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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4126 |
4126
Boltwood Capital Management
Walnut Creek,
California
| $248M | +$7.18M | +3% | 0.8% | 63% | 153 | 3.27% | 4.7 |
|
| 4127 |
4127
HGI Capital Management
New York
| $248M | -$39.3M | -14% | 0.57% | 47% | 87 | 43.68% | 0.9 |
|
| 4128 |
HA
4128
HYA Advisors
Springfield,
Missouri
| $248M | +$8.88M | +4% | 0.17% | – | 157 | 9.55% | 1.3 |
|
| 4129 |
OCM
4129
Ogborne Capital Management
San Francisco,
California
| $247M | -$284M | -53% | 0.95% | 251% | 11 | 45.45% | 1.3 |
|
| 4130 |
4130
VR Advisory Services
Camana Bay, Grand Cayman,
Cayman Islands
| $247M | -$2.59M | -1% | 1.49% | 89.7% | 75 | 32% | 1.1 |
|
| 4131 |
4131
Tealwood Asset Management
Minneapolis,
Minnesota
| $247M | – | – | 3.76% | 128% | 131 | – | 2.2 |
|
| 4132 |
4132
Uncommon Cents Investing
Janesville,
Wisconsin
| $247M | -$2.87M | -1% | 1.47% | 91.4% | 135 | 3.7% | 2.6 |
|
| 4133 |
4133
Old Mission Investment Co
Traverse City,
Michigan
| $247M | +$3.44M | +1% | 0.66% | 82% | 109 | 5.5% | 1.4 |
|
| 4134 |
SAM
4134
Security Asset Management
New York
| $247M | -$6.58M | -3% | 1.65% | 67.4% | 85 | 0% | 4.4 |
|
| 4135 |
ETI
4135
Enterprise Trust & Investment
Los Gatos,
California
| $247M | +$2.74M | +1% | 0.26% | 58.6% | 222 | 13.51% | 1.6 |
|
| 4136 |
4136
Oarsman Capital
Milwaukee,
Wisconsin
| $247M | -$4.65M | -2% | 0.79% | 70.6% | 202 | 7.43% | 3.6 |
|
| 4137 |
4137
Physicians Financial Services
Raleigh,
North Carolina
| $247M | +$3.03M | +1% | 1.4% | 100% | 117 | 6.84% | 4.1 |
|
| 4138 |
GA
4138
GRS Advisors
Chicago,
Illinois
| $247M | +$89.6M | +57% | 3.19% | 54.3% | 37 | 54.05% | 0.5 |
|
| 4139 |
4139
High Probability Advisors
Pittsford,
New York
| $247M | +$10.1M | +4% | 0.54% | 52.6% | 39 | 0% | 0.6 |
|
| 4140 |
SSI
4140
Scott & Selber Inc
Houston,
Texas
| $247M | -$14.1M | -5% | 0.27% | 202% | 113 | 18.58% | 2.5 |
|
| 4141 |
4141
Marvin & Palmer Associates
Wilmington,
Delaware
| $247M | +$2.06M | +0.8% | 5.33% | 392% | 35 | 45.71% | 1 |
|
| 4142 |
MCL
4142
MIK Capital LP
New York
| $247M | +$49.5M | +25% | 0.63% | – | 64 | 79.69% | 0.1 |
|
| 4143 |
APW
4143
Aurora Private Wealth
Rockaway,
New Jersey
| $246M | -$3.26M | -1% | 0% | – | 241 | 28.22% | 1 |
|
| 4144 |
4144
Blankinship & Foster
Solana Beach,
California
| $246M | -$5.39M | -2% | 1.27% | 67.1% | 52 | 1.92% | 3.1 |
|
| 4145 |
4145
Childress Capital Advisors
Houston,
Texas
| $246M | +$26.3M | +12% | 1.08% | 107% | 190 | 22.11% | 0.5 |
|
| 4146 |
4146
Arjuna Capital
Durham,
North Carolina
| $246M | +$14.7M | +6% | 1.28% | 105% | 138 | 32.61% | 1.7 |
|
| 4147 |
4147
Weybosset Research & Management
Province,
Rhode Island
| $246M | -$53K | -0% | 0.29% | 74.8% | 55 | 12.73% | 3.8 |
|
| 4148 |
4148
Windward Private Wealth Management
Overland Park,
Kansas
| $246M | +$2.13M | +0.9% | 1.05% | 35.5% | 45 | 0% | 0.7 |
|
| 4149 |
4149
Selkirk Management
Chatham,
New Jersey
| $246M | -$29.6M | -11% | 8.8% | 245% | 17 | 0% | 4.7 |
|
| 4150 |
4150
NFP Retirement Inc
Aliso Viejo,
California
| $246M | -$13.6M | -5% | 1.13% | 46.7% | 144 | 10.42% | 1.2 |
|