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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4901 |
4901
Kadensa Capital
Central,
Hong Kong
| $171M | +$106M | +162% | 9.57% | 191% | 16 | 68.75% | 0.2 |
|
| 4902 |
4902
TRG Investments
Richmond,
Virginia
| $171M | -$91M | -35% | 34.7% | 70.5% | 1 | 0% | 5.8 |
|
| 4903 |
4903
Abundance Wealth Counselors
State College,
Pennsylvania
| $171M | -$216M | -56% | 2.13% | 107% | 108 | 60.19% | 1.2 |
|
| 4904 |
4904
David J. Yvars Group
University Park,
Florida
| $171M | -$6.83M | -4% | 6.17% | 143% | 94 | 14.89% | 0.7 |
|
| 4905 |
4905
Hixon Zuercher
Findlay,
Ohio
| $171M | +$4.92M | +3% | 0.87% | 101% | 59 | 5.08% | 1.4 |
|
| 4906 |
4906
Coyle Financial Counsel
Glenview,
Illinois
| $171M | +$4.42M | +3% | 1.58% | 67.3% | 65 | 16.92% | 2.1 |
|
| 4907 |
JCA
4907
Jade Capital Advisors
Essex Fells,
New Jersey
| $171M | -$96.2M | -36% | 2.93% | 28.9% | 107 | 56.07% | 0.4 |
|
| 4908 |
4908
Performa Ltd (US)
Charleston,
South Carolina
| $171M | +$27.7M | +19% | 0.54% | 55.8% | 63 | 26.98% | 0.6 |
|
| 4909 |
MC
4909
MRJ Capital
New York
| $171M | -$897K | -0.5% | 1.33% | 127% | 51 | 1.96% | 4.5 |
|
| 4910 |
WMA
4910
Wealth Management Associates
Cherry Hill,
New Jersey
| $171M | -$5.27M | -3% | 0.36% | 111% | 203 | 8.37% | 1.7 |
|
| 4911 |
4911
PFG Private Wealth Management
Lutz,
Florida
| $171M | +$16.7M | +11% | 0.44% | 52.6% | 310 | 81.29% | 0.2 |
|
| 4912 |
LCM
4912
Lafitte Capital Management
Austin,
Texas
| $171M | +$7.79M | +5% | 4.97% | 55.2% | 9 | 0% | 2.8 |
|
| 4913 |
4913
Seelaus Asset Management
Chatham,
New Jersey
| $171M | -$304K | -0.2% | 1.02% | 134% | 279 | 16.49% | 1.5 |
|
| 4914 |
4914
Red Spruce Capital
Berwyn,
Pennsylvania
| $171M | +$1.41M | +0.8% | 0.13% | 98.4% | 91 | 5.49% | 1.5 |
|
| 4915 |
4915
SummerHaven Investment Management
Stamford,
Connecticut
| $171M | -$4.46M | -3% | 0.44% | 150% | 328 | 79.88% | 0.2 |
|
| 4916 |
4916
Ferguson Shapiro
Decatur,
Georgia
| $171M | -$511K | -0.3% | 0.58% | 42.7% | 38 | 39.47% | 0.6 |
|
| 4917 |
4917
Axis Capital Holdings
Pembroke,
| $171M | -$121K | -0.1% | 0.06% | 76% | 3 | 0% | 4.8 |
|
| 4918 |
4918
Alan N. Hoffman Investment Management
Wellesley Hills,
Massachusetts
| $171M | +$1.67M | +1% | 1.58% | 114% | 12 | 0% | 0.7 |
|
| 4919 |
4919
Yorktown Energy Partners IX
New York
| $171M | +$107M | +170% | 103% | 67.3% | 3 | 66.67% | 2.3 |
|
| 4920 |
4920
Little House Capital
Braintree,
Massachusetts
| $171M | -$14.5M | -8% | 0.21% | 108% | 152 | 19.74% | 0.7 |
|
| 4921 |
4921
Vista Investment Management
Pittsburgh,
Pennsylvania
| $170M | +$949K | +0.6% | 0.88% | 54.4% | 159 | 3.77% | 2.9 |
|
| 4922 |
4922
SYM Financial Corp
Winona Lake,
Indiana
| $170M | -$4.68M | -3% | 3.51% | 64.3% | 118 | 28.81% | 1.5 |
|
| 4923 |
4923
Lansing Management
New York
| $170M | +$5.51M | +3% | 0.59% | 76.9% | 8 | 12.5% | 2.1 |
|
| 4924 |
4924
Grant Street Asset Management
Canonsburg,
Pennsylvania
| $170M | +$193K | +0.1% | 0.02% | 47.2% | 44 | 11.36% | 0.9 |
|
| 4925 |
4925
Twin Lakes Capital Management
Redwood Shores,
California
| $170M | -$9.49M | -5% | 5.15% | 131% | 253 | 10.67% | 0.5 |
|