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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5776 |
DCM
5776
Dudley Capital Management
Middleburg,
Virginia
| $227M | -$3.25M | -1% | 1.58% | 129% | 152 | 19.08% | 2.3 |
|
| 5777 |
5777
Oakcliff Capital Partners
New York
| $227M | -$6.61M | -3% | 5.44% | 133% | 8 | 0% | 5.8 |
|
| 5778 |
5778
GEM Asset Management
Plymouth,
Michigan
| $227M | +$2.2M | +1% | 1.25% | 62.9% | 113 | 10.62% | 2.3 |
|
| 5779 |
5779
Steadview Capital Management
London,
United Kingdom
| $227M | -$304M | -57% | 27.3% | 839% | 14 | 35.71% | 1.7 |
|
| 5780 |
WAM
5780
Westport Asset Management
Southport,
Connecticut
| $226M | -$13.3M | -6% | 1.92% | 64.2% | 80 | 8.75% | 7 |
|
| 5781 |
5781
BancFirst Trust & Investment Management
Oklahoma City,
Oklahoma
| $226M | -$16.2M | -7% | 11.3% | 44.1% | 42 | 9.52% | 2.5 |
|
| 5782 |
5782
Patron Partners
Houston,
Texas
| $226M | +$1.84M | +0.8% | 1.45% | 90.2% | 193 | 11.92% | 3.4 |
|
| 5783 |
5783
Horizon Financial Services
Winston Salem,
North Carolina
| $226M | +$6.48M | +3% | 0.84% | 42.6% | 396 | 11.11% | 1.4 |
|
| 5784 |
5784
Ergawealth Advisors
Oak Brook,
Illinois
| $226M | +$8.83M | +4% | 2.89% | 50% | 59 | 15.25% | 2 |
|
| 5785 |
5785
Endowment Wealth Management
Appleton,
Wisconsin
| $226M | +$8.46M | +4% | 1.51% | 70.7% | 172 | 16.28% | 2.3 |
|
| 5786 |
5786
MOKAN Wealth Management
Overland Park,
Kansas
| $226M | +$499K | +0.2% | 1.05% | – | 115 | 15.65% | 0.8 |
|
| 5787 |
5787
Robbins Farley
Bedford,
New Hampshire
| $226M | +$5.39M | +2% | 1.27% | 106% | 150 | 7.33% | 3.1 |
|
| 5788 |
5788
State of New Jersey Common Pension Fund A
Trenton,
New Jersey
| $226M | -$44.1M | -16% | 14.8% | – | 3 | 0% | 1 |
|
| 5789 |
5789
Peak Financial Advisors
Denver,
Colorado
| $226M | +$3.25M | +1% | 5.59% | 39.1% | 100 | 43% | 1.8 |
|
| 5790 |
5790
ShariaPortfolio
Lake Mary,
Florida
| $226M | -$11.6M | -5% | 3.6% | 254% | 43 | 51.16% | 1 |
|
| 5791 |
5791
Heritage Family Offices
Scottsdale,
Arizona
| $225M | +$5.45M | +2% | 0.64% | – | 244 | 36.89% | 1.1 |
|
| 5792 |
BCFD
5792
Boit C.F. David
| $225M | -$6.09M | -3% | 0.86% | 84.2% | 120 | 3.33% | 3.7 |
|
| 5793 |
5793
Keystone Global Partners
Denver,
Colorado
| $225M | -$2.05M | -0.9% | 2.78% | – | 58 | 10.34% | 0.9 |
|
| 5794 |
SFC
5794
SEG Family Corp
Toronto,
| $225M | -$157M | -41% | 31.8% | – | 1 | 0% | 0.8 |
|
| 5795 |
5795
WD Rutherford
Portland,
Oregon
| $225M | -$14.2M | -6% | 1.58% | 189% | 81 | 22.22% | 3.1 |
|
| 5796 |
5796
Altus Wealth Management
Ft Mitchell,
Kentucky
| $225M | -$6.98M | -3% | 2.05% | 73% | 30 | 6.67% | 4.1 |
|
| 5797 |
5797
NIA Impact Advisors
Berkeley,
California
| $225M | -$73M | -25% | 3.17% | – | 111 | 28.83% | 2.3 |
|
| 5798 |
5798
Family Capital Management
Grand Rapids,
Michigan
| $225M | -$220K | -0.1% | 2.82% | 78.7% | 107 | 9.35% | 1.9 |
|
| 5799 |
CCC
5799
Chelsea Counsel Company
Los Angeles,
California
| $225M | -$8.05M | -3% | 9.54% | 106% | 244 | 6.97% | 3.7 |
|
| 5800 |
5800
Ballast Asset Management
Dallas,
Texas
| $225M | +$13M | +6% | 8.12% | 123% | 53 | 3.77% | 1.9 |
|