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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3976 |
3976
MU Investments Company
Tokyo,
Japan
| $134M | -$24.2M | -15% | 14.1% | 40.4% | 33 | 45.45% | 2.7 |
|
| 3977 |
BIA
3977
Bigelow Investment Advisors
Portland,
Maine
| $134M | -$14.9M | -10% | 9.55% | 75.7% | 159 | 13.21% | 0.8 |
|
| 3978 |
WA
3978
Wealthstar Advisors
Plano,
Texas
| $134M | -$36.2M | -21% | 8.65% | – | 65 | 16.92% | 0.7 |
|
| 3979 |
3979
Dynamo Administracao de Recursos
Rio De Janeiro,
Brazil
| $134M | -$5.56M | -4% | 0.95% | 350% | 3 | 0% | 1 |
|
| 3980 |
3980
Wealth Alliance Advisory Group
Wichita,
Kansas
| $134M | -$61.8M | -32% | 12% | 72.7% | 150 | 28% | 0.8 |
|
| 3981 |
3981
First Capital Advisors Group
Little Silver,
New Jersey
| $134M | -$29.6M | -18% | 11.2% | – | 189 | 32.28% | 1.3 |
|
| 3982 |
3982
NVWM LLC
Yardley,
Pennsylvania
| $133M | -$24.7M | -16% | 12.8% | 119% | 414 | 25.12% | 0.7 |
|
| 3983 |
3983
Spyglass Capital Management
San Francisco,
California
| $133M | – | – | 15.2% | 154% | 26 | – | 0 |
|
| 3984 |
3984
Eidelman Virant Capital
Saint Louis,
Missouri
| $133M | -$70.7M | -35% | 21.5% | 46.2% | 140 | 47.86% | 2.1 |
|
| 3985 |
3985
Totem Point Management
New York
| $133M | – | – | 8.11% | 577% | 15 | – | 0 |
|
| 3986 |
3986
Diametric Capital
Boston,
Massachusetts
| $133M | +$18.2M | +16% | 12.3% | 175% | 140 | 55% | 0.3 |
|
| 3987 |
SV
3987
Stilwell Value
New York
| $133M | +$13.9M | +12% | 11.7% | 87.9% | 44 | 25% | 2.2 |
|
| 3988 |
3988
BHK Investment Advisors
Birmingham,
Alabama
| $133M | -$15.5M | -10% | 11.9% | 54.6% | 78 | 12.82% | 0.8 |
|
| 3989 |
3989
Eagle Capital Management (Louisiana)
Mandeville,
Louisiana
| $133M | -$44.5M | -25% | 11% | 103% | 43 | 34.88% | 2.9 |
|
| 3990 |
BE
3990
Bonness Enterprises
Washington,
District of Columbia
| $133M | -$19.9M | -13% | 11.3% | 98.6% | 43 | 0% | 4.8 |
|
| 3991 |
3991
North Run Capital
Boston,
Massachusetts
| $133M | -$68.1M | -34% | 28.6% | 19.4% | 26 | 46.15% | 1.1 |
|
| 3992 |
3992
Yost Capital Management
Houston,
Texas
| $133M | -$19.7M | -13% | 14.6% | 125% | 12 | 33.33% | 1.4 |
|
| 3993 |
SC
3993
Seacliff Capital
Southport,
Connecticut
| $133M | – | – | 20% | – | 32 | – | 0 |
|
| 3994 |
3994
Neumann Capital Management
Foster City,
California
| $133M | -$37M | -22% | 14.1% | 89.9% | 75 | 6.67% | 3.6 |
|
| 3995 |
3995
Advocacy Wealth Management Services
Atlanta,
Georgia
| $133M | -$30.2M | -19% | 8.26% | 48.3% | 179 | 13.41% | 2.9 |
|
| 3996 |
3996
Gavea Investimentos
Rj,
Brazil
| $133M | – | – | 37.4% | 60.3% | 7 | – | 0 |
|
| 3997 |
3997
Stamos Capital Partners
Menlo Park,
California
| $133M | – | – | 16.3% | 36.7% | 87 | – | 0 |
|
| 3998 |
3998
Wela Strategies
Atlanta,
Georgia
| $133M | -$9.26M | -7% | 8.82% | 51.3% | 33 | 6.06% | 1.3 |
|
| 3999 |
3999
Ford Financial Group
Fresno,
California
| $133M | -$4.39M | -3% | 12.8% | 47.7% | 65 | 41.54% | 0.6 |
|
| 4000 |
VC
4000
Vision Capital
Toronto,
Ontario, Canada
| $133M | – | – | 9.2% | 19.8% | 11 | – | 0 |
|