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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4926 |
4926
Augustine Asset Management
Jacksonville,
Florida
| $204M | +$16.4M | +9% | 7.1% | 316% | 100 | 16% | 2.9 |
|
| 4927 |
4927
Old West Investment Management
Los Angeles,
California
| $204M | -$179M | -47% | 4.04% | 242% | 61 | 26.23% | 3.1 |
|
| 4928 |
BCM
4928
Breiter Capital Management
Bradenton,
Florida
| $204M | +$28.9M | +17% | 14.5% | 109% | 147 | 15.65% | 1.1 |
|
| 4929 |
4929
Accel Wealth Management
Waverly,
Iowa
| $204M | +$49.2M | +32% | 6.58% | 82.4% | 952 | 13.34% | 0.8 |
|
| 4930 |
4930
Carmel Capital Management
Carmel,
California
| $204M | – | – | 11.9% | 247% | 38 | – | 0 |
|
| 4931 |
4931
Mitsubishi UFJ Morgan Stanley Securities
Tokyo,
Japan
| $204M | +$95.8M | +89% | 5.41% | – | 154 | 37.66% | 0.3 |
|
| 4932 |
4932
Strategic Financial Partners
Bend,
Oregon
| $204M | +$17.6M | +9% | 6.14% | 54.8% | 69 | 5.8% | 1.6 |
|
| 4933 |
EE
4933
EWG Elevate
Roseville,
California
| $204M | -$38.3M | -16% | 6.33% | 76% | 106 | 37.74% | 1.1 |
|
| 4934 |
4934
Andesa Financial Management
Allentown,
Pennsylvania
| $204M | +$19.6M | +11% | 10.2% | 73.6% | 150 | 10% | 1.9 |
|
| 4935 |
4935
Abacus FCF Advisors
Orlando,
Florida
| $203M | -$2.63M | -1% | 13.8% | 197% | 140 | 17.14% | 1.2 |
|
| 4936 |
4936
Aspen Investment Management
Grand Rapids,
Michigan
| $203M | +$14M | +7% | 7.37% | 92.6% | 145 | 8.28% | 5.2 |
|
| 4937 |
4937
Congress Park Capital
Saratoga Springs,
New York
| $203M | +$7.5M | +4% | 5.72% | 99.9% | 154 | 20.13% | 2 |
|
| 4938 |
4938
1492 Capital Management
Milwaukee,
Wisconsin
| $203M | +$5.23M | +3% | 5.75% | 332% | 128 | 35.16% | 1.4 |
|
| 4939 |
4939
Peoples Bank (Ohio)
Marietta,
Ohio
| $203M | +$14.9M | +8% | 7.1% | 78.9% | 133 | 12.78% | 3.2 |
|
| 4940 |
4940
Heron Bay Capital Management
Bloomfield Hills,
Michigan
| $203M | +$9.05M | +5% | 7.72% | 58.9% | 76 | 15.79% | 0.8 |
|
| 4941 |
AAG
4941
Avalon Advisory Group
Wexford,
Pennsylvania
| $203M | -$19.2M | -9% | 4.7% | 46% | 10 | 0% | 1.9 |
|
| 4942 |
GMEI
4942
Global Media & Entertainment Investments
Nassau,
Bahamas
| $203M | – | – | 0% | 0% | 1 | – | 0 |
|
| 4943 |
4943
TriaGen Wealth Management
Calabasas,
California
| $203M | +$18.7M | +10% | 12.3% | 132% | 207 | 28.02% | 0.7 |
|
| 4944 |
LM
4944
Lasry Marc
| $203M | +$40.7M | +25% | 19.7% | 14.8% | 11 | 36.36% | 1.6 |
|
| 4945 |
4945
Wela Strategies
Atlanta,
Georgia
| $202M | +$10.6M | +6% | 5.43% | 51.3% | 45 | 4.44% | 2.6 |
|
| 4946 |
AC
4946
ASB Consultores
Aventura,
Florida
| $202M | – | – | 8.19% | 91% | 224 | – | 0 |
|
| 4947 |
SWM
4947
Strategic Wealth Management
Kirkland,
Washington
| $202M | +$9.9M | +5% | 4.98% | 52.8% | 72 | 5.56% | 1.3 |
|
| 4948 |
TL
4948
TowerView LLC
New York
| $202M | +$12.2M | +6% | 0.54% | 16.3% | 36 | 16.67% | 2.5 |
|
| 4949 |
4949
Ironwood Investment Management
Boston,
Massachusetts
| $202M | +$9.23M | +5% | 6.01% | 164% | 184 | 8.7% | 4.7 |
|
| 4950 |
4950
WC Walker & Associates
Fullerton,
California
| $202M | +$15.5M | +8% | 8.92% | – | 75 | 14.67% | 0.8 |
|