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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 |
NC
3976
Nokomis Capital
Dallas,
Texas
| $228M | -$20.4M | -8% | 1.81% | 145% | 76 | 22.37% | 1.7 |
|
| 3977 |
3977
Optas LLC
Austin,
Texas
| $228M | -$16.4M | -7% | 6.38% | 118% | 146 | 11.64% | 2.2 |
|
| 3978 |
3978
Whalerock Point Partners
Providence,
Rhode Island
| $228M | -$8.98M | -4% | 4.99% | 103% | 143 | 7.69% | 5 |
|
| 3979 |
3979
Weybosset Research & Management
Province,
Rhode Island
| $227M | +$24.9M | +12% | 0.5% | 74.8% | 56 | 19.64% | 3.8 |
|
| 3980 |
3980
Balboa Wealth Partners
Scottsdale,
Arizona
| $227M | – | – | 0.83% | 214% | 259 | – | 0 |
|
| 3981 |
3981
DG Capital Management
New York
| $227M | -$51M | -18% | 4.36% | 76.7% | 72 | 15.28% | 1.4 |
|
| 3982 |
SFO
3982
Standard Family Office
Sioux Falls,
South Dakota
| $227M | +$217M | +2,152% | 5.91% | 67.6% | 495 | 56.36% | 0.1 |
|
| 3983 |
3983
TLWM Financial
San Antonio,
Texas
| $227M | -$33.8M | -13% | 4.24% | 53.9% | 64 | 25% | 2.9 |
|
| 3984 |
3984
Wealth Alliance Advisory Group
Wichita,
Kansas
| $227M | +$15.2M | +7% | 4.83% | 72.7% | 168 | 19.64% | 2.9 |
|
| 3985 |
3985
Measured Wealth Private Client Group
Portsmouth,
New Hampshire
| $226M | -$140K | -0.1% | 4.41% | 84.3% | 192 | 32.29% | 1.9 |
|
| 3986 |
3986
Northwest Wealth Management
Spencer,
Iowa
| $226M | -$4.28M | -2% | 5.2% | 63.4% | 149 | 10.74% | 3 |
|
| 3987 |
3987
ETF Portfolio Partners
Leawood,
Kansas
| $226M | -$5.59M | -2% | 4.91% | 50.2% | 53 | 13.21% | 3.5 |
|
| 3988 |
3988
Aries Wealth Management
Portland,
Maine
| $226M | +$5.7M | +3% | 4.68% | 87.7% | 191 | 10.99% | 0.5 |
|
| 3989 |
3989
Raffa Wealth Management
Washington,
District of Columbia
| $226M | +$6.24M | +3% | 5.86% | 35.8% | 1,206 | 9.62% | 2.3 |
|
| 3990 |
GJCM
3990
Grand Jean Capital Management
San Francisco,
California
| $226M | -$24.1M | -10% | 6.23% | 61.4% | 44 | 13.64% | 4.6 |
|
| 3991 |
BCM
3991
Birmingham Capital Management
Birmingham,
Alabama
| $226M | -$25.1M | -10% | 5.84% | 103% | 101 | 3.96% | 7.3 |
|
| 3992 |
3992
Schwarz Dygos Wheeler Investment Advisors
Minneapolis,
Minnesota
| $226M | -$23.5M | -9% | 5.19% | 74% | 131 | 12.98% | 2.5 |
|
| 3993 |
3993
Corsair Capital Management
New York
| $225M | -$57.7M | -20% | 0.64% | 435% | 123 | 35.77% | 1.7 |
|
| 3994 |
3994
Quantum Financial Advisors
El Segundo,
California
| $225M | -$41.2M | -15% | 6.82% | 61.1% | 96 | 13.54% | 0.3 |
|
| 3995 |
3995
Baker Boyer National Bank
Walla Walla,
Washington
| $225M | +$28.1M | +14% | 5.77% | 44.7% | 81 | 2.47% | 4.6 |
|
| 3996 |
3996
James J. Burns & Company
Melville,
New York
| $225M | – | – | 5.67% | 70.2% | 79 | – | 0 |
|
| 3997 |
CIM
3997
CIM Investment Management
Pittsburgh,
Pennsylvania
| $225M | -$15.8M | -7% | 3.43% | 123% | 245 | 13.88% | 3 |
|
| 3998 |
3998
Meridian Investment Counsel
Lafayette,
California
| $225M | -$18.5M | -8% | 6.42% | 116% | 209 | 4.31% | 5.6 |
|
| 3999 |
HWC
3999
Hill Winds Capital
High Falls,
New York
| $225M | +$17.3M | +8% | 10.2% | 8.52% | 51 | 52.94% | 0.6 |
|
| 4000 |
4000
Nishkama Capital LLC
Dorado,
Puerto Rico
| $224M | -$22.1M | -9% | 6.12% | 723% | 42 | 66.67% | 0.5 |
|