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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5051 |
AWM
5051
Alterna Wealth Management
Houston,
Texas
| $83.7M | +$14.6M | +21% | 14.7% | 48% | 116 | 53.45% | 0.7 |
|
| 5052 |
SHWM
5052
Silicon Hills Wealth Management
Austin,
Texas
| $83.5M | +$7.82M | +10% | 18% | 30.9% | 74 | 14.86% | 0.4 |
|
| 5053 |
CG
5053
Corundum Group
Colorado Springs,
Colorado
| $83.4M | +$13.1M | +19% | 20.5% | 80.5% | 68 | 20.59% | 2.8 |
|
| 5054 |
FC
5054
Farley Capital
New York
| $83.4M | +$10.2M | +14% | 21.8% | 105% | 20 | 20% | 2.8 |
|
| 5055 |
CPX
5055
Canaan Partners X
Menlo Park,
California
| $83.4M | -$7.49M | -8% | 87.7% | 55.4% | 3 | 0% | 0.5 |
|
| 5056 |
WSL
5056
Western Standard LLC
Los Angeles,
California
| $83.4M | -$25M | -23% | 11.4% | 83.7% | 39 | 48.72% | 0.9 |
|
| 5057 |
HGI
5057
Hansberger Growth Investors
Madison,
Wisconsin
| $83.2M | +$9.07M | +12% | 25% | 36.4% | 24 | 8.33% | 3.3 |
|
| 5058 |
SCM
5058
Springhouse Capital Management
Westport,
Connecticut
| $83.2M | +$2.49M | +3% | 25.5% | 52% | 20 | 35% | 1.5 |
|
| 5059 |
AG
5059
Appleton Group
Appleton,
Wisconsin
| $83.1M | +$63.3M | +319% | 19.5% | 58.3% | 32 | 59.38% | 1.5 |
|
| 5060 |
HP
5060
Harvey Partners
Tarrytown,
New York
| $82.9M | -$27.6M | -25% | 20.5% | 174% | 44 | 40.91% | 0.9 |
|
| 5061 |
5061
&Partners
Nashville,
Tennessee
| $82.8M | +$18.5M | +29% | 28.5% | 78.4% | 171 | 40.94% | 1 |
|
| 5062 |
KAM
5062
Kinney Asset Management
Chicago,
Illinois
| $82.4M | +$10.7M | +15% | 27% | 10.1% | 5 | 40% | 0.3 |
|
| 5063 |
MCMT
5063
Moon Capital Management (Tennessee)
Knoxville,
Tennessee
| $82.4M | +$9.64M | +13% | 18.7% | 15.7% | 42 | 11.9% | 3.2 |
|
| 5064 |
CIG
5064
Cairn Investment Group
Vancouver,
Washington
| $82.4M | +$15.1M | +23% | 15.4% | 61.3% | 76 | 19.74% | 0.4 |
|
| 5065 |
KIG
5065
Kessler Investment Group
Columbus,
Indiana
| $82.2M | +$5.87M | +8% | 40.5% | 251% | 133 | 30.83% | 1.8 |
|
| 5066 |
CWM
5066
Chicago Wealth Management
Chicago,
Illinois
| $81.8M | -$2.81M | -3% | 19.2% | 134% | 26 | 65.38% | 0.2 |
|
| 5067 |
AC
5067
Alatus Capital
Geneva,
Switzerland
| $81.8M | -$54.2M | -40% | 12.1% | 33% | 2 | 50% | 2.5 |
|
| 5068 |
ASA
5068
Armstrong Shaw Associates
New Canaan,
Connecticut
| $81.8M | +$2.93M | +4% | 22.6% | 51.2% | 46 | 10.87% | 4.3 |
|
| 5069 |
DLDF
5069
Dan L. Duncan Foundation
Houston,
Texas
| $81.7M | -$6.98M | -8% | 8.92% | 11.8% | 5 | 60% | 0.3 |
|
| 5070 |
SMC
5070
S. Muoio & Co
New York
| $81.6M | +$4.17M | +5% | 19% | 327% | 82 | 45.12% | 2.3 |
|
| 5071 |
5071
AIA Group
Hong Kong
| $81.5M | +$14.3M | +21% | 19.2% | 82.6% | 31 | 12.9% | 2.7 |
|
| 5072 |
HHGC
5072
Hunting Hill Global Capital
New York
| $81.5M | -$189M | -70% | 8.01% | 132% | 24 | 58.33% | 0.4 |
|
| 5073 |
AFA
5073
Alta Fundamental Advisers
New York
| $81.4M | +$13.6M | +20% | 29.1% | 340% | 19 | 42.11% | 1.4 |
|
| 5074 |
WIA
5074
Westbourne Investment Advisors
Annapolis,
Maryland
| $81.2M | -$27.2M | -25% | 25% | 89.4% | 89 | 50.56% | 3.1 |
|
| 5075 |
BSAM
5075
Blue Sky Asset Management
Greenwood Village,
Colorado
| $80.9M | -$167M | -67% | 15.1% | – | 72 | 72.22% | 0.6 |
|