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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4801 |
4801
Libra Wealth
Los Gatos,
California
| $155M | +$15.7M | +11% | 5.09% | 58.2% | 50 | 28% | 0.4 |
|
| 4802 |
4802
Riverstone Advisors
New Braunfels,
Texas
| $155M | -$3.96M | -2% | 0.62% | 104% | 50 | 12% | 2.4 |
|
| 4803 |
4803
Portland Investment Counsel
Burlington,
Ontario, Canada
| $155M | -$43.3M | -22% | 11.8% | 108% | 39 | 15.38% | 3.2 |
|
| 4804 |
4804
Oliver Lagore Vanvalin Investment Group
Flint,
Michigan
| $155M | -$16.4M | -10% | 3.53% | – | 780 | 17.95% | 0.4 |
|
| 4805 |
CPA
4805
Capital Performance Advisors
Walnut Creek,
California
| $155M | -$7.74M | -5% | 5.02% | 71% | 50 | 10% | 0.7 |
|
| 4806 |
4806
Zullo Investment Group
Scranton,
Pennsylvania
| $155M | -$5.11M | -3% | 4.28% | 143% | 804 | 4.98% | 0.7 |
|
| 4807 |
PCMK
4807
Paragon Capital Management (Kansas)
Overland Park,
Kansas
| $155M | -$14.5M | -9% | 4.11% | 87.5% | 62 | 11.29% | 5.4 |
|
| 4808 |
DA
4808
DCF Advisers
Greenwich,
Connecticut
| $155M | -$13.2M | -8% | 1.9% | 372% | 97 | 46.39% | 1.3 |
|
| 4809 |
4809
Wick Capital Partners
Wayne,
Pennsylvania
| $155M | +$11.5M | +8% | 5.73% | 60% | 56 | 23.21% | 0.5 |
|
| 4810 |
4810
Half Sky Capital (UK)
London,
United Kingdom
| $155M | -$8.18M | -5% | 5.1% | 13% | 10 | 30% | 1 |
|
| 4811 |
4811
Vantage Financial Partners (Illinois)
Arlington Heights,
Illinois
| $155M | -$13.9M | -8% | 6.06% | 13.1% | 91 | 10.99% | 2.9 |
|
| 4812 |
4812
MQS Management
New York
| $154M | +$8.5M | +6% | 8.82% | 6.42% | 629 | 78.86% | 0.1 |
|
| 4813 |
4813
Access Financial Services
Minneapolis,
Minnesota
| $154M | -$20.3M | -12% | 5.91% | 44.8% | 100 | 14% | 3 |
|
| 4814 |
GA
4814
Gagnon Advisors
New York
| $154M | -$10.7M | -6% | 2.06% | 129% | 34 | 8.82% | 4 |
|
| 4815 |
4815
Tiemann Investment Advisors
Menlo Park,
California
| $154M | -$33.1M | -18% | 4.62% | 77% | 203 | 13.3% | 5.8 |
|
| 4816 |
4816
Boothe Investment Group
Dover,
Delaware
| $154M | +$35.8M | +30% | 5.46% | 75.6% | 43 | 23.26% | 1.4 |
|
| 4817 |
4817
Voce Capital Management
San Francisco,
California
| $154M | -$46M | -23% | 7.14% | 69.2% | 11 | 9.09% | 3 |
|
| 4818 |
OGF
4818
Orin Green Financial
San Diego,
California
| $154M | -$6.13M | -4% | 6.04% | 59.1% | 66 | 4.55% | 1.5 |
|
| 4819 |
4819
AMJ Financial Wealth Management
Leesburg,
Virginia
| $154M | +$35.4M | +30% | 2.39% | 167% | 64 | 39.06% | 1.2 |
|
| 4820 |
4820
360 Financial
Wayzata,
Minnesota
| $154M | -$12.5M | -8% | 4.43% | 82.5% | 95 | 26.32% | 1.7 |
|
| 4821 |
SC
4821
Siena Capital
Cincinnati,
Ohio
| $153M | -$11.6M | -7% | 7.2% | – | 279 | 22.22% | 0.6 |
|
| 4822 |
4822
Fusion Capital
Mt. Pleasant,
South Carolina
| $153M | -$8.64M | -5% | 4.89% | 100% | 76 | 15.79% | 2 |
|
| 4823 |
4823
SWMG LLC
Fort Worth,
Texas
| $153M | – | – | 5.73% | 68.7% | 71 | – | 1.1 |
|
| 4824 |
4824
Stone Asset Management
Austin,
Texas
| $153M | -$5.74M | -4% | 5.84% | – | 48 | 14.58% | 0.7 |
|
| 4825 |
4825
William Marsh Rice University
Houston,
Texas
| $153M | +$20.2M | +15% | 20.3% | 1.81% | 8 | 12.5% | 1.5 |
|