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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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250
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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 4426 |
PI
4426
Pennant Investors
Summit,
New Jersey
| $175M | -$56.8M | -25% | 7.61% | 359% | 18 | 11.11% |
|
| 4427 |
MIG
4427
MGG Investment Group
New York
| $175M | +$23.6M | +16% | 21% | 44.1% | 2 | 0% |
|
| 4428 |
JCM
4428
Jacobsen Capital Management
Salt Lake City,
Utah
| $175M | -$13.2M | -7% | 5.82% | 67.2% | 56 | 14.29% |
|
| 4429 |
HRC
4429
Hoertkorn Richard Charles
| $175M | -$6.99M | -4% | 2.89% | 172% | 85 | 10.59% |
|
| 4430 |
WA
4430
Wilshire Advisors
Santa Monica,
California
| $175M | -$16.4M | -9% | 6.97% | 110% | 13 | 30.77% |
|
| 4431 |
CA
4431
Calton & Associates
Tampa,
Florida
| $175M | -$5.3M | -3% | 4.52% | 55.3% | 254 | 22.83% |
|
| 4432 |
BHA
4432
Beech Hill Advisors
New York
| $175M | -$12.6M | -7% | 2.15% | 79.3% | 88 | 12.5% |
|
| 4433 |
RC
4433
Rovin Capital
Mesa,
Arizona
| $174M | +$25.7M | +17% | 3.6% | 63.8% | 125 | 15.2% |
|
| 4434 |
CCG
4434
Ceeto Capital Group
Coral Gables,
Florida
| $174M | -$8.58M | -5% | 4.03% | 81.6% | 164 | 9.15% |
|
| 4435 |
FBT
4435
First Bankers Trust
Louisville,
Kentucky
| $174M | -$16.5M | -9% | 5.48% | 78.9% | 113 | 5.31% |
|
| 4436 |
EPA
4436
Element Pointe Advisors
Miami,
Florida
| $174M | -$66.5M | -28% | 4.3% | 54.9% | 77 | 29.87% |
|
| 4437 |
WCG
4437
Weaver Consulting Group
Huntington Beach,
California
| $174M | -$4.63M | -3% | 5.34% | 43.5% | 176 | 10.8% |
|
| 4438 |
SC
4438
SkyKnight Capital
San Francisco,
California
| $174M | +$4.23M | +2% | 2.93% | 1.58% | 3 | 0% |
|
| 4439 |
HCM
4439
Highlander Capital Management
Short Hills,
New Jersey
| $174M | -$11.7M | -6% | 4.11% | 34.4% | 664 | 4.22% |
|
| 4440 |
CPA
4440
Cowen Prime Advisors
New York
| $174M | -$1.56M | -0.9% | 5.96% | 116% | 178 | 2.25% |
|
| 4441 |
FPF
4441
First Pacific Financial
Vancouver,
Washington
| $174M | -$38.9M | -18% | 5.48% | 48.5% | 110 | 11.82% |
|
| 4442 |
LAM
4442
LifePro Asset Management
San Diego,
California
| $174M | -$19.1M | -10% | 7.69% | 49% | 136 | 61.03% |
|
| 4443 |
TM
4443
Triatomic Management
Palo Alto,
California
| $174M | +$65.1M | +60% | 10.6% | – | 61 | 45.9% |
|
| 4444 |
SAM
4444
Satovsky Asset Management
New York
| $174M | +$2.86M | +2% | 4.71% | 48.9% | 34 | 5.88% |
|
| 4445 |
TL
4445
TowerView LLC
New York
| $174M | -$12.9M | -7% | 2.64% | 23.3% | 35 | 14.29% |
|
| 4446 |
CF
4446
Copperwynd Financial
Scottsdale,
Arizona
| $174M | +$3.73M | +2% | 2.77% | 90% | 128 | 10.94% |
|
| 4447 |
DLG
4447
Daniel L. Goodwin
| $174M | -$8.28M | -5% | 2.81% | 72.6% | 97 | 15.46% |
|
| 4448 |
RM
4448
Radcliff Management
New York
| $174M | +$28.3M | +19% | 22.1% | 93.7% | 2 | 0% |
|
| 4449 |
RWM
4449
RBA Wealth Management
Newport Beach,
California
| $174M | -$6.75M | -4% | 4.16% | 77.7% | 95 | 12.63% |
|
| 4450 |
HPWA
4450
Hall Private Wealth Advisors
Waxhaw,
North Carolina
| $174M | -$4.5M | -3% | 5.84% | – | 45 | 20% |
|