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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
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2,500
5,000
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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 3651 |
WA
3651
WESPAC Advisors
Orinda,
California
| $171M | +$74.5M | +77% | 4.88% | 112% | 159 | 42.14% |
|
| 3652 |
FM
3652
Family Management
New York
| $171M | +$9.92M | +6% | 12.1% | 69% | 81 | 18.52% |
|
| 3653 |
RMCP
3653
Red Mountain Capital Partners
Los Angeles,
California
| $171M | -$7.44M | -4% | 2.33% | 37.4% | 6 | 0% |
|
| 3654 |
PS
3654
Portfolio Strategies
Monsey,
New York
| $171M | +$20.6M | +14% | 7.8% | 120% | 276 | 17.39% |
|
| 3655 |
SCM
3655
Stonepine Capital Management
Bend,
Oregon
| $171M | +$6.45M | +4% | 63.6% | 231% | 38 | 52.63% |
|
| 3656 |
KLI
3656
Kelman-Lazarov Inc
Memphis,
Tennessee
| $171M | -$15.4M | -8% | 6.64% | 46.6% | 109 | 11.93% |
|
| 3657 |
VSWA
3657
Vontobel Swiss Wealth Advisors
Zurich,
Switzerland
| $171M | -$5.48M | -3% | 3.97% | 70.1% | 89 | 7.87% |
|
| 3658 |
EP
3658
Elkhorn Partners
Omaha,
Nebraska
| $171M | -$1.8M | -1% | 3.57% | 32.2% | 34 | 11.76% |
|
| 3659 |
ROC
3659
Robertson Opportunity Capital
Dallas,
Texas
| $171M | +$4.88M | +3% | 3.04% | 93.4% | 29 | 6.9% |
|
| 3660 |
SC
3660
Searle & Co
Greenwich,
Connecticut
| $171M | +$12.9M | +8% | 8.17% | 93.8% | 137 | 8.03% |
|
| 3661 |
TGI
3661
TRV GP II
Boston,
Massachusetts
| $170M | -$6.01M | -3% | 0.06% | 20.8% | 4 | 0% |
|
| 3662 |
FBCM
3662
Fort Baker Capital Management
Larkspur,
California
| $170M | -$95.4M | -36% | 3.57% | 46.3% | 41 | 85.37% |
|
| 3663 |
NAH
3663
Neumann Advisory (HK)
Central,
Hong Kong
| $170M | -$15.5M | -8% | 7.01% | 88.4% | 12 | 8.33% |
|
| 3664 |
WA
3664
Wealthstar Advisors
Plano,
Texas
| $170M | -$157M | -48% | 3.89% | – | 63 | 4.76% |
|
| 3665 |
BOC
3665
Barbara Oil Co
Chicago,
Illinois
| $170M | +$14.3M | +9% | 9.66% | 76.9% | 86 | 2.33% |
|
| 3666 |
NCM
3666
Neumann Capital Management
Foster City,
California
| $170M | +$10.6M | +7% | 5.95% | 79.4% | 75 | 2.67% |
|
| 3667 |
HM
3667
Harvest Management
New York
| $169M | +$12.1M | +8% | 11.6% | 610% | 136 | 61.03% |
|
| 3668 |
PAM
3668
PSquared Asset Management
Zurich,
Switzerland
| $169M | -$472M | -74% | 50.4% | 178% | 5 | 80% |
|
| 3669 |
PI
3669
Pettee Investors
Rowayton,
Connecticut
| $169M | +$10.7M | +7% | 7.83% | 96.1% | 121 | 12.4% |
|
| 3670 |
RHAM
3670
Round Hill Asset Management
Pasadena,
California
| $169M | +$7.93M | +5% | 6.15% | 43.2% | 63 | 9.52% |
|
| 3671 |
GA
3671
Geller Advisors
New York
| $169M | -$61.2M | -27% | 6.48% | 20.4% | 37 | 29.73% |
|
| 3672 |
LWA
3672
Lowe Wealth Advisors
Columbia,
Maryland
| $169M | +$7.89M | +5% | 4.71% | 63.3% | 324 | 22.84% |
|
| 3673 |
CC
3673
Clearline Capital
New York
| $169M | +$15.1M | +10% | 0.81% | 57.4% | 65 | 44.62% |
|
| 3674 |
DC
3674
Derby & Company
Newton,
Massachusetts
| $169M | +$3.6M | +2% | 6.33% | 33.7% | 37 | 35.14% |
|
| 3675 |
TAM
3675
Trust Asset Management
Houston,
Texas
| $169M | -$84.1M | -33% | 2.46% | 91.1% | 127 | 70.08% |
|