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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
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250
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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 4101 |
WCM
4101
Weatherstone Capital Management
Denver,
Colorado
| $89.7M | -$63.4M | -41% | 4.69% | 32% | 111 | 39.64% |
|
| 4102 |
WEO
4102
William E. Oberndorf
| $89.4M | +$5.12M | +6% | 14.6% | 36.2% | 6 | 0% |
|
| 4103 |
PTCG
4103
Pring Turner Capital Group
Alamo,
California
| $89.2M | -$4.72M | -5% | 3.27% | 70.8% | 42 | 9.52% |
|
| 4104 |
FP
4104
FFL Partners
San Francisco,
California
| $89.1M | +$7.57M | +9% | 17.1% | 36.1% | 2 | 50% |
|
| 4105 |
HPC
4105
Hill Path Capital
New York
| $89M | +$5.53M | +7% | 5.16% | 5.23% | 2 | 50% |
|
| 4106 |
PP
4106
Pension Partners
New York
| $88.8M | -$20.2M | -19% | 1.68% | – | 21 | 85.71% |
|
| 4107 |
LC
4107
Lightyear Capital
New York
| $88.6M | -$32.3M | -27% | 5.05% | – | 2 | 50% |
|
| 4108 |
BA
4108
Bristol Advisors
Conshohocken,
Pennsylvania
| $88.2M | -$10.9M | -11% | 6.33% | – | 99 | 80.81% |
|
| 4109 |
SSP
4109
Sapphire Star Partners
Redmond,
Washington
| $87.8M | -$2.06M | -2% | 6.36% | 47.4% | 117 | 41.88% |
|
| 4110 |
JFGLC
4110
Johnson Financial Group LLC (Colorado)
Denver,
Colorado
| $87.8M | -$37M | -30% | 6.03% | 58.7% | 105 | 46.67% |
|
| 4111 |
RPG
4111
Risk Paradigm Group
Austin,
Texas
| $87.7M | -$3.14M | -3% | 4.55% | – | 273 | 21.61% |
|
| 4112 |
RQS
4112
Ramsey Quantitative Systems
Louisville,
Kentucky
| $87.5M | +$13.7M | +19% | 3.81% | 42% | 196 | 66.33% |
|
| 4113 |
WOA
4113
Water Oak Advisors
Winter Park,
Florida
| $87.4M | +$7.07M | +9% | 7.66% | 12.9% | 15 | 20% |
|
| 4114 |
TWS
4114
Thomas W. Smith
| $87.4M | -$4.73M | -5% | 0.45% | – | 11 | 9.09% |
|
| 4115 |
CIM
4115
Cetera Investment Management
El Segundo,
California
| $87.3M | -$46.1M | -35% | 3.87% | – | 114 | 23.68% |
|
| 4116 |
KAH
4116
Kathryn A. Hall
| $86.8M | +$3.17M | +4% | 8.19% | 95.2% | 8 | 37.5% |
|
| 4117 |
CFN
4117
Cordasco Financial Network
Naples,
Florida
| $86.8M | -$1.15M | -1% | 4.83% | 31.1% | 309 | 29.13% |
|
| 4118 |
SIA
4118
Spruce Investment Advisors
Stamford,
Connecticut
| $86.7M | -$42.1M | -33% | 4.96% | 23.5% | 47 | 19.15% |
|
| 4119 |
HS
4119
Horan Securities
Cincinnati,
United States
| $86.7M | +$5.39M | +7% | 3.49% | 50.1% | 185 | 84.32% |
|
| 4120 |
LMAM
4120
Legg Mason Asset Management
Tokyo,
Japan
| $86.7M | -$821K | -0.9% | 7.06% | – | 90 | 15.56% |
|
| 4121 |
WA
4121
WESPAC Advisors
Orinda,
California
| $86.6M | -$2.45M | -3% | 7.06% | 112% | 134 | 41.79% |
|
| 4122 |
AG
4122
Appleton Group
Appleton,
Wisconsin
| $86.6M | +$10.8M | +14% | 4.96% | 58.3% | 36 | 30.56% |
|
| 4123 |
MCAI
4123
Meritech Capital Associates III
Palo Alto,
California
| $86.3M | -$14.9M | -15% | 38.3% | 135% | 3 | 0% |
|
| 4124 |
WCM
4124
Washington Capital Management
Seattle,
Washington
| $86.2M | +$5.01M | +6% | 4.43% | 76.9% | 111 | 21.62% |
|
| 4125 |
MCMT
4125
Moon Capital Management (Tennessee)
Knoxville,
Tennessee
| $85.7M | +$21.8M | +34% | 4.04% | 15.7% | 45 | 26.67% |
|