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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4176 |
PHAM
4176
Portland Hill Asset Management
London,
United Kingdom
| $137M | -$2.99M | -2% | 1.75% | 30.2% | 19 | 0% | 2.3 |
|
| 4177 |
SL
4177
SOF Ltd
George Town,
Cayman Islands
| $137M | +$14.4M | +12% | 11.8% | 42.3% | 1 | 0% | 2.5 |
|
| 4178 |
MSA
4178
Marino Stram & Associates
Braintree,
Massachusetts
| $137M | -$2.1M | -2% | 3.07% | 63.6% | 656 | 87.2% | 1.4 |
|
| 4179 |
SCM
4179
Smith Capital Management
Little Rock,
Arkansas
| $136M | +$8.68M | +7% | 2.98% | – | 84 | 9.52% | 0.4 |
|
| 4180 |
SCC
4180
Steel Canyon Capital
Phoenix,
Arizona
| $136M | +$6.99M | +5% | 8.41% | 62.8% | 23 | 21.74% | 0.9 |
|
| 4181 |
FVWA
4181
Foster Victor Wealth Advisors
Greenville,
South Carolina
| $136M | +$7.77M | +6% | 2.76% | 68.9% | 114 | 28.95% | 0.4 |
|
| 4182 |
NCM
4182
Niemann Capital Management
Stateline,
Nevada
| $136M | -$13.3M | -9% | 6.29% | 103% | 25 | 76% | 0.1 |
|
| 4183 |
AWM
4183
Avondale Wealth Management
West Lake Hills,
Texas
| $136M | +$5.91M | +5% | 2.27% | 83.8% | 120 | 9.17% | 1.2 |
|
| 4184 |
AGA
4184
Arkos Global Advisors
Houston,
Texas
| $136M | +$2.72M | +2% | 2.77% | 43.6% | 56 | 17.86% | 0.5 |
|
| 4185 |
CCG
4185
Ceeto Capital Group
Coral Gables,
Florida
| $136M | -$346K | -0.3% | 3.02% | 94.4% | 144 | 16.67% | 1.4 |
|
| 4186 |
EW
4186
Emerson Wealth
Bloomfield Hills,
Michigan
| $136M | +$4.86M | +4% | 2.23% | 18.1% | 35 | 48.57% | 0.4 |
|
| 4187 |
PIM
4187
Profit Investment Management
North Bethesda,
Maryland
| $136M | +$4.81M | +4% | 4.78% | 101% | 73 | 1.37% | 4.3 |
|
| 4188 |
OCP
4188
Oakcliff Capital Partners
New York
| $136M | -$2.01M | -1% | 6.28% | 133% | 10 | 0% | 1.7 |
|
| 4189 |
RC
4189
RV Capital
Schindellegi,
Switzerland
| $136M | +$9.14M | +7% | 7.83% | 250% | 4 | 0% | 0.5 |
|
| 4190 |
BCFA
4190
BP Capital Fund Advisors
Dallas,
Texas
| $136M | -$23.1M | -15% | 4.16% | 17.9% | 55 | 34.55% | 1.6 |
|
| 4191 |
BAM
4191
Boyar Asset Management
New York
| $135M | +$2.42M | +2% | 5.47% | 75.5% | 75 | 8% | 4.2 |
|
| 4192 |
OFG
4192
Omega Financial Group
Santa Barbara,
California
| $135M | -$230K | -0.2% | 2.11% | 45.2% | 63 | 3.17% | 0.5 |
|
| 4193 |
LFWA
4193
LBJ Family Wealth Advisors
Austin,
Texas
| $135M | -$42.5M | -24% | 3.18% | 64.9% | 19 | 0% | 4.1 |
|
| 4194 |
WSL
4194
Western Standard LLC
Los Angeles,
California
| $135M | +$22.6M | +20% | 7.05% | 83.7% | 50 | 42% | 1 |
|
| 4195 |
CRCM
4195
Crystal Rock Capital Management
Bannockburn,
Illinois
| $135M | +$129K | +0.1% | 6.39% | 172% | 37 | 24.32% | 2.1 |
|
| 4196 |
CF
4196
Corrigan Financial
Middletown,
Rhode Island
| $135M | -$2.18M | -2% | 2.76% | 9.54% | 78 | 19.23% | 2.2 |
|
| 4197 |
IAM
4197
ICM Asset Management
Spokane,
Washington
| $135M | +$4.71M | +4% | 3.63% | 58.9% | 39 | 5.13% | 2.4 |
|
| 4198 |
ICM
4198
IMS Capital Management
Portland,
Oregon
| $135M | +$12.4M | +10% | 8.8% | 119% | 123 | 6.5% | 3.2 |
|
| 4199 |
GAAM
4199
Guinness Atkinson Asset Management
Pasadena,
California
| $135M | +$1.34M | +1% | 3.44% | 132% | 65 | 6.15% | 3.6 |
|
| 4200 |
NEGWA
4200
New England Guild Wealth Advisors
Avon,
Connecticut
| $135M | +$2.47M | +2% | 2.13% | 6.04% | 55 | 9.09% | 1.3 |
|