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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
Strategic Equity Management
Tucson,
Arizona
| $193M | -$85.4M | -31% | 12.4% | 70.3% | 54 | 48.15% | 0.8 |
|
| 4452 |
4452
Leisure Capital Management
Costa Mesa,
California
| $193M | -$5.06M | -3% | 10.8% | 98% | 137 | 18.98% | 4.3 |
|
| 4453 |
4453
Abacus Wealth Partners
Santa Monica,
California
| $193M | -$32.4M | -14% | 14.7% | 46% | 95 | 24.21% | 1.2 |
|
| 4454 |
4454
Sonata Capital Group
Seattle,
Washington
| $193M | -$34M | -15% | 13% | 66.5% | 120 | 10.83% | 5.2 |
|
| 4455 |
KSCM
4455
Key Square Capital Management
Stamford,
Connecticut
| $192M | -$56.5M | -23% | 23.2% | 50.2% | 50 | 84% | 0.4 |
|
| 4456 |
4456
Prudent Investors Network
Lake Forest,
California
| $192M | -$22.9M | -11% | 12.6% | – | 35 | 14.29% | 1.6 |
|
| 4457 |
4457
Exos Asset Management
New York
| $192M | -$41.1M | -18% | 0.86% | – | 367 | 27.25% | 0.8 |
|
| 4458 |
4458
Wolf Group Capital Advisors
Fairfax,
Virginia
| $192M | -$3.1M | -2% | 12.4% | 28.2% | 122 | 25.41% | 2.5 |
|
| 4459 |
4459
Excalibur Management
Waltham,
Massachusetts
| $192M | -$38.6M | -17% | 8.81% | 81.7% | 166 | 13.25% | 3.8 |
|
| 4460 |
4460
Taylor Frigon Capital Management
Scottsdale,
Arizona
| $192M | -$77.3M | -29% | 18.5% | 152% | 87 | 1.15% | 3.3 |
|
| 4461 |
4461
Snow Phipps Group
New York
| $192M | -$718K | -0.4% | 0.38% | 58% | 2 | 0% | 2.3 |
|
| 4462 |
GTC
4462
Ghost Tree Capital
New York
| $192M | -$269M | -58% | 11.2% | 265% | 50 | 50% | 1 |
|
| 4463 |
4463
Parisi Gray Wealth Management
Mendham,
New Jersey
| $191M | -$55.4M | -22% | 15.8% | 137% | 124 | 20.16% | 3.6 |
|
| 4464 |
4464
BNC Wealth Management
Beaverton,
Oregon
| $191M | -$11.5M | -6% | 15.2% | 204% | 133 | 25.56% | 1 |
|
| 4465 |
4465
Wilshire Advisors
Santa Monica,
California
| $191M | -$32.7M | -15% | 12.3% | 118% | 12 | 25% | 1.3 |
|
| 4466 |
4466
Lion Street Advisors
Austin,
Texas
| $191M | -$4.17M | -2% | 1.05% | 38% | 166 | 24.7% | 0.7 |
|
| 4467 |
4467
IRON Financial
Northbrook,
Illinois
| $191M | -$26M | -12% | 9.05% | 60.6% | 114 | 18.42% | 2.6 |
|
| 4468 |
4468
Marion Wealth Management
Monroeville,
Pennsylvania
| $191M | -$13.9M | -7% | 10.8% | 51.7% | 110 | 22.73% | 0.4 |
|
| 4469 |
4469
First Bankers Trust
Louisville,
Kentucky
| $191M | -$24M | -11% | 8.3% | 78.9% | 118 | 5.08% | 6.4 |
|
| 4470 |
4470
Northwest Capital Management
Lake Oswego,
Oregon
| $191M | -$21.7M | -10% | 11.2% | 57% | 103 | 17.48% | 2.2 |
|
| 4471 |
4471
Kelly Financial Services
Braintree,
Massachusetts
| $191M | -$30.9M | -14% | 12.8% | 64.3% | 719 | 10.99% | 2.3 |
|
| 4472 |
4472
Holowesko Partners
Nassau,
Bahamas
| $191M | -$17.4M | -8% | 9.11% | 51.1% | 32 | 18.75% | 3.1 |
|
| 4473 |
4473
West Oak Capital
Westlake Village,
California
| $191M | -$31M | -14% | 10.4% | 110% | 396 | 17.93% | 4.7 |
|
| 4474 |
4474
Crabel Capital Management
Los Angeles,
California
| $191M | -$133M | -41% | 4.09% | 13.9% | 115 | 53.04% | 0.9 |
|
| 4475 |
CHA
4475
Carmichael Hill & Associates
Gaithersburg,
Maryland
| $190M | -$26.8M | -12% | 13.8% | 39.7% | 887 | 23.45% | 2.2 |
|