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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3676 |
TFCM
3676
Taylor Frigon Capital Management
Scottsdale,
Arizona
| $108M | +$1.79M | +2% | 2.32% | 131% | 118 | 20.34% | 0.9 |
|
| 3677 |
EA
3677
Elm Advisors
Burlingame,
California
| $108M | -$1.31M | -1% | 1.84% | 50.5% | 78 | 8.97% | 4.6 |
|
| 3678 |
JPTCCM
3678
J.P. Turner & Co Capital Management
Atlanta,
Georgia
| $108M | +$4.86M | +5% | 2.01% | – | 238 | 29.41% | 0.8 |
|
| 3679 |
FMB
3679
Field & Main Bank
Henderson,
Kentucky
| $108M | +$1.18M | +1% | 1.69% | 107% | 215 | 11.16% | 4.2 |
|
| 3680 |
WOA
3680
Water Oak Advisors
Winter Park,
Florida
| $108M | -$3.2M | -3% | 4.27% | 12.9% | 16 | 31.25% | 2.1 |
|
| 3681 |
CCM
3681
Canal Capital Management
Richmond,
Virginia
| $108M | +$2.42M | +2% | 1.34% | 67.8% | 67 | 23.88% | 0.8 |
|
| 3682 |
OAMA
3682
Oslo Asset Management AS
Oslo,
Norway
| $108M | -$3.98M | -4% | 1.26% | 82.7% | 12 | 16.67% | 3.5 |
|
| 3683 |
BC
3683
Beaconlight Capital
New York
| $108M | -$5.62M | -5% | 11.5% | 282% | 19 | 47.37% | 2.6 |
|
| 3684 |
RWM
3684
Rezny Wealth Management
Fort Myers,
Florida
| $108M | – | – | 1.97% | 91.9% | 15 | – | 0 |
|
| 3685 |
MMM
3685
Mendel Money Management
Northbrook,
Illinois
| $108M | +$1.22M | +1% | 2.94% | 75.4% | 51 | 1.96% | 1.9 |
|
| 3686 |
LJAC
3686
L.J. Altfest & Co
New York
| $107M | -$14.9M | -12% | 0.42% | 90.3% | 137 | 38.69% | 2.4 |
|
| 3687 |
MIM
3687
Macroview Investment Management
Bethesda,
Maryland
| $107M | +$11.9M | +12% | 0.51% | 67.2% | 283 | 55.48% | 4.6 |
|
| 3688 |
MCM
3688
Millie Capital Management
Walnut Creek,
California
| $107M | +$10.5M | +11% | 4.17% | 24.5% | 66 | 15.15% | 0.9 |
|
| 3689 |
BSWM
3689
Boston Standard Wealth Management
Winchester,
Massachusetts
| $107M | +$6.03M | +6% | 1.34% | 47.1% | 28 | 14.29% | 1 |
|
| 3690 |
AWS
3690
Aris Wealth Services
State College,
Pennsylvania
| $107M | +$17.4M | +19% | 0.65% | – | 614 | 81.92% | 1 |
|
| 3691 |
IOOF
3691
Independent Order of Foresters
Toronto,
Ontario, Canada
| $107M | +$10.5M | +11% | 3.04% | 66.3% | 120 | 18.33% | 5.7 |
|
| 3692 |
GBA
3692
Garrison Bradford & Associates
New York
| $107M | -$3.29M | -3% | 4.3% | 63.5% | 117 | 22.22% | 5.4 |
|
| 3693 |
FA
3693
FC Advisory
West Chester,
Pennsylvania
| $107M | – | – | 1.78% | 46.6% | 30 | – | 0 |
|
| 3694 |
TCM
3694
Tegean Capital Management
New York
| $107M | -$84M | -44% | 3.06% | – | 17 | 64.71% | 2.6 |
|
| 3695 |
ECM
3695
Empirical Capital Management
Hendersonville,
Tennessee
| $107M | +$5.65M | +6% | 5.68% | – | 37 | 40.54% | 0.7 |
|
| 3696 |
MRFOFM
3696
M&R Follow-On Fund Management
Dallas,
Texas
| $107M | -$1.76M | -2% | 1.62% | 48.8% | 1 | 0% | 1 |
|
| 3697 |
MI
3697
Mercer Investments
Boston,
Massachusetts
| $107M | +$96.6M | +953% | 7.78% | 33.1% | 10 | 50% | 3.5 |
|
| 3698 |
RP
3698
Raiff Partners
New York
| $107M | -$16.1M | -13% | 12.2% | 125% | 61 | 91.8% | 0.3 |
|
| 3699 |
WCWM
3699
Willow Creek Wealth Management
Sebastopol,
California
| $107M | +$4.29M | +4% | 2.01% | 36.5% | 15 | 6.67% | 1 |
|
| 3700 |
WAM
3700
Wavelength Asset Management
New York
| $106M | +$25.5M | +31% | 0.59% | – | 21 | 66.67% | 0.5 |
|