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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5851 |
5851
Bandera Partners
New York
| $221M | -$1.39M | -0.6% | 9.13% | 55.4% | 17 | 23.53% | 4 |
|
| 5852 |
5852
Socorro Asset Management
Dallas,
Texas
| $221M | -$37.1M | -14% | 2.11% | 43.8% | 34 | 11.76% | 3 |
|
| 5853 |
WMS
5853
Wealth Management Strategies
Pittsburgh,
Pennsylvania
| $221M | +$3.88M | +2% | 2.03% | – | 40 | 2.5% | 1.1 |
|
| 5854 |
5854
Georgetown University
Washington,
District of Columbia
| $221M | -$30.3M | -12% | 5.36% | 79.9% | 14 | 35.71% | 3.9 |
|
| 5855 |
5855
Mosley Wealth Management
Anaheim,
California
| $221M | +$2.37M | +1% | 3.26% | – | 466 | 66.95% | 0.4 |
|
| 5856 |
5856
Decker Retirement Planning
Levi,
Utah
| $221M | +$19.6M | +10% | 14.2% | – | 318 | 38.05% | 0.7 |
|
| 5857 |
5857
William Marsh Rice University
Houston,
Texas
| $221M | +$17.2M | +8% | 2.46% | 1.81% | 2 | 0% | 5.3 |
|
| 5858 |
5858
GoalFusion Wealth Management
Austin,
Texas
| $220M | +$4.26M | +2% | 0.86% | 47.6% | 30 | 10% | 2.4 |
|
| 5859 |
5859
Leicht Financial Planning & Wealth Management
Parsippany,
New Jersey
| $220M | -$3.12M | -1% | 1.54% | 50.2% | 15 | 13.33% | 3.5 |
|
| 5860 |
GBI
5860
GP Brinson Investments
Chicago,
Illinois
| $220M | -$11.8M | -5% | 1.75% | 51.2% | 15 | 6.67% | 4 |
|
| 5861 |
TFG
5861
Team Financial Group
Temecula,
California
| $220M | -$117K | -0.1% | 1.1% | 46% | 282 | 8.51% | 0.9 |
|
| 5862 |
5862
Long Path Partners
Stamford,
Connecticut
| $220M | -$72.3M | -25% | 20.3% | 9.18% | 10 | 40% | 1.7 |
|
| 5863 |
5863
Stonebridge Capital Management
Los Angeles,
California
| $220M | – | – | 0.11% | – | 80 | – | 8.7 |
|
| 5864 |
5864
Twin Lakes Capital Management
Redwood Shores,
California
| $220M | -$5.23M | -2% | 2.45% | 131% | 227 | 4.85% | 3.8 |
|
| 5865 |
5865
Radcliff Management
New York
| $220M | -$92.3M | -30% | 29.6% | 47.6% | 1 | 0% | 4.3 |
|
| 5866 |
5866
E Fund Management (HK)
Central,
Hong Kong
| $220M | -$77.6M | -26% | 1.42% | 163% | 506 | 24.7% | 0.7 |
|
| 5867 |
5867
DCM Advisors
New York
| $220M | -$21.1M | -9% | 3.55% | 99.3% | 39 | 5.13% | 4.2 |
|
| 5868 |
5868
Woodward Diversified Capital
Bakersfield,
California
| $220M | +$1.48M | +0.7% | 1.94% | 118% | 206 | 22.82% | 2.6 |
|
| 5869 |
5869
Tealwood Asset Management
Minneapolis,
Minnesota
| $220M | -$3.1M | -1% | 1.54% | 128% | 128 | 14.84% | 3.8 |
|
| 5870 |
5870
Morgan Dempsey Capital Management
Menomonee Falls,
Wisconsin
| $220M | +$14.1M | +7% | 9.41% | 52.1% | 158 | 11.39% | 3.4 |
|
| 5871 |
5871
Shaker Investments
Cleveland,
Ohio
| $220M | -$20.6M | -9% | 2.96% | 216% | 94 | 24.47% | 2.3 |
|
| 5872 |
HCM
5872
Horrell Capital Management
Little Rock,
Arkansas
| $219M | -$10M | -4% | 4.5% | 55.6% | 202 | 8.91% | 7.2 |
|
| 5873 |
AWM
5873
Aberdeen Wealth Management
Lake Bluff,
Illinois
| $219M | +$3.39M | +2% | 0.02% | 73.1% | 185 | 8.11% | 4.3 |
|
| 5874 |
5874
Transcendent Capital Group
Edmond,
Oklahoma
| $219M | -$1.5M | -0.7% | 1.13% | 82.3% | 129 | 22.48% | 1.5 |
|
| 5875 |
5875
Overlook Investments
Grand Cayman,
Cayman Islands
| $219M | -$58.7M | -21% | 44.7% | – | 2 | 50% | 0.1 |
|