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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3426 |
3426
Crestview Partners III
New York
| $188M | -$74.5M | -28% | 32.4% | 51.2% | 1 | 0% | 0.8 |
|
| 3427 |
3427
Grace Capital
Quincy,
Massachusetts
| $188M | -$96.4M | -34% | 0.18% | 127% | 100 | 32% | 1.9 |
|
| 3428 |
CWM
3428
Catamount Wealth Management
Westport,
Connecticut
| $188M | +$8.45M | +5% | 0.48% | 70.7% | 204 | 18.63% | 1.7 |
|
| 3429 |
3429
Wooster Corthell Wealth Management
Glastonbury,
Connecticut
| $187M | -$3.18M | -2% | 1.06% | 39.1% | 37 | 8.11% | 2.4 |
|
| 3430 |
3430
V Wealth Advisors
Overland Park,
Kansas
| $187M | -$11.1M | -6% | 0.57% | 36.9% | 228 | 21.05% | 1.2 |
|
| 3431 |
3431
HGI Capital Management
New York
| $187M | +$29.9M | +19% | 4.26% | 47% | 52 | 63.46% | 0.3 |
|
| 3432 |
3432
Monetta Financial Services
Wheaton,
Illinois
| $187M | -$6.39M | -3% | 2.63% | 275% | 57 | 52.63% | 1.7 |
|
| 3433 |
3433
Pacifica Capital Investments
Leander,
Texas
| $187M | -$17.4M | -9% | 1.3% | 70.4% | 19 | 10.53% | 3.5 |
|
| 3434 |
3434
Bridge Creek Capital Management
West Barnstable,
Massachusetts
| $187M | -$12.4M | -6% | 5.03% | 76.5% | 83 | 2.41% | 1.9 |
|
| 3435 |
3435
Tegean Capital Management
New York
| $187M | -$16.1M | -8% | 0.41% | – | 21 | 9.52% | 1.5 |
|
| 3436 |
3436
Willow Creek Wealth Management
Sebastopol,
California
| $187M | +$35.1M | +23% | 1.35% | 36.5% | 69 | 71.01% | 0.7 |
|
| 3437 |
3437
Stonepine Capital Management
Bend,
Oregon
| $187M | +$19.8M | +12% | 0.7% | 231% | 40 | 57.5% | 0.5 |
|
| 3438 |
3438
Icon Wealth Partners
Houston,
Texas
| $187M | -$15.3M | -8% | 2.5% | – | 881 | 71.4% | 0.2 |
|
| 3439 |
3439
WoodTrust Financial
Wisconsin Rapids,
Wisconsin
| $187M | -$1.58M | -0.8% | 1.64% | 80.3% | 82 | 13.41% | 0.2 |
|
| 3440 |
3440
Precision Path Capital
New York
| $186M | +$56.1M | +43% | 2.08% | – | 24 | 33.33% | 0.2 |
|
| 3441 |
3441
Malaga Cove Capital
Pv Estates,
California
| $186M | +$7.15M | +4% | 0.51% | 97.3% | 156 | 25% | 1 |
|
| 3442 |
LGC
3442
Laurel Grove Capital
Los Angeles,
California
| $186M | -$7.11M | -4% | 0.77% | 59.2% | 103 | 14.56% | 3.1 |
|
| 3443 |
3443
Kelman-Lazarov Inc
Memphis,
Tennessee
| $186M | -$9.8M | -5% | 2.3% | 46.6% | 124 | 14.52% | 1.7 |
|
| 3444 |
WA
3444
Winfield Associates
Cleveland,
Ohio
| $186M | -$11.9M | -6% | 1.47% | 77.8% | 830 | 85.42% | 3.4 |
|
| 3445 |
3445
Kontiki Capital Management (HK)
Hong Kong
| $186M | +$40.3M | +28% | 9.24% | 90.6% | 6 | 50% | 0.2 |
|
| 3446 |
3446
Crestview Partners II
New York
| $186M | -$74.3M | -29% | 28.6% | 157% | 3 | 0% | 2.3 |
|
| 3447 |
3447
Flowering Tree Investment Management
Singapore
| $185M | +$19.4M | +12% | 11.8% | 47.4% | 8 | 12.5% | 2.1 |
|
| 3448 |
3448
Occidental Asset Management
Burlingame,
California
| $185M | -$7.09M | -4% | 1.82% | 82.5% | 150 | 8% | 2 |
|
| 3449 |
3449
Ruggie Capital Group
Tavares,
Florida
| $185M | +$30.8M | +20% | 0.17% | 22% | 348 | 20.11% | 1.2 |
|
| 3450 |
3450
Wellington Shields & Co
New York
| $185M | -$593K | -0.3% | 0.07% | 109% | 157 | 12.1% | 2.9 |
|