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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%
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50
100
250
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2,500
5,000
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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 4476 |
HIC
4476
Harbor Island Capital
Topsfield,
Massachusetts
| $104M | -$29.8M | -22% | 21.5% | 231% | 18 | 11.11% |
|
| 4477 |
SAM
4477
Selway Asset Management
| $104M | -$41.6M | -29% | 21.3% | 36.5% | 77 | 15.58% |
|
| 4478 |
BA
4478
Baugh & Associates
Atlanta,
Georgia
| $103M | -$33.5M | -24% | 20.3% | 83.8% | 42 | 14.29% |
|
| 4479 |
SP
4479
SCF Partners
Houston,
Texas
| $103M | -$207M | -67% | 59.5% | 2.1% | 4 | 0% |
|
| 4480 |
LFPWM
4480
Leicht Financial Planning & Wealth Management
Parsippany,
New Jersey
| $103M | -$6.41M | -6% | 8.59% | 46.3% | 74 | 41.89% |
|
| 4481 |
DR
4481
Davis Rea
Toronto,
Ontario, Canada
| $103M | -$42.9M | -29% | 20.4% | 45.7% | 51 | 23.53% |
|
| 4482 |
LC
4482
Lavaca Capital
Houston,
Texas
| $103M | -$26.8M | -21% | 17.3% | 46.5% | 108 | 39.81% |
|
| 4483 |
LFWA
4483
LBJ Family Wealth Advisors
Austin,
Texas
| $103M | -$41.2M | -29% | 22.7% | 59% | 18 | 0% |
|
| 4484 |
MFG
4484
Monte Financial Group
Guilford,
Connecticut
| $103M | -$32.5M | -24% | 22% | 57.9% | 75 | 16% |
|
| 4485 |
UOMF
4485
University of Maryland Foundation
Adelphi,
Maryland
| $103M | -$32.8M | -24% | 14.7% | 51.2% | 8 | 12.5% |
|
| 4486 |
MCM
4486
Makena Capital Management
Menlo Park,
California
| $103M | -$10M | -9% | 20% | 78.7% | 51 | 25.49% |
|
| 4487 |
V
4487
VeraBank
Henderson,
Texas
| $103M | -$20.7M | -17% | 18% | 60.6% | 106 | 17.92% |
|
| 4488 |
EIA
4488
Eastover Investment Advisors
Charlotte,
North Carolina
| $103M | – | – | 16.4% | 102% | 47 | – |
|
| 4489 |
SST
4489
S Squared Technology
New York
| $103M | -$18.7M | -15% | 18.7% | 223% | 38 | 10.53% |
|
| 4490 |
MLIM
4490
Mountain Lake Investment Management
Boca Raton,
Florida
| $103M | -$29.4M | -22% | 37.5% | 64% | 30 | 43.33% |
|
| 4491 |
MWA
4491
MFA Wealth Advisors
Pittsburgh,
Pennsylvania
| $103M | -$34.8M | -25% | 18.3% | 64.7% | 67 | 67.16% |
|
| 4492 |
SEEDPG
4492
S.E.E.D. Planning Group
Binghamton,
New York
| $103M | -$12.1M | -10% | 14.2% | 45.1% | 62 | 37.1% |
|
| 4493 |
DL
4493
DOHJ LLC
Seattle,
Washington
| $103M | -$9.78M | -9% | 13.5% | 51.5% | 68 | 19.12% |
|
| 4494 |
V
4494
ValueWorks
New York
| $103M | -$57M | -36% | 23.8% | 190% | 35 | 17.14% |
|
| 4495 |
WA
4495
WP Advisors
San Francisco,
California
| $103M | +$6.08M | +6% | 21.6% | 95.5% | 68 | 35.29% |
|
| 4496 |
PCM
4496
Pointe Capital Management
Grosse Pointe Farms,
Michigan
| $103M | -$16.4M | -14% | 19.5% | 62.6% | 143 | 15.38% |
|
| 4497 |
PBF
4497
Petix & Botte Financial
La Mesa,
California
| $103M | -$24.3M | -19% | 14% | 47.5% | 81 | 14.81% |
|
| 4498 |
HCM
4498
HMS Capital Management
Nashville,
Tennessee
| $103M | -$135M | -57% | 10.3% | 130% | 174 | 56.9% |
|
| 4499 |
HA
4499
Havens Advisors
New York
| $103M | -$11.5M | -10% | 4.59% | 460% | 41 | 51.22% |
|
| 4500 |
SCA
4500
Sander Capital Advisors
Seattle,
Washington
| $103M | -$63.7M | -38% | 4.63% | 68.8% | 8 | 25% |
|