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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5326 |
KCM
5326
Kempner Capital Management
Galveston,
Texas
| $179M | +$12.7M | +8% | 8.8% | 60.9% | 59 | 11.86% | 4.4 |
|
| 5327 |
5327
Applied Capital
Little Rock,
Arkansas
| $179M | +$15.8M | +10% | 9.85% | 52.6% | 44 | 22.73% | 1.5 |
|
| 5328 |
MGM
5328
Miura Global Management
New York
| $179M | +$32.6M | +22% | 17% | 375% | 26 | 38.46% | 1.5 |
|
| 5329 |
PCM
5329
Perritt Capital Management
Chicago,
Illinois
| $179M | +$5.99M | +3% | 9.7% | 80.9% | 360 | 18.89% | 2.8 |
|
| 5330 |
5330
Five Oceans Advisors
Santa Monica,
California
| $179M | +$22.8M | +15% | 9.75% | 85.3% | 174 | 15.52% | 1.5 |
|
| 5331 |
5331
Warther Private Wealth
Akron,
Ohio
| $179M | +$28.1M | +19% | 16.4% | 94.1% | 66 | 40.91% | 1.5 |
|
| 5332 |
5332
Brookmont Capital Management
Dallas,
Texas
| $179M | +$18.2M | +11% | 11.6% | 32.2% | 50 | 4% | 6.8 |
|
| 5333 |
5333
Alan N. Hoffman Investment Management
Wellesley Hills,
Massachusetts
| $179M | +$23.4M | +15% | 15% | 114% | 14 | 7.14% | 2.2 |
|
| 5334 |
5334
HC Advisors
Sandy Springs,
Georgia
| $179M | +$10.3M | +6% | 10% | 63.5% | 90 | 11.11% | 2.4 |
|
| 5335 |
SLA
5335
Silver Lake Advisory
Cottonwood Heights,
Utah
| $178M | +$16.3M | +10% | 7.4% | 76.7% | 54 | 1.85% | 6.3 |
|
| 5336 |
5336
Rockingstone Advisors
Great Barrington,
Massachusetts
| $178M | -$2.48M | -1% | 9.72% | 114% | 121 | 17.36% | 0.9 |
|
| 5337 |
KA
5337
Kailix Advisors
Fort Lauderdale,
Florida
| $178M | -$28.3M | -14% | 1.19% | 16.3% | 9 | 33.33% | 0.9 |
|
| 5338 |
5338
Kercheville Advisors
San Antonio,
Texas
| $178M | +$20.4M | +13% | 13.5% | 261% | 83 | 13.25% | 2 |
|
| 5339 |
5339
Grunden Financial Advisory
Denton,
Texas
| $178M | – | – | 8.88% | – | 25 | – | 0 |
|
| 5340 |
5340
Sterling Wealth Management
Champaign,
Illinois
| $178M | – | – | 9.19% | – | 93 | – | 0 |
|
| 5341 |
5341
Compass Financial Group (Florida)
Deerfield Beach,
Florida
| $178M | +$13.1M | +8% | 7.64% | 47.5% | 36 | 19.44% | 3.3 |
|
| 5342 |
5342
Acuta Capital Partners
Redwood City,
California
| $178M | +$28.4M | +19% | 56.2% | 7,269% | 58 | 53.45% | 0.8 |
|
| 5343 |
MFC
5343
Mechanics Financial Corp
Mansfield,
Ohio
| $178M | -$4.17M | -2% | 9.75% | 82.7% | 221 | 5.43% | 1.9 |
|
| 5344 |
5344
Tieton Capital Management
Yakima,
Washington
| $178M | +$18.9M | +12% | 14.5% | 172% | 37 | 10.81% | 4.2 |
|
| 5345 |
5345
Warner Financial
Bethesda,
Maryland
| $177M | +$26.8M | +18% | 10.4% | 69.2% | 102 | 10.78% | 1.6 |
|
| 5346 |
MAS
5346
Madden Advisory Services
Jacksonville,
Florida
| $177M | +$19.4M | +12% | 9.68% | 52.3% | 94 | 18.09% | 4.9 |
|
| 5347 |
WA1
5347
Wimmer Associates 1
Pasadena,
California
| $177M | +$17.1M | +11% | 10.5% | 78.9% | 109 | 3.67% | 6 |
|
| 5348 |
5348
Pragma Gestao de Patrimonio
Sao Paulo,
Brazil
| $177M | +$11.8M | +7% | 16% | 75.2% | 24 | 12.5% | 1.5 |
|
| 5349 |
BCFD
5349
Boit C.F. David
| $177M | +$30.9M | +21% | 8.39% | 84.2% | 133 | 21.8% | 1.9 |
|
| 5350 |
5350
Lokken Investment Group
Lewes,
Delaware
| $177M | +$24.3M | +16% | 9.79% | 65.3% | 148 | 16.22% | 1.8 |
|