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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%
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 Time Held (Qtrs) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3501 |
MFT
3501
Moisand Fitzgerald Tamayo
Orlando,
Florida
| $124M | +$7.18M | +6% | 1.23% | 48.1% | 246 | 8.54% | 0.9 |
|
| 3502 |
FDS
3502
First Dallas Securities
Dallas,
Texas
| $124M | +$1.51M | +1% | 4.03% | 163% | 106 | 5.66% | 7.4 |
|
| 3503 |
LF
3503
Lannebo Fonder
Stockholm,
Sweden
| $123M | +$838K | +0.7% | 1.64% | 49.8% | 20 | 15% | 0.9 |
|
| 3504 |
OAJ
3504
Ogorek Anthony Joseph
Williamsville,
New York
| $123M | +$3.4M | +3% | 1.88% | 61.1% | 77 | 20.78% | 3.2 |
|
| 3505 |
MHIM
3505
MacNealy Hoover Investment Management
Canton,
Ohio
| $123M | +$4.07M | +3% | 2.4% | 42.5% | 86 | 2.33% | 8.3 |
|
| 3506 |
MSFP
3506
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
| $123M | -$377K | -0.3% | 3.45% | 92.4% | 422 | 20.62% | 5.7 |
|
| 3507 |
JSAM
3507
J. Safra Asset Management
New York
| $123M | -$7.55M | -6% | 0.39% | 84.3% | 117 | 27.35% | 0.8 |
|
| 3508 |
CHJWM
3508
Carlton Hofferkamp & Jenks Wealth Management
The Woodlands,
Texas
| $123M | +$6.09M | +5% | 0.79% | 58.2% | 78 | 14.1% | 6.3 |
|
| 3509 |
WFH
3509
Wealthy Fountain Holdings
Shanghai,
China
| $123M | -$3.08M | -2% | 2.65% | 97.9% | 1 | 0% | 5 |
|
| 3510 |
LCM
3510
Lafitte Capital Management
Austin,
Texas
| $122M | +$6.07M | +5% | 1.25% | 55.2% | 18 | 22.22% | 5.3 |
|
| 3511 |
CIR
3511
Clear Investment Research
Alpharetta,
Georgia
| $122M | +$4.76M | +4% | 2.03% | 48.5% | 28 | 7.14% | 3.5 |
|
| 3512 |
FA
3512
FC Advisory
West Chester,
Pennsylvania
| $122M | +$5.49M | +5% | 1.49% | 46.6% | 32 | 3.13% | 3.7 |
|
| 3513 |
RWM
3513
Rench Wealth Management
Denton,
Texas
| $122M | +$5.77M | +5% | 6.16% | 106% | 43 | 9.3% | 7.1 |
|
| 3514 |
TCMV
3514
Technology Crossover Management V
Menlo Park,
California
| $122M | -$6.56M | -5% | 5.09% | 2.5% | 2 | 0% | 11 |
|
| 3515 |
IVMX
3515
Institutional Venture Management XIII
Menlo Park,
California
| $122M | -$22.3M | -16% | 14.2% | – | 6 | 0% | 6.3 |
|
| 3516 |
TCA
3516
Teewinot Capital Advisers
New York
| $121M | -$15.8M | -12% | 4.79% | 149% | 61 | 37.7% | 5.1 |
|
| 3517 |
MCC
3517
Malaga Cove Capital
Pv Estates,
California
| $121M | -$19.9M | -14% | 0.08% | 88.1% | 119 | 36.97% | 3 |
|
| 3518 |
BGC
3518
Birch Grove Capital
New York
| $121M | -$13.7M | -10% | 0.19% | 2.66% | 45 | 66.67% | 0.4 |
|
| 3519 |
LI
3519
Longer Investments
Fayetteville,
Arkansas
| $121M | +$7.37M | +6% | 2.72% | 20.4% | 57 | 57.89% | 4.3 |
|
| 3520 |
AMM
3520
American Money Management
Rancho Santa Fe,
California
| $121M | +$4.15M | +4% | 0.78% | 65% | 78 | 10.26% | 6.9 |
|
| 3521 |
3521
Financial Engines Advisors
Santa Clara,
California
| $121M | -$4.51M | -4% | 3.77% | 43% | 58 | 5.17% | 8.8 |
|
| 3522 |
EML
3522
Eos Management LP
New York
| $121M | -$27.5M | -19% | 13.9% | 152% | 52 | 44.23% | 8.2 |
|
| 3523 |
MCM
3523
MKP Capital Management
New York
| $120M | -$55.2M | -31% | 11.7% | 69.8% | 7 | 100% | 0 |
|
| 3524 |
CAM
3524
Chesapeake Asset Management
New York
| $120M | -$9.75M | -7% | 2.44% | 153% | 77 | 32.47% | 8.8 |
|
| 3525 |
KM
3525
Kalos Management
Alpharetta,
Georgia
| $120M | -$13.8M | -10% | 3.49% | 48.5% | 143 | 34.27% | 1 |
|