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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3826 |
MCC
3826
Malaga Cove Capital
Pv Estates,
California
| $145M | -$39M | -21% | 18.8% | 88.1% | 193 | 32.12% | 1.2 |
|
| 3827 |
CHA
3827
Cooper/Haims Advisors
Victor,
New York
| $145M | -$406K | -0.3% | 11.3% | 53.1% | 63 | 15.87% | 0.8 |
|
| 3828 |
WFPG
3828
Waller Financial Planning Group
Columbus,
Ohio
| $145M | – | – | 14.7% | 47.5% | 42 | – | 0 |
|
| 3829 |
SCA
3829
Stokes Capital Advisors
Greenwood,
South Carolina
| $145M | -$18.7M | -11% | 10.9% | 61.3% | 90 | 13.33% | 0.9 |
|
| 3830 |
VCM
3830
Voce Capital Management
San Francisco,
California
| $145M | +$90.6M | +168% | 3.51% | 69.2% | 13 | 38.46% | 1.3 |
|
| 3831 |
SCC
3831
Spring Creek Capital
Wichita,
Kansas
| $145M | -$35.7M | -20% | 14.8% | 312% | 40 | 55% | 0.3 |
|
| 3832 |
TWP
3832
Total Wealth Planning
Cincinnati,
Ohio
| $144M | – | – | 8.58% | 37.2% | 30 | – | 0 |
|
| 3833 |
C
3833
Cerebellum
San Francisco,
California
| $144M | +$81.7M | +130% | 8.9% | – | 592 | 55.41% | 0.4 |
|
| 3834 |
ECM
3834
Elgethun Capital Management
Sioux Falls,
South Dakota
| $144M | -$9.87M | -6% | 11.3% | 61.5% | 91 | 10.99% | 1.6 |
|
| 3835 |
NR
3835
Newfound Research
Wellesley Hills,
Massachusetts
| $144M | -$32.1M | -18% | 2.83% | 54.6% | 235 | 16.6% | 1.8 |
|
| 3836 |
NAH
3836
Neumann Advisory (HK)
Central,
Hong Kong
| $144M | -$25.9M | -15% | 12.6% | 77.3% | 12 | 0% | 0.9 |
|
| 3837 |
KA
3837
Kaizen Advisory
Wheaton,
Illinois
| $144M | -$47.6M | -25% | 15.3% | – | 579 | 3.28% | 0.9 |
|
| 3838 |
BLA
3838
Balter Liquid Alternatives
Boston,
Massachusetts
| $144M | +$21M | +17% | 17.9% | 76.7% | 273 | 50.92% | 0.6 |
|
| 3839 |
LFASL
3839
Lugano Financial Advisors SA (LFA)
Lugano,
Switzerland
| $144M | $0 | 0% | 8.98% | 44.9% | 158 | 0% | 0.4 |
|
| 3840 |
CA
3840
CastleArk Alternatives
Chicago,
Illinois
| $144M | -$49.3M | -26% | 25.6% | – | 50 | 30% | 0.7 |
|
| 3841 |
MPAM
3841
Murphy Pohlad Asset Management
Eden Prairie,
Minnesota
| $144M | -$19M | -12% | 11.6% | 75.1% | 94 | 5.32% | 4 |
|
| 3842 |
RCM
3842
RVB Capital Management
Great Neck,
New York
| $144M | -$21.8M | -13% | 7.97% | 10.4% | 53 | 60.38% | 0.4 |
|
| 3843 |
ACM
3843
Aubrey Capital Management
Edinburgh,
United Kingdom
| $144M | -$58.8M | -29% | 13.9% | 264% | 37 | 32.43% | 0.6 |
|
| 3844 |
RWM
3844
Rezny Wealth Management
Fort Myers,
Florida
| $144M | -$19.6M | -12% | 13.6% | 99.6% | 17 | 23.53% | 1.8 |
|
| 3845 |
MGB
3845
Mass General Brigham
Somerville,
Massachusetts
| $144M | – | – | 14% | – | 1 | – | 0 |
|
| 3846 |
BCFA
3846
BP Capital Fund Advisors
Dallas,
Texas
| $143M | -$88.2M | -38% | 24% | 17.9% | 61 | 26.23% | 1.3 |
|
| 3847 |
CNC
3847
Citizens & Northern Corp
Wellsboro,
Pennsylvania
| $143M | -$3.7M | -3% | 11.6% | 73.3% | 116 | 21.55% | 3.2 |
|
| 3848 |
EMR
3848
Errol M. Rudman
| $143M | -$125M | -47% | 13.5% | 60.5% | 50 | 42% | 2.3 |
|
| 3849 |
DWM
3849
Darwin Wealth Management
Tampa,
Florida
| $143M | -$35.5M | -20% | 10.6% | 56.8% | 133 | 38.35% | 1.6 |
|
| 3850 |
IRC
3850
Investors Research Corp
Atlanta,
Georgia
| $143M | -$31.7M | -18% | 15.4% | 62.1% | 346 | 9.83% | 0.9 |
|