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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4476 |
WA1
4476
Wimmer Associates 1
Pasadena,
California
| $113M | +$11.8M | +12% | 13% | 78.9% | 103 | 2.91% | 2.8 |
|
| 4477 |
WSL
4477
Western Standard LLC
Los Angeles,
California
| $113M | +$5.44M | +5% | 9.02% | 83.7% | 49 | 36.73% | 0.9 |
|
| 4478 |
DMC
4478
Drexel Morgan & Co
Radnor,
Pennsylvania
| $113M | +$12.7M | +13% | 11.3% | 50.1% | 90 | 3.33% | 4.1 |
|
| 4479 |
4479
Maven Securities
St Helier,
Jersey
| $113M | -$55.4M | -33% | 16.3% | 135% | 122 | 83.61% | 0.3 |
|
| 4480 |
VCA
4480
VIEX Capital Advisors
Sunny Isles Beach,
Florida
| $113M | -$2.22M | -2% | 3.76% | 30.6% | 30 | 66.67% | 0.4 |
|
| 4481 |
TVWM
4481
Tower View Wealth Management
Shorewood,
Wisconsin
| $113M | +$15.9M | +16% | 14.5% | 132% | 151 | 12.58% | 1 |
|
| 4482 |
MI
4482
M3F Inc
Salt Lake City,
Utah
| $113M | +$4.21M | +4% | 6.38% | 176% | 44 | 38.64% | 1.5 |
|
| 4483 |
PFA
4483
Pinnacle Family Advisors
Springfield,
Missouri
| $112M | -$36.3M | -24% | 10.8% | 85.8% | 80 | 35% | 1 |
|
| 4484 |
TCM
4484
Tieton Capital Management
Yakima,
Washington
| $112M | +$23.4M | +26% | 18.2% | 172% | 33 | 18.18% | 2.9 |
|
| 4485 |
KHLMTHM
4485
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Tel Aviv,
Israel
| $112M | +$12.3M | +12% | 15.8% | 80.8% | 63 | 39.68% | 0.8 |
|
| 4486 |
WCM
4486
Wisconsin Capital Management
Madison,
Wisconsin
| $112M | +$17.8M | +19% | 22.1% | 153% | 52 | 11.54% | 3.3 |
|
| 4487 |
AWM
4487
Aevitas Wealth Management
Wellesley Hills,
Massachusetts
| $112M | +$14.5M | +15% | 12.8% | 36.4% | 417 | 9.59% | 1.1 |
|
| 4488 |
PC
4488
PA Capital
Richmond,
Virginia
| $112M | +$17.5M | +18% | 20.4% | – | 142 | 43.66% | 0.2 |
|
| 4489 |
4489
MKP Capital Management
New York
| $112M | +$74.1M | +195% | 27.2% | 69.8% | 27 | 77.78% | 0.1 |
|
| 4490 |
SWMG
4490
Sanchez Wealth Management Group
Jacksonville,
Florida
| $112M | +$21.4M | +24% | 13.5% | 56.9% | 25 | 8% | 0.8 |
|
| 4491 |
RCM
4491
Rings Capital Management
Chicago,
Illinois
| $112M | +$14.1M | +14% | 24.5% | 40.9% | 5 | 0% | 0.3 |
|
| 4492 |
HAC
4492
Harbor Advisory Corp
Portsmouth,
New Hampshire
| $112M | +$10.8M | +11% | 11.2% | 63.2% | 41 | 7.32% | 1.2 |
|
| 4493 |
BDF
4493
Black Diamond Financial
Towson,
Maryland
| $112M | -$15.2M | -12% | 12.3% | 61% | 66 | 24.24% | 0.2 |
|
| 4494 |
A
4494
Abingworth
London,
United Kingdom
| $112M | +$1.68M | +2% | 12.3% | 184% | 19 | 42.11% | 2 |
|
| 4495 |
WBC
4495
West Branch Capital
Amherst,
Massachusetts
| $112M | +$16.8M | +18% | 12.8% | 139% | 86 | 18.6% | 0.8 |
|
| 4496 |
LC
4496
Lubar & Co
Milwaukee,
Wisconsin
| $112M | +$4.33M | +4% | 9.76% | – | 13 | 38.46% | 3.7 |
|
| 4497 |
CFS
4497
Cannon Financial Strategists
Athens,
Georgia
| $112M | – | – | 10.7% | 52.4% | 43 | – | 0 |
|
| 4498 |
MSWM
4498
Mader & Shannon Wealth Management
Kansas City,
Missouri
| $112M | -$11.2M | -9% | 5.52% | 53.1% | 15 | 26.67% | 0.7 |
|
| 4499 |
CIA
4499
Cascade Investment Advisors
Oregon City,
Oregon
| $112M | +$12.6M | +13% | 12.8% | 71.4% | 234 | 5.98% | 1.6 |
|
| 4500 |
AAM
4500
Ascension Asset Management
New York
| $112M | +$13M | +13% | 14% | – | 74 | 2.7% | 1.2 |
|