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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3901 |
3901
Alta Fox Capital Management
Fort Worth,
Texas
| $497M | +$119M | +32% | 17.5% | 261% | 17 | 58.82% | 0.5 |
|
| 3902 |
3902
Monument Capital Management
Alexandria,
Virginia
| $497M | +$98.1M | +25% | 25.1% | 170% | 283 | 30.74% | 2.2 |
|
| 3903 |
3903
Coston McIsaac & Partners
Bar Harbor,
Maine
| $497M | +$53.9M | +12% | 5.54% | 34.3% | 1,004 | 12.55% | 2.6 |
|
| 3904 |
PBF
3904
Petix & Botte Financial
La Mesa,
California
| $497M | +$48M | +11% | 11.8% | 47.5% | 145 | 7.59% | 3.5 |
|
| 3905 |
3905
Ackerman Capital Advisors
Dallas,
Texas
| $497M | +$8.24M | +2% | 8.35% | 40.4% | 122 | 7.38% | 3.7 |
|
| 3906 |
3906
NVWM LLC
Yardley,
Pennsylvania
| $496M | +$47.1M | +10% | 20.9% | 119% | 803 | 10.96% | 3.1 |
|
| 3907 |
3907
Bayview Asset Management
Coral Gables,
Florida
| $496M | +$236M | +91% | 8.41% | 55.4% | 86 | 52.33% | 0.5 |
|
| 3908 |
3908
Edenbrook Capital
Mt. Kisco,
New York
| $496M | +$175M | +55% | 38.4% | 267% | 22 | 59.09% | 2.4 |
|
| 3909 |
PFMOSF
3909
Philadelphia Financial Management of San Francisco
San Francisco,
California
| $496M | +$150M | +43% | 23.3% | 209% | 75 | 82.67% | 0.2 |
|
| 3910 |
3910
Segra Capital Management
Palm Beach,
Florida
| $496M | +$248M | +100% | 24.7% | 19% | 16 | 62.5% | 0.3 |
|
| 3911 |
3911
Blankinship & Foster
Solana Beach,
California
| $495M | +$43.2M | +10% | 13.1% | 67.1% | 81 | 9.88% | 4.8 |
|
| 3912 |
CWAG
3912
Compton Wealth Advisory Group
Virginia Beach,
Virginia
| $495M | +$46.4M | +10% | 13% | 76.1% | 85 | 2.35% | 5.2 |
|
| 3913 |
3913
Integris Wealth Management
Monterey,
California
| $495M | +$60.1M | +14% | 12.5% | 60.3% | 134 | 9.7% | 2.3 |
|
| 3914 |
3914
Fairvoy Private Wealth
Birmingham,
Alabama
| $495M | +$75.8M | +18% | 20.1% | – | 231 | 26.41% | 1 |
|
| 3915 |
3915
Act Two Investors
Santa Cruz,
California
| $495M | +$41.6M | +9% | 8.58% | 53% | 38 | 7.89% | 3.9 |
|
| 3916 |
3916
Fermata Advisors
Sonoma,
California
| $495M | +$50.4M | +11% | 9.22% | 58.3% | 279 | 18.28% | 1.9 |
|
| 3917 |
3917
Carlson Capital
Dallas,
Texas
| $494M | +$177M | +56% | 2.65% | 67.9% | 102 | 56.86% | 0.3 |
|
| 3918 |
3918
Cary Street Partners Investment Advisory
Richmond,
Virginia
| $494M | +$103M | +26% | 15.4% | 84.1% | 787 | 16.14% | 2.6 |
|
| 3919 |
3919
Mars Jewett Financial Group
Bellevue,
Washington
| $494M | +$178M | +57% | 13.2% | – | 47 | 23.4% | 0.4 |
|
| 3920 |
MIC
3920
Maxi Investments CY
Limassol,
Cyprus
| $494M | +$36.4M | +8% | 35.6% | 83.2% | 125 | 76% | 0.5 |
|
| 3921 |
3921
Marathon Capital Management
Hunt Valley,
Maryland
| $494M | +$48.7M | +11% | 19.4% | 74% | 198 | 19.19% | 3.2 |
|
| 3922 |
3922
Augustine Asset Management
Jacksonville,
Florida
| $494M | +$49.8M | +11% | 19.1% | 316% | 123 | 10.57% | 4.2 |
|
| 3923 |
3923
Benin Management Corp
Wilton,
Connecticut
| $494M | +$49M | +11% | 14.8% | 91.7% | 157 | 10.19% | 6.3 |
|
| 3924 |
3924
Siemens
Munich,
Germany
| $494M | +$222M | +82% | 63.3% | 16.8% | 2 | 50% | 1.9 |
|
| 3925 |
DA
3925
Dash Acquisitions
Woodland Hills,
California
| $494M | +$13.4M | +3% | 4.39% | 52% | 76 | 15.79% | 2.8 |
|