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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4201 |
LI
4201
LHM Inc
Sandy,
Utah
| $318M | +$80.8M | +34% | 8.65% | – | 19 | 15.79% | 0.5 |
|
| 4202 |
4202
Buck Wealth Strategies
Denver,
Colorado
| $318M | -$21M | -6% | 5.12% | 48.4% | 69 | 2.9% | 0.8 |
|
| 4203 |
RA
4203
Rovida Advisors
Fort Lauderdale,
Florida
| $318M | +$37.3M | +13% | 8.99% | 24.8% | 29 | 41.38% | 1.4 |
|
| 4204 |
4204
Princeton Capital Management
Red Bank,
New Jersey
| $317M | +$10.7M | +3% | 0.9% | 206% | 126 | 17.46% | 4.1 |
|
| 4205 |
4205
ADW Capital Management
Miami Beach,
Florida
| $317M | -$146M | -32% | 2.01% | 78.2% | 6 | 0% | 4.3 |
|
| 4206 |
4206
Steamboat Capital Partners
Rye,
New York
| $317M | +$44.8M | +16% | 17.2% | 280% | 52 | 26.92% | 1.7 |
|
| 4207 |
4207
MBM Wealth Consultants
Chesterfield,
Missouri
| $317M | +$24M | +8% | 4.85% | 57.1% | 111 | 10.81% | 3.4 |
|
| 4208 |
4208
Financial Insights
Tacoma,
Washington
| $317M | -$43.3M | -12% | 6.05% | 82.1% | 163 | 15.34% | 2.8 |
|
| 4209 |
4209
Buckhead Capital Management
Atlanta,
Georgia
| $316M | +$21M | +7% | 8.84% | 67.6% | 130 | 12.31% | 4.9 |
|
| 4210 |
4210
Keeler Thomas Management
Orem,
Utah
| $316M | +$22.7M | +8% | 6.44% | 52.1% | 68 | 2.94% | 2.3 |
|
| 4211 |
PCR
4211
Potrero Capital Research
San Francisco,
California
| $316M | +$81.6M | +35% | 2.91% | 226% | 42 | 50% | 0.7 |
|
| 4212 |
E
4212
ETFidea
Syracuse,
New York
| $316M | +$20.4M | +7% | 6.69% | 22.7% | 115 | 5.22% | 2.3 |
|
| 4213 |
4213
PCJ Investment Counsel
Toronto,
Ontario, Canada
| $316M | +$74.8M | +31% | 17% | 164% | 86 | 33.72% | 2.7 |
|
| 4214 |
4214
DecisionPoint Financial
Mesa,
Arizona
| $316M | +$17.7M | +6% | 6.99% | 48% | 243 | 2.06% | 1.3 |
|
| 4215 |
4215
Clean Yield Group
Norwich,
Vermont
| $316M | +$47.9M | +18% | 10.8% | 80.7% | 492 | 29.07% | 3.4 |
|
| 4216 |
LJHT
4216
Laurie J. Hall Trustee
| $316M | +$28.4M | +10% | 6.68% | 105% | 267 | 9.36% | 6.6 |
|
| 4217 |
4217
Prosperity Planning
Kansas City,
Missouri
| $316M | +$23M | +8% | 6.49% | 43.5% | 107 | 26.17% | 2.6 |
|
| 4218 |
4218
Caligan Partners
New York
| $315M | -$113M | -26% | 17.4% | 2,628% | 13 | 7.69% | 1.1 |
|
| 4219 |
4219
Weaver Consulting Group
Huntington Beach,
California
| $315M | +$28.1M | +10% | 4.5% | 56.4% | 225 | 9.78% | 3.1 |
|
| 4220 |
SC
4220
Steph & Co
Marinette,
Wisconsin
| $314M | +$20.9M | +7% | 6.47% | 61.6% | 306 | 18.3% | 2.7 |
|
| 4221 |
4221
ValueWorks
New York
| $314M | -$7.74M | -2% | 2.79% | 190% | 35 | 8.57% | 5.2 |
|
| 4222 |
4222
Strategic Financial Concepts
San Antonio,
Texas
| $314M | +$142M | +83% | 6.87% | 56.8% | 774 | 68.99% | 0.8 |
|
| 4223 |
4223
SWS Partners
Columbus,
Ohio
| $314M | -$20.6M | -6% | 7.57% | 127% | 314 | 64.33% | 2.3 |
|
| 4224 |
HCM
4224
Hudson Capital Management
Ramsey,
New Jersey
| $314M | +$16M | +5% | 8.03% | 66.8% | 69 | 10.14% | 3.7 |
|
| 4225 |
QCI
4225
Quaker Capital Investments
Mount Lebanon,
Pennsylvania
| $313M | +$9.9M | +3% | 12.1% | 107% | 18 | 27.78% | 2.5 |
|