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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%
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250
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2,500
5,000
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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 4851 |
PCM
4851
Perkins Capital Management
Wayzata,
Minnesota
| $82.8M | -$28.8M | -26% | 19.3% | 303% | 122 | 20.49% |
|
| 4852 |
SV
4852
Stilwell Value
New York
| $82.8M | -$56.4M | -41% | 33.8% | 87.9% | 43 | 18.6% |
|
| 4853 |
JA
4853
JVL Associates
Wyoming,
Michigan
| $82.8M | -$24.1M | -23% | 20.4% | 73.3% | 45 | 17.78% |
|
| 4854 |
WGA
4854
Weather Gauge Advisory
Williamsburg,
Virginia
| $82.7M | -$30.7M | -27% | 20.9% | 39.9% | 91 | 14.29% |
|
| 4855 |
CCM
4855
Copernicus Capital Management
San Francisco,
California
| $82.6M | +$6.37M | +8% | 4.74% | 126% | 21 | 61.9% |
|
| 4856 |
SCA
4856
Strategic Capital Advisers
Denver,
Colorado
| $82.6M | -$24.1M | -23% | 11.9% | 51.4% | 62 | 24.19% |
|
| 4857 |
PIA
4857
Powell Investment Advisors
Miami,
Florida
| $82.6M | -$13.4M | -14% | 20.8% | 76.1% | 131 | 25.19% |
|
| 4858 |
PCC
4858
Park Circle Company
Baltimore,
Maryland
| $82.5M | -$66.1M | -44% | 11.2% | 70.5% | 103 | 41.75% |
|
| 4859 |
DC
4859
Diametric Capital
Boston,
Massachusetts
| $82.5M | -$54.5M | -40% | 24% | 175% | 190 | 73.68% |
|
| 4860 |
PFA
4860
Plotkin Financial Advisors
Chevy Chase,
Maryland
| $82.4M | -$25M | -23% | 17% | 95.3% | 69 | 24.64% |
|
| 4861 |
PWM
4861
PRW Wealth Management
Quincy,
Massachusetts
| $82.4M | -$5.69M | -6% | 14.7% | 42.3% | 77 | 62.34% |
|
| 4862 |
SAM
4862
S.A. Mason
Holland,
Michigan
| $82.4M | -$22.6M | -21% | 16.8% | 105% | 473 | 22.83% |
|
| 4863 |
AWM
4863
Aberdeen Wealth Management
Lake Bluff,
Illinois
| $82.2M | -$52M | -39% | 18.9% | 73.1% | 155 | 24.52% |
|
| 4864 |
PWM
4864
Peterson Wealth Management
Sparks,
Nevada
| $82.1M | -$27.9M | -25% | 10.9% | 78% | 51 | 17.65% |
|
| 4865 |
LC
4865
LNZ Capital
New York
| $82M | -$135M | -62% | 11.7% | 58.8% | 21 | 80.95% |
|
| 4866 |
HWA
4866
Hilltop Wealth Advisors
Chapel Hill,
North Carolina
| $81.9M | -$14.5M | -15% | 18.4% | 58.3% | 30 | 20% |
|
| 4867 |
PWM
4867
Provident Wealth Management
Brentwood,
Tennessee
| $81.9M | -$30.3M | -27% | 20.2% | 53.3% | 60 | 16.67% |
|
| 4868 |
LBS
4868
Lawrence B. Seidman
| $81.9M | -$23.7M | -22% | 33.8% | 12.3% | 29 | 34.48% |
|
| 4869 |
GPA
4869
Garrison Point Advisors
Walnut Creek,
California
| $81.9M | -$27.2M | -25% | 16.3% | 81.5% | 129 | 16.28% |
|
| 4870 |
OCP
4870
OCO Capital Partners
New York
| $81.7M | +$6.82M | +9% | 41.7% | 679% | 8 | 62.5% |
|
| 4871 |
MCM
4871
Mudrick Capital Management
New York
| $81.7M | +$10.9M | +15% | 45.3% | 212% | 7 | 71.43% |
|
| 4872 |
JSAM
4872
J. Safra Asset Management
New York
| $81.5M | -$15.9M | -16% | 19.5% | 84.3% | 18 | 38.89% |
|
| 4873 |
CA
4873
Crumly & Associates
Springfield,
Illinois
| $81.4M | -$15.1M | -16% | 17.4% | 55.2% | 66 | 51.52% |
|
| 4874 |
FCMI
4874
Foresite Capital Management IV
Larkspur,
California
| $81.1M | -$151M | -65% | 19.1% | 151% | 18 | 61.11% |
|
| 4875 |
KFS
4875
Kelly Financial Services
Braintree,
Massachusetts
| $81.1M | -$49.4M | -38% | 13.6% | 58.4% | 613 | 12.89% |
|