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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 |
GJCM
3776
Grand Jean Capital Management
San Francisco,
California
| $335M | +$12.7M | +4% | 13.4% | 61.4% | 46 | 13.04% | 5.3 |
|
| 3777 |
3777
Light Street Capital Management
Palo Alto,
California
| $334M | -$5.86M | -2% | 24.3% | 377% | 28 | 42.86% | 1.1 |
|
| 3778 |
3778
Haverford Financial Services
Radnor,
Pennsylvania
| $334M | +$23.6M | +8% | 9.58% | 57.9% | 40 | 2.5% | 6.1 |
|
| 3779 |
3779
NVWM LLC
Yardley,
Pennsylvania
| $334M | +$27.6M | +9% | 12.3% | 119% | 476 | 20.38% | 3 |
|
| 3780 |
VCM
3780
Vivaldi Capital Management
Chicago,
Illinois
| $333M | +$27.6M | +9% | 10.7% | 69.2% | 227 | 18.5% | 3.1 |
|
| 3781 |
3781
Encompass Wealth Advisors
Portland,
Oregon
| $333M | +$32.8M | +11% | 7.7% | 68.7% | 329 | 28.27% | 1.9 |
|
| 3782 |
3782
PBMares Wealth Management
Williamsburg,
Virginia
| $333M | +$55.9M | +20% | 9.42% | 67.7% | 175 | 8% | 2.7 |
|
| 3783 |
KDA
3783
Kraft Davis & Associates
St. Louis,
Missouri
| $333M | +$67.1M | +25% | 10.1% | 81.8% | 141 | 31.91% | 0.7 |
|
| 3784 |
3784
Black Swift Group
Boulder,
Colorado
| $333M | +$26.8M | +9% | 13.4% | 139% | 119 | 57.98% | 0.8 |
|
| 3785 |
3785
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
| $333M | +$29.4M | +10% | 9.39% | 62.3% | 131 | 11.45% | 4.3 |
|
| 3786 |
MWM
3786
Mascoma Wealth Management
Hanover,
New Hampshire
| $333M | +$12.9M | +4% | 7.98% | 43.7% | 515 | 11.65% | 2.5 |
|
| 3787 |
3787
York Capital Management Global Advisors
New York
| $333M | -$27.1M | -8% | 4.92% | 74.1% | 8 | 50% | 3.3 |
|
| 3788 |
3788
Cypress Asset Management
Houston,
Texas
| $332M | +$33.4M | +11% | 12.7% | 141% | 118 | 8.47% | 6.2 |
|
| 3789 |
3789
Optas LLC
Austin,
Texas
| $332M | +$32.2M | +11% | 13.1% | 118% | 210 | 19.52% | 2.2 |
|
| 3790 |
3790
Moerus Capital Management
New York
| $332M | +$29.2M | +10% | 11% | 220% | 17 | 0% | 3.7 |
|
| 3791 |
HCM
3791
Horrell Capital Management
Little Rock,
Arkansas
| $332M | +$31.6M | +11% | 13.1% | 55.6% | 222 | 4.95% | 5.8 |
|
| 3792 |
3792
Northwest Wealth Management
Spencer,
Iowa
| $332M | +$54.3M | +20% | 8.98% | 68.2% | 169 | 16.57% | 3.2 |
|
| 3793 |
CH
3793
Canton Hathaway
Providence,
Rhode Island
| $332M | +$16.3M | +5% | 7.07% | 87.8% | 256 | 18.75% | 2.7 |
|
| 3794 |
3794
Nebula Research & Development
New York
| $332M | +$142M | +75% | 8.94% | – | 913 | 80.39% | 0.1 |
|
| 3795 |
3795
Elequin Capital
New York
| $331M | -$184M | -36% | 9.15% | 52.4% | 531 | 56.5% | 0.3 |
|
| 3796 |
3796
Louisbourg Investments
Dieppe,
New Brunswick, Canada
| $331M | – | – | 15.9% | 93.1% | 165 | – | 0 |
|
| 3797 |
3797
Chemistry Wealth Management
New York
| $331M | +$28.5M | +9% | 8.52% | 77.1% | 158 | 10.76% | 1.5 |
|
| 3798 |
3798
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
| $331M | +$26.5M | +9% | 9.91% | 82.6% | 192 | 21.35% | 5.2 |
|
| 3799 |
3799
United Capital Management of KS
Salina,
Kansas
| $331M | +$37M | +13% | 12.3% | 295% | 80 | 13.75% | 2.9 |
|
| 3800 |
MCG
3800
McCollum Christoferson Group
Amherst,
New York
| $331M | +$5.22M | +2% | 9.2% | 59.4% | 69 | 7.25% | 3.9 |
|