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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3601 |
AIS
3601
AM Investment Strategies
Chattanooga,
Tennessee
| $273M | -$13.3M | -5% | 1.63% | 121% | 101 | 13.86% | 1.6 |
|
| 3602 |
ACM
3602
Altium Capital Management
New York
| $273M | +$22.8M | +9% | 33.3% | – | 166 | 42.77% | 0.6 |
|
| 3603 |
3603
VR Advisory Services
Camana Bay, Grand Cayman,
Cayman Islands
| $273M | +$48.3M | +22% | 6.91% | 89.7% | 87 | 27.59% | 1.1 |
|
| 3604 |
3604
Shilanski & Associates
Anchorage,
Alaska
| $273M | +$58.7M | +27% | 4.62% | 84.2% | 221 | 88.69% | 0.5 |
|
| 3605 |
3605
Private Capital Management (Colorado)
Denver,
Colorado
| $273M | -$42.4M | -13% | 4.62% | 20% | 165 | 23.03% | 2.1 |
|
| 3606 |
AFS
3606
Annapolis Financial Services
Annapolis,
Maryland
| $272M | -$3.08M | -1% | 6.08% | 15% | 572 | 21.5% | 1.3 |
|
| 3607 |
FBT
3607
First Bank & Trust
Brookings,
South Dakota
| $272M | -$35M | -11% | 7.8% | 85.6% | 535 | 69.91% | 4 |
|
| 3608 |
3608
Laffer Tengler Investments
Nashville,
Tennessee
| $272M | -$12.7M | -4% | 3.32% | 96.5% | 443 | 14.22% | 1.5 |
|
| 3609 |
3609
Concentric Wealth Management
Lafayette,
California
| $271M | -$25.1M | -8% | 7.48% | 33.4% | 117 | 1.71% | 4.5 |
|
| 3610 |
3610
Buckley Wealth Management
Las Vegas,
Nevada
| $271M | -$39.5M | -13% | 6.07% | 88% | 141 | 22.7% | 3.4 |
|
| 3611 |
3611
Annandale Capital
Dallas,
Texas
| $271M | +$18.5M | +7% | 3.54% | 57.2% | 169 | 45.56% | 0.9 |
|
| 3612 |
EGA
3612
E&G Advisors
Houston,
Texas
| $271M | -$24.5M | -8% | 5.45% | 97.7% | 206 | 5.34% | 0.9 |
|
| 3613 |
3613
Doliver Advisors
Houston,
Texas
| $271M | -$10.6M | -4% | 1.44% | 92.3% | 174 | 22.41% | 2.4 |
|
| 3614 |
3614
AGF Investments America
Toronto,
Ontario, Canada
| $271M | +$16.8M | +7% | 4.52% | 72.1% | 28 | 3.57% | 4.8 |
|
| 3615 |
WA
3615
Win Advisors
Palm Beach Gardens,
Florida
| $271M | +$220M | +431% | 0.01% | 226% | 174 | 28.74% | 0.5 |
|
| 3616 |
3616
Wellspring Financial Advisors
Cleveland,
Ohio
| $271M | -$16.4M | -6% | 5.2% | 77.2% | 105 | 7.62% | 1.7 |
|
| 3617 |
LHC
3617
Lodge Hill Capital
New York
| $271M | -$33.4M | -11% | 3.28% | 17.9% | 31 | 12.9% | 0.7 |
|
| 3618 |
3618
MFA Wealth Advisors
Pittsburgh,
Pennsylvania
| $270M | -$3.9M | -1% | 3.57% | 68.6% | 66 | 25.76% | 1.3 |
|
| 3619 |
AA
3619
Ashford Advisors
Pittsford,
New York
| $270M | -$15.9M | -6% | 5.51% | 66.5% | 17 | 0% | 1.3 |
|
| 3620 |
3620
Akaris Global Partners
New York
| $270M | -$10.4M | -4% | 0.66% | 35% | 26 | 46.15% | 0.8 |
|
| 3621 |
3621
Monashee Investment Management
Boston,
Massachusetts
| $270M | -$5.09M | -2% | 5.59% | 520% | 68 | 83.82% | 0.1 |
|
| 3622 |
3622
Soviero Asset Management
New York
| $270M | $0 | 0% | 14.1% | 676% | 29 | 0% | 0.8 |
|
| 3623 |
3623
Ovata Capital Management
Hong Kong
| $269M | -$72.8M | -21% | 9.25% | 69.1% | 62 | 58.06% | 0.4 |
|
| 3624 |
3624
Arch Capital Group
Pembroke,
Bermuda
| $269M | -$7.12M | -3% | 2.52% | 3.08% | 2 | 0% | 1.8 |
|
| 3625 |
3625
ESL Trust Services
Rochester,
New York
| $269M | -$20M | -7% | 7.3% | 53.9% | 23 | 8.7% | 2.1 |
|