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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3876 |
TPW
3876
Tiller Private Wealth
Bethlehem,
Pennsylvania
| $139M | +$7.39M | +6% | 2.3% | 53.5% | 47 | 21.28% | 1.6 |
|
| 3877 |
SL
3877
SIB LLC
New York,
New York
| $139M | -$252K | -0.2% | 4.54% | 29.2% | 26 | 3.85% | 4.3 |
|
| 3878 |
WOA
3878
Water Oak Advisors
Winter Park,
Florida
| $139M | +$3.7M | +3% | 0.98% | 12.9% | 17 | 0% | 2.3 |
|
| 3879 |
BSG
3879
Black Swift Group
Boulder,
Colorado
| $139M | +$31.2M | +29% | 5.6% | 139% | 61 | 45.9% | 0.4 |
|
| 3880 |
WAOTB
3880
Wealth Advisors of Tampa Bay
Tampa,
Florida
| $138M | -$7.57M | -5% | 3.89% | 86.2% | 72 | 6.94% | 0.2 |
|
| 3881 |
MA
3881
Menlo Advisors
Menlo Park,
California
| $138M | -$33K | -0% | 0.02% | 108% | 44 | 6.82% | 3.1 |
|
| 3882 |
DWM
3882
Darwin Wealth Management
Tampa,
Florida
| $138M | -$95.4M | -41% | 1.95% | 56.8% | 168 | 39.29% | 1 |
|
| 3883 |
YCM
3883
Yost Capital Management
Houston,
Texas
| $138M | -$2.16M | -2% | 2.04% | 125% | 9 | 33.33% | 1.4 |
|
| 3884 |
ODG
3884
O'Dell Group
Cincinnati,
Ohio
| $138M | +$1.2M | +0.9% | 0.89% | 72.2% | 44 | 15.91% | 1 |
|
| 3885 |
CJA
3885
C-J Advisory
San Jose,
California
| $138M | +$814K | +0.6% | 0.38% | 39.2% | 166 | 11.45% | 1.1 |
|
| 3886 |
GIM
3886
Groesbeck Investment Management
Paramus,
New Jersey
| $138M | -$4.49M | -3% | 1.5% | 147% | 95 | 8.42% | 2.5 |
|
| 3887 |
3887
Context Capital Management
Lajolla,
California
| $138M | -$30.5M | -18% | 0.1% | 3.38% | 52 | 23.08% | 0.5 |
|
| 3888 |
LCM
3888
Lucerne Capital Management
Greenwich,
Connecticut
| $138M | +$8.06M | +6% | 13% | – | 1 | 0% | 0.3 |
|
| 3889 |
LS
3889
Lattice Strategies
Wayne,
Pennsylvania
| $138M | -$503K | -0.4% | 0.08% | 19.9% | 64 | 1.56% | 3.8 |
|
| 3890 |
AIA
3890
AIMZ Investment Advisors
Los Altos,
California
| $138M | +$4.69M | +4% | 0.32% | 81.3% | 103 | 5.83% | 2.7 |
|
| 3891 |
CC
3891
Covalis Capital
London,
United Kingdom
| $138M | -$21.5M | -14% | 1.58% | 37.9% | 42 | 73.81% | 0.1 |
|
| 3892 |
BAM
3892
Boyar Asset Management
New York
| $138M | -$3M | -2% | 0.54% | 75.5% | 64 | 1.56% | 4 |
|
| 3893 |
BSAM
3893
Blue Sky Asset Management
Greenwood Village,
Colorado
| $137M | -$54.7M | -28% | 1.71% | – | 126 | 73.02% | 0.3 |
|
| 3894 |
RHI
3894
Richmond Hill Investments
New York
| $137M | -$4.48M | -3% | 10.1% | 55.2% | 8 | 0% | 3 |
|
| 3895 |
BWM
3895
Bernicke Wealth Management
Altoona,
Wisconsin
| $137M | +$4.82M | +4% | 1.97% | – | 55 | 20% | 1.7 |
|
| 3896 |
NL
3896
NVWM LLC
Yardley,
Pennsylvania
| $137M | +$6.16M | +5% | 1.95% | 119% | 382 | 24.35% | 0.2 |
|
| 3897 |
JC
3897
JCSD Capital
Walnut Creek,
California
| $137M | +$17.4M | +14% | 1.08% | – | 47 | 21.28% | 1.3 |
|
| 3898 |
IIM
3898
Ironwood Investment Management
Boston,
Massachusetts
| $137M | -$2.91M | -2% | 0.99% | 164% | 164 | 6.1% | 3.4 |
|
| 3899 |
MCM
3899
Mobius Capital Management
Pleasanton,
California
| $137M | +$40.6M | +42% | 2.26% | – | 44 | 47.73% | 0.2 |
|
| 3900 |
AI
3900
Amplify Investments
Lisle,
Illinois
| $137M | – | – | 4.74% | – | 45 | – | 0 |
|