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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4576 |
4576
Investors Asset Management of Georgia
Atlanta,
Georgia
| $192M | -$2.28M | -1% | 14.2% | 118% | 585 | 70.6% | 5.4 |
|
| 4577 |
4577
Palogic Value Management
Dallas,
Texas
| $192M | – | – | 10.8% | 31.3% | 151 | – | 0 |
|
| 4578 |
4578
SimpliFi Inc
San Diego,
California
| $192M | -$1.47M | -0.8% | 5.94% | 27.9% | 33 | 24.24% | 2.5 |
|
| 4579 |
4579
Smart Money Group
Eastland,
Texas
| $192M | +$44.9M | +31% | 6.47% | 58.9% | 50 | 16% | 2.5 |
|
| 4580 |
4580
Waterton Global Resource Management
Toronto,
Ontario, Canada
| $192M | +$14.4M | +8% | 25.8% | 21% | 2 | 50% | 4 |
|
| 4581 |
4581
Virtus ETF Advisers
New York
| $191M | -$59.3M | -24% | 11.9% | 177% | 489 | 20.25% | 1.9 |
|
| 4582 |
4582
West Oak Capital
Westlake Village,
California
| $191M | +$7.06M | +4% | 10.5% | 110% | 350 | 15.43% | 5.4 |
|
| 4583 |
4583
Kaye Capital Management
El Segundo,
California
| $191M | – | – | 7.15% | – | 27 | – | 0 |
|
| 4584 |
LBC
4584
Lawrence B. Cohen
| $191M | +$61.6M | +47% | 9.13% | 41.8% | 95 | 34.74% | 3.7 |
|
| 4585 |
4585
Tealwood Asset Management
Minneapolis,
Minnesota
| $191M | +$6.28M | +3% | 9.56% | 128% | 128 | 2.34% | 3 |
|
| 4586 |
4586
Excalibur Management
Waltham,
Massachusetts
| $191M | +$12.7M | +7% | 9.86% | 93% | 162 | 11.73% | 4.1 |
|
| 4587 |
4587
WPWealth
Fort Worth,
Texas
| $191M | – | – | 7.08% | 38.2% | 40 | – | 0 |
|
| 4588 |
HCM
4588
Highlander Capital Management
Short Hills,
New Jersey
| $191M | +$17M | +10% | 8.96% | 34.4% | 672 | 5.21% | 4.7 |
|
| 4589 |
4589
Breakwater Capital Group
Paramus,
New Jersey
| $191M | – | – | 8.53% | 67.4% | 168 | – | 0 |
|
| 4590 |
CA
4590
Continental Advisors
Park City,
Utah
| $191M | +$21.3M | +13% | 10.5% | 73.6% | 66 | 19.7% | 3.8 |
|
| 4591 |
4591
Lion Street Advisors
Austin,
Texas
| $191M | -$9.45M | -5% | 8.62% | 38% | 173 | 42.2% | 0.9 |
|
| 4592 |
4592
Trellis Advisors
Ellensburg,
Washington
| $191M | +$15M | +9% | 7.12% | 23.3% | 86 | 16.28% | 2.9 |
|
| 4593 |
4593
RBA Wealth Management
Newport Beach,
California
| $191M | +$17M | +10% | 11.6% | 91% | 92 | 6.52% | 1.2 |
|
| 4594 |
4594
PYA Waltman Capital
Knoxville,
Tennessee
| $190M | +$20.2M | +12% | 13.5% | 62.4% | 209 | 71.77% | 1.8 |
|
| 4595 |
4595
William Marsh Rice University
Houston,
Texas
| $190M | +$37.2M | +24% | 6.79% | 1.81% | 8 | 25% | 1.6 |
|
| 4596 |
4596
Wealth Management Solutions
Exton,
Pennsylvania
| $190M | +$18.7M | +11% | 7.73% | – | 97 | 22.68% | 0.8 |
|
| 4597 |
4597
13D Management
New York
| $190M | -$970K | -0.5% | 12.8% | 157% | 33 | 21.21% | 1.8 |
|
| 4598 |
4598
InceptionR
Lafayette,
California
| $190M | – | – | 11.5% | 62.9% | 362 | – | 0 |
|
| 4599 |
4599
Marvin & Palmer Associates
Wilmington,
Delaware
| $190M | +$27.1M | +17% | 11.4% | 392% | 32 | 37.5% | 0.7 |
|
| 4600 |
DA
4600
Dash Acquisitions
Woodland Hills,
California
| $190M | +$11.1M | +6% | 7.38% | 52% | 42 | 19.05% | 1.5 |
|