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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4376 |
4376
TRV GP II
Boston,
Massachusetts
| $135M | +$42.2M | +45% | 45.4% | 20.8% | 3 | 0% | 1.8 |
|
| 4377 |
4377
Invenomic Capital Management
Boston,
Massachusetts
| $135M | +$12.8M | +10% | 34.6% | 6.61% | 195 | 44.1% | 0.3 |
|
| 4378 |
MI
4378
M3F Inc
Salt Lake City,
Utah
| $135M | -$4.98M | -4% | 12.1% | 139% | 51 | 25.49% | 1.7 |
|
| 4379 |
4379
Crestview Partners II
New York
| $135M | +$98.4M | +269% | 332% | 157% | 2 | 0% | 3.3 |
|
| 4380 |
4380
Ironwood Wealth Management (Arizona)
Chandler,
Arizona
| $135M | +$15.6M | +13% | 14.3% | 31.1% | 51 | 13.73% | 2.3 |
|
| 4381 |
PK
4381
Pflug Koory
Omaha,
Nebraska
| $135M | +$22.4M | +20% | 18.6% | – | 431 | 9.51% | 2.7 |
|
| 4382 |
4382
New Silk Road Investment
Singapore
| $135M | +$48.7M | +57% | 35.6% | 21.2% | 14 | 35.71% | 1.1 |
|
| 4383 |
4383
Cloverdale Capital Management
Dallas,
Texas
| $135M | +$6.56M | +5% | 23.6% | 20.8% | 51 | 86.27% | 0.1 |
|
| 4384 |
4384
USA Financial Formulas
Ada,
Michigan
| $135M | -$22.4M | -14% | 25.5% | 104% | 350 | 58.57% | 0.4 |
|
| 4385 |
4385
Atlas Principals
Charlotte,
North Carolina
| $134M | +$29.2M | +28% | 88% | – | 51 | 50.98% | 0.3 |
|
| 4386 |
CFG
4386
CMC Financial Group
Atlanta,
Georgia
| $134M | +$112M | +486% | 21.3% | 102% | 37 | 62.16% | 0.7 |
|
| 4387 |
CSWG
4387
Cardinal Strategic Wealth Guidance
Louisville,
Kentucky
| $134M | +$25.3M | +23% | 14% | 67.3% | 53 | 15.09% | 0.4 |
|
| 4388 |
4388
Pinnacle Bancorp
Beatrice,
Nebraska
| $134M | +$17.4M | +15% | 15.2% | 72.9% | 684 | 6.73% | 2.4 |
|
| 4389 |
4389
Riverstone Advisors
New Braunfels,
Texas
| $134M | +$35.5M | +36% | 36.7% | 104% | 44 | 29.55% | 1 |
|
| 4390 |
4390
GPM Growth Investors
Bloomfield Hills,
Michigan
| $134M | +$19.3M | +17% | 19.8% | – | 40 | 22.5% | 0.4 |
|
| 4391 |
4391
NovaPoint Capital
Atlanta,
Georgia
| $134M | +$24.9M | +23% | 18.8% | 94% | 93 | 8.6% | 0.5 |
|
| 4392 |
4392
Financial Strategies Group
Okemos,
Michigan
| $134M | +$23.9M | +22% | 13.5% | 44.9% | 50 | 22% | 0.4 |
|
| 4393 |
4393
Wolf Group Capital Advisors
Fairfax,
Virginia
| $134M | +$14.3M | +12% | 17.2% | 28.2% | 78 | 7.69% | 2.4 |
|
| 4394 |
SFA
4394
Spectrum Financial Alliance
Nicholasville,
Kentucky
| $134M | +$23.4M | +21% | 17.3% | 185% | 15 | 26.67% | 1.4 |
|
| 4395 |
GAMC
4395
Garner Asset Management Corp
Plano,
Texas
| $134M | +$23M | +21% | 21.5% | 95.3% | 150 | 10% | 2.4 |
|
| 4396 |
4396
Brick & Kyle Associates
Newtown,
Pennsylvania
| $134M | +$27.6M | +26% | 20.8% | 97.4% | 64 | 15.63% | 3.2 |
|
| 4397 |
OFCM
4397
One Fin Capital Management
San Francisco,
California
| $134M | +$1.83M | +1% | 23.1% | 92% | 30 | 73.33% | 0.3 |
|
| 4398 |
PCM
4398
Perritt Capital Management
Chicago,
Illinois
| $134M | +$11.5M | +9% | 25.9% | 80.9% | 204 | 17.65% | 3.8 |
|
| 4399 |
4399
Investment Counsel
Petoskey,
Michigan
| $134M | +$18.5M | +16% | 12.8% | 50.1% | 55 | 7.27% | 3.9 |
|
| 4400 |
4400
Resource Planning Group
Atlanta,
Georgia
| $134M | +$18.8M | +16% | 10.5% | 1.9% | 57 | 19.3% | 1.3 |
|