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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4876 |
RHP
4876
Royal Harbor Partners
Houston,
Texas
| $101M | +$14.8M | +17% | 18.3% | 49.5% | 87 | 32.18% | 0.3 |
|
| 4877 |
EFIC
4877
Eliot Finkel Investment Counsel
Beverly Hills,
California
| $101M | +$9.31M | +10% | 13.9% | 88.9% | 28 | 17.86% | 3.2 |
|
| 4878 |
GPA
4878
Garrison Point Advisors
Walnut Creek,
California
| $101M | +$19.2M | +23% | 21.6% | 81.5% | 128 | 15.63% | 1.2 |
|
| 4879 |
VFA
4879
Values First Advisors
Gray,
Tennessee
| $101M | +$17.7M | +21% | 27.4% | 86.4% | 146 | 19.18% | 0.4 |
|
| 4880 |
SAM
4880
Shone Asset Management
Walnut Creek,
California
| $101M | +$16.5M | +19% | 19.5% | – | 37 | 16.22% | 0.2 |
|
| 4881 |
FA
4881
Fortis Advisors
Wayne,
Pennsylvania
| $101M | -$48.4M | -32% | 16.4% | 72.8% | 351 | 54.42% | 2 |
|
| 4882 |
DJC
4882
Daily Journal Corp
Los Angeles,
California
| $101M | +$1.24M | +1% | 2.46% | 108% | 4 | 0% | 6.5 |
|
| 4883 |
CPSC
4883
Carl P. Sherr & Co
Worcester,
Massachusetts
| $101M | +$16.4M | +19% | 17.6% | 68.8% | 107 | 13.08% | 0.5 |
|
| 4884 |
VPMV
4884
Venrock Partners Management V
Palo Alto,
California
| $101M | – | – | 50.4% | – | 3 | – | 0 |
|
| 4885 |
PWM
4885
Peterson Wealth Management
Sparks,
Nevada
| $101M | +$18.5M | +23% | 15.3% | 78% | 54 | 33.33% | 0.4 |
|
| 4886 |
SCIM
4886
Spring Creek Investment Management
Philadelphia,
Pennsylvania
| $100M | -$4.35M | -4% | 25.9% | 45.9% | 11 | 36.36% | 1.1 |
|
| 4887 |
SC
4887
Steph & Co
Marinette,
Wisconsin
| $100M | +$12.5M | +14% | 18.1% | 61.6% | 273 | 21.25% | 0.4 |
|
| 4888 |
4888
AlphaCore Capital
La Jolla,
California
| $100M | -$26.8M | -21% | 21.9% | 85.9% | 349 | 79.94% | 0.5 |
|
| 4889 |
CCMW
4889
Cypress Capital Management (Wyoming)
Sheridan,
Wyoming
| $100M | +$29.1M | +41% | 28.5% | 161% | 214 | 22.43% | 2.6 |
|
| 4890 |
ACM
4890
AUA Capital Management
Camp Hill,
Pennsylvania
| $100M | -$5.55M | -5% | 15.7% | 70.2% | 193 | 15.54% | 3.1 |
|
| 4891 |
SCA
4891
Strategic Capital Advisers
Denver,
Colorado
| $99.5M | +$16.9M | +20% | 20.6% | 51.4% | 54 | 20.37% | 1.8 |
|
| 4892 |
DI
4892
DAGCO Inc
Westlake,
Ohio
| $99.5M | +$7.54M | +8% | 19.8% | 66.5% | 98 | 15.31% | 1.3 |
|
| 4893 |
BWA
4893
Beam Wealth Advisors
Covington,
Louisiana
| $99.3M | -$1.61M | -2% | 18% | 59.7% | 172 | 36.05% | 0.3 |
|
| 4894 |
VIG
4894
Vienna Insurance Group
Warsaw,
Poland
| $99.2M | +$19.9M | +25% | 33.6% | 188% | 13 | 7.69% | 0.7 |
|
| 4895 |
ACM
4895
AREX Capital Management
New York
| $99M | +$13.5M | +16% | 47.6% | 36.2% | 10 | 30% | 0.4 |
|
| 4896 |
KLC
4896
Knowledge Leaders Capital
Denver,
Colorado
| $98.8M | +$67.5M | +216% | 25.5% | 51.6% | 118 | 84.75% | 0.1 |
|
| 4897 |
PHAM
4897
Portland Hill Asset Management
London,
United Kingdom
| $98.8M | +$21.6M | +28% | 43.8% | 30.2% | 23 | 4.35% | 2.6 |
|
| 4898 |
HAC
4898
Harbor Advisory Corp
Portsmouth,
New Hampshire
| $98.7M | +$5.44M | +6% | 15.9% | 63.2% | 35 | 2.86% | 2.3 |
|
| 4899 |
CWM
4899
Concentrum Wealth Management
San Jose,
California
| $98.6M | +$24.1M | +32% | 32.4% | 174% | 44 | 38.64% | 0.9 |
|
| 4900 |
T2I
4900
Turim 21 Investimentos
Rio De Janeiro,
Brazil
| $98.6M | +$50.2M | +104% | 34.6% | 62.1% | 36 | 38.89% | 1 |
|