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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3776 |
OWA
3776
Outlook Wealth Advisors
Shenandoah,
Texas
| $168M | +$16.2M | +11% | 0.95% | 70% | 172 | 16.28% | 0.6 |
|
| 3777 |
3777
Rokos Capital Management (UK)
London,
United Kingdom
| $168M | +$145M | +637% | 2.96% | 227% | 11 | 72.73% | 0.2 |
|
| 3778 |
MAM
3778
Marketfield Asset Management
New York
| $168M | -$20.3M | -11% | 2.43% | 61.5% | 44 | 18.18% | 2.9 |
|
| 3779 |
KC
3779
Kingfisher Capital
Charlotte,
North Carolina
| $168M | +$5.67M | +3% | 2.21% | 58.5% | 143 | 20.98% | 2.9 |
|
| 3780 |
CCM
3780
Crabel Capital Management
Los Angeles,
California
| $167M | -$10.5M | -6% | 1.6% | 13.9% | 203 | 72.41% | 0.2 |
|
| 3781 |
WPA
3781
West Paces Advisors
Atlanta,
Georgia
| $167M | +$7.21M | +5% | 1.43% | 57.7% | 499 | 8.62% | 2.4 |
|
| 3782 |
BHWM
3782
Bay Harbor Wealth Management
Hunt Valley,
Maryland
| $167M | +$6.06M | +4% | 1.21% | 47.9% | 416 | 13.22% | 0.6 |
|
| 3783 |
LWA
3783
Lowe Wealth Advisors
Columbia,
Maryland
| $167M | +$732K | +0.4% | 1.4% | 63.3% | 319 | 7.21% | 3 |
|
| 3784 |
OAJ
3784
Ogorek Anthony Joseph
Williamsville,
New York
| $167M | +$18.9M | +13% | 1.5% | 61.1% | 184 | 15.22% | 1.7 |
|
| 3785 |
CSUI
3785
Cincinnati Specialty Underwriters Insurance
Fairfield,
Ohio
| $167M | +$4.86M | +3% | 3.58% | 115% | 34 | 5.88% | 4.3 |
|
| 3786 |
SFA
3786
Semmax Financial Advisors
Winston Salem,
North Carolina
| $167M | +$11.9M | +8% | 1.33% | – | 367 | 21.8% | 0.7 |
|
| 3787 |
TLIC
3787
Taiyo Life Insurance Company
Chuo-Ku, Tokyo,
Japan
| $167M | -$30M | -15% | 1.18% | 79.2% | 5 | 0% | 1.5 |
|
| 3788 |
B
3788
Bellecapital
Zurich,
Switzerland
| $167M | +$5.85M | +4% | 1.28% | 128% | 139 | 15.11% | 1.6 |
|
| 3789 |
G
3789
Gainplan
Bloomfield Hills,
Michigan
| $167M | +$1.2M | +0.7% | 0.59% | 103% | 54 | 53.7% | 0.4 |
|
| 3790 |
DCM
3790
Disciplina Capital Management
Nashville,
Tennessee
| $167M | -$12.8M | -7% | 0.77% | 30% | 17 | 0% | 0.7 |
|
| 3791 |
FNBOH
3791
First National Bank of Hutchinson
Hutchinson,
Kansas
| $167M | -$388K | -0.2% | 1.33% | 121% | 93 | 7.53% | 2.8 |
|
| 3792 |
CCM
3792
Canal Capital Management
Richmond,
Virginia
| $167M | +$1.4M | +0.9% | 2.66% | 67.8% | 124 | 17.74% | 2.4 |
|
| 3793 |
SCA
3793
Stuart Chaussee & Associates
Palos Verdes Estates,
California
| $166M | +$4.9M | +3% | 3.65% | 58.6% | 135 | 5.19% | 2 |
|
| 3794 |
PM
3794
Precept Management
Dallas,
Texas
| $166M | -$153M | -48% | 1.42% | 110% | 88 | 59.09% | 0.6 |
|
| 3795 |
CSA
3795
Cottage Street Advisors
Marion,
Massachusetts
| $166M | -$1.23M | -0.7% | 1.52% | 91.4% | 105 | 15.24% | 2.5 |
|
| 3796 |
SCM
3796
Stadium Capital Management
New Canaan,
Connecticut
| $166M | -$50.4M | -23% | 15.3% | 10.9% | 11 | 9.09% | 2.1 |
|
| 3797 |
BCFS
3797
Butensky & Cohen Financial Security
Ponte Vedra Beach,
Florida
| $166M | +$16.2M | +11% | 2.13% | 81% | 88 | 9.09% | 3.7 |
|
| 3798 |
MIC
3798
MU Investments Company
Tokyo,
Japan
| $166M | +$5.21M | +3% | 4.61% | 40.4% | 26 | 0% | 3.5 |
|
| 3799 |
EM
3799
ELCO Management
New York
| $166M | -$14.6M | -8% | 0.54% | 98.4% | 174 | 19.54% | 1.7 |
|
| 3800 |
BFC
3800
Bedel Financial Consulting
Indianapolis,
Indiana
| $166M | +$1.59M | +1% | 1.21% | 104% | 793 | 7.44% | 1.3 |
|