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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
ADW Capital Management
Miami Beach,
Florida
| $270M | +$57.8M | +27% | 28.1% | 78.2% | 8 | 0% | 2.2 |
|
| 3802 |
LIC
3802
Laurus Investment Counsel
Toronto,
Canada
| $269M | -$4.91M | -2% | 3.58% | 14.1% | 49 | 10.2% | 2.4 |
|
| 3803 |
3803
Firestone Capital Management
Coral Gables,
Florida
| $269M | +$23.2M | +9% | 8.03% | 51.6% | 129 | 24.03% | 2.3 |
|
| 3804 |
3804
WESPAC Advisors SoCal
Pasadena,
California
| $269M | +$29.6M | +12% | 10.2% | 135% | 87 | 22.99% | 2.7 |
|
| 3805 |
3805
First Commonwealth Financial Corp
Indiana,
Pennsylvania
| $269M | +$29.8M | +12% | 9.57% | 72.9% | 177 | 9.6% | 4 |
|
| 3806 |
3806
Silver Heights Capital Management
Toronto,
Ontario, Canada
| $268M | +$20M | +8% | 10.4% | 39.8% | 5 | 0% | 5.3 |
|
| 3807 |
VDBMI
3807
Van Den Berg Management I
Austin,
Texas
| $268M | -$68.6M | -20% | 14.5% | 187% | 113 | 32.74% | 1.8 |
|
| 3808 |
3808
Light Street Capital Management
Palo Alto,
California
| $268M | -$125M | -32% | 0.8% | 377% | 37 | 48.65% | 0.9 |
|
| 3809 |
3809
Bayberry Capital Partners
New York
| $268M | -$76.1M | -22% | 2.79% | 99.7% | 14 | 28.57% | 0.9 |
|
| 3810 |
CDIA
3810
Capital Directions Investment Advisors
Atlanta,
Georgia
| $268M | +$7.22M | +3% | 6.17% | 7.53% | 237 | 100% | 0 |
|
| 3811 |
3811
LeJeune Puetz Investment Counsel
Traverse City,
Michigan
| $268M | +$25M | +10% | 11.1% | 64.1% | 197 | 6.09% | 4.5 |
|
| 3812 |
3812
Logan Stone Capital
Chicago,
Illinois
| $268M | +$116M | +76% | 2.32% | 43.9% | 237 | 56.12% | 0.3 |
|
| 3813 |
DRP
3813
Decade Renewable Partners
Houston,
Texas
| $268M | – | – | 0.59% | – | 35 | – | 0 |
|
| 3814 |
3814
Hedeker Wealth
Lincolnshire,
Illinois
| $268M | +$10.8M | +4% | 6.78% | 161% | 97 | 15.46% | 2.4 |
|
| 3815 |
3815
JSF Financial
Los Angeles,
California
| $268M | +$4.11M | +2% | 6.83% | 91% | 131 | 38.17% | 1.7 |
|
| 3816 |
3816
Albar Capital
London,
United Kingdom
| $268M | -$151M | -36% | 17.1% | 163% | 52 | 57.69% | 0.3 |
|
| 3817 |
3817
Bender Robert & Associates
Pasadena,
California
| $267M | +$9.19M | +4% | 8.06% | 146% | 56 | 17.86% | 6.8 |
|
| 3818 |
GTCM
3818
Gyon Technologies Capital Management
Denville,
New Jersey
| $267M | -$52.8M | -17% | 10.8% | 42.2% | 640 | 70.63% | 0.2 |
|
| 3819 |
3819
Decheng Capital Management III (Cayman)
Grand Cayman,
Cayman Islands
| $267M | -$8.62M | -3% | 9.76% | – | 28 | 14.29% | 0.6 |
|
| 3820 |
3820
TSP Capital Management Group
Summit,
New Jersey
| $267M | +$30.2M | +13% | 17.9% | 186% | 53 | 100% | 3.1 |
|
| 3821 |
WA
3821
Win Advisors
Palm Beach Gardens,
Florida
| $267M | -$3.64M | -1% | 0.38% | 226% | 164 | 35.98% | 0.6 |
|
| 3822 |
3822
Mudrick Capital Management
New York
| $267M | -$114M | -30% | 8.84% | 212% | 14 | 14.29% | 1.4 |
|
| 3823 |
3823
Poehling Capital Management
Madison,
Wisconsin
| $267M | +$28.4M | +12% | 11.6% | 83% | 127 | 16.54% | 2.6 |
|
| 3824 |
3824
Ellsworth Advisors
Hudson,
Ohio
| $267M | +$33.3M | +14% | 10.6% | 131% | 182 | 34.62% | 1.1 |
|
| 3825 |
3825
Frisch Financial Group
Melville,
New York
| $267M | +$30.8M | +13% | 7.36% | 66.6% | 137 | 15.33% | 2.4 |
|