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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4076 |
RC
4076
Raine Capital
New York
| $123M | -$20.9M | -15% | 1.38% | 119% | 16 | 12.5% | 1.5 |
|
| 4077 |
AC
4077
Addison Capital
Conshohocken,
Pennsylvania
| $123M | -$3.43M | -3% | 1.83% | 59.7% | 124 | 19.35% | 2.4 |
|
| 4078 |
MS
4078
Marshall & Sullivan
Seattle,
Washington
| $123M | -$2.02M | -2% | 0.25% | 82% | 45 | 8.89% | 3.4 |
|
| 4079 |
DDC
4079
Daniel Devine & Co
Parkland,
Florida
| $123M | -$15.1M | -11% | 0.69% | 34.2% | 55 | 20% | 2.4 |
|
| 4080 |
CSUI
4080
Cincinnati Specialty Underwriters Insurance
Fairfield,
Ohio
| $123M | +$3.5M | +3% | 2.28% | 115% | 33 | 9.09% | 3.2 |
|
| 4081 |
EM
4081
Excalibur Management
Waltham,
Massachusetts
| $123M | +$3.92M | +3% | 4.26% | 81.7% | 82 | 12.2% | 3 |
|
| 4082 |
DC
4082
DeDora Capital
Napa,
California
| $123M | +$2.25M | +2% | 0.38% | 81.7% | 93 | 9.68% | 0.2 |
|
| 4083 |
CIP
4083
Capital Insight Partners
Scottsdale,
Arizona
| $123M | -$5.12M | -4% | 1.35% | 51.7% | 84 | 10.71% | 1.6 |
|
| 4084 |
APG
4084
Abacus Planning Group
Columbia,
South Carolina
| $123M | +$24M | +24% | 1.99% | 59.1% | 140 | 21.43% | 0.2 |
|
| 4085 |
WPA
4085
Winning Points Advisors
Boca Raton,
Florida
| $123M | -$285K | -0.2% | 1.84% | – | 74 | 5.41% | 1.1 |
|
| 4086 |
CRA
4086
Circle Road Advisors
New York
| $122M | -$571K | -0.5% | 0.3% | – | 27 | 48.15% | 0.2 |
|
| 4087 |
DE
4087
Day & Ennis
Macon,
Georgia
| $122M | -$192K | -0.2% | 1.95% | 15.2% | 82 | 9.76% | 1.8 |
|
| 4088 |
EWM
4088
Elite Wealth Management
Kirkland,
Washington
| $122M | +$3.29M | +3% | 6.27% | 142% | 62 | 12.9% | 2.1 |
|
| 4089 |
HI
4089
Harrington Investments
Napa,
California
| $122M | +$1.98M | +2% | 0.77% | 109% | 157 | 47.13% | 0.2 |
|
| 4090 |
RFWA
4090
RPg Family Wealth Advisory
Burlington,
Massachusetts
| $122M | +$3.76M | +3% | 1.4% | 117% | 305 | 33.77% | 1.2 |
|
| 4091 |
AWM
4091
Avondale Wealth Management
West Lake Hills,
Texas
| $122M | +$7.66M | +7% | 1.24% | 83.8% | 122 | 21.31% | 0.2 |
|
| 4092 |
SI
4092
SimpliFi Inc
San Diego,
California
| $122M | +$1.56M | +1% | 0.9% | 26.7% | 14 | 0% | 0.3 |
|
| 4093 |
JFGLC
4093
Johnson Financial Group LLC (Colorado)
Denver,
Colorado
| $122M | -$11.2M | -8% | 1.4% | 58.7% | 93 | 39.78% | 0.8 |
|
| 4094 |
CC
4094
Cassaday & Co
Mclean,
Virginia
| $122M | +$10.7M | +10% | 1.46% | 62.5% | 34 | 14.71% | 2.1 |
|
| 4095 |
GP
4095
Geneva Partners
Lake Geneva,
Wisconsin
| $122M | -$12.1M | -9% | 1.35% | 401% | 93 | 27.96% | 1.3 |
|
| 4096 |
GECH
4096
Garnet Equity Capital Holdings
New York
| $122M | -$3.38M | -3% | 0.91% | 302% | 32 | 40.63% | 1.3 |
|
| 4097 |
IC
4097
Investment Counsel
Petoskey,
Michigan
| $122M | -$5.01M | -4% | 2.67% | 50.1% | 57 | 7.02% | 2.1 |
|
| 4098 |
II
4098
Ibex Investors
Denver,
Colorado
| $121M | -$50.9M | -30% | 9.1% | 16.6% | 316 | 87.34% | 0.1 |
|
| 4099 |
AIA
4099
Allied Investment Advisors
Billings,
Montana
| $121M | +$2.76M | +2% | 3.44% | 68.4% | 53 | 18.87% | 0.2 |
|
| 4100 |
PK
4100
Pflug Koory
Omaha,
Nebraska
| $121M | -$5.19M | -4% | 2.78% | – | 431 | 11.6% | 1.1 |
|