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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4676 |
CC
4676
Corton Capital
Carrying Place,
Ontario, Canada
| $225M | – | – | 4.11% | 225% | 214 | – | 0 |
|
| 4677 |
4677
Droms Strauss Advisors
St. Louis,
Missouri
| $225M | +$17.3M | +8% | 9.89% | 74.5% | 48 | 2.08% | 2 |
|
| 4678 |
4678
Hapanowicz & Associates Financial Services
Pittsburgh,
Pennsylvania
| $225M | -$6.78M | -3% | 3.48% | 65% | 35 | 20% | 2.1 |
|
| 4679 |
4679
Atlas FRM
Greenwich,
Connecticut
| $225M | – | – | 17.4% | 38.9% | 7 | – | 0 |
|
| 4680 |
4680
Rockwood Wealth Management
New Hope,
Pennsylvania
| $225M | – | – | 9.15% | 52.6% | 118 | – | 0 |
|
| 4681 |
4681
Sendero Wealth Management
San Antonio,
Texas
| $225M | – | – | 8.25% | 99.2% | 81 | – | 0 |
|
| 4682 |
4682
Algebris (UK)
London,
United Kingdom
| $225M | +$36.6M | +19% | 0.36% | 17% | 40 | 57.5% | 0.6 |
|
| 4683 |
4683
Landmark Financial Advisors
Bowling Green,
Kentucky
| $225M | +$39.3M | +21% | 4.06% | 11.8% | 90 | 32.22% | 3.6 |
|
| 4684 |
4684
Riverview Capital Advisers
Boston,
Massachusetts
| $225M | – | – | 9.65% | 84.8% | 104 | – | 0 |
|
| 4685 |
WCM
4685
Wunderlich Capital Managemnt
Memphis,
Tennessee
| $224M | +$16.9M | +8% | 6.67% | 33.6% | 93 | 8.6% | 4 |
|
| 4686 |
4686
Aull & Monroe Investment Management
Mobile,
Alabama
| $224M | +$21.4M | +11% | 11.6% | 98.3% | 138 | 4.35% | 6 |
|
| 4687 |
4687
Stolper & Co
Tulsa,
Oklahoma
| $224M | +$15.1M | +7% | 10.9% | 77.1% | 87 | 3.45% | 1.5 |
|
| 4688 |
4688
IRON Financial
Northbrook,
Illinois
| $224M | +$15.7M | +8% | 5.9% | 60.6% | 116 | 6.03% | 2.3 |
|
| 4689 |
4689
Jefferies Financial Group
New York
| $224M | -$8.04M | -3% | 1.63% | 146% | 7 | 28.57% | 1.8 |
|
| 4690 |
4690
Jacob Asset Management of New York
Hermosa Beach,
California
| $224M | -$51.1M | -19% | 2.78% | 22.7% | 81 | 8.64% | 1.6 |
|
| 4691 |
4691
Abbot Financial Management
Andover,
Massachusetts
| $224M | +$4.04M | +2% | 6.87% | 102% | 139 | 7.19% | 3.2 |
|
| 4692 |
4692
Paulson Wealth Management
Wheaton,
Illinois
| $224M | +$13.4M | +6% | 5.82% | 62.6% | 106 | 31.13% | 2.3 |
|
| 4693 |
4693
Hamilton Wealth
Encino,
California
| $224M | +$6.22M | +3% | 9.05% | 108% | 77 | 50.65% | 1 |
|
| 4694 |
DL
4694
DOHJ LLC
Seattle,
Washington
| $224M | +$12.5M | +6% | 6.63% | 51.5% | 101 | 5.94% | 1.4 |
|
| 4695 |
4695
Auxano Advisors
Bellevue,
Washington
| $224M | +$1.02M | +0.5% | 11.7% | 103% | 77 | 15.58% | 1.1 |
|
| 4696 |
SST
4696
S Squared Technology
New York
| $223M | +$2.87M | +1% | 9.33% | 223% | 38 | 15.79% | 2.4 |
|
| 4697 |
4697
Searcy Financial Services
Overland Park,
Kansas
| $223M | +$59.8M | +37% | 11% | 60.2% | 24 | 25% | 1.6 |
|
| 4698 |
4698
MSH Capital Advisors
Scottsdale,
Arizona
| $223M | – | – | 8.02% | 77.4% | 179 | – | 0 |
|
| 4699 |
4699
Crestwood Capital Management
New York
| $223M | -$16.9M | -7% | 7.5% | 203% | 26 | 30.77% | 1.7 |
|
| 4700 |
4700
Nine Masts Capital
Central,
Hong Kong
| $223M | -$42M | -16% | 3.38% | 88.1% | 46 | 21.74% | 0.4 |
|