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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5876 |
5876
Phoenix Asset Management Partners
London,
| $116M | – | – | 21.1% | 139% | 12 | – | 0 |
|
| 5877 |
5877
BCR Wealth Strategies
Vestavia,
Alabama
| $116M | +$18.4M | +19% | 7.28% | 42.2% | 111 | 82.88% | 0.9 |
|
| 5878 |
5878
Dentgroup
Baton Rouge,
Louisiana
| $116M | +$16.3M | +16% | 9.07% | 53.6% | 106 | 16.98% | 0.7 |
|
| 5879 |
DC
5879
Dantai Capital
Hong Kong
| $116M | – | – | 10.3% | – | 5 | – | 0 |
|
| 5880 |
5880
Daventry Group
New York
| $116M | +$41.9M | +57% | 1.02% | 26.2% | 7 | 0% | 0.9 |
|
| 5881 |
5881
Aletheian Wealth Advisors
Bellevue,
Washington
| $116M | +$27.8M | +32% | 6.41% | – | 83 | 39.76% | 0.6 |
|
| 5882 |
5882
Arbiter Partners Capital Management
New York
| $116M | -$41M | -26% | 20.9% | 378% | 47 | 17.02% | 2.4 |
|
| 5883 |
5883
Intrepid Capital Management
Jacksonville Beach,
Florida
| $116M | -$7.12M | -6% | 9.08% | 70.2% | 75 | 6.67% | 2.1 |
|
| 5884 |
5884
Spreng Capital Management
Bucyrus,
Ohio
| $116M | +$2.81M | +2% | 9.15% | 72.5% | 85 | 7.06% | 2.7 |
|
| 5885 |
FCFC
5885
First Citizens Financial Corp
Mason City,
Iowa
| $116M | +$14.2M | +14% | 10% | 72.9% | 102 | 11.76% | 2.3 |
|
| 5886 |
5886
Spring Capital Management
Amarillo,
Texas
| $116M | +$10.6M | +10% | 12.2% | 73.6% | 30 | 10% | 0.9 |
|
| 5887 |
5887
Horizon Financial Services
Winston Salem,
North Carolina
| $116M | +$3.32M | +3% | 4.76% | 39.5% | 59 | 13.56% | 1.4 |
|
| 5888 |
5888
Seldon Capital
San Francisco,
California
| $116M | -$24.4M | -17% | 12.8% | 604% | 279 | 8.6% | 1 |
|
| 5889 |
5889
Jackson Hill Advisors
Houston,
Texas
| $116M | +$2.67M | +2% | 5.98% | 61.2% | 12 | 16.67% | 0.7 |
|
| 5890 |
LCM
5890
Lynx1 Capital Management
San Juan,
Puerto Rico
| $116M | +$4.77M | +4% | 296% | 883% | 16 | 43.75% | 0.7 |
|
| 5891 |
5891
Dalton Investments
Las Vegas,
Nevada
| $116M | -$6.05M | -5% | 1.8% | 95.1% | 29 | 17.24% | 2.5 |
|
| 5892 |
5892
Mayar Capital
London,
United Kingdom
| $116M | -$8.24M | -7% | 5.51% | 14.7% | 13 | 7.69% | 1.4 |
|
| 5893 |
5893
Old Well Partners
Charlotte,
North Carolina
| $116M | -$4.77M | -4% | 13.4% | 97.8% | 45 | 40% | 1.2 |
|
| 5894 |
5894
Leading Edge Financial Planning
Knoxville,
Tennessee
| $116M | – | – | 8.06% | 48.6% | 63 | – | 0 |
|
| 5895 |
AA
5895
AlphaQ Advisors
Winter Park,
Florida
| $116M | – | – | 7.98% | – | 144 | – | 0 |
|
| 5896 |
5896
Agincourt Capital Management
Richmond,
Virginia
| $115M | +$6.06M | +6% | 5.19% | 0.36% | 4 | 0% | 1 |
|
| 5897 |
5897
Morgens Waterfall Vintiadis & Co
New York
| $115M | +$24.2M | +26% | 14% | 594% | 46 | 47.83% | 1.2 |
|
| 5898 |
5898
Whetstone Capital Advisors
Shawnee Mission,
Kansas
| $115M | -$46.8M | -29% | 11% | 282% | 40 | 60% | 1.1 |
|
| 5899 |
5899
A.D. Beadell Investment Counsel
Mequon,
Wisconsin
| $115M | +$4.14M | +4% | 7.56% | 83.3% | 75 | 13.33% | 4.7 |
|
| 5900 |
5900
LifeGuide Financial Advisors
Mechanicsburg,
Pennsylvania
| $115M | +$13M | +13% | 3.3% | 35.4% | 30 | 16.67% | 0.8 |
|