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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 |
FCM
3476
Ferox Capital Management
London,
United Kingdom
| $159M | -$85.6M | -35% | 0% | 2.07% | 38 | 0% | 1 |
|
| 3477 |
TG
3477
TLP Group
Evanston,
Illinois
| $159M | +$52.2M | +49% | 8.84% | 42.7% | 656 | 69.05% | 0.2 |
|
| 3478 |
BW
3478
Biegel & Waller
Columbia,
Maryland
| $159M | -$4.73M | -3% | 2.17% | 28.2% | 66 | 28.79% | 0.6 |
|
| 3479 |
HM
3479
Harvest Management
New York
| $159M | +$9.38M | +6% | 13.5% | 610% | 107 | 69.16% | 0.5 |
|
| 3480 |
OLA
3480
Oliver Luxxe Assets
Gladstone,
New Jersey
| $159M | +$5.12M | +3% | 4.37% | 137% | 86 | 17.44% | 1.2 |
|
| 3481 |
KSCM
3481
Kamunting Street Capital Management
Miami Beach,
Florida
| $158M | +$32.9M | +26% | 2.12% | 7.47% | 39 | 35.9% | 0.5 |
|
| 3482 |
MAS
3482
Madden Advisory Services
Jacksonville,
Florida
| $158M | +$6.39M | +4% | 3.53% | 52.3% | 84 | 3.57% | 3.6 |
|
| 3483 |
CLA
3483
Cranberry Lake Advisors
Houston,
Texas
| $158M | +$8.08M | +5% | 4.15% | 31.5% | 10 | 0% | 4 |
|
| 3484 |
3484
Valley Forge Capital Management
Miami,
Florida
| $158M | +$17.1M | +12% | 8.7% | 49% | 9 | 22.22% | 0.7 |
|
| 3485 |
3485
Meridian Wealth Management
Lexington,
Kentucky
| $158M | -$100K | -0.1% | 6.74% | 117% | 191 | 29.32% | 0.5 |
|
| 3486 |
HRC
3486
Hoertkorn Richard Charles
| $158M | +$6.62M | +4% | 5.33% | 172% | 92 | 9.78% | 2.9 |
|
| 3487 |
CSA
3487
Cottage Street Advisors
Marion,
Massachusetts
| $158M | +$9.91M | +7% | 4.79% | 91.4% | 90 | 13.33% | 1.4 |
|
| 3488 |
LFG
3488
LifePlan Financial Group
Dayton,
Ohio
| $157M | +$11.1M | +8% | 3.38% | 20.2% | 112 | 7.14% | 2.7 |
|
| 3489 |
GL
3489
Globe Life
Mckinney,
Texas
| $157M | +$6.57M | +4% | 3.92% | 60.1% | 1 | 0% | 0.8 |
|
| 3490 |
CHJWM
3490
Carlton Hofferkamp & Jenks Wealth Management
The Woodlands,
Texas
| $157M | +$9.27M | +6% | 2.77% | 58.2% | 90 | 7.78% | 2.2 |
|
| 3491 |
AAM
3491
Augustine Asset Management
Jacksonville,
Florida
| $157M | -$4.21M | -3% | 3.77% | 316% | 74 | 20.27% | 2 |
|
| 3492 |
CGI
3492
Cougar Global Investments
Toronto,
Ontario, Canada
| $156M | +$8.49M | +6% | 3.78% | 17.4% | 12 | 8.33% | 0.8 |
|
| 3493 |
GCM
3493
Garland Capital Management
Bellevue,
Washington
| $156M | -$6.64M | -4% | 2.34% | 55.7% | 36 | 5.56% | 2.6 |
|
| 3494 |
LA
3494
Lexington Advisors
New York
| $156M | -$58.2M | -27% | 10.7% | 27% | 5 | 0% | 1.6 |
|
| 3495 |
OA
3495
Opes Advisors
Cupertino,
California
| $156M | -$5.09M | -3% | 5.75% | – | 66 | 50% | 0.6 |
|
| 3496 |
MBA
3496
McQueen Ball & Associates
Bethlehem,
Pennsylvania
| $156M | +$3.9M | +3% | 3.8% | 53.6% | 111 | 12.61% | 1.4 |
|
| 3497 |
AFA
3497
Alta Fundamental Advisers
New York
| $156M | +$39.4M | +34% | 2.31% | 340% | 30 | 33.33% | 0.5 |
|
| 3498 |
PCFFS
3498
Pacific Center for Financial Services
San Ramon,
California
| $156M | +$6.95M | +5% | 3.47% | 54.7% | 328 | 3.66% | 0.7 |
|
| 3499 |
PAM
3499
Pope Asset Management
Memphis,
Tennessee
| $156M | +$16.8M | +12% | 0.55% | – | 29 | 0% | 3.1 |
|
| 3500 |
ICM
3500
IMS Capital Management
Portland,
Oregon
| $156M | +$49.9M | +47% | 5.3% | 119% | 155 | 12.9% | 2 |
|