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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3551 |
CFC
3551
Coyle Financial Counsel
Glenview,
Illinois
| $80M | +$7.18M | +10% | 1.26% | 62.4% | 45 | 15.56% | 2.6 |
|
| 3552 |
CSUI
3552
Cincinnati Specialty Underwriters Insurance
Fairfield,
Ohio
| $80M | -$1.5M | -2% | 0.47% | 115% | 30 | 10% | 4.7 |
|
| 3553 |
GOCM
3553
Grey Owl Capital Management
Falls Church,
Virginia
| $79.3M | -$11.6M | -13% | 1.29% | – | 55 | 23.64% | 2.2 |
|
| 3554 |
FTB
3554
First Trust Bank
Nassau,
Bahamas
| $79.2M | +$10.2M | +15% | 1.49% | 64.2% | 12 | 16.67% | 2.3 |
|
| 3555 |
AG
3555
Appleton Group
Appleton,
Wisconsin
| $79.2M | -$10.9M | -12% | 1.42% | 58.3% | 30 | 30% | 2.8 |
|
| 3556 |
IRS
3556
Invictus RG (Singapore)
Singapore
| $79M | -$16.6M | -17% | 1.79% | – | 826 | 44.67% | 2.1 |
|
| 3557 |
MMA
3557
Miracle Mile Advisors
Los Angeles,
California
| $78.8M | +$23.3M | +42% | 1.62% | 56% | 26 | 69.23% | 0.8 |
|
| 3558 |
AAM
3558
Alphadyne Asset Management
New York
| $78.5M | +$73.4M | +1,459% | 5.1% | 158% | 13 | 92.31% | 0.1 |
|
| 3559 |
IF
3559
IRON Financial
Northbrook,
Illinois
| $78.4M | -$34.7M | -31% | 1.03% | 51.4% | 87 | 28.74% | 1.9 |
|
| 3560 |
TDC
3560
Thompson Davis & Co
Richmond,
Virginia
| $77.5M | +$8.21M | +12% | 0.75% | 188% | 1,403 | 60.87% | 1.2 |
|
| 3561 |
MWM
3561
Merriman Wealth Management
Seattle,
Washington
| $77.1M | -$22M | -22% | 2.61% | 18.3% | 56 | 66.07% | 1.2 |
|
| 3562 |
RAM
3562
Ramsey Asset Management
Reston,
Virginia
| $77.1M | -$2.6M | -3% | 3.44% | 30.6% | 46 | 13.04% | 4.5 |
|
| 3563 |
GF
3563
Gerry Farber
New York
| $76.8M | -$19.6M | -20% | 5.42% | – | 76 | 78.95% | 0.8 |
|
| 3564 |
DMAM
3564
Del Mar Asset Management
New York
| $76.5M | -$224M | -75% | 2.67% | – | 47 | 63.83% | 1.3 |
|
| 3565 |
NHFG
3565
New Harbor Financial Group
Worcester,
Massachusetts
| $76.3M | -$17.1M | -18% | 4.58% | 80.6% | 109 | 80.73% | 3.2 |
|
| 3566 |
CIA
3566
Capital Impact Advisors
Boston,
Massachusetts
| $75.9M | -$56.8M | -43% | 3.33% | – | 220 | 3.64% | 1.8 |
|
| 3567 |
T
3567
TradeWorx
Red Bank,
New Jersey
| $75.6M | -$47.6M | -39% | 1.57% | – | 472 | 85.81% | 0.5 |
|
| 3568 |
BC
3568
Balestra Capital
New York
| $75.5M | -$542M | -88% | 4.9% | – | 23 | 39.13% | 2.2 |
|
| 3569 |
NVPX
3569
Norwest Venture Partners XI
Palo Alto,
California
| $75.5M | -$20.1M | -21% | 25.6% | – | 2 | 50% | 1.5 |
|
| 3570 |
OFG
3570
OTA Financial Group
Purchase,
New York
| $75.4M | – | – | 3.71% | 320% | 61 | – | 0.9 |
|
| 3571 |
MIM
3571
Macroview Investment Management
Bethesda,
Maryland
| $74.5M | -$751K | -1% | 1.27% | 67.2% | 330 | 55.15% | 2.1 |
|
| 3572 |
CC
3572
Columbia Capital
Fullerton,
California
| $74.5M | -$52.3M | -41% | 6.79% | – | 86 | 68.6% | 2.9 |
|
| 3573 |
LGWM
3573
Litman Gregory Wealth Management
Larkspur,
California
| $74.4M | +$18.5M | +33% | 1.22% | 55.5% | 20 | 45% | 4 |
|
| 3574 |
ACM
3574
Argonaut Capital Management
New York
| $73.7M | -$19.2M | -21% | 3.4% | – | 33 | 36.36% | 2.4 |
|
| 3575 |
AC
3575
Amiya Capital
London,
United Kingdom
| $72.7M | -$105M | -59% | 0.54% | – | 33 | 66.67% | 1.1 |
|