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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%
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 | |
|---|---|---|---|---|---|---|---|---|---|
| 4151 |
ACL
4151
APEIRON Capital Ltd
Hong Kong
| $233M | +$25.2M | +12% | 4.19% | 487% | 10 | 20% |
|
| 4152 |
W
4152
WealthOne
Albany,
New York
| $233M | +$25.4M | +12% | 4.06% | 23.4% | 132 | 27.27% |
|
| 4153 |
FFG
4153
Ford Financial Group
Fresno,
California
| $233M | +$20.6M | +10% | 5.66% | 47.7% | 106 | 13.21% |
|
| 4154 |
MWM
4154
Mascoma Wealth Management
Hanover,
New Hampshire
| $232M | +$32.4M | +16% | 3.69% | 40% | 474 | 80.59% |
|
| 4155 |
KXA
4155
KPCB XV Associates
Menlo Park,
California
| $232M | -$655K | -0.3% | 91% | – | 4 | 0% |
|
| 4156 |
ST
4156
Somerset Trust
Somerset,
Pennsylvania
| $232M | +$12.3M | +6% | 6.49% | 69.7% | 130 | 7.69% |
|
| 4157 |
T
4157
Tinicum
New York
| $232M | +$17.9M | +8% | 12.6% | 21.1% | 2 | 0% |
|
| 4158 |
CFA
4158
CWS Financial Advisors
Kalamazoo,
Michigan
| $232M | +$60M | +35% | 4.4% | 47.7% | 147 | 11.56% |
|
| 4159 |
CAWM
4159
Capital Advisors Wealth Management
Yakima,
Washington
| $232M | – | – | 3.58% | 63.8% | 90 | – |
|
| 4160 |
MFT
4160
Moisand Fitzgerald Tamayo
Orlando,
Florida
| $232M | +$9.65M | +4% | 7.73% | 48.1% | 414 | 21.5% |
|
| 4161 |
WA
4161
WP Advisors
San Francisco,
California
| $231M | +$24.4M | +12% | 7.63% | 95.5% | 103 | 22.33% |
|
| 4162 |
OC
4162
Oarsman Capital
Milwaukee,
Wisconsin
| $231M | -$26.3M | -10% | 8.59% | 70.6% | 200 | 12.5% |
|
| 4163 |
PFG
4163
Piershale Financial Group
Barrington,
Illinois
| $231M | +$22.9M | +11% | 11.9% | 82% | 40 | 60% |
|
| 4164 |
NC
4164
Nokomis Capital
Dallas,
Texas
| $231M | +$2.76M | +1% | 19.8% | 145% | 51 | 60.78% |
|
| 4165 |
CSUI
4165
Cincinnati Specialty Underwriters Insurance
Fairfield,
Ohio
| $231M | +$14.3M | +7% | 6.06% | 115% | 38 | 2.63% |
|
| 4166 |
PC
4166
PhiloSmith Capital
Stamford,
Connecticut
| $231M | +$22M | +11% | 9.34% | 54% | 33 | 6.06% |
|
| 4167 |
WCM
4167
Whitener Capital Management
Rocky Mount,
North Carolina
| $231M | +$12.2M | +6% | 5.01% | 98.5% | 134 | 5.22% |
|
| 4168 |
HI
4168
Helikon Investments
London,
United Kingdom
| $231M | +$76.1M | +49% | 8.43% | 282% | 5 | 60% |
|
| 4169 |
CCM
4169
Callodine Capital Management
Boston,
Massachusetts
| $230M | +$23.8M | +11% | 11% | 53.8% | 42 | 23.81% |
|
| 4170 |
BGC
4170
Birch Grove Capital
New York
| $230M | +$38.7M | +20% | 2.62% | 2.66% | 55 | 27.27% |
|
| 4171 |
OFA
4171
Oak Family Advisors
Chicago,
Illinois
| $230M | +$37.1M | +19% | 5.53% | 83.5% | 106 | 24.53% |
|
| 4172 |
CMP
4172
Courage Miller Partners
Norfolk,
Virginia
| $230M | +$12.7M | +6% | 4.78% | 40.3% | 85 | 10.59% |
|
| 4173 |
RAM
4173
Roanoke Asset Management
Jersey City,
New Jersey
| $230M | +$18.9M | +9% | 8.77% | 50.3% | 106 | 11.32% |
|
| 4174 |
NRI
4174
NFP Retirement Inc
Aliso Viejo,
California
| $230M | +$68.3M | +42% | 3.46% | 46.7% | 128 | 13.28% |
|
| 4175 |
DA
4175
DCF Advisers
Greenwich,
Connecticut
| $230M | -$12.3M | -5% | 7.16% | 372% | 122 | 41.8% |
|