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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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2,500
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5,000
| # | Name | AUM |
AUM Growth |
AUM Growth % | Quarter Est. Return | 3 Year Est. Return | Holdings | Portfolio Turnover | |
|---|---|---|---|---|---|---|---|---|---|
| 3526 |
CAN
3526
Claraphi Advisory Network
Aliso Viejo,
United States
| $284M | -$61.5M | -18% | 13.1% | 88.3% | 324 | 29.32% |
|
| 3527 |
MC
3527
Mount Capital
London,
United Kingdom
| $284M | -$59.5M | -17% | 17.6% | 27.9% | 44 | 25% |
|
| 3528 |
YCM
3528
Yaupon Capital Management
New York
| $284M | +$99.8M | +54% | 10.4% | 106% | 90 | 47.78% |
|
| 3529 |
NL
3529
NKCFO LLC
Geneva,
Illinois
| $284M | -$37.8M | -12% | 10.8% | 202% | 131 | 41.22% |
|
| 3530 |
BHWA
3530
Beacon Harbor Wealth Advisors
Virginia Beach,
Virginia
| $284M | -$22.4M | -7% | 3.82% | 129% | 80 | 31.25% |
|
| 3531 |
MCM
3531
Moerus Capital Management
New York
| $283M | -$77.6M | -21% | 16.8% | 248% | 13 | 0% |
|
| 3532 |
MPU
3532
MVM Partners (UK)
London,
United Kingdom
| $283M | +$3.56M | +1% | 3.53% | – | 3 | 0% |
|
| 3533 |
CCM
3533
Corsair Capital Management
New York
| $283M | -$121M | -30% | 19% | 368% | 130 | 36.15% |
|
| 3534 |
FA
3534
Financial Advisors
Andover,
Massachusetts
| $283M | -$37.3M | -12% | 13.4% | 71.5% | 90 | 18.89% |
|
| 3535 |
SPC
3535
Stony Point Capital
New York
| $283M | -$145M | -34% | 22.9% | 146% | 37 | 21.62% |
|
| 3536 |
JWCA
3536
J.W. Coons Advisors
Columbus,
Ohio
| $283M | -$52.6M | -16% | 10.9% | 61.2% | 278 | 19.42% |
|
| 3537 |
EWA
3537
Encompass Wealth Advisors
Portland,
Oregon
| $283M | -$114M | -29% | 11% | 63.2% | 379 | 40.63% |
|
| 3538 |
HC
3538
Hourglass Capital
Houston,
Texas
| $282M | -$37.5M | -12% | 11.3% | 90.2% | 112 | 13.39% |
|
| 3539 |
BFC
3539
Blue Fin Capital
Warren,
Rhode Island
| $282M | -$62.6M | -18% | 16% | 119% | 141 | 12.06% |
|
| 3540 |
NO
3540
Ninety One
Cape Town,
South Africa
| $282M | -$75.3M | -21% | 15.2% | 193% | 117 | 28.21% |
|
| 3541 |
GPWA
3541
Great Point Wealth Advisors
Boston,
Massachusetts
| $282M | -$38.7M | -12% | 14.2% | – | 67 | 13.43% |
|
| 3542 |
ODG
3542
O'Dell Group
Cincinnati,
Ohio
| $282M | -$56.7M | -17% | 12.9% | 72.2% | 595 | 26.05% |
|
| 3543 |
AI
3543
AXS Investments
Port Chester,
New York
| $282M | +$30.9M | +12% | 16.5% | 69.6% | 231 | 53.68% |
|
| 3544 |
HCM
3544
Horrell Capital Management
Little Rock,
Arkansas
| $282M | -$25.7M | -8% | 10.7% | 55.1% | 207 | 6.76% |
|
| 3545 |
MJP
3545
Michael J. Puzo
| $282M | -$50.7M | -15% | 12.3% | 60.3% | 78 | 6.41% |
|
| 3546 |
RCM
3546
Riverwood Capital Management
Menlo Park,
California
| $282M | -$279M | -50% | 32.2% | 46.5% | 6 | 0% |
|
| 3547 |
DA
3547
Doliver Advisors
Houston,
Texas
| $282M | -$34.8M | -11% | 8.33% | 81% | 185 | 20% |
|
| 3548 |
SAM
3548
Socorro Asset Management
Dallas,
Texas
| $281M | -$78.5M | -22% | 13.8% | 38.8% | 34 | 0% |
|
| 3549 |
RIM
3549
Reynolds Investment Management
Greenville,
South Carolina
| $281M | -$57.7M | -17% | 11.4% | – | 110 | 10.91% |
|
| 3550 |
LCM
3550
Liberty Capital Management
Birmingham,
Michigan
| $281M | -$61.2M | -18% | 12.9% | – | 146 | 11.64% |
|