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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4401 |
ACM
4401
Altai Capital Management
West Hollywood,
California
| $118M | +$11.5M | +11% | 15.8% | 24.9% | 5 | 0% | 0.3 |
|
| 4402 |
TFGT
4402
TS Financial Group (TSFG)
Lake Forest,
Illinois
| $118M | – | – | 14% | 72.9% | 792 | – | 0 |
|
| 4403 |
AP
4403
Agilis Partners
Waltham,
Massachusetts
| $117M | +$21M | +22% | 9.82% | 8.47% | 23 | 21.74% | 1.4 |
|
| 4404 |
LC
4404
Lavaca Capital
Houston,
Texas
| $117M | +$16.9M | +17% | 12.6% | 46.5% | 433 | 19.4% | 0.2 |
|
| 4405 |
GP
4405
Geneva Partners
Lake Geneva,
Wisconsin
| $117M | +$30.8M | +36% | 18% | 401% | 72 | 34.72% | 1.5 |
|
| 4406 |
RCC
4406
Red Cedar Capital
Omaha,
Nebraska
| $117M | +$14.2M | +14% | 12.9% | 43% | 154 | 3.25% | 1.2 |
|
| 4407 |
IWMA
4407
Ironwood Wealth Management (Arizona)
Chandler,
Arizona
| $117M | +$13.5M | +13% | 8.81% | 31.1% | 57 | 7.02% | 1.3 |
|
| 4408 |
MPM
4408
Mountaineer Partners Management
New York
| $117M | -$405K | -0.3% | 14.8% | 158% | 16 | 31.25% | 0.2 |
|
| 4409 |
LFS
4409
Legacy Financial Strategies
Overland Park,
Kansas
| $117M | +$16.1M | +16% | 10.2% | 76.7% | 55 | 5.45% | 1.1 |
|
| 4410 |
SCIM
4410
Spring Creek Investment Management
Philadelphia,
Pennsylvania
| $117M | +$2.2M | +2% | 12.4% | 45.9% | 14 | 35.71% | 0.3 |
|
| 4411 |
4411
Robertson Stephens Wealth Management
San Francisco,
California
| $117M | +$17M | +17% | 11.6% | 103% | 62 | 11.29% | 0.2 |
|
| 4412 |
LSC
4412
Lesa Sroufe & Co
Seattle,
Washington
| $117M | +$85K | +0.1% | 6.71% | – | 62 | 9.68% | 2.9 |
|
| 4413 |
CWSR
4413
Chessman Wealth Strategies RIA
Dallas,
Texas
| $117M | +$23.1M | +25% | 7.99% | – | 30 | 46.67% | 0.8 |
|
| 4414 |
APW
4414
Acima Private Wealth
Richmond,
Virginia
| $117M | +$14.8M | +14% | 10.6% | 51.1% | 311 | 20.26% | 0.2 |
|
| 4415 |
FF
4415
Friedenthal Financial
Marlton,
New Jersey
| $117M | +$9.95M | +9% | 8.72% | 111% | 67 | 41.79% | 1.7 |
|
| 4416 |
MI
4416
Moneywise Inc
Forest,
Virginia
| $117M | +$11.3M | +11% | 11% | 58% | 41 | 19.51% | 2 |
|
| 4417 |
CC
4417
Carve Capital
Stockholm,
Sweden
| $117M | -$114M | -49% | 16.8% | 84.3% | 6 | 16.67% | 0.7 |
|
| 4418 |
OFG
4418
OTA Financial Group
Purchase,
New York
| $117M | -$96M | -45% | 15.6% | 320% | 83 | 81.93% | 0.4 |
|
| 4419 |
CCM
4419
Courage Capital Management
Nashville,
Tennessee
| $116M | -$11.8M | -9% | 18.6% | 86.5% | 17 | 17.65% | 2.4 |
|
| 4420 |
SDWIA
4420
Schwarz Dygos Wheeler Investment Advisors
Minneapolis,
Minnesota
| $116M | +$23.7M | +26% | 11.7% | 74% | 81 | 13.58% | 0.2 |
|
| 4421 |
GPC
4421
Glen Point Capital
London,
United Kingdom
| $116M | -$24M | -17% | 28% | 118% | 6 | 100% | 0 |
|
| 4422 |
JM
4422
Jeneq Management
New York
| $116M | +$57.7M | +98% | 24.8% | 21.7% | 39 | 82.05% | 0.1 |
|
| 4423 |
HI
4423
Harrington Investments
Napa,
California
| $116M | +$12.3M | +12% | 14.6% | 109% | 77 | 2.6% | 1.4 |
|
| 4424 |
FSA
4424
Financial Services Advisory
Rockville,
Maryland
| $116M | +$99.9M | +622% | 10.5% | 75.8% | 19 | 78.95% | 0.1 |
|
| 4425 |
TVAMP
4425
Tennessee Valley Asset Management Partners
Knoxville,
Tennessee
| $116M | +$28.4M | +33% | 12.2% | 65.7% | 62 | 14.52% | 0.2 |
|