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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3376 |
CFA
3376
CT Financial Advisors
Chadds Ford,
Pennsylvania
| $158M | -$5.76M | -4% | 1.01% | – | 676 | 7.69% | 2.1 |
|
| 3377 |
IWA
3377
Inspirion Wealth Advisors
Libertyville,
Illinois
| $158M | +$3.5M | +2% | 2.22% | 52.5% | 64 | 10.94% | 1.6 |
|
| 3378 |
CLA
3378
Cranberry Lake Advisors
Houston,
Texas
| $158M | +$2.48M | +2% | 3.32% | 31.5% | 12 | 8.33% | 3.1 |
|
| 3379 |
CO
3379
Caldwell & Orkin
Norcross,
Georgia
| $158M | +$12M | +8% | 8.52% | 137% | 92 | 55.43% | 0.4 |
|
| 3380 |
VAS
3380
VR Advisory Services
Camana Bay, Grand Cayman,
Cayman Islands
| $157M | – | – | 6.38% | 89.7% | 24 | – | 0.7 |
|
| 3381 |
SM
3381
Selkirk Management
Chatham,
New Jersey
| $157M | -$5.52M | -3% | 3.18% | 245% | 18 | 5.56% | 3 |
|
| 3382 |
3382
Pathstone Family Office
Englewood,
New Jersey
| $157M | +$60M | +62% | 6.08% | 38.9% | 244 | 77.05% | 0.9 |
|
| 3383 |
CWM
3383
Connecticut Wealth Management
Farmington,
Connecticut
| $157M | +$17.8M | +13% | 4.13% | 70.2% | 64 | 15.63% | 0.2 |
|
| 3384 |
LPAM
3384
Legion Partners Asset Management
Los Angeles,
California
| $157M | – | – | 8.83% | 206% | 13 | – | 0 |
|
| 3385 |
FSA
3385
Financial Sense Advisors
San Diego,
California
| $157M | +$3.28M | +2% | 2.42% | 152% | 97 | 41.24% | 1.1 |
|
| 3386 |
LJHT
3386
Laurie J. Hall Trustee
| $157M | – | – | 3.43% | 105% | 298 | – | 1.5 |
|
| 3387 |
WFC
3387
West Face Capital
Toronto,
Ontario, Canada
| $157M | -$18.2M | -10% | 2.45% | 10.9% | 4 | 0% | 2.7 |
|
| 3388 |
GCA
3388
Gideon Capital Advisors
New York
| $157M | -$8.88M | -5% | 4.59% | 37.6% | 500 | 88.2% | 0.1 |
|
| 3389 |
MC
3389
MRJ Capital
New York
| $157M | +$4.55M | +3% | 7.59% | 127% | 52 | 5.77% | 2.5 |
|
| 3390 |
NJBEST
3390
New Jersey Better Educational Savings Trust
Trenton,
New Jersey
| $156M | +$1.2M | +0.8% | 3.97% | 42% | 209 | 32.06% | 1.3 |
|
| 3391 |
LWIC
3391
Leith Wheeler Investment Counsel
Vancouver,
British Columbia, Canada
| $156M | +$6.04M | +4% | 3.09% | 52.3% | 24 | 95.83% | 0.1 |
|
| 3392 |
BAM
3392
Brave Asset Management
Summit,
New Jersey
| $156M | +$311K | +0.2% | 14.4% | 76.3% | 398 | 61.81% | 2.6 |
|
| 3393 |
MFP
3393
Mosaic Financial Partners
San Francisco,
California
| $156M | -$7.9M | -5% | 0.71% | 6.05% | 44 | 4.55% | 2.9 |
|
| 3394 |
BP
3394
Bandera Partners
New York
| $156M | +$3.85M | +3% | 8.16% | 55.4% | 16 | 25% | 2.3 |
|
| 3395 |
SCM
3395
Sterneck Capital Management
Kansas City,
Missouri
| $156M | +$5.29M | +4% | 2.47% | 61.5% | 130 | 15.38% | 2 |
|
| 3396 |
SSI
3396
Scott & Selber Inc
Houston,
Texas
| $155M | -$3.21M | -2% | 4.6% | 187% | 81 | 30.86% | 1.5 |
|
| 3397 |
OC
3397
Oarsman Capital
Milwaukee,
Wisconsin
| $155M | -$40.8M | -21% | 4.4% | 70.6% | 191 | 21.47% | 2.8 |
|
| 3398 |
CI
3398
Cavalier Investments
Alpharetta,
Georgia
| $155M | -$9.29M | -6% | 6.33% | 171% | 163 | 46.01% | 0.4 |
|
| 3399 |
NCM
3399
Niemann Capital Management
Stateline,
Nevada
| $155M | +$2.72M | +2% | 13.8% | 103% | 35 | 85.71% | 0.1 |
|
| 3400 |
NCM
3400
Neumann Capital Management
Foster City,
California
| $155M | +$4.73M | +3% | 4.64% | 79.4% | 73 | 1.37% | 1.9 |
|