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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4451 |
4451
Moerus Capital Management
New York
| $218M | -$49.5M | -19% | 8.49% | 220% | 14 | 7.14% | 2.1 |
|
| 4452 |
4452
SimplyRich
Carlsbad,
California
| $218M | -$34.2M | -14% | 8.76% | 98.3% | 184 | 20.11% | 1.8 |
|
| 4453 |
PH
4453
Pinnacle Holdings
Tulsa,
Oklahoma
| $217M | +$1.39M | +0.6% | 6.86% | 79.6% | 229 | 20.96% | 4.4 |
|
| 4454 |
4454
Reliant Investment Management
Memphis,
Tennessee
| $217M | +$13.1M | +6% | 8.75% | 129% | 64 | 15.63% | 1.9 |
|
| 4455 |
LFM
4455
Lumina Fund Management
New York
| $217M | -$46.8M | -18% | 8.32% | 28.1% | 45 | 40% | 1.7 |
|
| 4456 |
4456
Lowell Blake & Associates
Boston,
Massachusetts
| $217M | +$21.9M | +11% | 9.83% | 44.2% | 57 | 21.05% | 1.1 |
|
| 4457 |
4457
MONECO Advisors
Fairfield,
Connecticut
| $217M | +$11.5M | +6% | 7.16% | 70.5% | 236 | 12.29% | 1.3 |
|
| 4458 |
4458
KPCB XVI Associates
Menlo Park,
California
| $217M | -$20.4M | -9% | 20% | – | 2 | 50% | 0.3 |
|
| 4459 |
4459
Ararat Capital Management
Westport,
Connecticut
| $217M | +$33.3M | +18% | 5.56% | 99.2% | 23 | 17.39% | 0.4 |
|
| 4460 |
4460
Owls Nest Partners IA
Chadds Ford,
Pennsylvania
| $217M | +$45.8M | +27% | 10.7% | 105% | 15 | 20% | 0.4 |
|
| 4461 |
CA
4461
Continental Advisors
Park City,
Utah
| $217M | +$1.26M | +0.6% | 5.4% | 73.6% | 71 | 23.94% | 4.3 |
|
| 4462 |
CCC
4462
Chelsea Counsel Company
Los Angeles,
California
| $217M | +$15.2M | +8% | 6.96% | 106% | 93 | 3.23% | 3.8 |
|
| 4463 |
4463
Wynnefield Capital
New York
| $217M | +$16.2M | +8% | 17% | 52.1% | 20 | 20% | 3.7 |
|
| 4464 |
4464
MPS Loria Financial Planners
Burr Ridge,
Illinois
| $217M | +$2.14M | +1% | 7.71% | 80% | 626 | 86.42% | 2.7 |
|
| 4465 |
4465
Axiom Financial Strategies
New Albany,
Indiana
| $217M | +$13.3M | +7% | 5.06% | 54.5% | 81 | 9.88% | 1 |
|
| 4466 |
BOC
4466
Barbara Oil Co
Chicago,
Illinois
| $217M | +$9.13M | +4% | 5.29% | 76.9% | 88 | 3.41% | 5.1 |
|
| 4467 |
4467
GSI Capital Advisors
Newport Beach,
California
| $217M | -$10.7M | -5% | 12.9% | 39.7% | 34 | 29.41% | 1 |
|
| 4468 |
4468
Evolutionary Tree Capital Management
Alexandria,
Virginia
| $217M | +$47.7M | +28% | 16.2% | 139% | 42 | 7.14% | 0.5 |
|
| 4469 |
LM
4469
Lasry Marc
| $217M | +$71.8M | +50% | 11% | 14.8% | 12 | 58.33% | 1.1 |
|
| 4470 |
4470
Chartist Inc
Seal Beach,
California
| $217M | +$20.7M | +11% | 8.11% | – | 37 | 37.84% | 3.3 |
|
| 4471 |
4471
Mountain Capital Investment Advisors
Westminster,
Colorado
| $217M | +$17.4M | +9% | 7.64% | 63.3% | 152 | 25.66% | 0.8 |
|
| 4472 |
AIP
4472
Ahrens Investment Partners
Lafayette,
Louisiana
| $217M | +$18.6M | +9% | 8.14% | 82.3% | 264 | 29.17% | 1.7 |
|
| 4473 |
AAG
4473
Avalon Advisory Group
Wexford,
Pennsylvania
| $217M | +$12.4M | +6% | 5.44% | 46% | 10 | 0% | 1.4 |
|
| 4474 |
CCM
4474
Consolidated Capital Management
Burbank,
California
| $217M | +$16.1M | +8% | 7.67% | 166% | 43 | 9.3% | 2.2 |
|
| 4475 |
4475
Asset Allocation & Management Company
Chicago,
Illinois
| $217M | +$14.1M | +7% | 4.29% | 58.5% | 47 | 23.4% | 1 |
|