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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5726 |
5726
New Capital Management
Houston,
Texas
| $139M | -$53.6M | -28% | 2.51% | 49.4% | 51 | 25.49% | 3 |
|
| 5727 |
5727
New Perspectives Inc
Ridgeland,
Mississippi
| $139M | -$2.54M | -2% | 5.05% | – | 24 | 8.33% | 0.7 |
|
| 5728 |
5728
Logan Stone Capital
Chicago,
Illinois
| $139M | +$38.4M | +38% | 4.42% | 43.9% | 174 | 68.97% | 0.1 |
|
| 5729 |
5729
Abound Wealth Management
Franklin,
Tennessee
| $139M | +$11.4M | +9% | 5.1% | 65.7% | 123 | 23.58% | 0.2 |
|
| 5730 |
5730
Ironwood Wealth Management (West Virginia)
Hurricane,
West Virginia
| $139M | -$4.29M | -3% | 2.73% | 38.1% | 25 | 24% | 1.1 |
|
| 5731 |
5731
Anatole Investment Management
Central,
Hong Kong
| $139M | -$1.69B | -92% | 17.6% | 3,486% | 17 | 82.35% | 0.5 |
|
| 5732 |
5732
Roth Financial Partners
Kingwood,
Texas
| $139M | -$1.95M | -1% | 4.81% | 61% | 34 | 23.53% | 0.9 |
|
| 5733 |
5733
HBC Financial Services
Seattle,
Washington
| $138M | -$19.1M | -12% | 5.57% | 12.6% | 189 | 11.64% | 1.5 |
|
| 5734 |
IAMH
5734
IvyRock Asset Management (HK)
Sheung Wan,
Hong Kong
| $138M | +$51M | +58% | 32.9% | 76% | 15 | 40% | 0.4 |
|
| 5735 |
5735
Plaisance Capital
Denver,
Colorado
| $138M | -$10.2M | -7% | 14.2% | – | 48 | 89.58% | 0.3 |
|
| 5736 |
5736
Heritage Investment Group
Pompano Beach,
Florida
| $138M | +$11.3M | +9% | 4.39% | 51.2% | 87 | 13.79% | 0.2 |
|
| 5737 |
AA
5737
Antipodean Advisors
New York
| $138M | -$105M | -43% | 38.3% | 67.8% | 7 | 28.57% | 2 |
|
| 5738 |
5738
McClarren Financial Advisors
State College,
Pennsylvania
| $138M | -$8.51M | -6% | 4.61% | 63% | 344 | 13.37% | 1.1 |
|
| 5739 |
5739
Jentner Corp
Akron,
Ohio
| $138M | -$13.9M | -9% | 7.25% | 38.9% | 39 | 20.51% | 3.4 |
|
| 5740 |
AMAL
5740
Asset Management Advisors LLC
Oklahoma City,
Oklahoma
| $138M | -$9.7M | -7% | 1.9% | 125% | 17 | 17.65% | 4.1 |
|
| 5741 |
RCA
5741
Reitz Capital Advisors
Freeland,
Michigan
| $138M | -$3.97M | -3% | 4.36% | 11% | 82 | 45.12% | 1.1 |
|
| 5742 |
AIFAIM
5742
American Institute for Advanced Investment Management
Scottsdale,
Arizona
| $138M | -$10.7M | -7% | 4.01% | 72.8% | 132 | 13.64% | 1.7 |
|
| 5743 |
EL
5743
EQ LLC
Bellevue,
Washington
| $138M | -$5.65M | -4% | 3.33% | 72.9% | 50 | 12% | 1.2 |
|
| 5744 |
5744
Millrace Asset Group
Berwyn,
Pennsylvania
| $138M | -$33.7M | -20% | 8.3% | 113% | 94 | 40.43% | 1.1 |
|
| 5745 |
5745
Regency Capital Management
Honolulu,
Hawaii
| $138M | -$19.7M | -13% | 1.74% | 92.1% | 151 | 47.68% | 0.5 |
|
| 5746 |
5746
Carl Stuart Investment Advisor
Austin,
Texas
| $138M | -$192K | -0.1% | 2.73% | 84.4% | 97 | 73.2% | 0.1 |
|
| 5747 |
5747
Capital Impact Advisors
Boston,
Massachusetts
| $138M | -$7.43M | -5% | 9.19% | – | 199 | 57.29% | 0.8 |
|
| 5748 |
TIM
5748
Timelo Investment Management
Aurora,
Ontario, Canada
| $138M | -$49.3M | -26% | 11.9% | 104% | 132 | 39.39% | 0.2 |
|
| 5749 |
5749
Jess S. Morgan & Co
Los Angeles,
California
| $137M | -$25.4M | -16% | 7.55% | 69.3% | 48 | 14.58% | 1.7 |
|
| 5750 |
FGIM
5750
First Growth Investment Manager
San Francisco,
California
| $137M | -$56.8M | -29% | 15.1% | – | 33 | 15.15% | 0.9 |
|