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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 |
Avg Time Held (Qtrs) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4176 |
TF
4176
Trutina Financial
Bellevue,
Washington
| $76.7M | -$1.23M | -2% | 3.19% | 20.5% | 60 | 5% | 10 |
|
| 4177 |
NCA
4177
New Century Advisors
Chevy Chase,
Maryland
| $75.8M | -$5.45M | -7% | 5.98% | – | 38 | 26.32% | 8.7 |
|
| 4178 |
AG
4178
Appleton Group
Appleton,
Wisconsin
| $75.7M | -$7.17M | -9% | 1.84% | 58.3% | 33 | 27.27% | 3.9 |
|
| 4179 |
APTFM
4179
AGUR Provident & Training Funds Management
Tel Aviv,
Israel
| $75.7M | -$58.4M | -44% | 2.02% | – | 31 | 45.16% | 1.8 |
|
| 4180 |
FC
4180
Farley Capital
New York
| $75.7M | +$83K | +0.1% | 17.9% | 105% | 12 | 0% | 7.3 |
|
| 4181 |
PIM
4181
Partner Investment Management
San Francisco,
California
| $75.5M | +$8.01M | +12% | 0.5% | 168% | 120 | 55.83% | 2.2 |
|
| 4182 |
SCP
4182
Steamboat Capital Partners
Rye,
New York
| $75.3M | -$37.7M | -33% | 6.72% | 280% | 25 | 48% | 1.8 |
|
| 4183 |
PAPAIJV
4183
Paragon Associates & Paragon Associates II Joint Venture
Dallas,
Texas
| $75.2M | -$11.3M | -13% | 7.82% | 168% | 19 | 36.84% | 4.3 |
|
| 4184 |
DP
4184
DW Partners
New York
| $75M | -$42.1M | -36% | 9.93% | 44.5% | 6 | 16.67% | 7.8 |
|
| 4185 |
TCMV
4185
Technology Crossover Management VI
Menlo Park,
California
| $74.9M | -$6.32M | -8% | 7.78% | 25.5% | 1 | 0% | 14 |
|
| 4186 |
TCMV
4186
Technology Crossover Management V
Menlo Park,
California
| $74.9M | -$6.32M | -8% | 7.78% | 2.5% | 1 | 0% | 14 |
|
| 4187 |
BWM
4187
BigSur Wealth Management
Miami,
Florida
| $74.8M | – | – | 5.2% | 83.1% | 78 | – | 0 |
|
| 4188 |
SM
4188
Southport Management
Wilson,
Wyoming
| $74.7M | +$23.4M | +46% | 6.74% | 107% | 53 | 50.94% | 3 |
|
| 4189 |
RQS
4189
Ramsey Quantitative Systems
Louisville,
Kentucky
| $73.8M | -$16.8M | -19% | 9.5% | 42% | 184 | 59.78% | 1.5 |
|
| 4190 |
HH
4190
HWG Holdings
Houston,
Texas
| $73.8M | -$21.4M | -22% | 8.16% | – | 44 | 86.36% | 0.7 |
|
| 4191 |
SM
4191
SLS Management
New York
| $73.7M | +$15.6M | +27% | 13% | 11.3% | 17 | 64.71% | 0.9 |
|
| 4192 |
SM
4192
Sciencast Management
Princeton,
New Jersey
| $73.4M | +$39.7M | +118% | 4.6% | 72.5% | 259 | 89.19% | 0.2 |
|
| 4193 |
LWM
4193
Lyons Wealth Management
Winter Park,
Florida
| $73.3M | +$745K | +1% | 5.54% | 40.1% | 68 | 41.18% | 5.7 |
|
| 4194 |
LA
4194
Legacy Advisors
Plymouth Meeting,
Pennsylvania
| $73.2M | – | – | 5.68% | – | 210 | – | 0 |
|
| 4195 |
PFGIA
4195
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
| $73.1M | – | – | 3.18% | 87% | 757 | – | 0 |
|
| 4196 |
AS
4196
Arxis Securities
New York
| $73.1M | – | – | 8.43% | – | 57 | – | 0 |
|
| 4197 |
HJMC
4197
Hellman Jordan Management Company
Quincy,
Massachusetts
| $73M | -$25.9M | -26% | 8.89% | 203% | 54 | 33.33% | 3 |
|
| 4198 |
IT
4198
Independence Trust
Franklin,
Tennessee
| $72.9M | +$11.8M | +19% | 3.81% | 28.9% | 83 | 38.55% | 6.5 |
|
| 4199 |
4199
Cerity Partners
New York
| $72.7M | – | – | 4.13% | 81% | 49 | – | 0 |
|
| 4200 |
HCM
4200
HGI Capital Management
New York
| $72.1M | +$11.6M | +19% | 0.81% | 47% | 31 | 51.61% | 1.7 |
|