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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4551 |
4551
Mad River Investors
Boston,
Massachusetts
| $103M | -$11.4M | -10% | 4.39% | 225% | 28 | 17.86% | 3.6 |
|
| 4552 |
4552
CHI Advisors
New York
| $103M | – | – | 33.2% | 88.2% | 13 | – | 0 |
|
| 4553 |
4553
Independent Order of Foresters
Toronto,
Ontario, Canada
| $103M | -$4.1M | -4% | 0.3% | 66.3% | 24 | 87.5% | 1 |
|
| 4554 |
4554
1492 Capital Management
Milwaukee,
Wisconsin
| $103M | -$4.33M | -4% | 3.87% | 332% | 106 | 37.74% | 1.3 |
|
| 4555 |
4555
Cox Capital Management
Andover,
Massachusetts
| $102M | +$4M | +4% | 2.45% | 106% | 72 | 6.94% | 1.1 |
|
| 4556 |
4556
Washington Capital Management
Seattle,
Washington
| $102M | +$14.1M | +16% | 1.64% | 81.8% | 104 | 16.35% | 2.4 |
|
| 4557 |
GIC
4557
Gantzert Investment Company
Joliet,
Illinois
| $102M | +$613K | +0.6% | 3.01% | – | 68 | 13.24% | 0.7 |
|
| 4558 |
4558
Benchmark Financial Wealth Advisors
Boca Raton,
Florida
| $102M | -$509K | -0.5% | 0.12% | 81.6% | 42 | 35.71% | 0.7 |
|
| 4559 |
AC
4559
Athos Capital
Hong Kong
| $102M | -$125M | -55% | 8.81% | 110% | 45 | 51.11% | 0.5 |
|
| 4560 |
4560
Clearshares
New York
| $102M | -$7.41M | -7% | 0.35% | – | 28 | 10.71% | 1.3 |
|
| 4561 |
4561
VERITY Wealth Advisors
Sausalito,
United States
| $102M | -$88K | -0.1% | 0.58% | 59.9% | 51 | 3.92% | 0.7 |
|
| 4562 |
PC
4562
PA Capital
Richmond,
Virginia
| $102M | -$8.37M | -8% | 1.36% | – | 141 | 38.3% | 0.4 |
|
| 4563 |
4563
Naman Capital
Sao Paulo,
Brazil
| $101M | +$883K | +0.9% | 0.05% | 89.9% | 14 | 7.14% | 0.7 |
|
| 4564 |
4564
Arias Resource Capital
George Town, Grand Cayman,
Cayman Islands
| $101M | -$16.7M | -14% | 16.3% | 81.3% | 1 | 0% | 1.8 |
|
| 4565 |
CHA
4565
Carmichael Hill & Associates
Gaithersburg,
Maryland
| $101M | +$404K | +0.4% | 1.83% | 39.7% | 115 | 6.09% | 1.5 |
|
| 4566 |
4566
C.M. Bidwell & Associates
Honolulu,
Hawaii
| $101M | +$668K | +0.7% | 2.69% | 70.6% | 508 | 42.72% | 1 |
|
| 4567 |
4567
Garrison Point Advisors
Walnut Creek,
California
| $101M | +$1.34M | +1% | 1.95% | 81.5% | 131 | 5.34% | 0.7 |
|
| 4568 |
4568
Gunderson Capital Management
Mt. Pleasant,
South Carolina
| $101M | -$13M | -11% | 1.25% | 961% | 70 | 40% | 0.4 |
|
| 4569 |
VC
4569
Voit & Company
Brookfield,
Wisconsin
| $101M | -$3.77M | -4% | 2.24% | – | 82 | 26.83% | 0.6 |
|
| 4570 |
4570
NuWave Investment Management
Parsippany,
New Jersey
| $101M | +$5.64M | +6% | 1.88% | 26.4% | 432 | 1.39% | 1.9 |
|
| 4571 |
4571
Rainey & Randall Wealth Advisors
Celebration,
Florida
| $101M | -$6.75M | -6% | 0.26% | 47.8% | 25 | 16% | 1.3 |
|
| 4572 |
4572
WESPAC Advisors
Orinda,
California
| $100M | -$33.7M | -25% | 4.55% | 112% | 132 | 47.73% | 1 |
|
| 4573 |
4573
New Potomac Partners
Bethesda,
Maryland
| $100M | +$1.45M | +1% | 2.32% | 37.2% | 140 | 3.57% | 1.6 |
|
| 4574 |
DI
4574
DAGCO Inc
Westlake,
Ohio
| $100M | +$4.8M | +5% | 2.19% | 75% | 98 | 7.14% | 0.7 |
|
| 4575 |
4575
Diamant Asset Management
Ridgefield,
Connecticut
| $100M | -$1.24M | -1% | 3.76% | 66.9% | 74 | 9.46% | 1.6 |
|