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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 |
CBTWT
3876
Community Bank & Trust (Waco, Texas)
Waco,
Texas
| $281M | -$52.3M | -16% | 2.67% | 124% | 143 | 13.29% | 5.8 |
|
| 3877 |
3877
VR Advisory Services
Camana Bay, Grand Cayman,
Cayman Islands
| $281M | -$30.4M | -10% | 9.42% | 89.7% | 66 | 16.67% | 1.9 |
|
| 3878 |
3878
Donoghue Forlines
Boston,
Massachusetts
| $281M | -$38.8M | -12% | 0.35% | 199% | 296 | 46.62% | 1.1 |
|
| 3879 |
3879
Werba Rubin Papier Wealth Management
San Jose,
California
| $281M | -$7.11M | -2% | 2.18% | 67% | 133 | 13.53% | 0.6 |
|
| 3880 |
3880
Sovereign Financial Group
Stamford,
Connecticut
| $281M | -$25.9M | -8% | 3.33% | 90.7% | 249 | 16.47% | 1.9 |
|
| 3881 |
3881
Riggs Asset Management
Dallas,
Pennsylvania
| $281M | -$2.92M | -1% | 1.84% | 207% | 441 | 18.82% | 2.7 |
|
| 3882 |
3882
WESCAP Management Group
Glendale,
California
| $281M | -$5.64M | -2% | 2.86% | 45.7% | 90 | 2.22% | 4.4 |
|
| 3883 |
3883
Technology Crossover Management XI
Menlo Park,
California
| $281M | +$128M | +84% | 6.03% | 112% | 2 | 50% | 0.3 |
|
| 3884 |
3884
TS Financial Group (TSFG)
Lake Forest,
Illinois
| $281M | +$12.3M | +5% | 3.66% | 81% | 1,068 | 4.68% | 3 |
|
| 3885 |
3885
Redmond Asset Management
Henrico,
Virginia
| $281M | -$27.3M | -9% | 3.5% | 68.2% | 166 | 8.43% | 4.6 |
|
| 3886 |
3886
General Pension Society PZU Joint Stock
Warsaw,
Poland
| $280M | -$3.3M | -1% | 2.17% | 116% | 20 | 5% | 6.7 |
|
| 3887 |
3887
Financial Insights
Tacoma,
Washington
| $280M | +$7.76M | +3% | 3.48% | 82.1% | 160 | 12.5% | 2.1 |
|
| 3888 |
FC
3888
Franchise Capital
Grand Cayman,
Cayman Islands
| $279M | -$40M | -13% | 14.1% | 537% | 22 | 54.55% | 0.5 |
|
| 3889 |
3889
HST Ventures
Park City,
Utah
| $279M | +$74.6M | +36% | 6.16% | 8.24% | 59 | 52.54% | 0.5 |
|
| 3890 |
3890
Arjuna Capital
Durham,
North Carolina
| $279M | -$3.09M | -1% | 2.83% | 105% | 107 | 28.97% | 2.4 |
|
| 3891 |
3891
Greenlea Lane Capital Management
Weston,
Connecticut
| $279M | +$4.99M | +2% | 0.32% | 99.7% | 10 | 10% | 2.5 |
|
| 3892 |
3892
CIC Wealth
Rockville,
Maryland
| $279M | -$10.2M | -4% | 4.45% | – | 165 | 12.73% | 0.7 |
|
| 3893 |
3893
DoubleLine ETF Adviser
Tampa,
Florida
| $279M | +$8.2M | +3% | 1.96% | 51.6% | 196 | 38.78% | 0.5 |
|
| 3894 |
3894
Hamilton Wealth
Encino,
California
| $279M | -$8.51M | -3% | 4.9% | 108% | 102 | 22.55% | 1.4 |
|
| 3895 |
TM
3895
Tikvah Management
Charlotte,
North Carolina
| $279M | -$15.2M | -5% | 1.63% | 169% | 22 | 0% | 3.7 |
|
| 3896 |
3896
Siena Capital Partners
Chicago,
Illinois
| $279M | -$3M | -1% | 0.83% | 44.2% | 104 | 2.88% | 3.4 |
|
| 3897 |
3897
Fernwood Investment Management
Quincy,
Massachusetts
| $278M | -$3.81M | -1% | 0.75% | 83.4% | 196 | 5.61% | 4.9 |
|
| 3898 |
3898
BWCP LP
Dallas,
Texas
| $278M | -$4.23M | -1% | 2.18% | 198% | 26 | 26.92% | 1 |
|
| 3899 |
3899
RS Crum Inc
Newport Beach,
California
| $278M | +$1.33M | +0.5% | 3.82% | 54.2% | 81 | 16.05% | 1.3 |
|
| 3900 |
WA
3900
WealthTrust Axiom
Wayne,
Pennsylvania
| $278M | -$23.4M | -8% | 1.82% | 125% | 261 | 10.34% | 5.7 |
|