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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3451 |
GCMG
3451
Gyroscope Capital Management Group
Naples,
Florida
| $150M | +$15.7M | +12% | 5.9% | 24.8% | 117 | 37.61% | 0.7 |
|
| 3452 |
WOC
3452
West Oak Capital
Westlake Village,
California
| $149M | +$4.1M | +3% | 6.7% | 110% | 394 | 14.47% | 2.5 |
|
| 3453 |
IR
3453
Invictus RG
Hamilton,
Bermuda
| $149M | +$21.1M | +16% | 8.01% | 289% | 870 | 55.75% | 0.4 |
|
| 3454 |
ACM
3454
Aquamarine Capital Management
New York
| $149M | +$23.7M | +19% | 21.9% | 23% | 16 | 0% | 1.7 |
|
| 3455 |
SA
3455
SL Advisors
Westfield,
New Jersey
| $149M | +$24.7M | +20% | 5.39% | 74.1% | 63 | 19.05% | 0.5 |
|
| 3456 |
CAM
3456
Covenant Asset Management
Chester,
New Jersey
| $149M | – | – | 2.03% | 177% | 128 | – | 0 |
|
| 3457 |
DWM
3457
Darwin Wealth Management
Tampa,
Florida
| $149M | +$19.5M | +15% | 4.54% | 56.8% | 128 | 46.09% | 0.3 |
|
| 3458 |
3458
Global Retirement Partners
San Rafael,
California
| $149M | – | – | 2.05% | – | 1,056 | – | 0 |
|
| 3459 |
WGCA
3459
Wolf Group Capital Advisors
Fairfax,
Virginia
| $149M | +$5.37M | +4% | 5.47% | 28.2% | 113 | 23.01% | 1.3 |
|
| 3460 |
LGWM
3460
Litman Gregory Wealth Management
Larkspur,
California
| $149M | +$11.3M | +8% | 1.84% | 55.5% | 42 | 14.29% | 1.2 |
|
| 3461 |
VCM
3461
Venor Capital Management
New York
| $149M | +$79.9M | +116% | 42.2% | – | 14 | 64.29% | 0.5 |
|
| 3462 |
NFG
3462
NewFocus Financial Group
Vancouver,
Washington
| $148M | +$10.3M | +7% | 2.37% | 55.4% | 61 | 22.95% | 1.8 |
|
| 3463 |
ACP
3463
Arcus Capital Partners
Atlanta,
Georgia
| $148M | +$11.1M | +8% | 0.93% | 69.2% | 99 | 31.31% | 0.6 |
|
| 3464 |
3464
Empirical Finance
Havertown,
Pennsylvania
| $148M | – | – | 3.78% | 124% | 689 | – | 0 |
|
| 3465 |
CCM
3465
Crossvault Capital Management
San Antonio,
Texas
| $148M | +$4.69M | +3% | 3.21% | 56.4% | 70 | 8.57% | 2.3 |
|
| 3466 |
SVCP
3466
Silicon Valley Capital Partners
San Jose,
California
| $148M | +$12M | +9% | 2.74% | 103% | 28 | 21.43% | 0.5 |
|
| 3467 |
WAM
3467
Water Asset Management
New York
| $148M | +$30M | +25% | 19% | 48.9% | 19 | 21.05% | 2 |
|
| 3468 |
PO
3468
Private Ocean
San Rafael,
California
| $148M | -$3M | -2% | 1.84% | 2.82% | 196 | 12.76% | 2.3 |
|
| 3469 |
3469
Bogart Wealth LLC
Mclean,
Virginia
| $148M | – | – | 0.99% | 60.5% | 65 | – | 0 |
|
| 3470 |
MAS
3470
Madden Advisory Services
Jacksonville,
Florida
| $148M | -$15.2M | -9% | 1.51% | 52.3% | 93 | 13.98% | 3.1 |
|
| 3471 |
GAAM
3471
Guinness Atkinson Asset Management
Pasadena,
California
| $148M | -$13.4M | -8% | 4.67% | 132% | 71 | 14.08% | 2.6 |
|
| 3472 |
NFGCM
3472
Norman Fields Gottscho Capital Management
New York
| $147M | -$3.92M | -3% | 5.48% | 96.9% | 87 | 26.44% | 1.8 |
|
| 3473 |
P3I
3473
Progeny 3 Inc
Kirkland,
Washington
| $147M | +$57.2M | +64% | 3.94% | 96.8% | 27 | 77.78% | 0.8 |
|
| 3474 |
AMG
3474
Advisors Management Group
La Crosse,
Wisconsin
| $147M | -$2.87M | -2% | 0.91% | 125% | 64 | 6.25% | 0.9 |
|
| 3475 |
ECM
3475
Engine Capital Management
New York
| $147M | +$38.6M | +36% | 16.6% | 21.1% | 53 | 41.51% | 0.5 |
|