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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 |
AC
3901
Athos Capital
Hong Kong
| $155M | +$54M | +53% | 12.4% | 110% | 34 | 61.76% | 0.4 |
|
| 3902 |
3902
Disciplina Capital Management
Nashville,
Tennessee
| $155M | +$18.3M | +13% | 10.3% | 30% | 19 | 21.05% | 0.2 |
|
| 3903 |
3903
Delta Capital Management
Red Bank,
New Jersey
| $155M | +$15.7M | +11% | 10.7% | 129% | 68 | 14.71% | 3.7 |
|
| 3904 |
3904
Wealth Alliance Advisory Group
Wichita,
Kansas
| $155M | +$21.4M | +16% | 11.7% | 72.7% | 132 | 15.15% | 0.9 |
|
| 3905 |
3905
Stuart Chaussee & Associates
Palos Verdes Estates,
California
| $155M | +$23.8M | +18% | 11.9% | 58.6% | 134 | 11.94% | 1.6 |
|
| 3906 |
3906
MU Investments Company
Tokyo,
Japan
| $155M | +$21.1M | +16% | 15.1% | 40.4% | 26 | 0% | 3 |
|
| 3907 |
3907
Milestone Advisory Partners
Southern Pines,
North Carolina
| $155M | +$39.4M | +34% | 8.4% | 19.7% | 51 | 19.61% | 0.9 |
|
| 3908 |
3908
Palisades Hudson Asset Management
Fort Lauderdale,
Florida
| $155M | -$16.1M | -9% | 12.2% | 66.8% | 115 | 16.52% | 4 |
|
| 3909 |
3909
Pacific Wealth Strategies Group
Santa Barbara,
California
| $155M | +$15.4M | +11% | 12.7% | 75.5% | 84 | 8.33% | 1.9 |
|
| 3910 |
RAG
3910
Roof Advisory Group
Harrisburg,
Pennsylvania
| $155M | +$14.6M | +10% | 11.8% | – | 34 | 8.82% | 0.9 |
|
| 3911 |
3911
Kalos Management
Alpharetta,
Georgia
| $155M | -$50.6M | -25% | 11.8% | 48.5% | 194 | 21.13% | 1.3 |
|
| 3912 |
3912
Concorde Asset Management
Ann Arbor,
Michigan
| $155M | +$36.5M | +31% | 13.7% | – | 216 | 26.85% | 1.2 |
|
| 3913 |
3913
Biechele Royce Advisors
Fishers,
Indiana
| $154M | +$15.4M | +11% | 9.45% | 39.2% | 50 | 16% | 1 |
|
| 3914 |
3914
Ally Invest Advisors
Charlotte,
North Carolina
| $154M | +$30.9M | +25% | 8.95% | 41.1% | 10 | 10% | 0.2 |
|
| 3915 |
3915
Steel Grove Capital Advisors
Memphis,
Tennessee
| $154M | -$553M | -78% | 12.7% | 106% | 320 | 66.25% | 2.8 |
|
| 3916 |
BC
3916
Breakline Capital
New York
| $154M | +$42.7M | +38% | 31% | – | 48 | 62.5% | 0.3 |
|
| 3917 |
3917
Hayek Kallen Investment Management
Fairhope,
Alabama
| $154M | +$14.6M | +10% | 12.3% | 71.9% | 70 | 10% | 4 |
|
| 3918 |
BE
3918
Bonness Enterprises
Washington,
District of Columbia
| $154M | +$20.9M | +16% | 15.1% | 98.6% | 44 | 2.27% | 5 |
|
| 3919 |
SCM
3919
Springhouse Capital Management
Westport,
Connecticut
| $154M | -$52.9M | -26% | 11.8% | 52% | 25 | 40% | 1 |
|
| 3920 |
3920
Technology Crossover Management IX
Menlo Park,
California
| $154M | -$2.4M | -2% | 1.18% | 13% | 3 | 0% | 0.6 |
|
| 3921 |
3921
C-J Advisory
San Jose,
California
| $154M | +$17M | +12% | 10.7% | 39.2% | 190 | 22.11% | 1.6 |
|
| 3922 |
TAM
3922
Taylor Asset Management
Toronto,
Ontario, Canada
| $154M | +$2.66M | +2% | 15% | 12.9% | 37 | 40.54% | 1.4 |
|
| 3923 |
3923
Ballast Inc
Lexington,
Kentucky
| $153M | +$23.3M | +18% | 11.3% | 71.3% | 101 | 18.81% | 0.9 |
|
| 3924 |
3924
CRA Financial Services
Northfield,
New Jersey
| $153M | +$14.9M | +11% | 13.6% | 91.9% | 144 | 9.72% | 0.2 |
|
| 3925 |
3925
Boltwood Capital Management
Walnut Creek,
California
| $153M | +$7.28M | +5% | 11.6% | 63% | 131 | 9.92% | 3.7 |
|