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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
Twin Peaks Wealth Advisors
Burlingame,
California
| $157M | – | – | 11.4% | – | 122 | – | 0 |
|
| 5727 |
5727
Inherent Group
New York
| $156M | +$3.09M | +2% | 21.3% | 61.7% | 12 | 8.33% | 2.2 |
|
| 5728 |
5728
Bain Capital Venture Investors
Boston,
Massachusetts
| $156M | +$10.7M | +7% | 29.2% | 34.2% | 3 | 0% | 1.4 |
|
| 5729 |
5729
Alta Fox Capital Management
Fort Worth,
Texas
| $156M | +$65.1M | +71% | 15.5% | 261% | 20 | 45% | 0.4 |
|
| 5730 |
5730
Macellum Advisors
New York
| $156M | +$40.5M | +35% | 36.8% | – | 2 | 50% | 2 |
|
| 5731 |
BM
5731
Bislett Management
Palo Alto,
California
| $156M | +$14.4M | +10% | 6.06% | 19.8% | 16 | 6.25% | 5.3 |
|
| 5732 |
5732
McCarthy Asset Management
Redwood Shores,
California
| $156M | +$20M | +15% | 7.85% | – | 39 | 15.38% | 2.3 |
|
| 5733 |
5733
Independent Order of Foresters
Toronto,
Ontario, Canada
| $156M | +$16.2M | +12% | 11.6% | 75.1% | 17 | 0% | 2.7 |
|
| 5734 |
5734
Herbst Group
Westport,
Connecticut
| $156M | +$15.8M | +11% | 12.7% | 142% | 73 | 19.18% | 1.6 |
|
| 5735 |
MWA
5735
Miller Wealth Advisors
Ridgeway,
Colorado
| $156M | +$8.92M | +6% | 8.58% | 147% | 84 | 11.9% | 1.4 |
|
| 5736 |
5736
SummerHaven Investment Management
Stamford,
Connecticut
| $156M | +$19.7M | +14% | 18.1% | 150% | 199 | 2.01% | 1.2 |
|
| 5737 |
5737
Argus Investors Counsel
New York
| $156M | +$17M | +12% | 12.4% | 132% | 104 | 14.42% | 5.2 |
|
| 5738 |
5738
R.W. Roge & Company
Bohemia,
New York
| $156M | +$22.3M | +17% | 9.95% | 76.3% | 47 | 8.51% | 2.3 |
|
| 5739 |
FCFC
5739
First Citizens Financial Corp
Mason City,
Iowa
| $156M | +$13.8M | +10% | 9.94% | 72.9% | 117 | 10.26% | 2.6 |
|
| 5740 |
5740
Spider Management Company
Richmond,
Virginia
| $155M | – | – | 8.58% | – | 3 | – | 0 |
|
| 5741 |
5741
Tactive Advisors
Jacksonville,
Florida
| $155M | +$39.6M | +34% | 11.9% | – | 103 | 48.54% | 0.4 |
|
| 5742 |
5742
Tilson Financial Group
New Providence,
New Jersey
| $155M | +$28.1M | +22% | 7.63% | 39.3% | 65 | 12.31% | 0.5 |
|
| 5743 |
ORC
5743
O'Rourke & Company
Boston,
Massachusetts
| $155M | +$18M | +13% | 11.8% | 71.9% | 143 | 11.19% | 1.6 |
|
| 5744 |
5744
Aspect Partners
Fairfax,
Virginia
| $155M | – | – | 10.1% | 66.7% | 540 | – | 0 |
|
| 5745 |
5745
Family CFO
Los Altos,
California
| $155M | +$16M | +11% | 9.57% | 89.6% | 83 | 22.89% | 1.6 |
|
| 5746 |
5746
Davidson Trust Company
Seattle,
Washington
| $155M | +$20.2M | +15% | 9.81% | 77% | 136 | 8.82% | 2.9 |
|
| 5747 |
5747
Highland Peak Capital
Old Greenwich,
Connecticut
| $155M | -$72.9M | -32% | 11.6% | 260% | 28 | 60.71% | 0.4 |
|
| 5748 |
CCM
5748
Conway Capital Management
Burbank,
California
| $155M | +$18.1M | +13% | 15.7% | 139% | 43 | 18.6% | 2.2 |
|
| 5749 |
5749
West Bancorporation
West Des Moines,
Iowa
| $155M | +$13.6M | +10% | 11.2% | 72.5% | 102 | 14.71% | 2.7 |
|
| 5750 |
5750
Machina Capital
Paris,
France
| $155M | -$23.7M | -13% | 9.15% | 42.5% | 374 | 71.39% | 0.3 |
|