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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 |
HCM
4551
Hawkeye Capital Management
Miami Beach,
Florida
| $183M | -$70.4M | -28% | 13.2% | – | 36 | 11.11% | 0.5 |
|
| 4552 |
4552
Coyle Financial Counsel
Glenview,
Illinois
| $183M | -$4.51M | -2% | 13.3% | 62.4% | 71 | 15.49% | 2.6 |
|
| 4553 |
DA
4553
Dash Acquisitions
Woodland Hills,
California
| $183M | -$38.2M | -17% | 16.2% | 52% | 41 | 12.2% | 1.2 |
|
| 4554 |
4554
Ceeto Capital Group
Coral Gables,
Florida
| $183M | -$35.9M | -16% | 14.5% | 94.4% | 163 | 13.5% | 3.1 |
|
| 4555 |
ACM
4555
Aljian Capital Management
Carson City,
Nevada
| $183M | -$63.8M | -26% | 21.8% | 146% | 59 | 10.17% | 2.5 |
|
| 4556 |
4556
Armor Advisors
New York
| $183M | -$681M | -79% | 18.4% | 78.5% | 21 | 57.14% | 1.4 |
|
| 4557 |
4557
Trellis Advisors
Ellensburg,
Washington
| $183M | -$17.2M | -9% | 14.3% | 23.3% | 85 | 18.82% | 3 |
|
| 4558 |
4558
Ulrich Consultants & Investment Group
Albuquerque,
New Mexico
| $183M | – | – | 14.4% | – | 71 | – | 0 |
|
| 4559 |
4559
Visa Foundation
San Francisco,
California
| $183M | -$54M | -23% | 18.1% | 58.1% | 1 | 0% | 0.5 |
|
| 4560 |
MS
4560
Madden Securities
Dallas,
Texas
| $182M | -$39.6M | -18% | 17.5% | 92.2% | 128 | 28.13% | 1.8 |
|
| 4561 |
SAM
4561
Security Asset Management
New York
| $182M | -$50.8M | -22% | 16.6% | 67.4% | 83 | 10.84% | 5 |
|
| 4562 |
4562
Third Security
Radford,
Virginia
| $182M | -$70.3M | -28% | 26.5% | 28.2% | 20 | 10% | 1.1 |
|
| 4563 |
GPC
4563
Guardian Point Capital
Charlottesville,
Virginia
| $182M | -$92M | -34% | 13.4% | 142% | 14 | 21.43% | 2.2 |
|
| 4564 |
DLG
4564
Daniel L. Goodwin
| $182M | -$49M | -21% | 19.8% | 72.6% | 109 | 19.27% | 3.7 |
|
| 4565 |
4565
Intrepid Financial Planning Group
Carmel,
Indiana
| $182M | – | – | 14.8% | 92.5% | 105 | – | 0 |
|
| 4566 |
BIA
4566
Bigelow Investment Advisors
Portland,
Maine
| $182M | -$32.1M | -15% | 10.9% | 75.7% | 151 | 7.95% | 3.4 |
|
| 4567 |
IP
4567
Isomer Partners
New York
| $182M | -$60.3M | -25% | 13.4% | 57.2% | 16 | 31.25% | 1.1 |
|
| 4568 |
4568
Hollow Brook Wealth Management
Katonah,
New York
| $182M | -$42.7M | -19% | 13.6% | 92.8% | 78 | 11.54% | 3.2 |
|
| 4569 |
KLC
4569
Kent Lake Capital
Reno,
Nevada
| $182M | +$20.9M | +13% | 9.9% | 92.1% | 59 | 54.24% | 0.4 |
|
| 4570 |
HRC
4570
Hoertkorn Richard Charles
| $182M | -$45.9M | -20% | 16.9% | 172% | 81 | 3.7% | 6.5 |
|
| 4571 |
4571
Stoneridge Investment Partners
Radnor,
Pennsylvania
| $182M | -$31.3M | -15% | 15.8% | 44.2% | 111 | 23.42% | 1.6 |
|
| 4572 |
4572
Kendall Capital Management
Rockville,
Maryland
| $182M | -$25.3M | -12% | 11.7% | 130% | 175 | 11.43% | 2.4 |
|
| 4573 |
CCM
4573
Compton Capital Management
Providence,
Rhode Island
| $182M | -$176M | -49% | 14.2% | 75.6% | 156 | 37.18% | 6.8 |
|
| 4574 |
4574
New Capital Management
Houston,
Texas
| $182M | +$42.7M | +31% | 13.2% | 49.4% | 51 | 25.49% | 3.1 |
|
| 4575 |
4575
Beacon Wealthcare LLC
Raleigh,
North Carolina
| $181M | -$22.1M | -11% | 11.6% | 47% | 12 | 8.33% | 1.2 |
|