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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5451 |
RFMS
5451
RWQ Financial Management Services
Naples,
Florida
| $133M | +$7.17M | +6% | 13.1% | 446% | 41 | 48.78% | 0.5 |
|
| 5452 |
5452
Patron Partners
Houston,
Texas
| $133M | +$14.9M | +13% | 6.32% | 90.2% | 190 | 19.47% | 0.4 |
|
| 5453 |
CCA
5453
Covey Capital Advisors
Atlanta,
Georgia
| $133M | +$12.3M | +10% | 15.2% | 118% | 38 | 100% | – |
|
| 5454 |
5454
Broadview Financial Management
Wauwatosa,
Wisconsin
| $133M | +$4.06M | +3% | 5.61% | 52.4% | 47 | 6.38% | 2.8 |
|
| 5455 |
5455
Caprin Asset Management
Henrico,
Virginia
| $133M | +$1.92M | +1% | 0.76% | 7.87% | 18 | 0% | 4.2 |
|
| 5456 |
5456
Greenstone Partners & Co
Larkspur,
California
| $133M | +$14.1M | +12% | 10.6% | 527% | 11 | 18.18% | 0.5 |
|
| 5457 |
5457
Rain Capital Management
Lake Oswego,
Oregon
| $133M | +$8.48M | +7% | 4.74% | 18.2% | 51 | 7.84% | 2.6 |
|
| 5458 |
5458
Freedman Financial Associates
Peabody,
Massachusetts
| $133M | +$11.6M | +10% | 6.56% | – | 526 | 14.45% | 0.5 |
|
| 5459 |
PCC
5459
Park Circle Company
Baltimore,
Maryland
| $133M | +$14.5M | +12% | 6.26% | 70.5% | 111 | 12.61% | 2 |
|
| 5460 |
5460
High Pines Wealth Management
Duxbury,
Massachusetts
| $133M | +$19.4M | +17% | 10% | 28.3% | 44 | 20.45% | 0.4 |
|
| 5461 |
5461
CMG Global Holdings
Plano,
Texas
| $133M | +$17.3M | +15% | 6.83% | 80.8% | 87 | 6.9% | 0.2 |
|
| 5462 |
GFI
5462
Global Frontier Investments
Charleston,
South Carolina
| $132M | +$16.3M | +14% | 4.17% | – | 18 | 11.11% | 0.9 |
|
| 5463 |
5463
Old North State Trust
Greensboro,
North Carolina
| $132M | +$5.9M | +5% | 5.05% | – | 363 | 7.99% | 1.2 |
|
| 5464 |
5464
Regency Capital Management
Honolulu,
Hawaii
| $132M | +$37.3M | +39% | 8.12% | 92.1% | 193 | 41.97% | 0.2 |
|
| 5465 |
5465
Morris Capital Advisors
Malvern,
Pennsylvania
| $132M | +$9.04M | +7% | 8.42% | 72.9% | 61 | 6.56% | 3.6 |
|
| 5466 |
FCFC
5466
First Citizens Financial Corp
Mason City,
Iowa
| $132M | +$9.6M | +8% | 5.95% | 72.9% | 115 | 8.7% | 1.1 |
|
| 5467 |
5467
Altai Capital Management
West Hollywood,
California
| $132M | +$13.6M | +12% | 10% | 24.9% | 10 | 20% | 0.6 |
|
| 5468 |
5468
Renasant Bank
Tupelo,
Mississippi
| $132M | +$7.73M | +6% | 6.25% | 65% | 198 | 14.65% | 0.4 |
|
| 5469 |
UMC
5469
United Maritime Capital
New York
| $132M | +$10.7M | +9% | 12.2% | – | 88 | 20.45% | 0.4 |
|
| 5470 |
5470
Merrion Investment Management
Cranford,
New Jersey
| $132M | +$12.1M | +10% | 9.17% | 161% | 95 | 13.68% | 0.4 |
|
| 5471 |
5471
ACT Advisors
Asheville,
North Carolina
| $132M | +$5.33M | +4% | 5.13% | 75.4% | 32 | 3.13% | 0.5 |
|
| 5472 |
5472
Ceera Investments
Bellaire,
Texas
| $132M | +$9.04M | +7% | 8.41% | 47.9% | 63 | 9.52% | 0.2 |
|
| 5473 |
5473
MMA Asset Management
Conshohocken,
Pennsylvania
| $132M | +$16.3M | +14% | 5.42% | 54.3% | 106 | 25.47% | 0.4 |
|
| 5474 |
5474
Vanguard Capital Wealth Advisors
Denver,
Colorado
| $132M | +$14.3M | +12% | 7.76% | 234% | 179 | 39.66% | 1.4 |
|
| 5475 |
5475
Pacifica Partners
Surrey,
Canada
| $132M | +$10.3M | +8% | 8.25% | 127% | 502 | 21.91% | 1 |
|