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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3476 |
NO
3476
Ninety One
Cape Town,
South Africa
| $147M | -$10.3M | -7% | 0.22% | 193% | 96 | 28.13% | 0.6 |
|
| 3477 |
CFA
3477
Camarda Financial Advisors
Fleming Island,
Florida
| $147M | -$17.1M | -10% | 2.01% | 196% | 300 | 42% | 1.1 |
|
| 3478 |
SDWMA
3478
Schneider Downs Wealth Management Advisors
Pittsburgh,
Pennsylvania
| $147M | -$7.33M | -5% | 2.38% | 55% | 35 | 17.14% | 0.8 |
|
| 3479 |
WIM
3479
Westside Investment Management
Santa Monica,
California
| $147M | – | – | 1.42% | 114% | 629 | – | 0 |
|
| 3480 |
NMM
3480
NGP MR Management
Dallas,
Texas
| $147M | -$64.2M | -30% | 2.48% | 21.9% | 2 | 0% | 2 |
|
| 3481 |
BT
3481
Brandywine Trust
Hockessin,
Delaware
| $147M | +$10.3M | +8% | 9.57% | 32.7% | 24 | 8.33% | 3 |
|
| 3482 |
EHWM
3482
Eads & Heald Wealth Management
Atlanta,
Georgia
| $147M | +$1.46M | +1% | 1.91% | 84.4% | 136 | 7.35% | 2.9 |
|
| 3483 |
IF
3483
IRON Financial
Northbrook,
Illinois
| $146M | +$64.5M | +79% | 1.63% | 51.4% | 91 | 30.77% | 1.3 |
|
| 3484 |
CWM
3484
Cedar Wealth Management
Walnut Creek,
California
| $146M | +$595K | +0.4% | 0.89% | 68.1% | 142 | 18.31% | 0.6 |
|
| 3485 |
AP
3485
Agilis Partners
Waltham,
Massachusetts
| $146M | -$128M | -47% | 0.63% | 8.47% | 19 | 15.79% | 1.4 |
|
| 3486 |
MKC
3486
M. Kraus & Co
Shelburne,
Vermont
| $146M | +$1.47M | +1% | 1.81% | 51.8% | 50 | 4% | 2.6 |
|
| 3487 |
SFS
3487
Summit Financial Strategies
Columbus,
Ohio
| $146M | +$3.71M | +3% | 2.92% | 59.4% | 45 | 8.89% | 1.7 |
|
| 3488 |
DJC
3488
Daily Journal Corp
Los Angeles,
California
| $146M | +$33.3M | +29% | 30% | 108% | 4 | 0% | 3 |
|
| 3489 |
LWA
3489
Lowe Wealth Advisors
Columbia,
Maryland
| $146M | -$1.47M | -1% | 0.01% | 63.3% | 265 | 12.83% | 1.6 |
|
| 3490 |
CCPM
3490
Cooper Creek Partners Management
New York
| $146M | -$22.3M | -13% | 5.39% | 86.4% | 39 | 69.23% | 0.4 |
|
| 3491 |
FDS
3491
First Dallas Securities
Dallas,
Texas
| $146M | +$11.4M | +8% | 12% | 163% | 120 | 21.67% | 2 |
|
| 3492 |
FM
3492
Family Management
New York
| $146M | -$30.7M | -17% | 4.1% | 69% | 85 | 29.41% | 1.8 |
|
| 3493 |
NFG
3493
Noven Financial Group
Denver,
Colorado
| $146M | +$4.6M | +3% | 3.83% | 45.1% | 33 | 9.09% | 1.7 |
|
| 3494 |
SCM
3494
Stanley Capital Management
Houston,
Texas
| $146M | +$19.3M | +15% | 13.8% | 158% | 36 | 5.56% | 1.4 |
|
| 3495 |
PC
3495
Permit Capital
West Conshohocken,
Pennsylvania
| $146M | -$1.96M | -1% | 3.48% | 121% | 33 | 12.12% | 2.6 |
|
| 3496 |
ACM
3496
Alpha Capital Management
Austin,
Texas
| $146M | +$8.04M | +6% | 3.48% | 88% | 102 | 32.35% | 1.4 |
|
| 3497 |
NVPX
3497
Norwest Venture Partners X
Palo Alto,
California
| $146M | +$32.5M | +29% | 3.15% | 11.3% | 3 | 33.33% | 1.3 |
|
| 3498 |
AC
3498
Adelphi Capital
London,
United Kingdom
| $145M | -$29.1M | -17% | 5.12% | – | 2 | 0% | 2 |
|
| 3499 |
WAS
3499
Winch Advisory Services
Appleton,
Wisconsin
| $145M | +$22.6M | +18% | 4.73% | 80.8% | 330 | 26.06% | 1.1 |
|
| 3500 |
NME
3500
Notis-McConarty Edward
| $145M | -$1.11M | -0.8% | 1.62% | 91.2% | 97 | 3.09% | 2.6 |
|