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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 |
3826
Total Wealth Planning
Cincinnati,
Ohio
| $162M | +$17.4M | +12% | 9.53% | 37.2% | 34 | 11.76% | 0.2 |
|
| 3827 |
3827
Torch Wealth Management
Cincinnati,
Ohio
| $162M | +$22.2M | +16% | 11.7% | 48.8% | 106 | 11.32% | 3.3 |
|
| 3828 |
3828
Raine Capital
New York
| $162M | +$13.6M | +9% | 21.3% | 119% | 13 | 15.38% | 2.2 |
|
| 3829 |
HCM
3829
Highlander Capital Management
Short Hills,
New Jersey
| $162M | +$9.48M | +6% | 10.6% | 34.4% | 761 | 12.22% | 3.4 |
|
| 3830 |
ACM
3830
Ailanthus Capital Management
New York
| $162M | +$4.06M | +3% | 6.64% | – | 19 | 52.63% | 0.5 |
|
| 3831 |
3831
Broadmark Asset Management
San Francisco,
California
| $161M | +$59.4M | +58% | 14.4% | 39.6% | 2 | 50% | 2.9 |
|
| 3832 |
3832
Bandera Partners
New York
| $161M | +$24M | +17% | 27% | 55.4% | 16 | 18.75% | 2.8 |
|
| 3833 |
PCR
3833
Potrero Capital Research
San Francisco,
California
| $161M | +$18.9M | +13% | 24.3% | 226% | 59 | 47.46% | 0.7 |
|
| 3834 |
3834
Cynosure Group
Salt Lake City,
Utah
| $161M | -$8.19M | -5% | 17.8% | 56.8% | 14 | 7.14% | 0.2 |
|
| 3835 |
3835
Physicians Financial Services
Raleigh,
North Carolina
| $161M | +$23.3M | +17% | 13.6% | 100% | 116 | 10.34% | 2.5 |
|
| 3836 |
3836
HNP Capital
Rochester,
New York
| $161M | +$11.4M | +8% | 12.1% | 52.4% | 112 | 13.39% | 0.2 |
|
| 3837 |
3837
Jacobson & Schmitt Advisors
Middleton,
Wisconsin
| $161M | +$22M | +16% | 19.1% | 70.3% | 37 | 10.81% | 2.9 |
|
| 3838 |
3838
Adirondack Research & Management
Guilderland,
New York
| $161M | +$584K | +0.4% | 18.3% | 47.8% | 106 | 13.21% | 2.7 |
|
| 3839 |
3839
Cartica Management
Washington,
District of Columbia
| $160M | +$19.1M | +14% | 52.6% | 92.9% | 4 | 75% | 1 |
|
| 3840 |
3840
Searle & Co
Greenwich,
Connecticut
| $160M | +$18.2M | +13% | 14% | 93.8% | 136 | 17.65% | 2.2 |
|
| 3841 |
3841
Shepherd Kaplan Krochuk
Boston,
Massachusetts
| $160M | +$14.5M | +10% | 13.3% | 38.5% | 215 | 29.77% | 2.1 |
|
| 3842 |
3842
Abacus Planning Group
Columbia,
South Carolina
| $160M | +$28.1M | +21% | 13.9% | 59.1% | 162 | 17.28% | 0.7 |
|
| 3843 |
3843
First Commonwealth Financial Corp
Indiana,
Pennsylvania
| $160M | +$17.4M | +12% | 11.9% | 72.9% | 155 | 22.58% | 2.4 |
|
| 3844 |
3844
West Oak Capital
Westlake Village,
California
| $160M | +$19M | +13% | 12.5% | 110% | 344 | 9.3% | 3.6 |
|
| 3845 |
RI
3845
Rudd International
Sarasota,
Florida
| $160M | +$23.2M | +17% | 12.9% | – | 68 | 5.88% | 0.2 |
|
| 3846 |
CCM
3846
Consolidated Capital Management
Burbank,
California
| $160M | +$36.4M | +30% | 13.2% | 166% | 45 | 20% | 1.8 |
|
| 3847 |
CWM
3847
Cedar Wealth Management
Walnut Creek,
California
| $160M | +$20.6M | +15% | 17% | 68.1% | 179 | 16.76% | 1.7 |
|
| 3848 |
3848
Roberts, Glore & Co
Deerfield,
Illinois
| $160M | +$18M | +13% | 11.4% | 72.3% | 139 | 12.95% | 4 |
|
| 3849 |
3849
SC XII Management
Menlo Park,
California
| $160M | +$24.2M | +18% | 47.7% | 73.4% | 2 | 50% | 3.5 |
|
| 3850 |
3850
Carlton Hofferkamp & Jenks Wealth Management
The Woodlands,
Texas
| $160M | +$19.7M | +14% | 10.3% | 63.9% | 94 | 12.77% | 3.1 |
|