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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3851 |
MI
3851
M3F Inc
Salt Lake City,
Utah
| $113M | +$11.3M | +11% | 28.8% | 139% | 35 | 20% | 1.1 |
|
| 3852 |
3852
Wheatland Advisors
Lancaster,
Pennsylvania
| $113M | +$6.36M | +6% | 7.14% | 30.5% | 93 | 7.53% | 2.6 |
|
| 3853 |
LSCM
3853
LaSalle Street Capital Management
Chicago,
Illinois
| $113M | +$4.4M | +4% | 3.6% | 30.5% | 103 | 25.24% | 1.3 |
|
| 3854 |
3854
Crosspoint Capital Strategies
Orinda,
California
| $113M | +$38.6M | +52% | 28.9% | – | 199 | 76.38% | 0.7 |
|
| 3855 |
3855
Bellecapital
Zurich,
Switzerland
| $112M | +$22.5M | +25% | 0.48% | 152% | 91 | 29.67% | 1.2 |
|
| 3856 |
AIS
3856
Accurate Investment Solutions
Seven Fields,
Pennsylvania
| $112M | +$2.74M | +3% | 2.57% | 6.74% | 352 | 14.77% | 0.9 |
|
| 3857 |
FCM
3857
Force Capital Management
New York
| $112M | -$2.26M | -2% | 12.6% | 72.7% | 32 | 37.5% | 1.7 |
|
| 3858 |
3858
Deane Retirement Strategies
New Orleans,
Louisiana
| $112M | +$2.12M | +2% | 0.15% | 73.4% | 58 | 39.66% | 1 |
|
| 3859 |
3859
Burt Wealth Advisors
North Bethesda,
Maryland
| $112M | +$18.3M | +20% | 1.1% | 57.3% | 443 | 14.22% | 1.6 |
|
| 3860 |
AIA
3860
AIMZ Investment Advisors
Los Altos,
California
| $112M | +$61K | +0.1% | 0.91% | 81.3% | 95 | 2.11% | 1.8 |
|
| 3861 |
3861
Sutton Wealth Advisors
Tampa,
Florida
| $112M | +$2.19M | +2% | 2.74% | 40.9% | 1,090 | 7.34% | 0.7 |
|
| 3862 |
3862
Himalaya Capital Management
Seattle,
Washington
| $112M | – | – | 9.93% | 116% | 2 | – | 0 |
|
| 3863 |
3863
Maven Securities
St Helier,
Jersey
| $112M | – | – | 3.03% | 135% | 44 | – | 0 |
|
| 3864 |
3864
Orinda Asset Management
Lafayette,
California
| $112M | -$6.3M | -5% | 2.64% | 28.4% | 99 | 69.7% | 1 |
|
| 3865 |
3865
Newfound Research
Wellesley Hills,
Massachusetts
| $112M | +$6.64M | +6% | 2.45% | 54.6% | 205 | 13.17% | 0.6 |
|
| 3866 |
EFEM
3866
Eos Focused Equity Management
New York
| $112M | -$4M | -3% | 0.54% | 55.7% | 36 | 41.67% | 0.6 |
|
| 3867 |
3867
Clearstead Trust
Portland,
Maine
| $111M | – | – | 3.21% | 111% | 131 | – | 0 |
|
| 3868 |
3868
Vantage Financial Partners (Illinois)
Arlington Heights,
Illinois
| $111M | – | – | 2.86% | 13.1% | 52 | – | 0 |
|
| 3869 |
BE
3869
Bonness Enterprises
Washington,
District of Columbia
| $111M | -$9.2M | -8% | 4.02% | 98.6% | 47 | 10.64% | 3.1 |
|
| 3870 |
3870
Bellwether Investment Group
Chattanooga,
Tennessee
| $111M | – | – | 2.92% | – | 1,011 | – | 0.3 |
|
| 3871 |
3871
Oppenheimer & Close
New York
| $111M | +$6.11M | +6% | 13.8% | 149% | 42 | 11.9% | 2.7 |
|
| 3872 |
3872
Elm Advisors
Burlingame,
California
| $111M | +$3.26M | +3% | 2.91% | 50.5% | 82 | 4.88% | 2.5 |
|
| 3873 |
3873
Steginsky Capital
Port Washington,
New York
| $111M | – | – | 9.06% | 99.4% | 9 | – | 0 |
|
| 3874 |
3874
Leisure Capital Management
Costa Mesa,
California
| $111M | +$4.4M | +4% | 5.11% | 98% | 111 | 15.32% | 1.5 |
|
| 3875 |
3875
BTG Pactual Global Asset Management
Hamilton,
Bermuda
| $111M | -$46.2M | -29% | 0.59% | 88.9% | 69 | 69.57% | 0.5 |
|