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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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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 4526 |
LA
4526
Lifeworks Advisors
Grand Rapids,
Michigan
| $176M | +$18M | +11% | 5.96% | 80.4% | 161 | 34.78% |
|
| 4527 |
DA
4527
Drake & Associates
Waukesha,
Wisconsin
| $176M | -$1.16M | -0.7% | 4.97% | 47.9% | 71 | 18.31% |
|
| 4528 |
FCC
4528
Founders Circle Capital
Campbell,
California
| $176M | +$11M | +7% | 11.7% | 28% | 12 | 8.33% |
|
| 4529 |
EC
4529
EdgeRock Capital
Denver,
Colorado
| $176M | +$29.5M | +20% | 4.14% | 71.3% | 428 | 87.85% |
|
| 4530 |
LAM
4530
Lapides Asset Management
Greenwich,
Connecticut
| $176M | -$24.9M | -12% | 4.54% | 63% | 62 | 17.74% |
|
| 4531 |
ECAM
4531
East Coast Asset Management
Essex,
Massachusetts
| $176M | -$35.5M | -17% | 7.63% | 147% | 60 | 5% |
|
| 4532 |
PTP
4532
Platform Technology Partners
New York
| $175M | -$7.7M | -4% | 4.53% | – | 215 | 16.28% |
|
| 4533 |
EWMCB
4533
EisnerAmper Wealth Management Corporate Benefits
Iselin,
New Jersey
| $175M | -$12.8M | -7% | 5.39% | 13% | 46 | 17.39% |
|
| 4534 |
MCC
4534
Malaga Cove Capital
Pv Estates,
California
| $175M | -$3.72M | -2% | 1.36% | 88.1% | 174 | 16.09% |
|
| 4535 |
HS
4535
HighVista Strategies
Boston,
Massachusetts
| $175M | +$9.44M | +6% | 7.61% | 622% | 129 | 27.13% |
|
| 4536 |
PI
4536
Pennant Investors
Summit,
New Jersey
| $175M | -$56.8M | -25% | 7.61% | 372% | 18 | 11.11% |
|
| 4537 |
MIG
4537
MGG Investment Group
New York
| $175M | +$23.6M | +16% | 21% | 44.1% | 2 | 0% |
|
| 4538 |
JCM
4538
Jacobsen Capital Management
Salt Lake City,
Utah
| $175M | -$13.2M | -7% | 5.82% | 86.7% | 56 | 14.29% |
|
| 4539 |
HRC
4539
Hoertkorn Richard Charles
| $175M | -$6.99M | -4% | 2.89% | 172% | 85 | 10.59% |
|
| 4540 |
WA
4540
Wilshire Advisors
Santa Monica,
California
| $175M | -$16.4M | -9% | 6.97% | 118% | 13 | 30.77% |
|
| 4541 |
CA
4541
Calton & Associates
Tampa,
Florida
| $175M | -$5.3M | -3% | 4.52% | 73.9% | 254 | 22.83% |
|
| 4542 |
BHA
4542
Beech Hill Advisors
New York
| $175M | -$12.6M | -7% | 2.15% | 105% | 88 | 12.5% |
|
| 4543 |
RC
4543
Rovin Capital
Mesa,
Arizona
| $174M | +$25.7M | +17% | 3.6% | 63.8% | 125 | 15.2% |
|
| 4544 |
CCG
4544
Ceeto Capital Group
Coral Gables,
Florida
| $174M | -$8.58M | -5% | 4.03% | 94.4% | 164 | 9.15% |
|
| 4545 |
FBT
4545
First Bankers Trust
Louisville,
Kentucky
| $174M | -$16.5M | -9% | 5.48% | 78.9% | 113 | 5.31% |
|
| 4546 |
EPA
4546
Element Pointe Advisors
Miami,
Florida
| $174M | -$66.5M | -28% | 4.3% | 68.3% | 77 | 29.87% |
|
| 4547 |
WCG
4547
Weaver Consulting Group
Huntington Beach,
California
| $174M | -$4.63M | -3% | 5.34% | 50.5% | 176 | 10.8% |
|
| 4548 |
SC
4548
SkyKnight Capital
San Francisco,
California
| $174M | +$4.23M | +2% | 2.93% | 11% | 3 | 0% |
|
| 4549 |
HCM
4549
Highlander Capital Management
Short Hills,
New Jersey
| $174M | -$11.7M | -6% | 4.11% | 34.4% | 664 | 4.22% |
|
| 4550 |
CPA
4550
Cowen Prime Advisors
New York
| $174M | -$1.56M | -0.9% | 5.96% | 116% | 178 | 2.25% |
|