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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3726 |
BAM
3726
Brave Asset Management
Summit,
New Jersey
| $174M | -$3.88M | -2% | 0.9% | 76.3% | 169 | 20.12% | 2.9 |
|
| 3727 |
PCR
3727
Potrero Capital Research
San Francisco,
California
| $174M | -$793K | -0.5% | 3.92% | 226% | 59 | 32.2% | 0.8 |
|
| 3728 |
EVC
3728
Eidelman Virant Capital
Saint Louis,
Missouri
| $174M | -$15.3M | -8% | 2.43% | 46.2% | 153 | 39.22% | 1.9 |
|
| 3729 |
CC
3729
Caldera Capital
Dallas,
Texas
| $174M | -$446K | -0.3% | 5.13% | 84.5% | 21 | 38.1% | 1 |
|
| 3730 |
NI
3730
Nepsis Inc
Minneapolis,
Minnesota
| $173M | -$7.01M | -4% | 0.82% | 131% | 38 | 18.42% | 3.1 |
|
| 3731 |
RWM
3731
Rezny Wealth Management
Fort Myers,
Florida
| $173M | +$7.29M | +4% | 0.77% | 99.6% | 14 | 42.86% | 1.7 |
|
| 3732 |
SC
3732
Stralem & Co
New York
| $173M | -$10.6M | -6% | 0.08% | 25.5% | 33 | 0% | 3.8 |
|
| 3733 |
BIA
3733
BHK Investment Advisors
Birmingham,
Alabama
| $173M | -$2.69M | -2% | 0.46% | 54.6% | 89 | 11.24% | 1.3 |
|
| 3734 |
SWM
3734
Shakespeare Wealth Management
Pewaukee,
Wisconsin
| $173M | +$17.9M | +12% | 0.1% | 49.6% | 74 | 8.11% | 0.9 |
|
| 3735 |
EPA
3735
Element Pointe Advisors
Miami,
Florida
| $173M | -$5.19M | -3% | 1.13% | 68.3% | 106 | 18.87% | 0.5 |
|
| 3736 |
BPI
3736
Battery Partners IX
Boston,
Massachusetts
| $173M | -$208M | -55% | 2.52% | 322% | 5 | 0% | 1.9 |
|
| 3737 |
BWM
3737
Bernicke Wealth Management
Altoona,
Wisconsin
| $173M | +$5.72M | +3% | 1.06% | – | 46 | 0% | 2.8 |
|
| 3738 |
TWA
3738
Tillar-Wenstrup Advisors
Centerville,
Ohio
| $173M | -$4.97M | -3% | 0.89% | 27.4% | 48 | 18.75% | 2.1 |
|
| 3739 |
FTIM
3739
Flowering Tree Investment Management
Singapore
| $172M | -$10.1M | -6% | 5.18% | 47.4% | 5 | 40% | 2.4 |
|
| 3740 |
DIM
3740
DC Investments Management
Mclean,
Virginia
| $172M | -$6.33M | -4% | 0.42% | 56.3% | 368 | 29.08% | 0.8 |
|
| 3741 |
SM
3741
Saya Management
New York
| $172M | +$1.3M | +0.8% | 7.91% | 34.8% | 14 | 50% | 0.6 |
|
| 3742 |
ACM
3742
Alight Capital Management
New York
| $172M | -$27.3M | -14% | 4.14% | 466% | 79 | 75.95% | 0.2 |
|
| 3743 |
LRIC
3743
Long Road Investment Counsel
Kalamazoo,
Michigan
| $172M | +$2.37M | +1% | 2.58% | 53.8% | 73 | 4.11% | 4 |
|
| 3744 |
RHAM
3744
Round Hill Asset Management
Pasadena,
California
| $172M | -$1.33M | -0.8% | 1.76% | 43.2% | 60 | 3.33% | 2.5 |
|
| 3745 |
GLCM
3745
Greenlea Lane Capital Management
Weston,
Connecticut
| $172M | -$9.98M | -5% | 8.35% | 99.7% | 12 | 33.33% | 0.5 |
|
| 3746 |
OLA
3746
Oliver Luxxe Assets
Gladstone,
New Jersey
| $172M | -$8.57M | -5% | 0.94% | 137% | 132 | 23.48% | 1.5 |
|
| 3747 |
GSC
3747
G&S Capital
Denver,
Colorado
| $172M | +$4.97M | +3% | 2.56% | 77.2% | 257 | 25.29% | 1.1 |
|
| 3748 |
NAH
3748
Neumann Advisory (HK)
Central,
Hong Kong
| $171M | -$9.31M | -5% | 6.05% | 77.3% | 11 | 9.09% | 1.5 |
|
| 3749 |
MC
3749
MRJ Capital
New York
| $171M | -$1.81M | -1% | 1.04% | 127% | 56 | 10.71% | 3.3 |
|
| 3750 |
RPG
3750
Resource Planning Group
Atlanta,
Georgia
| $171M | +$860K | +0.5% | 0.83% | 1.9% | 59 | 5.08% | 0.8 |
|