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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 |
3726
Canvas Wealth Advisors
Shawnee,
Kansas
| $389M | -$8.87M | -2% | 4.74% | 133% | 204 | 25% | 1.8 |
|
| 3727 |
CCM
3727
Contrarian Capital Management
Greenwich,
Connecticut
| $389M | +$94.1M | +32% | 1.7% | 29.4% | 38 | 18.42% | 2.4 |
|
| 3728 |
3728
Scissortail Wealth Management
Tulsa,
Oklahoma
| $389M | -$1.35M | -0.3% | 1.07% | 71.9% | 131 | 25.95% | 1.3 |
|
| 3729 |
3729
SR One Capital Management
Wayne,
Pennsylvania
| $389M | -$20.8M | -5% | 5.41% | 656% | 12 | 8.33% | 1.5 |
|
| 3730 |
3730
BCS Wealth Management
Johnson City,
Tennessee
| $389M | -$13.2M | -3% | 0.54% | 51% | 264 | 10.98% | 1.5 |
|
| 3731 |
CAM
3731
Centre Asset Management
New York
| $389M | -$48M | -11% | 2.52% | 45.3% | 80 | 42.5% | 2.4 |
|
| 3732 |
3732
Valicenti Advisory Services
Elmira,
New York
| $389M | -$12.7M | -3% | 1.67% | 134% | 73 | 5.48% | 5.6 |
|
| 3733 |
3733
Triangle Securities Wealth Management
Raleigh,
North Carolina
| $389M | -$1.1M | -0.3% | 2.49% | 83.6% | 206 | 6.31% | 6.3 |
|
| 3734 |
3734
Quadratic Capital Management
Greenwich,
Connecticut
| $388M | +$11M | +3% | 4.1% | 0.6% | 2 | 0% | 3.9 |
|
| 3735 |
3735
Bornite Capital Management
New York
| $388M | -$355M | -48% | 1.49% | 208% | 47 | 65.96% | 0.4 |
|
| 3736 |
3736
Kickstand Ventures
Pittsford,
New York
| $388M | -$3.29M | -0.8% | 1.19% | 51.4% | 111 | 22.52% | 1 |
|
| 3737 |
3737
Second Line Capital
Metairie,
Louisiana
| $388M | +$17.1M | +5% | 1.37% | – | 155 | 21.94% | 0.8 |
|
| 3738 |
3738
Polymer Capital Management
New York
| $388M | +$17.9M | +5% | 2.7% | – | 648 | 70.52% | 0.1 |
|
| 3739 |
3739
Redmond Asset Management
Henrico,
Virginia
| $388M | -$12.7M | -3% | 1.28% | 68.2% | 211 | 6.64% | 3.9 |
|
| 3740 |
VS
3740
VK Services
Menlo Park,
California
| $388M | -$461M | -54% | 30.1% | 1,605% | 2 | 0% | 3.5 |
|
| 3741 |
3741
Riverpoint Wealth Management Holdings
Chicago,
Illinois
| $387M | +$3.81M | +1% | 1.2% | 53.6% | 55 | 7.27% | 5.6 |
|
| 3742 |
TC
3742
Torno Capital
Cohasset,
Massachusetts
| $387M | -$741M | -66% | 8.69% | – | 187 | 83.96% | 0.3 |
|
| 3743 |
3743
Rezny Wealth Management
Fort Myers,
Florida
| $386M | -$21M | -5% | 5.6% | 99.6% | 41 | 36.59% | 1.5 |
|
| 3744 |
3744
Archer Investment Corporation
Carmel,
Indiana
| $386M | +$11M | +3% | 0.51% | 76.1% | 1,236 | 13.35% | 2.9 |
|
| 3745 |
3745
O'Dell Group
Cincinnati,
Ohio
| $386M | -$57.9M | -13% | 2.66% | 72.2% | 109 | 70.64% | 4 |
|
| 3746 |
FVCM
3746
F&V Capital Management
Boca Raton,
Florida
| $385M | +$5.28M | +1% | 5.07% | 123% | 60 | 15% | 5.2 |
|
| 3747 |
3747
El Puerto de Liverpool
Cuajimalpa, Ciudad De Mexico,
Mexico
| $385M | +$4.73M | +1% | 1.24% | – | 1 | 0% | 2.3 |
|
| 3748 |
3748
Humankind Investments
New York
| $385M | -$9.8M | -2% | 1.13% | 62.5% | 159 | 10.69% | 2.4 |
|
| 3749 |
3749
Eagle Health Investments
Greenwich,
Connecticut
| $385M | -$22.8M | -6% | 8.22% | 241% | 22 | 27.27% | 2.1 |
|
| 3750 |
3750
IAM Advisory
Easton,
Pennsylvania
| $385M | -$9.6M | -2% | 0.67% | 74.5% | 110 | 17.27% | 2 |
|