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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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250
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2,500
5,000
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1,000
2,500
5,000
| # | Name | AUM |
AUM Growth |
AUM Growth % | Quarter Est. Return | 3 Year Est. Return | Holdings | Portfolio Turnover | |
|---|---|---|---|---|---|---|---|---|---|
| 5226 |
CCM
5226
Conway Capital Management
Burbank,
California
| $148M | +$1.17M | +0.8% | 3.34% | 139% | 84 | 28.57% |
|
| 5227 |
RI
5227
Ridgewood Investments
Springfield,
New Jersey
| $148M | -$8.29M | -5% | 2.63% | – | 204 | 11.76% |
|
| 5228 |
BCM
5228
Birch Capital Management
Dallas,
Texas
| $147M | -$92K | -0.1% | 0.89% | 48.4% | 82 | 1.22% |
|
| 5229 |
BRG
5229
Bay Rivers Group
Williamsburg,
Virginia
| $147M | +$6.21M | +4% | 0.13% | 166% | 78 | 15.38% |
|
| 5230 |
FP
5230
Factorial Partners
Mt. Kisco,
New York
| $147M | -$1.17M | -0.8% | 1.92% | 80.1% | 101 | 16.83% |
|
| 5231 |
CWM
5231
Chronos Wealth Management
Clearwater,
Florida
| $147M | +$1.38M | +0.9% | 0.54% | 86.4% | 47 | 6.38% |
|
| 5232 |
BC
5232
Birchview Capital
Burlington,
Vermont
| $147M | -$20.2M | -12% | 7.78% | 327% | 67 | 11.94% |
|
| 5233 |
ADIM
5233
Alpha DNA Investment Management
Columbia,
Maryland
| $147M | +$332K | +0.2% | 5.16% | 134% | 152 | 67.76% |
|
| 5234 |
GI
5234
Gavea Investimentos
Rj,
Brazil
| $147M | +$69.7M | +90% | 2.66% | 60.3% | 8 | 37.5% |
|
| 5235 |
HM
5235
Harvest Management
New York
| $147M | -$7.43M | -5% | 7.28% | 610% | 83 | 73.49% |
|
| 5236 |
CFN
5236
Cordasco Financial Network
Naples,
Florida
| $147M | +$2.93M | +2% | 1.3% | 31.1% | 587 | 8.01% |
|
| 5237 |
HIP
5237
HPS Investment Partners
New York
| $147M | +$28.6M | +24% | 8.7% | 55.9% | 5 | 40% |
|
| 5238 |
RA
5238
RiverTree Advisors
Winter Park,
Florida
| $147M | -$1.27M | -0.9% | 0.13% | 25.4% | 47 | 42.55% |
|
| 5239 |
JC
5239
Jentner Corp
Akron,
Ohio
| $146M | +$3.65M | +3% | 0.45% | 38.9% | 33 | 6.06% |
|
| 5240 |
WC
5240
Westhampton Capital
Winston-Salem,
North Carolina
| $146M | -$7.71M | -5% | 1.47% | 95.6% | 112 | 2.68% |
|
| 5241 |
MJB
5241
Mark J. Bradley
| $146M | -$3.75M | -3% | 1.93% | – | 51 | 5.88% |
|
| 5242 |
AIM
5242
Alerce Investment Management
Chicago,
Illinois
| $146M | -$38.1M | -21% | 19.4% | 25.1% | 7 | 0% |
|
| 5243 |
EFG
5243
Everhart Financial Group
Dublin,
Ohio
| $146M | +$676K | +0.5% | 0.58% | 113% | 108 | 18.52% |
|
| 5244 |
VMV
5244
Venrock Management VI
Palo Alto,
California
| $146M | -$52.3M | -26% | 26.2% | – | 2 | 0% |
|
| 5245 |
FCMT
5245
Founders Capital Management (Texas)
Houston,
Texas
| $146M | -$7.54M | -5% | 0.08% | 118% | 340 | 17.06% |
|
| 5246 |
SHWM
5246
Silicon Hills Wealth Management
Austin,
Texas
| $146M | +$17.1M | +13% | 1.72% | 30.9% | 117 | 26.5% |
|
| 5247 |
RC
5247
Rovin Capital
Mesa,
Arizona
| $146M | +$11.6M | +9% | 0.61% | 63.8% | 77 | 42.86% |
|
| 5248 |
QC
5248
Quaero Capital
Geneve,
Switzerland
| $146M | -$5.34M | -4% | 8.99% | 62.4% | 61 | 9.84% |
|
| 5249 |
SIP
5249
Scott Investment Partners
Henley-On-Thames,
United Kingdom
| $146M | +$3.38M | +2% | 0.92% | 44% | 45 | 0% |
|
| 5250 |
BCFD
5250
Boit C.F. David
| $146M | +$14.3M | +11% | 0.55% | 75.4% | 115 | 12.17% |
|