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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3526 |
DJC
3526
Daily Journal Corp
Los Angeles,
California
| $151M | +$4.44M | +3% | 3.12% | 108% | 4 | 0% | 3.3 |
|
| 3527 |
MWM
3527
Marietta Wealth Management
Marietta,
Georgia
| $151M | +$25.7M | +21% | 4.55% | 83.8% | 125 | 16% | 0.2 |
|
| 3528 |
LWIC
3528
Leith Wheeler Investment Counsel
Vancouver,
British Columbia, Canada
| $151M | -$5.84M | -4% | 5.92% | 52.3% | 43 | 93.02% | 0.1 |
|
| 3529 |
LBS
3529
Lawrence B. Seidman
| $151M | +$8.55M | +6% | 4.85% | 12.3% | 28 | 14.29% | 1.8 |
|
| 3530 |
SCM
3530
SkyTop Capital Management
Rutherford,
New Jersey
| $150M | -$15.5M | -9% | 10.2% | 50.2% | 21 | 42.86% | 0.4 |
|
| 3531 |
3531
Bogart Wealth LLC
Mclean,
Virginia
| $150M | +$2.67M | +2% | 5.32% | 60.5% | 73 | 26.03% | 0.2 |
|
| 3532 |
KCM
3532
Kempner Capital Management
Galveston,
Texas
| $150M | +$12.6M | +9% | 1.89% | 60.9% | 68 | 8.82% | 2.6 |
|
| 3533 |
WCA
3533
Westover Capital Advisors
Wilmington,
Delaware
| $150M | +$10.3M | +7% | 5.79% | 133% | 115 | 26.96% | 1.4 |
|
| 3534 |
TWM
3534
Torch Wealth Management
Cincinnati,
Ohio
| $150M | +$8.27M | +6% | 5.16% | 48.8% | 99 | 7.07% | 2.1 |
|
| 3535 |
3535
IHT Wealth Management
Chicago,
Illinois
| $150M | +$17.7M | +13% | 5.77% | 74.8% | 1,372 | 14.58% | 0.2 |
|
| 3536 |
HRC
3536
Hoertkorn Richard Charles
| $150M | +$5.45M | +4% | 4.37% | 172% | 89 | 3.37% | 2.7 |
|
| 3537 |
OLA
3537
Oliver Luxxe Assets
Gladstone,
New Jersey
| $150M | +$5.08M | +4% | 5.99% | 137% | 93 | 17.2% | 0.8 |
|
| 3538 |
GAAM
3538
Guinness Atkinson Asset Management
Pasadena,
California
| $150M | +$2.3M | +2% | 5.69% | 132% | 65 | 6.15% | 2.8 |
|
| 3539 |
CLA
3539
Cranberry Lake Advisors
Houston,
Texas
| $149M | -$8.38M | -5% | 4.39% | 31.5% | 12 | 16.67% | 3.2 |
|
| 3540 |
PAG
3540
Private Advisory Group
Redmond,
Washington
| $149M | +$4.16M | +3% | 5.48% | 177% | 175 | 49.71% | 0.2 |
|
| 3541 |
CGI
3541
Cougar Global Investments
Toronto,
Ontario, Canada
| $149M | +$7.68M | +5% | 2.67% | 17.4% | 13 | 38.46% | 0.6 |
|
| 3542 |
BSP
3542
Benefit Street Partners
New York
| $149M | +$17.8M | +14% | 5.21% | – | 27 | 33.33% | 0.2 |
|
| 3543 |
DR
3543
Davis Rea
Toronto,
Ontario, Canada
| $149M | +$8.29M | +6% | 8.65% | 66.9% | 38 | 5.26% | 2.8 |
|
| 3544 |
APSP
3544
Asset Planning Services (Pennsylvania)
Harleysville,
Pennsylvania
| $149M | +$22.2M | +18% | 5.2% | 62.1% | 326 | 22.09% | 1.3 |
|
| 3545 |
IR
3545
Invictus RG
Hamilton,
Bermuda
| $149M | -$702K | -0.5% | 11.1% | 289% | 935 | 62.25% | 0.4 |
|
| 3546 |
CCPM
3546
Cooper Creek Partners Management
New York
| $148M | +$2.18M | +1% | 8.09% | 86.4% | 40 | 62.5% | 0.4 |
|
| 3547 |
CAM
3547
Covenant Asset Management
Chester,
New Jersey
| $148M | -$706K | -0.5% | 6.8% | 177% | 150 | 28% | 0.2 |
|
| 3548 |
LC
3548
Lincoln Capital
Lincoln,
Nebraska
| $148M | +$7.62M | +5% | 5.22% | 67.1% | 69 | 8.7% | 1.8 |
|
| 3549 |
WRM
3549
Weybosset Research & Management
Province,
Rhode Island
| $148M | +$5.23M | +4% | 5.5% | 73.4% | 60 | 6.67% | 2.6 |
|
| 3550 |
BT
3550
Brandywine Trust
Hockessin,
Delaware
| $148M | +$589K | +0.4% | 0.27% | 32.7% | 23 | 4.35% | 3.1 |
|