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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4726 |
SCM
4726
Stonepine Capital Management
Bend,
Oregon
| $191M | +$6.1M | +3% | 5.67% | 231% | 32 | 25% | 1 |
|
| 4727 |
AIM
4727
Aspen Investment Management
Grand Rapids,
Michigan
| $191M | +$11.8M | +7% | 6.29% | 84.9% | 153 | 12.42% | 4.7 |
|
| 4728 |
MIM
4728
MTM Investment Management
Spartanburg,
South Carolina
| $191M | +$13.6M | +8% | 5.91% | 80.5% | 270 | 8.52% | 0.4 |
|
| 4729 |
PK
4729
Pflug Koory
Omaha,
Nebraska
| $191M | +$10.1M | +6% | 5.38% | – | 516 | 9.69% | 3 |
|
| 4730 |
WWA
4730
WC Walker & Associates
Fullerton,
California
| $191M | +$14.5M | +8% | 8.11% | – | 70 | 11.43% | 0.5 |
|
| 4731 |
GSC
4731
G&S Capital
Denver,
Colorado
| $191M | +$18.8M | +11% | 5.57% | 77.2% | 124 | 33.06% | 1.3 |
|
| 4732 |
BIG
4732
Boothe Investment Group
Dover,
Delaware
| $191M | +$19M | +11% | 4.86% | 59.8% | 37 | 10.81% | 1.2 |
|
| 4733 |
PBO
4733
Peoples Bank (Ohio)
Marietta,
Ohio
| $190M | +$6.05M | +3% | 3.58% | 71.7% | 122 | 11.48% | 3 |
|
| 4734 |
GGI
4734
GPM Growth Investors
Bloomfield Hills,
Michigan
| $190M | +$15.3M | +9% | 8.41% | – | 40 | 10% | 1.1 |
|
| 4735 |
CSWG
4735
Cardinal Strategic Wealth Guidance
Louisville,
Kentucky
| $190M | +$19.5M | +11% | 6.62% | 67.3% | 65 | 4.62% | 1.2 |
|
| 4736 |
FFM
4736
FengHe Fund Management
Singapore
| $190M | +$63.2M | +50% | 8.19% | 902% | 21 | 61.9% | 0.2 |
|
| 4737 |
NSRI
4737
New Silk Road Investment
Singapore
| $190M | +$43.4M | +30% | 4.04% | 21.2% | 15 | 40% | 1 |
|
| 4738 |
DL
4738
DOHJ LLC
Seattle,
Washington
| $190M | +$18.3M | +11% | 6.61% | 51.5% | 107 | 14.95% | 0.9 |
|
| 4739 |
EWM
4739
Elmwood Wealth Management
Berkeley,
California
| $190M | +$25.8M | +16% | 10.5% | 42.1% | 340 | 9.12% | 1.3 |
|
| 4740 |
PA
4740
PSI Advisors
Tampa,
Florida
| $190M | +$20M | +12% | 7.68% | 58.2% | 138 | 7.97% | 1.1 |
|
| 4741 |
SCP
4741
Stamos Capital Partners
Menlo Park,
California
| $190M | -$8.37M | -4% | 6.06% | 36.7% | 47 | 4.26% | 1.3 |
|
| 4742 |
MAP
4742
Milestone Advisory Partners
Southern Pines,
North Carolina
| $190M | +$2.8M | +1% | 5% | 19.7% | 97 | 25.77% | 1.4 |
|
| 4743 |
DFA
4743
DHJJ Financial Advisors
Naperville,
Illinois
| $189M | +$16.9M | +10% | 6.04% | 56.7% | 122 | 13.11% | 0.4 |
|
| 4744 |
ICM
4744
Intrepid Capital Management
Jacksonville Beach,
Florida
| $189M | -$2.3M | -1% | 6.11% | 70.2% | 73 | 15.07% | 1.5 |
|
| 4745 |
MA
4745
Minerva Advisors
Bala Cynwyd,
Pennsylvania
| $189M | +$6.58M | +4% | 6.71% | 166% | 71 | 1.41% | 5.7 |
|
| 4746 |
PIM
4746
Profit Investment Management
North Bethesda,
Maryland
| $189M | +$13.5M | +8% | 9.77% | 101% | 90 | 0% | 4.8 |
|
| 4747 |
PFM
4747
Patton Fund Management
Dallas,
Texas
| $189M | +$1.25M | +0.7% | 7.48% | 211% | 113 | 61.95% | 0.7 |
|
| 4748 |
NWM
4748
Northwest Wealth Management
Spencer,
Iowa
| $189M | +$29.5M | +18% | 4.69% | 63.4% | 130 | 17.69% | 2.4 |
|
| 4749 |
BAM
4749
Broadmark Asset Management
San Francisco,
California
| $189M | -$3.56M | -2% | 8.55% | 39.6% | 2 | 50% | 0.5 |
|
| 4750 |
SWM
4750
Sculati Wealth Management
Bloomfield Hills,
Michigan
| $189M | +$15.1M | +9% | 8.07% | 72.3% | 117 | 4.27% | 1.1 |
|