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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4426 |
BCM
4426
Birmingham Capital Management
Birmingham,
Alabama
| $253M | +$10.8M | +4% | 8.23% | 103% | 103 | 1.94% | 8.1 |
|
| 4427 |
ACM
4427
AIGH Capital Management
Baltimore,
Maryland
| $253M | +$41.5M | +20% | 44.4% | 3,026% | 56 | 44.64% | 0.9 |
|
| 4428 |
4428
TrueFG
Cedar Park,
Texas
| $253M | +$21.6M | +9% | 9.72% | 54.2% | 44 | 11.36% | 3 |
|
| 4429 |
BFM
4429
Blacksheep Fund Management
Co. Dublin,
Ireland
| $253M | +$39.2M | +18% | 26.3% | 71.5% | 6 | 33.33% | 1.8 |
|
| 4430 |
LLWM
4430
Life Line Wealth Management
Beverly Hills,
California
| $253M | – | – | 8.72% | – | 27 | – | 0 |
|
| 4431 |
4431
General Motors Holdings
Detroit,
Michigan
| $252M | -$80.8M | -24% | 20.7% | 21.4% | 4 | 25% | 1.1 |
|
| 4432 |
4432
Compass Group
New York
| $252M | -$957K | -0.4% | 2.55% | 64.6% | 17 | 11.76% | 2.3 |
|
| 4433 |
4433
Weaver Capital Management
Suwanee,
Georgia
| $252M | – | – | 9.42% | 79.4% | 131 | – | 0 |
|
| 4434 |
4434
Pennsylvania Capital Management
Huntingdon Valley,
Pennsylvania
| $252M | +$11.3M | +5% | 12.1% | 90.8% | 96 | 11.46% | 2.3 |
|
| 4435 |
4435
Madison Wealth Partners
Madison,
Wisconsin
| $252M | +$54.5M | +28% | 10.6% | 66.9% | 119 | 21.85% | 1.6 |
|
| 4436 |
4436
Deepwater Asset Management
Minneapolis,
Minnesota
| $252M | +$34.2M | +16% | 20.5% | 142% | 34 | 23.53% | 0.7 |
|
| 4437 |
4437
Neumann Capital Management
Foster City,
California
| $252M | +$22.7M | +10% | 10.1% | 89.9% | 94 | 4.26% | 6.5 |
|
| 4438 |
4438
TNF
Billings,
Montana
| $252M | +$36.6M | +17% | 9.4% | 21.3% | 116 | 19.83% | 1.6 |
|
| 4439 |
4439
NinePointTwo Capital
Los Angeles,
California
| $252M | +$6.62M | +3% | 8.69% | 1.62% | 299 | 34.11% | 0.8 |
|
| 4440 |
CSWG
4440
Cardinal Strategic Wealth Guidance
Louisville,
Kentucky
| $252M | +$35.9M | +17% | 10.2% | 76% | 88 | 18.18% | 2.8 |
|
| 4441 |
4441
Guidance Capital
Lousville,
Kentucky
| $252M | +$28.4M | +13% | 8.9% | 63.7% | 176 | 17.61% | 0.4 |
|
| 4442 |
SL
4442
SOF Ltd
George Town,
Cayman Islands
| $252M | +$47.4M | +23% | 23.2% | 42.3% | 1 | 0% | 7 |
|
| 4443 |
4443
Garden State Investment Advisory Services
Red Bank,
New Jersey
| $252M | +$34.1M | +16% | 10.2% | 94% | 249 | 17.67% | 0.7 |
|
| 4444 |
4444
Copperwynd Financial
Scottsdale,
Arizona
| $251M | +$38.5M | +18% | 15.1% | 90% | 144 | 16.67% | 3 |
|
| 4445 |
4445
Oak Asset Management
Westlake Village,
California
| $251M | +$18.5M | +8% | 11% | 91.8% | 103 | 3.88% | 1.4 |
|
| 4446 |
4446
Tradewinds Capital Management
Bellingham,
Washington
| $251M | -$40.7M | -14% | 7.23% | 96.9% | 538 | 16.54% | 4.7 |
|
| 4447 |
4447
Park Place Capital
Homewood,
Alabama
| $251M | -$90.6M | -27% | 11.1% | 60% | 1,058 | 24.39% | 0.9 |
|
| 4448 |
4448
HT Partners
Centerbrook,
Connecticut
| $251M | -$83.8M | -25% | 10.2% | 71.1% | 51 | 1.96% | 4.6 |
|
| 4449 |
4449
Greenfield Seitz Capital Management
Dallas,
Texas
| $251M | – | – | 6.64% | 88.5% | 104 | – | 0 |
|
| 4450 |
4450
Midwest Professional Planners Ltd (MPPL)
Wausau,
Wisconsin
| $251M | +$28.5M | +13% | 12.7% | 136% | 141 | 19.86% | 3.1 |
|