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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%
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 Time Held (Qtrs) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4476 |
PAM
4476
PVG Asset Management
Golden,
Colorado
| $102M | -$38.1M | -27% | 11.3% | – | 100 | 61% | 3.3 |
|
| 4477 |
BHBT
4477
Burke & Herbert Bank & Trust
Alexandria,
Virginia
| $102M | -$16.2M | -14% | 10.7% | 67.8% | 132 | 6.06% | 17.3 |
|
| 4478 |
WA
4478
WP Advisors
San Francisco,
California
| $101M | -$5.99M | -6% | 14.5% | 95.5% | 267 | 77.15% | 6.5 |
|
| 4479 |
CCIA
4479
Campbell & Co Investment Adviser
Baltimore,
Maryland
| $101M | -$45.6M | -31% | 17.2% | 31% | 589 | 82% | 0.6 |
|
| 4480 |
MC
4480
Miles Capital
West Des Moines,
Iowa
| $101M | -$22M | -18% | 11% | 15.4% | 194 | 27.32% | 7.3 |
|
| 4481 |
ADBIC
4481
A.D. Beadell Investment Counsel
Mequon,
Wisconsin
| $101M | -$17.1M | -14% | 9.28% | 83.3% | 93 | 17.2% | 12.3 |
|
| 4482 |
CA
4482
Corrado Advisors
Ramsey,
New Jersey
| $101M | -$52.3M | -34% | 14.7% | 64% | 114 | 38.6% | 8.5 |
|
| 4483 |
AC
4483
Athos Capital
Hong Kong
| $101M | -$86.7M | -46% | 5.43% | 110% | 39 | 69.23% | 1.8 |
|
| 4484 |
HAC
4484
Harbor Advisory Corp
Portsmouth,
New Hampshire
| $101M | -$14.4M | -13% | 10% | 63.2% | 41 | 4.88% | 4 |
|
| 4485 |
WA1
4485
Wimmer Associates 1
Pasadena,
California
| $101M | -$19.2M | -16% | 11.8% | 78.9% | 108 | 8.33% | 10.5 |
|
| 4486 |
SWM
4486
Sequoia Wealth Management
Hoffman Estates,
Illinois
| $101M | -$15.5M | -13% | 13.5% | – | 71 | 32.39% | 3.1 |
|
| 4487 |
LFS
4487
Legacy Financial Strategies
Overland Park,
Kansas
| $101M | +$2.64M | +3% | 11.2% | 67.1% | 59 | 13.56% | 3.2 |
|
| 4488 |
EA
4488
Evergreen Advisors
Chattanooga,
Tennessee
| $101M | – | – | 15.4% | – | 15 | – | 0 |
|
| 4489 |
SCC
4489
Second Curve Capital
Radnor,
Pennsylvania
| $101M | -$128M | -56% | 30.9% | 160% | 19 | 21.05% | 12 |
|
| 4490 |
TGI
4490
TRV GP II
Boston,
Massachusetts
| $101M | -$69.7M | -41% | 39.6% | 20.8% | 4 | 0% | 4 |
|
| 4491 |
HCM
4491
Hall Capital Management
Barrington,
Rhode Island
| $101M | -$14.8M | -13% | 8.73% | – | 85 | 11.76% | 13.5 |
|
| 4492 |
BCA
4492
Benchmark Capital Advisors
New York
| $101M | -$32.5M | -24% | 11.1% | 29.5% | 136 | 16.91% | 13.9 |
|
| 4493 |
ACM
4493
Aljian Capital Management
Carson City,
Nevada
| $101M | – | – | 17.7% | 146% | 52 | – | 0 |
|
| 4494 |
LC
4494
Lavaca Capital
Houston,
Texas
| $100M | – | – | 8.05% | 46.5% | 386 | – | 0 |
|
| 4495 |
AFC
4495
AFT Forsyth & Company
West Palm Beach,
Florida
| $100M | -$20.1M | -17% | 12% | 135% | 145 | 11.72% | 15.3 |
|
| 4496 |
OWA
4496
One Wealth Advisors
San Francisco,
California
| $100M | -$30.3M | -23% | 13.3% | 66% | 588 | 84.01% | 3 |
|
| 4497 |
FCC
4497
Florin Court Capital
London,
United Kingdom
| $100M | -$233M | -70% | 2.82% | 108% | 28 | 67.86% | 3.2 |
|
| 4498 |
TG
4498
TRV GP
Boston,
Massachusetts
| $100M | -$20M | -17% | 14.1% | 3,178% | 4 | 0% | 3.3 |
|
| 4499 |
RA
4499
Riverstone Advisors
New Braunfels,
Texas
| $100M | – | – | 15.2% | 104% | 37 | – | 0 |
|
| 4500 |
VLC
4500
Van Leeuwen & Company
Princeton,
New Jersey
| $100M | -$8.44M | -8% | 12.4% | 75.4% | 90 | 33.33% | 0.8 |
|