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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4701 |
MCP
4701
Moab Capital Partners
Southampton,
New York
| $114M | -$126M | -53% | 10.6% | 89.3% | 29 | 68.97% | 1.8 |
|
| 4702 |
4702
VV Manager
Boston,
Massachusetts
| $114M | +$25.5M | +29% | 80.4% | – | 4 | 0% | 1.2 |
|
| 4703 |
YRHAM
4703
Yong Rong (HK) Asset Management
Sheung Wan,
Hong Kong
| $114M | +$53M | +87% | 27.4% | 2,310% | 25 | 88% | 0.1 |
|
| 4704 |
4704
Okabena Investment Services
Minneapolis,
Minnesota
| $114M | +$26.1M | +30% | 21.6% | 72.4% | 94 | 47.87% | 0.3 |
|
| 4705 |
4705
Northwest Capital Management
Lake Oswego,
Oregon
| $114M | +$13.9M | +14% | 14.3% | 57% | 58 | 17.24% | 1.6 |
|
| 4706 |
4706
Monetta Financial Services
Wheaton,
Illinois
| $114M | +$16.3M | +17% | 26.5% | 275% | 46 | 32.61% | 2.1 |
|
| 4707 |
4707
Adaptive Financial Consulting
Beachwood,
Ohio
| $114M | +$16.5M | +17% | 13.6% | 33.4% | 22 | 18.18% | 0.5 |
|
| 4708 |
4708
Successful Portfolios
Clearwater,
Florida
| $114M | +$14.8M | +15% | 16.5% | 110% | 173 | 17.34% | 1.8 |
|
| 4709 |
4709
CNB Bank
Clearfield,
Pennsylvania
| $114M | +$20.8M | +22% | 20.6% | 91.6% | 442 | 17.19% | 1.6 |
|
| 4710 |
4710
First Reserve GP XIII
Stamford,
Connecticut
| $114M | -$1.23M | -1% | 1.07% | 5.56% | 1 | 0% | 2.5 |
|
| 4711 |
4711
Mendel Money Management
Northbrook,
Illinois
| $114M | – | – | 23.1% | 75.4% | 56 | – | 3.3 |
|
| 4712 |
4712
Davidson Capital Management
Corpus Christi,
Texas
| $114M | +$43.4M | +62% | 26.8% | 79.4% | 82 | 8.54% | 0.4 |
|
| 4713 |
4713
Walkner Condon Financial Advisors
Madison,
Wisconsin
| $114M | +$19.9M | +21% | 13.3% | 56.8% | 67 | 32.84% | 0.4 |
|
| 4714 |
4714
Core Wealth Advisors (Florida)
Lakeland,
Florida
| $114M | -$17.8M | -14% | 18.5% | 59.7% | 172 | 36.05% | 0.4 |
|
| 4715 |
ABP
4715
Arthur B. Page
| $113M | +$12.6M | +13% | 20.4% | 40.4% | 58 | 6.9% | 5 |
|
| 4716 |
4716
DRH Investments
Thousand Oaks,
California
| $113M | +$6.87M | +6% | 33.6% | 81.2% | 19 | 42.11% | 0.3 |
|
| 4717 |
4717
A.D. Beadell Investment Counsel
Mequon,
Wisconsin
| $113M | +$20.7M | +22% | 15.4% | 83.3% | 86 | 24.42% | 3.7 |
|
| 4718 |
4718
H&H Retirement Design & Management
Las Vegas,
Nevada
| $113M | +$7.59M | +7% | 13.4% | 38.4% | 51 | 15.69% | 0.2 |
|
| 4719 |
4719
Boothe Investment Group
Dover,
Delaware
| $113M | – | – | 32.2% | 75.6% | 31 | – | 0.7 |
|
| 4720 |
4720
Prudent Man Advisors
Naperville,
Illinois
| $113M | – | – | 17.6% | 82.8% | 150 | – | 0 |
|
| 4721 |
4721
Financial Insights
Tacoma,
Washington
| $113M | +$17.7M | +19% | 15.7% | 71.9% | 90 | 27.78% | 1 |
|
| 4722 |
4722
Foresite Capital Management III
Larkspur,
California
| $112M | +$49.7M | +79% | 60.7% | 444% | 11 | 45.45% | 1.6 |
|
| 4723 |
4723
Columbia Trust
Portland,
Oregon
| $112M | +$21M | +23% | 19.8% | 36% | 132 | 19.7% | 0.4 |
|
| 4724 |
4724
Andesa Financial Management
Allentown,
Pennsylvania
| $112M | +$23.1M | +26% | 19.9% | 73.6% | 123 | 39.02% | 1.1 |
|
| 4725 |
4725
Atlas Private Wealth Advisors
Matawan,
New Jersey
| $112M | – | – | 16.4% | 57.8% | 724 | – | 0 |
|