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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4326 |
4326
Midwest Professional Planners Ltd (MPPL)
Wausau,
Wisconsin
| $109M | -$2.93M | -3% | 5.29% | 130% | 328 | 74.39% | 0.7 |
|
| 4327 |
SCM
4327
Stumpf Capital Management
Scottsdale,
Arizona
| $109M | +$1.45M | +1% | 3.8% | 44.5% | 41 | 9.76% | 0.7 |
|
| 4328 |
4328
Rho Capital Partners
New York
| $109M | +$4.16M | +4% | 12.3% | – | 5 | 0% | 1.8 |
|
| 4329 |
4329
Van Leeuwen & Company
Princeton,
New Jersey
| $108M | – | – | 9.65% | 75.4% | 75 | – | 0 |
|
| 4330 |
ACM
4330
Asymmetry Capital Management
San Francisco,
California
| $108M | +$6.52M | +6% | 6.74% | 300% | 47 | 48.94% | 0.8 |
|
| 4331 |
4331
Caxton Corporation
Princeton,
New Jersey
| $108M | -$175M | -62% | 5.66% | 512% | 31 | 25.81% | 0.7 |
|
| 4332 |
4332
Robinson Value Management
San Antonio,
Texas
| $108M | -$1.98M | -2% | 2.77% | 79.3% | 82 | 24.39% | 1.2 |
|
| 4333 |
4333
Diamant Asset Management
Ridgefield,
Connecticut
| $108M | +$4.54M | +4% | 9.66% | 66.9% | 85 | 9.41% | 0.7 |
|
| 4334 |
4334
New Potomac Partners
Bethesda,
Maryland
| $108M | +$4.42M | +4% | 5.46% | 37.2% | 152 | 9.21% | 0.7 |
|
| 4335 |
4335
KCS Wealth Advisory
Los Angeles,
California
| $108M | +$358K | +0.3% | 2.64% | 45.3% | 157 | 8.92% | 0.7 |
|
| 4336 |
4336
Bell & Brown Wealth Advisors
Newport Beach,
California
| $108M | +$6.42M | +6% | 6.83% | 123% | 94 | 20.21% | 0.6 |
|
| 4337 |
4337
Penn Mutual Asset Management
Conshohocken,
Pennsylvania
| $108M | – | – | 0.69% | 32% | 21 | – | 0 |
|
| 4338 |
4338
Planning Directions
Glen Mills,
Pennsylvania
| $108M | +$4.08M | +4% | 4.73% | 46.3% | 60 | 15% | 0.4 |
|
| 4339 |
WA
4339
WP Advisors
San Francisco,
California
| $107M | +$1.44M | +1% | 4.76% | 95.5% | 284 | 8.8% | 0.5 |
|
| 4340 |
4340
Oak Hill Advisors
New York
| $107M | -$10.2M | -9% | 0.92% | 42.4% | 5 | 20% | 4.1 |
|
| 4341 |
4341
Radin Capital Partners
Toronto,
Ontario, Canada
| $107M | – | – | 4.7% | – | 11 | – | 0 |
|
| 4342 |
4342
Nikulski Financial
Bettendorf,
Iowa
| $107M | -$1.21M | -1% | 7.11% | 95.8% | 96 | 33.33% | 0.5 |
|
| 4343 |
4343
Hanseatic Management Services
Albuquerque,
New Mexico
| $107M | -$9.24M | -8% | 14.9% | – | 468 | 38.89% | 0.8 |
|
| 4344 |
4344
Boothe Investment Group
Dover,
Delaware
| $107M | +$380K | +0.4% | 2.51% | 59.8% | 24 | 8.33% | 0.3 |
|
| 4345 |
4345
Holistic Financial Partners
Indianapolis,
Indiana
| $107M | +$19.8M | +23% | 4.15% | 95.7% | 83 | 59.04% | 0.3 |
|
| 4346 |
4346
Monte Financial Group
Guilford,
Connecticut
| $107M | +$8.66M | +9% | 7.77% | 57.9% | 74 | 12.16% | 0.7 |
|
| 4347 |
KAM
4347
Kazazian Asset Management
Fort Lauderdale,
Florida
| $107M | -$2.31M | -2% | 2.51% | – | 99 | 16.16% | 1.3 |
|
| 4348 |
4348
Copernicus Capital Management
San Francisco,
California
| $106M | -$31.3M | -23% | 14.7% | 126% | 23 | 43.48% | 0.5 |
|
| 4349 |
4349
Engine Capital Management
New York
| $106M | -$39.8M | -27% | 1.96% | 21.1% | 57 | 22.81% | 0.8 |
|
| 4350 |
4350
Legg Mason Asset Management
Tokyo,
Japan
| $106M | -$21M | -17% | 7.7% | – | 131 | 6.11% | 1.7 |
|