | 30.8% | 16 | 6.25% | 3 |
|
| 3365 |
1WA
3365
180 Wealth Advisors
Federal Way,
Washington
| $196M | – | – | 6.32% | 136% | 239 | – | 0 |
|
| 3366 |
SFPM
3366
Sensible Financial Planning & Management
Waltham,
Massachusetts
| $196M | +$14.5M | +8% | 1.04% | 24.5% | 30 | 13.33% | 2.4 |
|
| 3367 |
KLI
3367
Kelman-Lazarov Inc
Memphis,
Tennessee
| $196M | +$6.4M | +3% | 3.65% | 46.6% | 125 | 8% | 1.4 |
|
| 3368 |
MCM
3368
Mudrick Capital Management
New York
| $196M | – | – | 108% | 212% | 3 | – | 0 |
|
| 3369 |
FC
3369
Financial Consulate
Hunt Valley,
Maryland
| $196M | +$12M | +7% | 4.39% | 53.3% | 104 | 12.5% | 1.7 |
|
| 3370 |
BCM
3370
Blume Capital Management
Berkeley,
California
| $195M | +$6.27M | +3% | 3.65% | 96.9% | 256 | 13.67% | 2.4 |
|
| 3371 |
HC
3371
Hendley & Co
Zanesville,
Ohio
| $195M | +$12.4M | +7% | 9.33% | 54.8% | 55 | 9.09% | 3.3 |
|
| 3372 |
SCM
3372
Stanley Capital Management
Houston,
Texas
| $195M | +$15.9M | +9% | 8.16% | 158% | 36 | 13.89% | 2.1 |
|
| 3373 |
EGI
3373
EAM Global Investors
Solana Beach,
California
| $195M | – | – | 22% | 2,399% | 129 | – | 0 |
|
| 3374 |
AMG
3374
Advisors Management Group
La Crosse,
Wisconsin
| $195M | +$6.24M | +3% | 2.12% | 125% | 83 | 6.02% | 1.5 |
|
| 3375 |
HPC
3375
Hill Path Capital
New York
| $195M | +$7.52M | +4% | 4.04% | 5.23% | 2 | 0% | 0.9 |
|