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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4751 |
4751
Francis Financial
| $192M | +$6.61M | +4% | 3.49% | 56.2% | 49 | 10.2% | 1.9 |
|
| 4752 |
4752
Aull & Monroe Investment Management
Mobile,
Alabama
| $192M | -$7.07M | -4% | 1.24% | 98.3% | 133 | 4.51% | 7.5 |
|
| 4753 |
IAMH
4753
IvyRock Asset Management (HK)
Sheung Wan,
Hong Kong
| $192M | +$19.7M | +11% | 17.5% | 76% | 19 | 31.58% | 1 |
|
| 4754 |
4754
Foursixthree Capital
New York
| $191M | +$66.1M | +53% | 0.77% | – | 19 | 36.84% | 0.5 |
|
| 4755 |
4755
GPM Growth Investors
Bloomfield Hills,
Michigan
| $191M | +$717K | +0.4% | 3.71% | – | 40 | 7.5% | 2.5 |
|
| 4756 |
4756
DecisionPoint Financial
Mesa,
Arizona
| $191M | -$648K | -0.3% | 4.57% | 48% | 249 | 23.29% | 0.5 |
|
| 4757 |
4757
Marathon Asset Management (New York)
New York
| $191M | -$39.9M | -17% | 22.4% | 490% | 12 | 25% | 2.1 |
|
| 4758 |
4758
Bill Few Associates
Pittsburgh,
Pennsylvania
| $191M | -$2.3M | -1% | 3.36% | 91.5% | 142 | 7.75% | 1.4 |
|
| 4759 |
4759
Cowbird Capital
New York
| $191M | -$50.5M | -21% | 4.35% | 21.3% | 13 | 53.85% | 0.9 |
|
| 4760 |
4760
Sweeney & Michel
Chico,
California
| $191M | -$3.27M | -2% | 2.86% | – | 108 | 9.26% | 0.5 |
|
| 4761 |
4761
Hixon Zuercher
Findlay,
Ohio
| $191M | -$7.71M | -4% | 3.54% | 101% | 59 | 5.08% | 2.8 |
|
| 4762 |
4762
Whitefort Capital Management
New York
| $191M | +$84.3M | +79% | 8.5% | 243% | 19 | 21.05% | 1 |
|
| 4763 |
4763
Topel & Distasi Wealth Management
Berkeley,
California
| $191M | -$8.06M | -4% | 3.88% | 40% | 72 | 2.78% | 1.5 |
|
| 4764 |
4764
GoodHaven Capital Management
Millburn,
New Jersey
| $191M | +$23.8M | +14% | 1.24% | 80.7% | 27 | 3.7% | 4.2 |
|
| 4765 |
BC
4765
Bullfrog Capital
Palo Alto,
California
| $191M | -$7.79M | -4% | 3.83% | – | 3 | 0% | 1.8 |
|
| 4766 |
4766
Compass Advisory Group
Melville,
New York
| $191M | +$1M | +0.5% | 2.82% | 49.2% | 73 | 13.7% | 1.7 |
|
| 4767 |
4767
Eads & Heald Wealth Management
Atlanta,
Georgia
| $191M | -$12.8M | -6% | 3.13% | 93.3% | 149 | 7.38% | 6.8 |
|
| 4768 |
4768
Tabor Asset Management
New York
| $191M | +$6.96M | +4% | 2.02% | 214% | 62 | 61.29% | 0.6 |
|
| 4769 |
4769
West Branch Capital
Amherst,
Massachusetts
| $191M | -$9.8M | -5% | 2.19% | 156% | 458 | 5.46% | 2.4 |
|
| 4770 |
4770
SWMG LLC
Fort Worth,
Texas
| $190M | -$749K | -0.4% | 3.81% | 68.7% | 104 | 19.23% | 1.2 |
|
| 4771 |
4771
Vista Investment Management
Pittsburgh,
Pennsylvania
| $190M | -$7.07M | -4% | 3.03% | 54.4% | 162 | 3.09% | 4.2 |
|
| 4772 |
4772
Hudson Value Partners
Palm Beach,
Florida
| $190M | -$5.22M | -3% | 1.95% | 124% | 108 | 11.11% | 2.1 |
|
| 4773 |
4773
Spectrum Asset Management (California)
Newport Beach,
California
| $190M | -$10.6M | -5% | 1.47% | 68.3% | 99 | 17.17% | 3.3 |
|
| 4774 |
4774
Horiko Capital Management
New York
| $190M | +$2.24M | +1% | 1.82% | 275% | 27 | 7.41% | 2.9 |
|
| 4775 |
4775
Comprehensive Financial Consultants Institutional
Bloomington,
Indiana
| $190M | +$977K | +0.5% | 2.42% | 78% | 167 | 11.38% | 1.4 |
|