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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4826 |
4826
Taika Capital
Sunny Isles Beach,
Florida
| $199M | +$72.4M | +57% | 9.61% | 68.3% | 55 | 61.82% | 0.1 |
|
| 4827 |
WC
4827
Weil Company
San Diego,
California
| $199M | -$15.4M | -7% | 1.62% | 71.7% | 155 | 28.39% | 2.3 |
|
| 4828 |
4828
State of Wyoming
Cheyenne,
Wyoming
| $199M | -$16M | -7% | 4.09% | 135% | 2,149 | 28.06% | 0.5 |
|
| 4829 |
4829
Oakwell Private Wealth Management
Austin,
Texas
| $199M | -$2.16M | -1% | 5.13% | 63% | 63 | 7.94% | 1.1 |
|
| 4830 |
4830
Demars Financial Group
Spokane Valley,
Washington
| $199M | +$9.8M | +5% | 1.88% | 69.1% | 98 | 21.43% | 1.3 |
|
| 4831 |
4831
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
| $199M | -$10.8M | -5% | 1.74% | 92.4% | 501 | 19.76% | 3.7 |
|
| 4832 |
4832
Golden State Equity Partners
South Coast Metro,
California
| $199M | +$710K | +0.4% | 1.84% | – | 224 | 35.71% | 0.7 |
|
| 4833 |
4833
Teramo Advisors
Naples,
Florida
| $199M | +$17.4M | +10% | 2.59% | 72.1% | 18 | 22.22% | 0.2 |
|
| 4834 |
PK
4834
Pflug Koory
Omaha,
Nebraska
| $198M | +$263K | +0.1% | 0.16% | – | 477 | 4.19% | 3.7 |
|
| 4835 |
4835
Black Diamond Capital Management
Stamford,
Connecticut
| $198M | +$10M | +5% | 0.34% | 28.3% | 19 | 15.79% | 1.1 |
|
| 4836 |
4836
Axiom Financial Strategies
New Albany,
Indiana
| $198M | -$21.6M | -10% | 4.03% | 54.5% | 86 | 19.77% | 1.6 |
|
| 4837 |
4837
Must Asset Management
Seoul,
South Korea
| $198M | +$11.6M | +6% | 33.3% | 65.2% | 59 | 27.12% | 0.6 |
|
| 4838 |
WHAM
4838
Windmill Hill Asset Management
Waddesdon,
United Kingdom
| $198M | +$59.4M | +43% | 4.57% | 98.1% | 24 | 75% | 0.4 |
|
| 4839 |
DCM
4839
Difesa Capital Management
New York
| $198M | +$50.9M | +35% | 2.37% | – | 290 | 35.52% | 0.2 |
|
| 4840 |
4840
Investors Asset Management of Georgia
Atlanta,
Georgia
| $198M | -$11.9M | -6% | 2.53% | 118% | 183 | 9.29% | 4.7 |
|
| 4841 |
QC
4841
Qalhat Capital
Tortola,
British Virgin Islands
| $198M | +$53.9M | +37% | 8.45% | 90.3% | 15 | 40% | 0.2 |
|
| 4842 |
4842
Leisure Capital Management
Costa Mesa,
California
| $198M | -$19.4M | -9% | 3.6% | 98% | 157 | 17.83% | 3.7 |
|
| 4843 |
4843
Peninsula Asset Management
Bradenton,
Florida
| $198M | -$13M | -6% | 4.63% | 44.1% | 46 | 4.35% | 6.5 |
|
| 4844 |
4844
Greycroft
New York
| $198M | +$79.6M | +68% | 38.5% | 20% | 7 | 28.57% | 0.2 |
|
| 4845 |
4845
BWCP LP
Dallas,
Texas
| $197M | +$10M | +5% | 12.5% | 198% | 20 | 15% | 0.2 |
|
| 4846 |
4846
Financial Management Network
Mission Viejo,
California
| $197M | -$21.2M | -10% | 4.05% | 62.5% | 140 | 25% | 1.1 |
|
| 4847 |
4847
Shaker Investments
Cleveland,
Ohio
| $197M | -$35.5M | -15% | 8.98% | 205% | 102 | 20.59% | 2.6 |
|
| 4848 |
4848
Baker Hughes Holdings
Houston,
Texas
| $196M | -$74.8M | -28% | 27.4% | 38.6% | 2 | 50% | 1.3 |
|
| 4849 |
4849
Strategic Financial Partners
Bend,
Oregon
| $196M | -$7.32M | -4% | 6.03% | 54.8% | 71 | 7.04% | 1.8 |
|
| 4850 |
4850
Rip Road Capital Partners
Boston,
Massachusetts
| $196M | -$116M | -37% | 25.4% | 121% | 19 | 42.11% | 1.2 |
|