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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3801 |
3801
Rench Wealth Management
Denton,
Texas
| $146M | -$7.45M | -5% | 1.83% | 106% | 54 | 1.85% | 2.8 |
|
| 3802 |
3802
Monument Capital Management
Alexandria,
Virginia
| $146M | +$4.47M | +3% | 0.04% | 170% | 148 | 14.19% | 0.2 |
|
| 3803 |
WIM
3803
Wilen Investment Management
Bonita Springs,
Florida
| $146M | -$6.68M | -4% | 5.17% | 79.9% | 62 | 6.45% | 3.8 |
|
| 3804 |
3804
Vantage Financial Partners (Illinois)
Arlington Heights,
Illinois
| $146M | -$5.02M | -3% | 0.75% | 13.1% | 90 | 30% | 0.6 |
|
| 3805 |
3805
Boltwood Capital Management
Walnut Creek,
California
| $146M | -$17.4M | -11% | 2.15% | 63% | 123 | 4.88% | 3.2 |
|
| 3806 |
3806
Copperwynd Financial
Scottsdale,
Arizona
| $146M | +$8.93M | +7% | 6.09% | 90% | 106 | 25.47% | 0.2 |
|
| 3807 |
TG
3807
TLP Group
Evanston,
Illinois
| $146M | +$1.59M | +1% | 4.76% | 42.7% | 721 | 61.72% | 0.5 |
|
| 3808 |
WCM
3808
Wunderlich Capital Managemnt
Memphis,
Tennessee
| $146M | +$1.21M | +0.8% | 0.77% | 33.6% | 97 | 10.31% | 2.7 |
|
| 3809 |
3809
Advocacy Wealth Management Services
Atlanta,
Georgia
| $146M | +$421K | +0.3% | 3.22% | 48.3% | 251 | 17.93% | 2 |
|
| 3810 |
3810
O'Brien Wealth Partners
Waltham,
Massachusetts
| $145M | -$13.1M | -8% | 0.89% | 56.7% | 188 | 83.51% | 0.3 |
|
| 3811 |
3811
Murphy Pohlad Asset Management
Eden Prairie,
Minnesota
| $145M | -$6.06M | -4% | 1.83% | 83% | 91 | 8.79% | 3.5 |
|
| 3812 |
3812
Robertson Opportunity Capital
Dallas,
Texas
| $145M | -$25.8M | -15% | 2.09% | 93.4% | 30 | 10% | 2.8 |
|
| 3813 |
3813
Towercrest Capital Management
Newtown,
Pennsylvania
| $145M | +$7.04M | +5% | 1.76% | 42.6% | 31 | 19.35% | 2.3 |
|
| 3814 |
3814
KHP Capital
Tulsa,
Oklahoma
| $144M | +$6.58M | +5% | 1.24% | – | 172 | 64.53% | 0.1 |
|
| 3815 |
3815
Hayek Kallen Investment Management
Fairhope,
Alabama
| $144M | -$8.21M | -5% | 2.7% | 71.9% | 66 | 4.55% | 3.4 |
|
| 3816 |
3816
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
| $144M | -$9.6M | -6% | 0.69% | 92.4% | 408 | 12.75% | 2.6 |
|
| 3817 |
3817
Prisma Capital Partners
New York
| $144M | +$38M | +36% | 7.21% | – | 13 | 23.08% | 0.5 |
|
| 3818 |
3818
Capital Wealth Planning
Naples,
Florida
| $144M | +$71.3M | +98% | 3% | 73.9% | 238 | 28.99% | 0.4 |
|
| 3819 |
3819
Fluent Financial
Dallas,
Texas
| $144M | +$1.22M | +0.9% | 0.1% | 46.9% | 63 | 11.11% | 0.2 |
|
| 3820 |
GCM
3820
Garland Capital Management
Bellevue,
Washington
| $144M | -$8.53M | -6% | 4.05% | 55.7% | 33 | 9.09% | 3.2 |
|
| 3821 |
3821
Semper Augustus Investments Group
Highlands Ranch,
Colorado
| $144M | +$10.2M | +8% | 3.25% | 95.4% | 26 | 0% | 4 |
|
| 3822 |
3822
Kerrisdale Advisers
Miami,
Florida
| $144M | +$94.4M | +191% | 1.24% | 78.8% | 20 | 70% | 0.5 |
|
| 3823 |
3823
Ferox Capital Management
London,
United Kingdom
| $144M | +$1.28M | +0.9% | 0.05% | 2.07% | 38 | 2.63% | 1 |
|
| 3824 |
BE
3824
Bonness Enterprises
Washington,
District of Columbia
| $144M | -$3.79M | -3% | 1.72% | 98.6% | 48 | 8.33% | 3.9 |
|
| 3825 |
3825
Orbis Investment Management (US)
San Francisco,
California
| $143M | -$3.89M | -3% | 2.31% | 48.8% | 29 | 41.38% | 1.3 |
|