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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%
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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 Time Held (Qtrs) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3476 |
ACM
3476
Axel Capital Management
New York
| $130M | +$17.4M | +15% | 2.08% | 194% | 17 | 0% | 10.3 |
|
| 3477 |
WAM
3477
Wilsey Asset Management
San Diego,
California
| $130M | -$9.87M | -7% | 6.53% | 55% | 22 | 13.64% | 8.6 |
|
| 3478 |
CSA
3478
Cottage Street Advisors
Marion,
Massachusetts
| $130M | +$6.36M | +5% | 4.92% | 91.4% | 86 | 9.3% | 2.7 |
|
| 3479 |
CWP
3479
Capital Wealth Planning
Naples,
Florida
| $130M | -$3.16M | -2% | 0.44% | 73.9% | 112 | 39.29% | 6.7 |
|
| 3480 |
LRIC
3480
Long Road Investment Counsel
Kalamazoo,
Michigan
| $130M | +$1.88M | +1% | 3.34% | 53.8% | 70 | 4.29% | 6.5 |
|
| 3481 |
DWM
3481
Darwin Wealth Management
Tampa,
Florida
| $129M | +$12.3M | +10% | 0.2% | 56.8% | 92 | 9.78% | 1 |
|
| 3482 |
CAM
3482
Caprin Asset Management
Henrico,
Virginia
| $129M | +$3.41M | +3% | 0.67% | 7.87% | 26 | 42.31% | 1.7 |
|
| 3483 |
EPIM
3483
Equinox Partners Investment Management
Stamford,
Connecticut
| $129M | -$31M | -19% | 5.53% | 241% | 15 | 33.33% | 7.5 |
|
| 3484 |
LIM
3484
Loudon Investment Management
West Lebanon,
New Hampshire
| $129M | +$3.3M | +3% | 2.41% | 61.6% | 87 | 9.2% | 8 |
|
| 3485 |
CC
3485
Carrhae Capital
London,
United Kingdom
| $129M | +$21.1M | +20% | 7.74% | 159% | 16 | 43.75% | 1.3 |
|
| 3486 |
HRC
3486
Hoertkorn Richard Charles
| $128M | +$3.03M | +2% | 7.88% | 172% | 95 | 7.37% | 9.2 |
|
| 3487 |
HA
3487
Havens Advisors
New York
| $128M | -$3.38M | -3% | 14.4% | 460% | 62 | 75.81% | 1.8 |
|
| 3488 |
SCM
3488
Stonehearth Capital Management
Danvers,
Massachusetts
| $128M | +$1.2M | +0.9% | 2.06% | 87.5% | 31 | 6.45% | 5.4 |
|
| 3489 |
RC
3489
Raine Capital
New York
| $128M | +$20.1M | +19% | 9.9% | 119% | 14 | 14.29% | 2 |
|
| 3490 |
GC
3490
Gratry & Company
Beachwood,
Ohio
| $128M | +$1.12M | +0.9% | 7.28% | 44.3% | 94 | 41.49% | 3 |
|
| 3491 |
RC
3491
Rinet Company
Boston,
Massachusetts
| $128M | +$2.32M | +2% | 3.06% | 33.1% | 17 | 0% | 4.8 |
|
| 3492 |
IR
3492
Invictus RG
Hamilton,
Bermuda
| $128M | +$33.9M | +36% | 9.79% | 289% | 876 | 57.19% | 1.3 |
|
| 3493 |
CHJWM
3493
Carlton Hofferkamp & Jenks Wealth Management
The Woodlands,
Texas
| $128M | +$1.14M | +0.9% | 1.46% | 58.2% | 84 | 13.1% | 7.1 |
|
| 3494 |
OLA
3494
Oliver Luxxe Assets
Gladstone,
New Jersey
| $128M | +$9.95M | +8% | 3.43% | 137% | 88 | 21.59% | 2 |
|
| 3495 |
CNC
3495
Citizens & Northern Corp
Wellsboro,
Pennsylvania
| $128M | -$570K | -0.4% | 4.54% | 73.3% | 108 | 9.26% | 9.5 |
|
| 3496 |
MPA
3496
Marvin & Palmer Associates
Wilmington,
Delaware
| $128M | +$53.8M | +73% | 20.1% | 392% | 46 | 41.3% | 3.1 |
|
| 3497 |
DSN
3497
D. Scott Neal
Lexington,
Kentucky
| $127M | +$14.6M | +13% | 2.29% | 105% | 209 | 25.84% | 3.5 |
|
| 3498 |
SCM
3498
Sitrin Capital Management
Century City,
California
| $127M | +$2.81M | +2% | 3.78% | 128% | 38 | 10.53% | 2.8 |
|
| 3499 |
WCWM
3499
Willow Creek Wealth Management
Sebastopol,
California
| $127M | +$4.04M | +3% | 0.01% | 36.5% | 21 | 19.05% | 5.2 |
|
| 3500 |
BAM
3500
Boyar Asset Management
New York
| $127M | +$584K | +0.5% | 2.46% | 75.5% | 65 | 1.54% | 10.8 |
|