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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%
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50
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250
500
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2,500
5,000
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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 4201 |
AFA
4201
Alta Fundamental Advisers
New York
| $236M | +$5.07M | +2% | 5.12% | 340% | 23 | 26.09% |
|
| 4202 |
CMP
4202
Courage Miller Partners
Norfolk,
Virginia
| $236M | +$19.2M | +9% | 4.24% | 40.3% | 74 | 5.41% |
|
| 4203 |
HJIM
4203
Henry James International Management
New York
| $236M | +$29.2M | +14% | 11.6% | 123% | 129 | 3.1% |
|
| 4204 |
WIM
4204
Warwick Investment Management
Bryan,
Texas
| $236M | -$9.27M | -4% | 6.03% | 64.3% | 89 | 33.71% |
|
| 4205 |
BHWM
4205
Bay Harbor Wealth Management
Hunt Valley,
Maryland
| $236M | +$12.5M | +6% | 5.91% | 47.9% | 209 | 30.14% |
|
| 4206 |
THL
4206
Tillman Hartley LLC
Denver,
Colorado
| $235M | +$2.88M | +1% | 3.65% | 46.6% | 78 | 5.13% |
|
| 4207 |
FCP
4207
Fidelis Capital Partners
Tampa,
Florida
| $235M | +$150M | +177% | 9.35% | 115% | 251 | 55.78% |
|
| 4208 |
GCA
4208
Gradient Capital Advisors
San Diego,
California
| $235M | +$15.1M | +7% | 8.48% | 71% | 140 | 5.71% |
|
| 4209 |
BCM
4209
Beck Capital Management
Austin,
Texas
| $235M | -$2.56M | -1% | 9.69% | 291% | 141 | 34.75% |
|
| 4210 |
SSI
4210
Scott & Selber Inc
Houston,
Texas
| $235M | +$12.5M | +6% | 8.95% | 187% | 101 | 8.91% |
|
| 4211 |
LFM
4211
LGT Fund Management
Vaduz,
Liechtenstein
| $235M | +$3.25M | +1% | 11.4% | 121% | 152 | 23.03% |
|
| 4212 |
CYG
4212
Clean Yield Group
Norwich,
Vermont
| $235M | +$1.95M | +0.8% | 3.33% | 65% | 473 | 14.38% |
|
| 4213 |
MAG
4213
Mokosak Advisory Group
Urbandale,
Iowa
| $235M | +$11.2M | +5% | 4.92% | 57.1% | 24 | 4.17% |
|
| 4214 |
DEA
4214
DoubleLine ETF Adviser
Tampa,
Florida
| $235M | +$39.8M | +20% | 13.2% | 51.6% | 208 | 13.46% |
|
| 4215 |
RAM
4215
Roanoke Asset Management
Jersey City,
New Jersey
| $234M | +$14.6M | +7% | 10.9% | 50.3% | 111 | 6.31% |
|
| 4216 |
LJHT
4216
Laurie J. Hall Trustee
| $234M | +$12.3M | +6% | 8.81% | 96% | 341 | 31.09% |
|
| 4217 |
CAM
4217
Connacht Asset Management
New York
| $234M | +$13.5M | +6% | 5.54% | 63.8% | 163 | 49.08% |
|
| 4218 |
MWM
4218
MorganRosel Wealth Management
Highlands Ranch,
Colorado
| $234M | +$17.2M | +8% | 4.27% | 67.5% | 99 | 19.19% |
|
| 4219 |
DC
4219
DeDora Capital
Napa,
California
| $234M | +$23.7M | +11% | 9.39% | 81.7% | 113 | 14.16% |
|
| 4220 |
EE
4220
EWG Elevate
Roseville,
California
| $234M | +$35.8M | +18% | 7.74% | 76% | 850 | 90.94% |
|
| 4221 |
WPWM
4221
Windward Private Wealth Management
Overland Park,
Kansas
| $234M | +$8.6M | +4% | 4.07% | 35.5% | 47 | 2.13% |
|
| 4222 |
OCM
4222
Ovata Capital Management
Hong Kong
| $234M | -$72.3M | -24% | 17.1% | 69.1% | 45 | 57.78% |
|
| 4223 |
GCM
4223
G2 Capital Management
Columbus,
Ohio
| $234M | -$38.5M | -14% | 6.48% | 48.6% | 64 | 17.19% |
|
| 4224 |
SSC
4224
Syverson Strege & Co
West Des Moines,
Iowa
| $234M | +$13.6M | +6% | 4.85% | 66.8% | 685 | 56.2% |
|
| 4225 |
MCM
4225
Mason Capital Management
New York
| $234M | -$375M | -62% | 5.04% | 18.5% | 18 | 61.11% |
|