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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%
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250
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2,500
5,000
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50
100
250
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1,000
2,500
5,000
| # | Name | AUM |
AUM Growth |
AUM Growth % | Quarter Est. Return | 3 Year Est. Return | Holdings | Portfolio Turnover | |
|---|---|---|---|---|---|---|---|---|---|
| 3826 |
DC
3826
Defender Capital
Charlotte,
North Carolina
| $255M | -$32.7M | -11% | 11.3% | 83.5% | 41 | 29.27% |
|
| 3827 |
RRWA
3827
Rainey & Randall Wealth Advisors
Celebration,
Florida
| $255M | -$21.4M | -8% | 11% | 47.8% | 54 | 12.96% |
|
| 3828 |
ECG
3828
EPIQ Capital Group
San Francisco,
California
| $255M | -$111M | -30% | 25% | 6.25% | 54 | 22.22% |
|
| 3829 |
CCM
3829
Crossvault Capital Management
San Antonio,
Texas
| $254M | -$56.1M | -18% | 12.2% | 56.4% | 83 | 15.66% |
|
| 3830 |
BP
3830
Bandera Partners
New York
| $254M | -$81.7M | -24% | 22.8% | 55.4% | 23 | 30.43% |
|
| 3831 |
AIA
3831
AGF Investments America
Toronto,
Ontario, Canada
| $254M | -$295M | -54% | 13.9% | 72.1% | 59 | 55.93% |
|
| 3832 |
TCMG
3832
TSP Capital Management Group
Summit,
New Jersey
| $254M | -$42.2M | -14% | 13.7% | 178% | 52 | 0% |
|
| 3833 |
BDF
3833
Black Diamond Financial
Towson,
Maryland
| $254M | -$63M | -20% | 14.7% | 61% | 132 | 17.42% |
|
| 3834 |
FC
3834
FCA Corp
Houston,
Texas
| $254M | -$32.7M | -11% | 10.5% | 57.4% | 195 | 10.26% |
|
| 3835 |
SFG
3835
Sovereign Financial Group
Stamford,
Connecticut
| $254M | -$16.1M | -6% | 12.3% | 90.7% | 230 | 14.35% |
|
| 3836 |
HA
3836
Hamel Associates
Chatham,
New Jersey
| $254M | -$27.7M | -10% | 9.01% | 50.6% | 84 | 13.1% |
|
| 3837 |
SC
3837
Searle & Co
Greenwich,
Connecticut
| $254M | -$17.5M | -6% | 10.8% | 93.8% | 159 | 10.69% |
|
| 3838 |
WFI
3838
West Family Investments
Carlsbad,
California
| $254M | -$98.3M | -28% | 18.4% | 116% | 325 | 40.92% |
|
| 3839 |
LIA
3839
LSP Investment Advisors
New York
| $253M | -$75.3M | -23% | 8.41% | 79.5% | 34 | 14.71% |
|
| 3840 |
RM
3840
RP Management
New York
| $253M | +$7.33M | +3% | 14.4% | 208% | 5 | 0% |
|
| 3841 |
BCM
3841
Blume Capital Management
Berkeley,
California
| $253M | -$50M | -17% | 15.9% | 96.9% | 351 | 17.09% |
|
| 3842 |
WPIC
3842
White Pine Investment Company
Livonia,
Michigan
| $253M | -$41.4M | -14% | 14.3% | 66.3% | 65 | 16.92% |
|
| 3843 |
WKWM
3843
Walter & Keenan Wealth Management
Souh Bend,
Indiana
| $253M | -$41.7M | -14% | 12.2% | 92% | 148 | 6.76% |
|
| 3844 |
HI
3844
Helikon Investments
London,
United Kingdom
| $253M | -$79.7M | -24% | 31.6% | 282% | 6 | 33.33% |
|
| 3845 |
VAG
3845
VisionPoint Advisory Group
Dallas,
Texas
| $253M | +$36.8M | +17% | 13.1% | 74.2% | 124 | 45.97% |
|
| 3846 |
AC
3846
Annandale Capital
Dallas,
Texas
| $253M | -$509K | -0.2% | 11.8% | 57.2% | 134 | 21.64% |
|
| 3847 |
CCA
3847
Childress Capital Advisors
Houston,
Texas
| $252M | -$33.3M | -12% | 11.2% | 101% | 195 | 20.51% |
|
| 3848 |
AI
3848
ArchPoint Investors
Coral Gables,
Florida
| $252M | -$37.6M | -13% | 16.2% | 111% | 65 | 18.46% |
|
| 3849 |
FCT
3849
Family Capital Trust
Peabody,
Massachusetts
| $252M | -$55.6M | -18% | 15.1% | 32.3% | 53 | 5.66% |
|
| 3850 |
HWM
3850
Hemington Wealth Management
Falls Church,
Virginia
| $252M | -$45.5M | -15% | 15% | 76.1% | 111 | 12.61% |
|