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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3701 |
3701
CMH Wealth Management
Portsmouth,
New Hampshire
| $325M | -$6.3M | -2% | 5.92% | 88% | 53 | 15.09% | 2.9 |
|
| 3702 |
3702
Americana Partners
Houston,
Texas
| $325M | -$225M | -41% | 3.9% | 93.9% | 300 | 34.67% | 0.9 |
|
| 3703 |
3703
Schoolcraft Capital
Boulder,
Colorado
| $325M | -$5.57M | -2% | 4.99% | 58.7% | 58 | 12.07% | 2.2 |
|
| 3704 |
3704
Radcliff Management
New York
| $325M | -$14.3M | -4% | 4.17% | 47.6% | 3 | 0% | 0.3 |
|
| 3705 |
3705
Ovata Capital Management
Hong Kong
| $325M | +$30.4M | +10% | 6.04% | 69.1% | 210 | 84.76% | 0.1 |
|
| 3706 |
3706
HT Partners
Centerbrook,
Connecticut
| $325M | -$17.6M | -5% | 5.56% | 71.1% | 52 | 5.77% | 3.5 |
|
| 3707 |
FBT
3707
First Bank & Trust
Brookings,
South Dakota
| $325M | +$86.8M | +37% | 3.25% | 85.6% | 553 | 4.52% | 2.6 |
|
| 3708 |
PBF
3708
Petix & Botte Financial
La Mesa,
California
| $324M | +$167M | +106% | 1.82% | 47.5% | 121 | 33.88% | 1.3 |
|
| 3709 |
3709
WESPAC Advisors SoCal
Pasadena,
California
| $324M | -$3.05M | -0.9% | 0.36% | 135% | 87 | 17.24% | 2.8 |
|
| 3710 |
3710
HGI Capital Management
New York
| $324M | +$45.3M | +16% | 3.67% | 47% | 87 | 43.68% | 1.1 |
|
| 3711 |
3711
Harvey Capital Management
Palm Beach,
Florida
| $324M | +$1.43M | +0.4% | 4% | 147% | 86 | 24.42% | 2.9 |
|
| 3712 |
3712
WNY Asset Management
Williamsville,
New York
| $324M | -$12.3M | -4% | 2.03% | – | 178 | 10.67% | 1 |
|
| 3713 |
3713
Whitegate Investment Counselors
Concord,
New Hampshire
| $324M | -$16.2M | -5% | 3.01% | 48% | 68 | 10.29% | 5.2 |
|
| 3714 |
3714
Poehling Capital Management
Madison,
Wisconsin
| $324M | +$13.8M | +4% | 2.62% | 83% | 157 | 17.83% | 2 |
|
| 3715 |
3715
JCIC Asset Management
Toronto,
Ontario, Canada
| $323M | -$10.2M | -3% | 0.27% | – | 130 | 3.08% | 3.2 |
|
| 3716 |
3716
Crabel Capital Management
Los Angeles,
California
| $323M | -$235M | -42% | 5.07% | 13.9% | 164 | 54.27% | 0.7 |
|
| 3717 |
3717
Compass Ion Advisors
Conshohocken,
Pennsylvania
| $323M | +$12.2M | +4% | 4.14% | 75.6% | 106 | 26.42% | 1.3 |
|
| 3718 |
3718
Ridgemont Partners Management
Charlotte,
North Carolina
| $323M | +$102M | +46% | 53.9% | 45.6% | 1 | 0% | 0.3 |
|
| 3719 |
3719
RV Capital
Schindellegi,
Switzerland
| $323M | -$63.4M | -16% | 28.3% | 250% | 6 | 0% | 1.7 |
|
| 3720 |
3720
White Pine Capital
Bloomington,
Minnesota
| $323M | -$15.6M | -5% | 3.94% | 143% | 241 | 11.62% | 5.2 |
|
| 3721 |
3721
CNA Financial
Chicago,
Illinois
| $322M | -$60.2M | -16% | 6.57% | 48.6% | 203 | 13.3% | 1.5 |
|
| 3722 |
3722
Elwood & Goetz Wealth Advisory Group
Athens,
Georgia
| $322M | +$1.24M | +0.4% | 5.11% | 63.7% | 68 | 23.53% | 1.7 |
|
| 3723 |
3723
Perkins Coie Trust Company
Seattle,
Washington
| $322M | -$19M | -6% | 5.78% | 83.2% | 246 | 10.16% | 5.9 |
|
| 3724 |
OM
3724
Opaleye Management
Boston,
Massachusetts
| $322M | -$149M | -32% | 20.9% | 748% | 48 | 25% | 1.6 |
|
| 3725 |
3725
Siena Capital Partners
Chicago,
Illinois
| $322M | -$6.23M | -2% | 0.16% | 44.2% | 112 | 9.82% | 2.6 |
|