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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%
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50
100
250
500
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2,500
5,000
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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 4076 |
EVC
4076
Eidelman Virant Capital
Saint Louis,
Missouri
| $142M | +$8.79M | +7% | 11.2% | 46.2% | 107 | 23.36% |
|
| 4077 |
LBC
4077
Lawrence B. Cohen
| $142M | +$13.3M | +10% | 12.8% | 41.8% | 70 | 5.71% |
|
| 4078 |
NGA
4078
New Generation Advisors
Manchester,
Massachusetts
| $142M | +$3.83M | +3% | 0.41% | 45.1% | 33 | 18.18% |
|
| 4079 |
PP
4079
Parplus Partners
New York
| $142M | -$329M | -70% | 13% | – | 1 | 0% |
|
| 4080 |
1NWS
4080
1 North Wealth Services
Annapolis,
Maryland
| $142M | +$22.1M | +18% | 7.85% | – | 355 | 18.03% |
|
| 4081 |
HM
4081
HCSF Management
San Francisco,
California
| $142M | -$5.15M | -4% | 7.3% | 58.8% | 12 | 8.33% |
|
| 4082 |
AGPM
4082
ASA Gold & Precious Metals
Portland,
Maine
| $142M | -$1.39M | -1% | 7.48% | 7.34% | 16 | 12.5% |
|
| 4083 |
OBWP
4083
O'Brien Wealth Partners
Waltham,
Massachusetts
| $141M | -$4.63M | -3% | 11.4% | 56.7% | 45 | 20% |
|
| 4084 |
SPIO
4084
Seven Post Investment Office
San Francisco,
California
| $141M | +$12.8M | +10% | 22% | 52.6% | 24 | 20.83% |
|
| 4085 |
PCC
4085
Park Circle Company
Baltimore,
Maryland
| $141M | +$18.8M | +15% | 9.89% | 70.5% | 80 | 17.5% |
|
| 4086 |
NWA
4086
New World Advisors
Hingham,
Massachusetts
| $141M | +$20.9M | +17% | 18.4% | 84.1% | 132 | 91.67% |
|
| 4087 |
SCA
4087
Sander Capital Advisors
Seattle,
Washington
| $141M | +$32.6M | +30% | 20.4% | 68.8% | 13 | 46.15% |
|
| 4088 |
AB
4088
Atlas Brown
Louisville,
Kentucky
| $141M | +$11.5M | +9% | 12.8% | 102% | 151 | 9.93% |
|
| 4089 |
YCM
4089
Yost Capital Management
Houston,
Texas
| $141M | +$8.27M | +6% | 15.2% | 125% | 11 | 27.27% |
|
| 4090 |
HFS
4090
Howard Financial Services
Dallas,
Texas
| $141M | +$10.8M | +8% | 13.2% | 50.2% | 119 | 15.97% |
|
| 4091 |
CPA
4091
Clear Perspective Advisors
Aurora,
Illinois
| $141M | +$20.7M | +17% | 11.4% | 88.5% | 148 | 17.57% |
|
| 4092 |
AA
4092
Antipodean Advisors
New York
| $141M | +$88M | +167% | 42.3% | 67.8% | 11 | 54.55% |
|
| 4093 |
UWM
4093
USAdvisors Wealth Management
Eden Prairie,
Minnesota
| $141M | +$18.3M | +15% | 7.91% | 55% | 51 | 21.57% |
|
| 4094 |
SC
4094
Steginsky Capital
Port Washington,
New York
| $141M | +$13.3M | +10% | 9.31% | 115% | 8 | 0% |
|
| 4095 |
ACM
4095
Alethea Capital Management
Mercer Island,
Washington
| $140M | +$71.8M | +104% | 52.7% | 275% | 96 | 61.46% |
|
| 4096 |
MA
4096
Menlo Advisors
Menlo Park,
California
| $140M | +$11.8M | +9% | 7.51% | 81.9% | 41 | 14.63% |
|
| 4097 |
ODIJL
4097
One Day In July LLC
Burlington,
Vermont
| $140M | +$27.2M | +24% | 8.65% | 43.1% | 33 | 9.09% |
|
| 4098 |
CI
4098
Centerstone Investors
New York
| $140M | +$30.4M | +28% | 14.9% | 73.7% | 29 | 3.45% |
|
| 4099 |
FA
4099
Financial Advantage
Columbia,
Maryland
| $140M | +$17.8M | +15% | 15.3% | 24.3% | 111 | 10.81% |
|
| 4100 |
AC
4100
Almitas Capital
Santa Monica,
California
| $140M | -$8.43M | -6% | 10.6% | 86.1% | 97 | 50.52% |
|