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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4001 |
PMAM
4001
Penn Mutual Asset Management
Conshohocken,
Pennsylvania
| $148M | +$46.9M | +46% | 1.53% | 28.7% | 27 | 33.33% | 0.7 |
|
| 4002 |
LF
4002
Lantz Financial
Naperville,
Illinois
| $148M | +$462K | +0.3% | 1.33% | 74.3% | 130 | 6.15% | 0.5 |
|
| 4003 |
MC
4003
Miramar Capital
Northbrook,
Illinois
| $148M | +$6.93M | +5% | 4.93% | 47.3% | 64 | 14.06% | 0.7 |
|
| 4004 |
SVI
4004
Strategic Vision Investment
Hong Kong
| $148M | -$77.4M | -34% | 2.79% | 95.6% | 19 | 57.89% | 0.3 |
|
| 4005 |
CC
4005
Cowbird Capital
New York
| $148M | +$28.4M | +24% | 8.79% | 21.3% | 17 | 58.82% | 0.3 |
|
| 4006 |
GCGDR
4006
Geo Capital Gestora de Recursos
S?o Paulo,
Brazil
| $148M | +$10.7M | +8% | 0.87% | 30.7% | 22 | 54.55% | 0.5 |
|
| 4007 |
WPW
4007
Winthrop Partners - WNY
Buffalo,
New York
| $148M | +$14.5M | +11% | 1.66% | – | 307 | 31.92% | 1.1 |
|
| 4008 |
OCP
4008
Oakcliff Capital Partners
New York
| $148M | +$12.1M | +9% | 6.18% | 133% | 12 | 25% | 1.6 |
|
| 4009 |
4009
MinichMacGregor Wealth Management
Saratoga Springs,
New York
| $148M | +$4.72M | +3% | 1.79% | 130% | 54 | 18.52% | 1 |
|
| 4010 |
AW
4010
Alpha Windward
Westwood,
Massachusetts
| $148M | -$8.03M | -5% | 2.68% | 33.6% | 426 | 13.62% | 3 |
|
| 4011 |
GWM
4011
Graybill Wealth Management
Elmhurst,
Illinois
| $148M | +$2.02M | +1% | 0.91% | – | 57 | 15.79% | 3.2 |
|
| 4012 |
MCC
4012
Malaga Cove Capital
Pv Estates,
California
| $148M | -$7.45M | -5% | 1.38% | 88.1% | 174 | 24.71% | 1.5 |
|
| 4013 |
GFM
4013
Gramercy Funds Management
Greenwich,
Connecticut
| $148M | -$47.5M | -24% | 16.5% | 87.6% | 18 | 22.22% | 1 |
|
| 4014 |
4014
Mitchell McLeod Pugh & Williams
Mobile,
Alabama
| $148M | +$1.74M | +1% | 2.57% | 90.7% | 177 | 5.08% | 3.8 |
|
| 4015 |
YCM
4015
Yaupon Capital Management
New York
| $148M | -$199M | -57% | 4.94% | 122% | 62 | 72.58% | 0.2 |
|
| 4016 |
SCG
4016
Sonata Capital Group
Seattle,
Washington
| $148M | +$3.12M | +2% | 0.68% | 57.4% | 112 | 10.71% | 3.4 |
|
| 4017 |
CCM
4017
Cloverdale Capital Management
Dallas,
Texas
| $148M | +$1.92M | +1% | 2.1% | 20.8% | 21 | 61.9% | 0.5 |
|
| 4018 |
ONST
4018
Old North State Trust
Greensboro,
North Carolina
| $148M | +$9.5M | +7% | 2.25% | – | 401 | 16.71% | 0.9 |
|
| 4019 |
KCM
4019
Kempner Capital Management
Galveston,
Texas
| $147M | -$5.43M | -4% | 0.84% | 60.9% | 52 | 13.46% | 3.8 |
|
| 4020 |
FF
4020
Fluent Financial
Dallas,
Texas
| $147M | +$13.2M | +10% | 1.46% | 46.9% | 60 | 25% | 1 |
|
| 4021 |
V
4021
ValueWorks
New York
| $147M | -$4.33M | -3% | 1.8% | 190% | 34 | 11.76% | 2.5 |
|
| 4022 |
LIC
4022
Laurus Investment Counsel
Toronto,
Canada
| $147M | +$5.75M | +4% | 1.29% | 14.1% | 31 | 6.45% | 1.4 |
|
| 4023 |
4023
Bay Colony Advisors
Concord,
Massachusetts
| $147M | -$8.47M | -5% | 1.99% | 91.8% | 275 | 31.64% | 0.7 |
|
| 4024 |
TW
4024
Towerpoint Wealth
Sacramento,
California
| $147M | +$4.56M | +3% | 0.35% | 67.7% | 85 | 34.12% | 0.8 |
|
| 4025 |
EA
4025
Elm Advisors
Burlingame,
California
| $147M | +$598K | +0.4% | 0.67% | 50.5% | 86 | 1.16% | 4.6 |
|