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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%
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50
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250
500
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2,500
5,000
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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 5076 |
BHCM
5076
Boulder Hill Capital Management
New York
| $161M | +$109M | +210% | 0.19% | – | 166 | 93.37% |
|
| 5077 |
JC
5077
Jentner Corp
Akron,
Ohio
| $161M | +$525K | +0.3% | 3.27% | 38.9% | 45 | 2.22% |
|
| 5078 |
3F
5078
360 Financial
Wayzata,
Minnesota
| $161M | -$32.6M | -17% | 3.4% | 56.6% | 92 | 30.43% |
|
| 5079 |
1M
5079
13D Management
New York
| $161M | -$22.5M | -12% | 1.62% | 82.8% | 32 | 25% |
|
| 5080 |
LBWM
5080
Left Brain Wealth Management
Naperville,
Illinois
| $161M | -$3.2M | -2% | 0.23% | 239% | 84 | 7.14% |
|
| 5081 |
LA
5081
Lindenwold Advisors
Reading,
Pennsylvania
| $161M | -$2.54M | -2% | 2.93% | 75% | 117 | 9.4% |
|
| 5082 |
VLC
5082
Van Leeuwen & Company
Princeton,
New Jersey
| $161M | +$1.19M | +0.7% | 0.69% | 75.4% | 88 | 22.73% |
|
| 5083 |
PFU
5083
Parus Finance (UK)
London,
United Kingdom
| $160M | -$81.1M | -34% | 0.06% | 199% | 28 | 10.71% |
|
| 5084 |
USB
5084
Union Savings Bank
Litchfield,
Connecticut
| $160M | -$7.08M | -4% | 2.85% | – | 302 | 5.96% |
|
| 5085 |
BCM
5085
Brookmont Capital Management
Dallas,
Texas
| $160M | -$5.51M | -3% | 2.46% | 36.6% | 51 | 7.84% |
|
| 5086 |
BP
5086
BCK Partners
Corning,
New York
| $160M | +$452K | +0.3% | 3.38% | 44.6% | 28 | 10.71% |
|
| 5087 |
WMP
5087
Wealth Management Partners
Tucson,
Arizona
| $160M | +$1.25M | +0.8% | 3.02% | 179% | 122 | 12.3% |
|
| 5088 |
WA1
5088
Wimmer Associates 1
Pasadena,
California
| $160M | -$5.99M | -4% | 2.12% | 69.4% | 106 | 0.94% |
|
| 5089 |
GCM
5089
Gallacher Capital Management
Lone Tree,
Colorado
| $160M | -$13M | -8% | 3.56% | 70.7% | 285 | 34.39% |
|
| 5090 |
KSCM
5090
King Street Capital Management
New York
| $160M | -$30.9M | -16% | 0.12% | 85.9% | 14 | 42.86% |
|
| 5091 |
SCM
5091
Sitrin Capital Management
Century City,
California
| $160M | -$17.9M | -10% | 0.04% | 97% | 39 | 5.13% |
|
| 5092 |
IFO
5092
Independent Family Office
Albany,
New York
| $160M | -$4.99M | -3% | 3.69% | 66.8% | 73 | 15.07% |
|
| 5093 |
BA
5093
Baugh & Associates
Atlanta,
Georgia
| $160M | -$6.2M | -4% | 4.4% | 83.8% | 43 | 11.63% |
|
| 5094 |
RFP
5094
Roth Financial Partners
Kingwood,
Texas
| $160M | +$372K | +0.2% | 4.03% | 54.3% | 27 | 11.11% |
|
| 5095 |
KC
5095
Kinloch Capital
Glen Allen,
Virginia
| $160M | -$8.14M | -5% | 4.61% | 48.9% | 72 | 15.28% |
|
| 5096 |
IFA
5096
Invus Financial Advisors
New York
| $160M | -$27.4M | -15% | 3.38% | 29.5% | 8 | 0% |
|
| 5097 |
MI
5097
Moneywise Inc
Forest,
Virginia
| $159M | -$1.83M | -1% | 2.95% | 58% | 51 | 5.88% |
|
| 5098 |
GSB
5098
Greenfield Savings Bank
Greenfield,
Massachusetts
| $159M | +$11.7M | +8% | 2.6% | 97.3% | 149 | 14.09% |
|
| 5099 |
FCCM
5099
First City Capital Management
Savannah,
Georgia
| $159M | -$10.1M | -6% | 2.63% | 76.5% | 172 | 7.56% |
|
| 5100 |
SFG
5100
Sterling Financial Group
Pasadena,
California
| $159M | +$8.43M | +6% | 3.24% | 49.6% | 65 | 13.85% |
|