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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4151 |
4151
Cannon Financial Strategists
Athens,
Georgia
| $252M | +$18.8M | +8% | 5.38% | 56.7% | 61 | 3.28% | 1.7 |
|
| 4152 |
4152
Pathway Capital Management
Irvine,
California
| $252M | +$234M | +1,295% | 15.3% | 629% | 22 | 77.27% | 0.1 |
|
| 4153 |
4153
Oarsman Capital
Milwaukee,
Wisconsin
| $252M | +$20.6M | +9% | 6.63% | 70.6% | 200 | 8.5% | 3.5 |
|
| 4154 |
4154
Blankinship & Foster
Solana Beach,
California
| $252M | +$11.2M | +5% | 5.99% | 67.1% | 57 | 12.28% | 2.9 |
|
| 4155 |
4155
INCA Investments
Miami,
Florida
| $252M | +$10.6M | +4% | 3.75% | 128% | 8 | 12.5% | 5.2 |
|
| 4156 |
4156
Riverpark Capital Management
New York
| $251M | +$28.4M | +13% | 14.2% | 152% | 39 | 0% | 3.2 |
|
| 4157 |
4157
Whitener Capital Management
Rocky Mount,
North Carolina
| $251M | +$20.4M | +9% | 7.97% | 113% | 140 | 6.43% | 2.7 |
|
| 4158 |
4158
Fairhaven Wealth Management
Oak Brook,
Illinois
| $251M | +$12.5M | +5% | 6.04% | – | 121 | 5.79% | 1.5 |
|
| 4159 |
JAMH
4159
Junson Asset Management (HK)
Hong Kong
| $251M | +$11.2M | +5% | 4.02% | – | 60 | 65% | 0.3 |
|
| 4160 |
4160
CWS Financial Advisors
Kalamazoo,
Michigan
| $251M | +$18.8M | +8% | 6.48% | 55.7% | 148 | 6.76% | 1.2 |
|
| 4161 |
4161
Lapides Asset Management
Greenwich,
Connecticut
| $251M | +$11.7M | +5% | 5.94% | 63% | 85 | 18.82% | 2.5 |
|
| 4162 |
4162
Kerntke Otto McGlone Wealth Management Group
Appleton,
Wisconsin
| $251M | +$60M | +31% | 4.82% | 64.9% | 140 | 12.86% | 1.1 |
|
| 4163 |
4163
NWK Group
San Francisco,
California
| $251M | +$21.3M | +9% | 11.1% | 268% | 184 | 55.43% | 1.1 |
|
| 4164 |
4164
FNY Investment Advisers
New York
| $251M | -$17.8M | -7% | 3.4% | 386% | 1,135 | 58.59% | 0.3 |
|
| 4165 |
HCIA
4165
Hochman Cole Investment Advisors
Deerfield,
Illinois
| $250M | +$12.2M | +5% | 6.65% | 42.7% | 133 | 11.28% | 3.1 |
|
| 4166 |
4166
Norman Fields Gottscho Capital Management
New York
| $250M | +$20.7M | +9% | 8.42% | 96.9% | 72 | 6.94% | 3.7 |
|
| 4167 |
4167
Acuta Capital Partners
Redwood City,
California
| $250M | -$27.1M | -10% | 18.3% | 7,269% | 52 | 38.46% | 0.8 |
|
| 4168 |
4168
Uncommon Cents Investing
Janesville,
Wisconsin
| $250M | +$16.9M | +7% | 5.49% | 91.4% | 132 | 3.03% | 2.4 |
|
| 4169 |
4169
Albar Capital
London,
United Kingdom
| $250M | -$19.4M | -7% | 8.61% | 163% | 36 | 75% | 0.2 |
|
| 4170 |
ARG
4170
Advisory Resource Group
Tulsa,
Oklahoma
| $250M | +$35.9M | +17% | 6.16% | 66.5% | 143 | 27.27% | 1.1 |
|
| 4171 |
4171
VR Advisory Services
Camana Bay, Grand Cayman,
Cayman Islands
| $250M | +$43.3M | +21% | 10.8% | 89.7% | 76 | 40.79% | 0.8 |
|
| 4172 |
4172
Steginsky Capital
Port Washington,
New York
| $250M | +$34.7M | +16% | 11.6% | 99.4% | 8 | 0% | 4.4 |
|
| 4173 |
APW
4173
Aurora Private Wealth
Rockaway,
New Jersey
| $250M | +$8.53M | +4% | 6.24% | – | 242 | 29.34% | 1 |
|
| 4174 |
4174
Soapstone Management
Bethesda,
Maryland
| $249M | +$24.4M | +11% | 3.36% | 30.3% | 21 | 14.29% | 1.6 |
|
| 4175 |
4175
Analog Century Management
New York
| $249M | +$3.12M | +1% | 9.56% | 785% | 23 | 17.39% | 0.5 |
|