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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%
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 | |
|---|---|---|---|---|---|---|---|---|---|
| 4001 |
LF
4001
Lantz Financial
Naperville,
Illinois
| $148M | +$462K | +0.3% | 1.33% | 67.1% | 130 | 6.15% |
|
| 4002 |
MC
4002
Miramar Capital
Northbrook,
Illinois
| $148M | +$6.93M | +5% | 4.93% | 47.3% | 64 | 14.06% |
|
| 4003 |
SVI
4003
Strategic Vision Investment
Hong Kong
| $148M | -$77.4M | -34% | 2.79% | 95.6% | 19 | 57.89% |
|
| 4004 |
CC
4004
Cowbird Capital
New York
| $148M | +$28.4M | +24% | 8.79% | 21.3% | 17 | 58.82% |
|
| 4005 |
GCGDR
4005
Geo Capital Gestora de Recursos
S?o Paulo,
Brazil
| $148M | +$10.7M | +8% | 0.87% | 30.7% | 22 | 54.55% |
|
| 4006 |
WPW
4006
Winthrop Partners - WNY
Buffalo,
New York
| $148M | +$14.5M | +11% | 1.66% | – | 307 | 31.92% |
|
| 4007 |
OCP
4007
Oakcliff Capital Partners
New York
| $148M | +$12.1M | +9% | 6.18% | 133% | 12 | 25% |
|
| 4008 |
MWM
4008
MinichMacGregor Wealth Management
Saratoga Springs,
New York
| $148M | +$4.72M | +3% | 1.79% | 119% | 54 | 18.52% |
|
| 4009 |
AW
4009
Alpha Windward
Westwood,
Massachusetts
| $148M | -$8.03M | -5% | 2.68% | 33.6% | 426 | 13.62% |
|
| 4010 |
GWM
4010
Graybill Wealth Management
Elmhurst,
Illinois
| $148M | +$2.02M | +1% | 0.91% | – | 57 | 15.79% |
|
| 4011 |
MCC
4011
Malaga Cove Capital
Pv Estates,
California
| $148M | -$7.45M | -5% | 1.38% | 88.1% | 174 | 24.71% |
|
| 4012 |
GFM
4012
Gramercy Funds Management
Greenwich,
Connecticut
| $148M | -$47.5M | -24% | 16.5% | 87.6% | 18 | 22.22% |
|
| 4013 |
MMPW
4013
Mitchell McLeod Pugh & Williams
Mobile,
Alabama
| $148M | +$1.74M | +1% | 2.57% | 90.7% | 177 | 5.08% |
|
| 4014 |
YCM
4014
Yaupon Capital Management
New York
| $148M | -$199M | -57% | 4.94% | 122% | 62 | 72.58% |
|
| 4015 |
SCG
4015
Sonata Capital Group
Seattle,
Washington
| $148M | +$3.12M | +2% | 0.68% | 57.4% | 112 | 10.71% |
|
| 4016 |
CCM
4016
Cloverdale Capital Management
Dallas,
Texas
| $148M | +$1.93M | +1% | 2.1% | 20.8% | 21 | 61.9% |
|
| 4017 |
ONST
4017
Old North State Trust
Greensboro,
North Carolina
| $148M | +$9.51M | +7% | 2.25% | – | 401 | 16.71% |
|
| 4018 |
KCM
4018
Kempner Capital Management
Galveston,
Texas
| $147M | -$5.43M | -4% | 0.84% | 60.9% | 52 | 13.46% |
|
| 4019 |
FF
4019
Fluent Financial
Dallas,
Texas
| $147M | +$13.2M | +10% | 1.46% | 42.5% | 60 | 25% |
|
| 4020 |
V
4020
ValueWorks
New York
| $147M | -$4.33M | -3% | 1.8% | 190% | 34 | 11.76% |
|
| 4021 |
LIC
4021
Laurus Investment Counsel
Toronto,
Canada
| $147M | +$5.75M | +4% | 1.29% | 14.1% | 31 | 6.45% |
|
| 4022 |
BCA
4022
Bay Colony Advisors
Concord,
Massachusetts
| $147M | -$8.47M | -5% | 1.99% | 91.8% | 275 | 31.64% |
|
| 4023 |
TW
4023
Towerpoint Wealth
Sacramento,
California
| $147M | +$4.56M | +3% | 0.35% | 62.4% | 85 | 34.12% |
|
| 4024 |
EA
4024
Elm Advisors
Burlingame,
California
| $147M | +$598K | +0.4% | 0.67% | 50.5% | 86 | 1.16% |
|
| 4025 |
NWA
4025
New World Advisors
Hingham,
Massachusetts
| $147M | +$7.9M | +6% | 4.97% | 84.1% | 24 | 20.83% |
|