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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 |
3376
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
| $214M | +$24.1M | +13% | 13.7% | 68.2% | 217 | 10.6% | 4.3 |
|
| 3377 |
3377
Northwest Quadrant Wealth Management
Bend,
Oregon
| $214M | +$13.9M | +7% | 9.73% | 45.6% | 63 | 9.52% | 1.6 |
|
| 3378 |
TLCM
3378
Tiger Legatus Capital Management
New York
| $214M | +$37.5M | +21% | 10.7% | 19.1% | 19 | 68.42% | 0.9 |
|
| 3379 |
3379
CFO4Life Group
Coppell,
Texas
| $213M | -$14M | -6% | 13.8% | 56.7% | 135 | 20.74% | 1.1 |
|
| 3380 |
3380
Twin Focus Capital Partners
Boston,
Massachusetts
| $213M | -$10.4M | -5% | 10.5% | 92.5% | 110 | 18.18% | 2.9 |
|
| 3381 |
3381
Rock Point Advisors
Burlington,
Vermont
| $213M | +$17.6M | +9% | 12.7% | 82.8% | 79 | 13.92% | 3.2 |
|
| 3382 |
3382
Punch Card Management
Winter Park,
Florida
| $212M | +$51.1M | +32% | 1.84% | 41% | 5 | 60% | 1.9 |
|
| 3383 |
3383
RDA Financial Network
Akron,
Iowa
| $212M | – | – | 11.3% | 93.4% | 222 | – | 0 |
|
| 3384 |
3384
Windsor Capital Management
Phoenix,
Arizona
| $212M | +$18.5M | +10% | 9.95% | 49.1% | 118 | 5.08% | 4 |
|
| 3385 |
3385
Janiczek Wealth Management
Denver,
Colorado
| $212M | +$14.8M | +7% | 10% | 16.4% | 194 | 22.16% | 0.9 |
|
| 3386 |
3386
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
| $212M | +$27M | +15% | 9.21% | 42.8% | 104 | 7.69% | 1.6 |
|
| 3387 |
VM
3387
VPR Management
Houston,
Texas
| $211M | +$24.9M | +13% | 11.4% | 54.5% | 19 | 0% | 1.3 |
|
| 3388 |
3388
BCM Advisors
Lafayette,
Louisiana
| $211M | +$14.5M | +7% | 8.59% | 59.3% | 39 | 10.26% | 1.8 |
|
| 3389 |
3389
Buckley Wealth Management
Las Vegas,
Nevada
| $211M | +$17.2M | +9% | 12% | 88% | 150 | 11.33% | 1.1 |
|
| 3390 |
3390
Muhlenkamp & Co
Wexford,
Pennsylvania
| $211M | – | – | 10.7% | 107% | 32 | – | 2.9 |
|
| 3391 |
3391
Home Federal Bank of Tennessee
Knoxville,
Tennessee
| $211M | +$20.5M | +11% | 12.3% | 74% | 66 | 3.03% | 2.9 |
|
| 3392 |
MHP
3392
Manatuck Hill Partners
Westport,
Connecticut
| $211M | +$16.7M | +9% | 19.5% | 556% | 118 | 43.22% | 1.3 |
|
| 3393 |
3393
Wynnefield Capital
New York
| $211M | +$13.4M | +7% | 12.9% | 52.1% | 32 | 18.75% | 3.2 |
|
| 3394 |
PCMK
3394
Paragon Capital Management (Kansas)
Overland Park,
Kansas
| $211M | +$25M | +13% | 14.1% | 87.5% | 350 | 82.29% | 0.7 |
|
| 3395 |
3395
Oarsman Capital
Milwaukee,
Wisconsin
| $211M | +$15.4M | +8% | 11.1% | 70.6% | 182 | 7.14% | 4 |
|
| 3396 |
3396
First Bankers Trust
Louisville,
Kentucky
| $210M | -$174M | -45% | 11.7% | 78.9% | 159 | 17.61% | 4.4 |
|
| 3397 |
3397
Acuta Capital Partners
Redwood City,
California
| $210M | +$79.2M | +60% | 39.7% | 7,269% | 36 | 50% | 1.1 |
|
| 3398 |
3398
Dynamo Administracao de Recursos
Rio De Janeiro,
Brazil
| $210M | +$76.6M | +57% | 57.5% | 350% | 5 | 40% | 0.8 |
|
| 3399 |
3399
Bank Pictet & Cie (Asia)
Singapore
| $210M | +$25.2M | +14% | 14.1% | 30.4% | 91 | 21.98% | 1.5 |
|
| 3400 |
3400
Ellevest Inc
New York
| $210M | +$12.9M | +7% | 10.5% | 73.8% | 450 | 45.11% | 0.2 |
|