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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3751 |
ECM
3751
Engine Capital Management
New York
| $131M | +$32.5M | +33% | 8.35% | 21.1% | 34 | 38.24% | 2.8 |
|
| 3752 |
APC
3752
Alta Park Capital
San Francisco,
California
| $131M | +$11.9M | +10% | 16.9% | 1,071% | 33 | 39.39% | 2.6 |
|
| 3753 |
RHCA
3753
Rosenthal Henry Capital Advisors
Mishawaka,
Indiana
| $131M | +$9.75M | +8% | 6.43% | 91.9% | 60 | 13.33% | 2.2 |
|
| 3754 |
TCM
3754
Towercrest Capital Management
Newtown,
Pennsylvania
| $131M | +$2.8M | +2% | 2.39% | 39.1% | 26 | 3.85% | 9 |
|
| 3755 |
HAFS
3755
Hapanowicz & Associates Financial Services
Pittsburgh,
Pennsylvania
| $130M | +$11.2M | +9% | 2.51% | 58.5% | 19 | 26.32% | 3 |
|
| 3756 |
WFWM
3756
Wechter Feldman Wealth Management
Parsippany,
New Jersey
| $130M | +$5.58M | +4% | 2.58% | 53.8% | 28 | 7.14% | 2.6 |
|
| 3757 |
DIV
3757
DCM International V
Menlo Park,
California
| $130M | -$39.5M | -23% | 24.9% | – | 2 | 0% | 5 |
|
| 3758 |
CAM
3758
Caprin Asset Management
Henrico,
Virginia
| $130M | +$1.58M | +1% | 0.39% | 7.87% | 19 | 26.32% | 5.2 |
|
| 3759 |
SC
3759
Spindletop Capital
Chappaqua,
New York
| $130M | +$7.5M | +6% | 1.64% | – | 12 | 8.33% | 8.7 |
|
| 3760 |
SV
3760
Stilwell Value
New York
| $130M | -$8.91M | -6% | 1.61% | 87.9% | 40 | 15% | 7.5 |
|
| 3761 |
PWS
3761
Peloton Wealth Strategists
Indianapolis,
Indiana
| $130M | +$574K | +0.4% | 3.68% | 51.3% | 74 | 20.27% | 9 |
|
| 3762 |
MIC
3762
MU Investments Company
Tokyo,
Japan
| $130M | -$10.3M | -7% | 5.37% | 40.4% | 180 | 17.22% | 9.9 |
|
| 3763 |
CCS
3763
Crosspoint Capital Strategies
Orinda,
California
| $129M | +$14.8M | +13% | 34.4% | – | 194 | 65.46% | 3.4 |
|
| 3764 |
BOCM
3764
Bontempo Ohly Capital Management
Bethesda,
Maryland
| $129M | +$5.09M | +4% | 4.8% | 49.6% | 30 | 0% | 7 |
|
| 3765 |
ROC
3765
River Oaks Capital
Wayzata,
Minnesota
| $129M | +$7.55M | +6% | 6.21% | – | 65 | 13.85% | 2.6 |
|
| 3766 |
BCA
3766
Benchmark Capital Advisors
New York
| $129M | +$2.06M | +2% | 3.06% | 29.5% | 151 | 13.25% | 9.7 |
|
| 3767 |
LA
3767
Lau Associates
Greenville,
Delaware
| $129M | +$3.59M | +3% | 3.49% | 44.5% | 79 | 10.13% | 11.8 |
|
| 3768 |
PM
3768
Precept Management
Dallas,
Texas
| $129M | -$34.3M | -21% | 11.6% | 110% | 84 | 53.57% | 1.5 |
|
| 3769 |
GGPE
3769
Golden Gate Private Equity
San Francisco,
California
| $129M | -$66.7M | -34% | 10.5% | 8.72% | 25 | 16% | 4.8 |
|
| 3770 |
ODG
3770
O'Dell Group
Cincinnati,
Ohio
| $129M | +$9.38M | +8% | 4.74% | 72.2% | 37 | 10.81% | 2.6 |
|
| 3771 |
SXM
3771
SC XII Management
Menlo Park,
California
| $128M | -$2.49M | -2% | 5.86% | 73.4% | 2 | 0% | 10.5 |
|
| 3772 |
PIA
3772
Phoenix Investment Adviser
New York
| $128M | -$19M | -13% | 3.16% | 25% | 62 | 32.26% | 3.6 |
|
| 3773 |
TPW
3773
Tiller Private Wealth
Bethlehem,
Pennsylvania
| $128M | +$1.09M | +0.9% | 3.07% | 53.5% | 40 | 7.5% | 6.1 |
|
| 3774 |
WIA
3774
Westbourne Investment Advisors
Annapolis,
Maryland
| $128M | +$5.25M | +4% | 4.93% | 89.4% | 108 | 9.26% | 6.8 |
|
| 3775 |
HCM
3775
Highlander Capital Management
Short Hills,
New Jersey
| $128M | +$728K | +0.6% | 2.57% | 34.4% | 807 | 11.9% | 11.7 |
|