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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3651 |
WAM
3651
Warberg Asset Management
Winnetka,
Illinois
| $551M | -$48.5M | -8% | 11.4% | 65.3% | 241 | 49.38% | 0.7 |
|
| 3652 |
PRCP
3652
Pacific Ridge Capital Partners
Lake Oswego,
Oregon
| $551M | +$89.2M | +19% | 22.9% | 149% | 143 | 10.49% | 5.5 |
|
| 3653 |
PWMG
3653
Prestige Wealth Management Group
Flemington,
New Jersey
| $551M | +$41.6M | +8% | 10.5% | 55.8% | 1,150 | 6.43% | 4.5 |
|
| 3654 |
IG
3654
Ithaka Group
Arlington,
Virginia
| $551M | +$68.9M | +14% | 43% | 143% | 44 | 22.73% | 3.8 |
|
| 3655 |
LECM
3655
Lead Edge Capital Management
New York
| $550M | +$143M | +35% | 7.18% | 20.2% | 12 | 0% | 1.2 |
|
| 3656 |
KV
3656
Kickstand Ventures
Pittsford,
New York
| $550M | +$75.3M | +16% | 13.9% | 51.4% | 162 | 24.69% | 1.4 |
|
| 3657 |
LC
3657
Landaas & Company
Milwaukee,
Wisconsin
| $550M | +$93.7M | +21% | 13.8% | 60.3% | 154 | 18.83% | 2.9 |
|
| 3658 |
SCM
3658
Simcoe Capital Management
New York
| $549M | -$26.9M | -5% | 9.2% | 48.7% | 18 | 33.33% | 0.6 |
|
| 3659 |
HCA
3659
Harbour Capital Advisors
Tysons Corner,
Virginia
| $549M | +$24.1M | +5% | 25% | 168% | 331 | 25.08% | 3 |
|
| 3660 |
GIPM
3660
G2 Investment Partners Management
New York
| $549M | +$143M | +35% | 82.3% | 1,145% | 87 | 34.48% | 1 |
|
| 3661 |
RP
3661
Rowlandmiller & Partners
Atlanta,
Georgia
| $549M | +$55.3M | +11% | 19.8% | 84% | 199 | 7.04% | 6.5 |
|
| 3662 |
MCM
3662
Maltese Capital Management
New York
| $549M | +$40.7M | +8% | 15.3% | 114% | 112 | 17.86% | 3.2 |
|
| 3663 |
EL
3663
EWA LLC
Pittsbugh,
Pennsylvania
| $548M | +$107M | +24% | 22% | 102% | 352 | 25.85% | 1.3 |
|
| 3664 |
CMI
3664
Clare Market Investments
Dallas,
Texas
| $548M | +$70.1M | +15% | 21.9% | – | 200 | 29.5% | 2.4 |
|
| 3665 |
CFC
3665
Coyle Financial Counsel
Glenview,
Illinois
| $548M | +$75.2M | +16% | 15.2% | 62.4% | 134 | 21.64% | 2.8 |
|
| 3666 |
SP
3666
Stonebrook Private
Northville,
Michigan
| $548M | +$78.1M | +17% | 18% | – | 283 | 24.73% | 1.4 |
|
| 3667 |
CCM
3667
CoreView Capital Management
Hong Kong
| $547M | +$74.4M | +16% | 7.21% | 50.9% | 8 | 37.5% | 2.6 |
|
| 3668 |
RF
3668
Rossby Financial
Melbourne,
Florida
| $547M | +$57.7M | +12% | 13.6% | – | 2,382 | 14.65% | 0.8 |
|
| 3669 |
BF
3669
Brooklyn FI
New York
| $547M | +$71M | +15% | 11.3% | 54.7% | 440 | 69.55% | 0.5 |
|
| 3670 |
DBG
3670
De Burlo Group
Boston,
Massachusetts
| $547M | +$105M | +24% | 39% | 147% | 94 | 10.64% | 3.7 |
|
| 3671 |
UFF
3671
USA Financial Formulas
Ada,
Michigan
| $546M | +$15.7M | +3% | 18.9% | 104% | 542 | 43.36% | 0.9 |
|
| 3672 |
HW
3672
Hamilton Wealth
Encino,
California
| $546M | +$32.7M | +6% | 11% | 108% | 141 | 37.59% | 2 |
|
| 3673 |
LF
3673
Lantz Financial
Naperville,
Illinois
| $546M | +$62.5M | +13% | 13.5% | 74.3% | 262 | 9.92% | 3.6 |
|
| 3674 |
AAM
3674
AR Asset Management
West Hollywood,
California
| $546M | +$28.7M | +6% | 8.24% | 64.9% | 124 | 5.65% | 8.3 |
|
| 3675 |
QAM
3675
Q3 Asset Management
Birmingham,
Michigan
| $546M | +$134M | +32% | 12.3% | 96.2% | 101 | 67.33% | 0.4 |
|