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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4976 |
FC
4976
Fore Capital
New York
| $204M | -$25M | -11% | 1.57% | 25.4% | 40 | 35% | 0.7 |
|
| 4977 |
4977
DSC Meridian Capital
New York
| $204M | – | – | 3.99% | – | 12 | – | 0 |
|
| 4978 |
PWMG
4978
Private Wealth Management Group
Princeton,
New Jersey
| $204M | – | – | 9.86% | 63.2% | 1,518 | – | 0 |
|
| 4979 |
4979
MPM Asset Management
Boston,
Massachusetts
| $204M | +$16.8M | +9% | 20.8% | 5.89% | 7 | 0% | 2.8 |
|
| 4980 |
4980
Providence First Trust
Scottsdale,
Arizona
| $203M | +$24.3M | +14% | 8.03% | 68.4% | 98 | 12.24% | 3 |
|
| 4981 |
4981
Stonehearth Capital Management
Danvers,
Massachusetts
| $203M | +$20.2M | +11% | 9.68% | 87.5% | 82 | 25.61% | 2.7 |
|
| 4982 |
4982
QVR
San Francisco,
California
| $203M | -$625M | -75% | 11.6% | – | 5 | 40% | 0.9 |
|
| 4983 |
4983
Renaissance Capital
Stamford,
Connecticut
| $203M | +$15.1M | +8% | 30.9% | 392% | 74 | 27.03% | 1.6 |
|
| 4984 |
4984
Sanders Morris Harris
Houston,
Texas
| $203M | -$283M | -58% | 15.8% | 85.8% | 270 | 45.19% | 1.3 |
|
| 4985 |
SC
4985
Steph & Co
Marinette,
Wisconsin
| $203M | +$24.3M | +14% | 9.49% | 61.6% | 299 | 21.4% | 3 |
|
| 4986 |
4986
Pacifica Partners
Surrey,
Canada
| $203M | +$19.5M | +11% | 9.25% | 127% | 579 | 12.26% | 2.5 |
|
| 4987 |
4987
Landmark Wealth Management (New York)
Melville,
New York
| $203M | +$27.2M | +15% | 8.63% | 42.7% | 76 | 7.89% | 0.9 |
|
| 4988 |
IP
4988
Investment Partners
New Philadelphia,
Ohio
| $203M | +$13.1M | +7% | 9.56% | 83.2% | 136 | 4.41% | 5.3 |
|
| 4989 |
4989
SimpliFi Inc
San Diego,
California
| $203M | +$81.6K | +0% | 7.67% | 27.9% | 33 | 0% | 2.6 |
|
| 4990 |
SAMT
4990
Select Asset Management & Trust
Mechanicsburg,
Pennsylvania
| $203M | +$30.8M | +18% | 11.4% | 68.4% | 70 | 11.43% | 3.4 |
|
| 4991 |
4991
High Ground Investment Management
London,
United Kingdom
| $203M | +$52.8M | +35% | 2.45% | 11.1% | 9 | 22.22% | 0.7 |
|
| 4992 |
4992
Cadent Capital Advisors
Tulsa,
Oklahoma
| $203M | -$37.7M | -16% | 7.14% | 106% | 141 | 14.18% | 1.8 |
|
| 4993 |
OGF
4993
Orin Green Financial
San Diego,
California
| $203M | +$22.6M | +13% | 11.4% | 59.1% | 80 | 7.5% | 2.1 |
|
| 4994 |
SHFP
4994
Second Half Financial Partners
Sebring,
Florida
| $203M | +$1.89M | +0.9% | 7.18% | 36.8% | 54 | 24.07% | 1 |
|
| 4995 |
4995
Aull & Monroe Investment Management
Mobile,
Alabama
| $203M | +$11M | +6% | 8.45% | 98.3% | 132 | 4.55% | 7.7 |
|
| 4996 |
4996
Washington University
St Louis,
Missouri
| $203M | -$75.3M | -27% | 16.1% | 44% | 11 | 72.73% | 1.6 |
|
| 4997 |
4997
Forefront Analytics
West Conshohocken,
Pennsylvania
| $203M | +$26.2M | +15% | 8.08% | 50.9% | 71 | 11.27% | 3.6 |
|
| 4998 |
4998
Richmond Hill Investments
New York
| $202M | +$10.7M | +6% | 6.72% | 55.2% | 4 | 0% | 5.8 |
|
| 4999 |
WCM
4999
Westerly Capital Management
San Francisco,
California
| $202M | +$60.4M | +43% | 17.7% | 116% | 65 | 40% | 0.9 |
|
| 5000 |
5000
Soundmark Wealth Management
Kirkland,
Washington
| $202M | +$22.4M | +12% | 10.6% | 17.2% | 65 | 7.69% | 2.2 |
|