We are live on
!
Find out more
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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3701 |
WI
3701
Wedgewood Investors
Erie,
Pennsylvania
| $107M | +$1.9M | +2% | 0.82% | – | 131 | 3.82% | 10.7 |
|
| 3702 |
PCM
3702
Prime Capital Management
Hong Kong
| $107M | -$75.2M | -41% | 86.4% | 579% | 5 | 20% | 5.8 |
|
| 3703 |
SAM
3703
Security Asset Management
New York
| $107M | +$2.58M | +2% | 4.65% | 67.4% | 71 | 2.82% | 6.3 |
|
| 3704 |
RWM
3704
Rezny Wealth Management
Fort Myers,
Florida
| $107M | +$11.9M | +13% | 3.77% | 91.9% | 18 | 38.89% | 4.3 |
|
| 3705 |
FCM
3705
Forester Capital Management
Lake Forest,
Illinois
| $107M | -$926K | -0.9% | 0.4% | 33.4% | 60 | 10% | 8.9 |
|
| 3706 |
LCM
3706
Leisure Capital Management
Costa Mesa,
California
| $107M | +$4.8M | +5% | 5.79% | 98% | 104 | 6.73% | 5.6 |
|
| 3707 |
BGC
3707
Birch Grove Capital
New York
| $107M | -$83.5M | -44% | 0.08% | 2.66% | 21 | 14.29% | 1.8 |
|
| 3708 |
MWM
3708
MinichMacGregor Wealth Management
Saratoga Springs,
New York
| $107M | +$630K | +0.6% | 1.21% | 119% | 509 | 12.77% | 2.5 |
|
| 3709 |
WA
3709
Wheatland Advisors
Lancaster,
Pennsylvania
| $106M | +$2.19M | +2% | 2.05% | 30.5% | 91 | 3.3% | 9.6 |
|
| 3710 |
GX
3710
Greylock XII
Menlo Park,
California
| $106M | +$90.8M | +585% | 3.77% | – | 2 | 100% | 0 |
|
| 3711 |
CFS
3711
Commonwealth Financial Services
Vienna,
West Virginia
| $106M | +$21.4M | +25% | 2.52% | 58.2% | 263 | 8.37% | 5.7 |
|
| 3712 |
HIM
3712
Hutchens Investment Management
Concord,
New Hampshire
| $106M | +$2.13M | +2% | 2.01% | 56.8% | 68 | 19.12% | 4 |
|
| 3713 |
GBA
3713
Garrison Bradford & Associates
New York
| $106M | +$4.19M | +4% | 3.42% | 63.5% | 96 | 12.5% | 8 |
|
| 3714 |
BGA
3714
Belmont Global Advisors
Dallas,
Texas
| $106M | +$1.54M | +1% | 8.71% | 81% | 96 | 61.46% | 2 |
|
| 3715 |
CD
3715
Carl Domino
West Palm Beach,
Florida
| $106M | -$1.12M | -1% | 10.2% | 38.3% | 143 | 15.38% | 9.3 |
|
| 3716 |
EM
3716
Excalibur Management
Waltham,
Massachusetts
| $105M | -$10.9M | -9% | 0.61% | 81.7% | 73 | 5.48% | 9.3 |
|
| 3717 |
AC
3717
Argentiere Capital
Zug,
Switzerland
| $105M | -$23.4M | -18% | 4.36% | 1.98% | 78 | 69.23% | 1.2 |
|
| 3718 |
OC
3718
Oppenheimer & Close
New York
| $105M | -$1.29M | -1% | 4.69% | 149% | 44 | 13.64% | 9.8 |
|
| 3719 |
CMO
3719
Covenant Multifamily Offices
San Antonio,
Texas
| $105M | +$1.45M | +1% | 3.94% | 38.3% | 11 | 27.27% | 6.3 |
|
| 3720 |
NR
3720
Newfound Research
Wellesley Hills,
Massachusetts
| $105M | +$9.08M | +9% | 2.63% | 54.6% | 202 | 7.92% | 1.5 |
|
| 3721 |
GCM
3721
GeoSphere Capital Management
Miami Beach,
Florida
| $105M | +$3.64M | +4% | 13.8% | 446% | 33 | 39.39% | 2.8 |
|
| 3722 |
MCM
3722
Mork Capital Management
Healdsburg,
California
| $105M | +$4.27M | +4% | 9.67% | 61.9% | 118 | 10.17% | 4.5 |
|
| 3723 |
AMAL
3723
Asset Management Advisors LLC
Oklahoma City,
Oklahoma
| $105M | +$2.49M | +2% | 6.25% | 124% | 30 | 10% | 7.4 |
|
| 3724 |
LOT
3724
Lombard Odier Transatlantic
Montreal,
Quebec, Canada
| $105M | +$9.08M | +10% | 4.22% | – | 140 | 19.29% | 4.9 |
|
| 3725 |
EI
3725
EDMP Inc
Lutz,
Florida
| $104M | +$1.62M | +2% | 3.95% | 71.6% | 67 | 7.46% | 9.3 |
|