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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 |
VIG
3851
Vienna Insurance Group
Warsaw,
Poland
| $144M | -$5.46M | -4% | 0.77% | 188% | 66 | 0% | 0.7 |
|
| 3852 |
MCM
3852
Monument Capital Management
Alexandria,
Virginia
| $144M | -$2.04M | -1% | 0.13% | 170% | 161 | 15.53% | 0.4 |
|
| 3853 |
WCM
3853
Wunderlich Capital Managemnt
Memphis,
Tennessee
| $144M | -$1.66M | -1% | 2.12% | 33.6% | 99 | 18.18% | 3 |
|
| 3854 |
NL
3854
NVWM LLC
Yardley,
Pennsylvania
| $144M | +$6.7M | +5% | 5.11% | 119% | 404 | 19.8% | 0.4 |
|
| 3855 |
BIA
3855
BHK Investment Advisors
Birmingham,
Alabama
| $144M | +$8.23M | +6% | 1.21% | 54.6% | 86 | 29.07% | 0.3 |
|
| 3856 |
SWA
3856
Sutton Wealth Advisors
Tampa,
Florida
| $144M | +$4.07M | +3% | 3.2% | 40.9% | 1,176 | 8.84% | 1.9 |
|
| 3857 |
KI
3857
Koch Industries
Wichita,
Kansas
| $144M | -$836M | -85% | 10.8% | 56.9% | 863 | 99.65% | 1.3 |
|
| 3858 |
HCM
3858
Hudson Capital Management
Ramsey,
New Jersey
| $144M | +$7.79M | +6% | 0.46% | 61.6% | 81 | 12.35% | 0.5 |
|
| 3859 |
3859
Capital Wealth Planning
Naples,
Florida
| $144M | -$224K | -0.2% | 0.05% | 73.9% | 121 | 38.02% | 0.9 |
|
| 3860 |
GCM
3860
Garland Capital Management
Bellevue,
Washington
| $144M | -$123K | -0.1% | 2.16% | 55.7% | 32 | 3.13% | 3.3 |
|
| 3861 |
FSA
3861
Financial Sense Advisors
San Diego,
California
| $143M | -$62.9M | -30% | 3.2% | 152% | 86 | 45.35% | 1.3 |
|
| 3862 |
SAM
3862
Sequent Asset Management
Houston,
Texas
| $143M | -$22.7M | -14% | 1.82% | 51.3% | 70 | 34.29% | 3 |
|
| 3863 |
BC
3863
Breakline Capital
New York
| $143M | -$6.13M | -4% | 4.29% | – | 30 | 63.33% | 0.2 |
|
| 3864 |
TPW
3864
Tiller Private Wealth
Bethlehem,
Pennsylvania
| $143M | +$4.12M | +3% | 3.4% | 53.5% | 47 | 12.77% | 1.8 |
|
| 3865 |
HAFS
3865
Hapanowicz & Associates Financial Services
Pittsburgh,
Pennsylvania
| $143M | +$6.85M | +5% | 1.11% | 58.5% | 16 | 6.25% | 1.3 |
|
| 3866 |
MIC
3866
MU Investments Company
Tokyo,
Japan
| $143M | +$2.98M | +2% | 3.42% | 40.4% | 25 | 0% | 3.4 |
|
| 3867 |
GX
3867
Greylock XII
Menlo Park,
California
| $143M | -$145M | -50% | 11.2% | – | 2 | 0% | 0.5 |
|
| 3868 |
SCA
3868
Sage Capital Advisors
Sioux Falls,
South Dakota
| $143M | +$1.65M | +1% | 0.51% | 105% | 95 | 20% | 0.8 |
|
| 3869 |
CPA
3869
Clear Perspective Advisors
Aurora,
Illinois
| $143M | +$9.08M | +7% | 3.07% | 88.5% | 526 | 15.4% | 1.1 |
|
| 3870 |
CJA
3870
C-J Advisory
San Jose,
California
| $143M | +$4.99M | +4% | 1.18% | 39.2% | 172 | 8.72% | 1.3 |
|
| 3871 |
GIM
3871
Groesbeck Investment Management
Paramus,
New Jersey
| $143M | +$5.03M | +4% | 4.69% | 147% | 99 | 16.16% | 2.5 |
|
| 3872 |
SC
3872
Scholtz & Company
Stamford,
Connecticut
| $143M | +$7.74M | +6% | 9.32% | 89.2% | 70 | 44.29% | 0.9 |
|
| 3873 |
BWM
3873
Bernicke Wealth Management
Altoona,
Wisconsin
| $143M | +$5.55M | +4% | 0.31% | – | 53 | 16.98% | 1.9 |
|
| 3874 |
FFC
3874
First Financial Corp
Terre Haute,
Indiana
| $143M | +$3.53M | +3% | 4.81% | 95.3% | 354 | 8.76% | 4 |
|
| 3875 |
SL
3875
SIB LLC
New York,
New York
| $143M | +$3.85M | +3% | 3.56% | 29.2% | 25 | 0% | 4.5 |
|