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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%
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 Time Held (Qtrs) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4626 |
HWMG
4626
Hurlow Wealth Management Group
Bloomington,
Indiana
| $94.1M | -$1.05M | -1% | 1.46% | 55.8% | 99 | 10.1% | 2.8 |
|
| 4627 |
PP
4627
Professional Planning
Thousand Oaks,
California
| $94.1M | +$9.35M | +11% | 6.22% | 99.9% | 30 | 10% | 5.2 |
|
| 4628 |
BCM
4628
Billings Capital Management
Arlington,
Virginia
| $93.9M | -$18M | -16% | 7.4% | – | 8 | 25% | 6.2 |
|
| 4629 |
CWM
4629
Capital Wealth Management
W. Warwick,
Rhode Island
| $93.6M | -$6.72M | -7% | 0.27% | 46.7% | 40 | 25% | 5.4 |
|
| 4630 |
AC
4630
Almitas Capital
Santa Monica,
California
| $93.5M | -$2.84M | -3% | 2.76% | 86.1% | 63 | 38.1% | 2.2 |
|
| 4631 |
RCA
4631
Ranch Capital Advisors
Sarasota,
Florida
| $93.3M | – | – | 2.24% | 92.6% | 209 | – | 0 |
|
| 4632 |
LMAM
4632
Legg Mason Asset Management
Tokyo,
Japan
| $93.1M | +$4.22M | +5% | 1.99% | – | 140 | 10% | 8.3 |
|
| 4633 |
ACI
4633
AB CarVal Investors
Minneapolis,
Minnesota
| $93.1M | -$40.9M | -31% | 9.72% | 24% | 6 | 33.33% | 4.3 |
|
| 4634 |
RCM
4634
Red Cedar Management
Park City,
Utah
| $93M | -$11M | -11% | 1.84% | – | 21 | 47.62% | 3.1 |
|
| 4635 |
VV
4635
Valentine Ventures
Bend,
Oregon
| $92.9M | -$2.93M | -3% | 0.18% | – | 17 | 23.53% | 15.3 |
|
| 4636 |
NCL
4636
Nishkama Capital LLC
Dorado,
Puerto Rico
| $92.8M | -$81.3M | -47% | 5.28% | 723% | 52 | 86.54% | 0.6 |
|
| 4637 |
CRIG
4637
Charter Research & Investment Group
Southport,
Connecticut
| $92.3M | +$2.41M | +3% | 2.17% | 82.3% | 79 | 6.33% | 15.1 |
|
| 4638 |
ACM
4638
ADW Capital Management
Miami Beach,
Florida
| $92.3M | -$51.7M | -36% | 6.21% | 78.2% | 4 | 25% | 2.7 |
|
| 4639 |
PM
4639
Penbrook Management
New York
| $92.2M | -$1.04M | -1% | 2.15% | 106% | 109 | 10.09% | 14.3 |
|
| 4640 |
PAM
4640
PVG Asset Management
Golden,
Colorado
| $92.1M | -$3.25M | -3% | 0.27% | – | 103 | 58.25% | 3.1 |
|
| 4641 |
PPL
4641
PATRIZIA Pty Ltd
Barton,
Australia
| $91.9M | -$4.88M | -5% | 3.03% | – | 17 | 0% | 6.8 |
|
| 4642 |
TIM
4642
Triad Investment Management
Newport Beach,
California
| $91.9M | -$4.71M | -5% | 3.27% | – | 47 | 12.77% | 2.6 |
|
| 4643 |
JF
4643
JSF Financial
Los Angeles,
California
| $91.9M | -$164K | -0.2% | 1.24% | 79% | 65 | 7.69% | 2.6 |
|
| 4644 |
ZCM
4644
Zebra Capital Management
Stamford,
Connecticut
| $91.5M | -$101M | -53% | 0.81% | 142% | 496 | 62.5% | 5.1 |
|
| 4645 |
SAM
4645
Stringer Asset Management
Memphis,
Tennessee
| $91.5M | +$1.17M | +1% | 1.15% | 16.4% | 28 | 39.29% | 4.8 |
|
| 4646 |
CCM
4646
Community Capital Management
Plantation,
Florida
| $91.5M | +$4.28M | +5% | 3.51% | 55.6% | 166 | 55.42% | 2 |
|
| 4647 |
AVM
4647
Arch Venture Management
Chicago,
Illinois
| $91.4M | -$5.22M | -5% | 14.5% | 228% | 5 | 20% | 2.4 |
|
| 4648 |
KJWM
4648
Kiley Juergens Wealth Management
Olympia,
Washington
| $91.4M | +$2.51M | +3% | 2.57% | 106% | 41 | 4.88% | 6.2 |
|
| 4649 |
TI
4649
TTP Investments
San Jose,
California
| $91.2M | +$7.37M | +9% | 3.88% | 197% | 18 | 50% | 2.2 |
|
| 4650 |
TBNY
4650
Trustco Bank (New York)
Albany,
New York
| $90.9M | +$1.68M | +2% | 2.63% | 131% | 68 | 1.47% | 13.7 |
|