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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%
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50
100
250
500
1,000
2,500
5,000
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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 5801 |
GIA
5801
Goodwin Investment Advisory
Woodstock,
Georgia
| $91.9M | +$6.92M | +8% | 7.7% | 60.8% | 157 | 31.21% |
|
| 5802 |
LMAM
5802
Legg Mason Asset Management
Tokyo,
Japan
| $91.4M | -$372K | -0.4% | 7.32% | – | 133 | 21.05% |
|
| 5803 |
AM
5803
Anqa Management
Sag Harbor,
New York
| $91.4M | +$12.4M | +16% | 22.6% | 171% | 26 | 26.92% |
|
| 5804 |
TWP
5804
Tower Wealth Partners
Lewisburg,
Pennsylvania
| $90.9M | +$13.3M | +17% | 5.09% | 53.7% | 53 | 13.21% |
|
| 5805 |
MC
5805
Mayo Clinic
Rochester,
Minnesota
| $90.4M | +$3.57M | +4% | 18.7% | – | 9 | 11.11% |
|
| 5806 |
OFG
5806
OTA Financial Group
Purchase,
New York
| $90.2M | -$34.9M | -28% | 4.28% | 320% | 130 | 80.77% |
|
| 5807 |
NIM
5807
NuWave Investment Management
Parsippany,
New Jersey
| $89.9M | +$10.7M | +13% | 1.86% | 26.4% | 445 | 68.09% |
|
| 5808 |
YCM
5808
Yost Capital Management
Houston,
Texas
| $89.6M | +$14.4M | +19% | 12.8% | 125% | 10 | 30% |
|
| 5809 |
GC
5809
Gratia Capital
Los Angeles,
California
| $89.3M | +$21.6M | +32% | 23.5% | 42.4% | 47 | 70.21% |
|
| 5810 |
WLRC
5810
W.L. Ross & Co
Dallas,
Texas
| $89M | -$626K | -0.7% | 0.7% | – | 1 | 0% |
|
| 5811 |
HC
5811
Hoese & Co
Glencoe,
Minnesota
| $89M | +$8.02M | +10% | 6.61% | 46.3% | 215 | 58.14% |
|
| 5812 |
DI
5812
DUMAC Inc
Durham,
North Carolina
| $88.8M | +$16.5M | +23% | 22.1% | – | 41 | 53.66% |
|
| 5813 |
RF
5813
Robbins Farley
Bedford,
New Hampshire
| $88.6M | -$25M | -22% | 4.53% | 98.2% | 191 | 56.54% |
|
| 5814 |
FA
5814
Freestate Advisors
Overland Park,
Kansas
| $88.5M | +$2.77M | +3% | 5.06% | – | 10 | 40% |
|
| 5815 |
QCM
5815
Quantinno Capital Management
New York
| $88.2M | -$3.54M | -4% | 7.6% | 119% | 264 | 22.73% |
|
| 5816 |
LWP
5816
Legacy Wealth Planning
Reno,
Nevada
| $87.8M | +$9.43M | +12% | 7.37% | 14.6% | 100 | 6% |
|
| 5817 |
BM
5817
Brandywine Managers
Hockessin,
Delaware
| $87.7M | +$12.4M | +17% | 10.7% | 96.3% | 49 | 14.29% |
|
| 5818 |
SMG
5818
Smart Money Group
Eastland,
Texas
| $87.2M | -$32.6M | -27% | 5.6% | 58.9% | 67 | 37.31% |
|
| 5819 |
NVPX
5819
Norwest Venture Partners XIV
Palo Alto,
California
| $86.6M | -$8.01M | -8% | 24.1% | – | 2 | 50% |
|
| 5820 |
TAM
5820
Toscafund Asset Management
London,
United Kingdom
| $86.4M | -$9.69M | -10% | 11.2% | 80.9% | 16 | 25% |
|
| 5821 |
WGA
5821
Weather Gauge Advisory
Williamsburg,
Virginia
| $85.9M | +$1.14M | +1% | 4.3% | 39.9% | 80 | 3.75% |
|
| 5822 |
MC
5822
MSD Capital
New York
| $85.8M | +$2.48M | +3% | 3.72% | 11.5% | 3 | 0% |
|
| 5823 |
RAM
5823
Roumell Asset Management
Chevy Chase,
Maryland
| $85.6M | +$16.4M | +24% | 8.55% | 46.9% | 20 | 40% |
|
| 5824 |
ARM
5824
Adirondack Research & Management
Guilderland,
New York
| $85.5M | +$899K | +1% | 6.95% | 47.8% | 97 | 10.31% |
|
| 5825 |
ZCM
5825
Zebra Capital Management
Stamford,
Connecticut
| $85.3M | -$5.52M | -6% | 7.55% | 142% | 174 | 10.92% |
|