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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
Banco BTG Pactual
Rio De Janeiro,
Brazil
| $175M | -$5.55M | -3% | 0.3% | 135% | 195 | 68.21% | 0.2 |
|
| 4802 |
4802
HMS Capital Management
Nashville,
Tennessee
| $175M | +$9.9M | +6% | 7.96% | 140% | 121 | 24.79% | 2.3 |
|
| 4803 |
4803
BancFirst Trust & Investment Management
Oklahoma City,
Oklahoma
| $175M | +$6.13M | +4% | 6.65% | 44.1% | 50 | 20% | 0.8 |
|
| 4804 |
4804
Peterson Wealth Services
South Ogden,
Utah
| $175M | +$33.5M | +24% | 9.49% | 160% | 95 | 16.84% | 0.8 |
|
| 4805 |
4805
Eastover Investment Advisors
Charlotte,
North Carolina
| $175M | +$14M | +9% | 9.62% | 105% | 47 | 4.26% | 2.2 |
|
| 4806 |
4806
Adaptive Financial Consulting
Beachwood,
Ohio
| $174M | +$14.7M | +9% | 4.2% | 33.4% | 16 | 0% | 2.9 |
|
| 4807 |
4807
Daily Journal Corp
Los Angeles,
California
| $174M | +$11M | +7% | 7.04% | 108% | 5 | 20% | 7.2 |
|
| 4808 |
4808
DHJJ Financial Advisors
Naperville,
Illinois
| $174M | +$3.12M | +2% | 7.54% | 62.5% | 136 | 8.82% | 1.6 |
|
| 4809 |
AH
4809
Aviva Holdings
New Providence,
Bahamas
| $174M | -$102M | -37% | 34.4% | 36.5% | 5 | 20% | 3.8 |
|
| 4810 |
4810
Compass Advisory Group
Melville,
New York
| $174M | -$4.07M | -2% | 7.2% | 49.2% | 71 | 15.49% | 1.3 |
|
| 4811 |
4811
Game Creek Capital
Boston,
Massachusetts
| $174M | +$9.6M | +6% | 9.4% | 176% | 71 | 18.31% | 2.5 |
|
| 4812 |
4812
IRON Financial
Northbrook,
Illinois
| $174M | -$7.94M | -4% | 3.41% | 60.6% | 106 | 20.75% | 2.7 |
|
| 4813 |
CPA
4813
Capital Performance Advisors
Walnut Creek,
California
| $174M | +$19.2M | +12% | 10.1% | 71% | 54 | 20.37% | 0.8 |
|
| 4814 |
NERM
4814
New England Research & Management
Chicago,
Illinois
| $174M | +$15.3M | +10% | 11.1% | 65% | 180 | 28.33% | 3.3 |
|
| 4815 |
4815
Susquehanna Capital Management
Bala Cynwyd,
Pennsylvania
| $174M | -$36.9M | -17% | 8.1% | 40.8% | 2 | 0% | 1 |
|
| 4816 |
4816
Voce Capital Management
San Francisco,
California
| $174M | +$20M | +13% | 15.4% | 69.2% | 10 | 0% | 3.3 |
|
| 4817 |
4817
Vantage Financial Partners (Illinois)
Arlington Heights,
Illinois
| $174M | +$19.2M | +12% | 7.33% | 13.1% | 96 | 15.63% | 2.7 |
|
| 4818 |
4818
Wynnefield Capital
New York
| $174M | -$15.7M | -8% | 7.16% | 52.1% | 23 | 17.39% | 4 |
|
| 4819 |
4819
Lipe & Dalton
Syracuse,
New York
| $174M | +$14.4M | +9% | 13.2% | 101% | 107 | 11.21% | 4.7 |
|
| 4820 |
4820
Aegon USA Investment Management
Cedar Rapids,
Iowa
| $174M | +$2.34M | +1% | 3.29% | 44.9% | 49 | 16.33% | 1.7 |
|
| 4821 |
4821
Clarity Wealth Advisors
San Jose,
California
| $174M | +$7.6M | +5% | 6.17% | 94.1% | 71 | 18.31% | 2.2 |
|
| 4822 |
4822
Tejara Capital
London,
United Kingdom
| $174M | – | – | 16.4% | 17.3% | 95 | – | 0 |
|
| 4823 |
4823
Harbour Investment Management
Edmonds,
Washington
| $174M | +$13.8M | +9% | 10.4% | 58.8% | 73 | 4.11% | 6.7 |
|
| 4824 |
ACM
4824
Aljian Capital Management
Carson City,
Nevada
| $173M | -$8.68M | -5% | 0.39% | 162% | 54 | 14.81% | 3.1 |
|
| 4825 |
4825
Zimmermann Investment Management & Planning
New Cumberland,
Pennsylvania
| $173M | +$12.7M | +8% | 6.39% | 31.6% | 101 | 19.8% | 0.6 |
|