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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5951 |
MSA
5951
McAlister Sweet & Associates
Houston,
Texas
| $93.6M | -$5.05M | -5% | 4.41% | 83.6% | 38 | 44.74% | 0.6 |
|
| 5952 |
CG
5952
Cynosure Group
Salt Lake City,
Utah
| $93.4M | -$8.45M | -8% | 3.98% | 56.8% | 47 | 48.94% | 2 |
|
| 5953 |
MWM
5953
MY Wealth Management
Germantown,
Maryland
| $93.2M | +$649K | +0.7% | 4.79% | 36.1% | 27 | 7.41% | 0.7 |
|
| 5954 |
VAM
5954
Vazirani Asset Management
New York
| $93.2M | +$16M | +21% | 17.1% | 436% | 56 | 82.14% | 0.1 |
|
| 5955 |
ASA
5955
Armstrong Shaw Associates
New Canaan,
Connecticut
| $93.2M | -$6.04M | -6% | 5.02% | 51.2% | 42 | 2.38% | 5.8 |
|
| 5956 |
PCM
5956
Presidio Capital Management
San Diego,
California
| $93.2M | +$20K | +0% | 4.43% | 56.1% | 29 | 13.79% | 0.6 |
|
| 5957 |
AM
5957
Anqa Management
Sag Harbor,
New York
| $93.1M | +$398K | +0.4% | 3.69% | 171% | 29 | 17.24% | 0.9 |
|
| 5958 |
WA
5958
Wealthstream Advisors
New York
| $93.1M | -$5.88M | -6% | 5.35% | 88.2% | 74 | 17.57% | 0.6 |
|
| 5959 |
CCG
5959
Capital CS Group
Irvine,
California
| $93.1M | -$3.07M | -3% | 6.51% | 22.5% | 78 | 65.38% | 0.6 |
|
| 5960 |
ACM
5960
Anabranch Capital Management
Stamford,
Connecticut
| $93.1M | -$3.11M | -3% | 1.3% | 139% | 8 | 12.5% | 1.3 |
|
| 5961 |
HA
5961
Hofer & Associates
Thousand Oaks,
California
| $93M | -$3.07M | -3% | 3.87% | 61.7% | 49 | 4.08% | 0.7 |
|
| 5962 |
ACA
5962
Ascension Capital Advisors
Houston,
Texas
| $93M | -$8.45M | -8% | 4.17% | 59.3% | 28 | 3.57% | 2.3 |
|
| 5963 |
BIA
5963
Benchmark Investment Advisors
Chicago,
Illinois
| $92.8M | -$3.09M | -3% | 4.6% | – | 99 | 13.13% | 0.6 |
|
| 5964 |
CGH
5964
CMG Global Holdings
Plano,
Texas
| $92.8M | -$3.84M | -4% | 5.34% | 80.8% | 80 | 7.5% | 1.4 |
|
| 5965 |
MWM
5965
Maripau Wealth Management
Fort Wayne,
Indiana
| $92.7M | +$204K | +0.2% | 5.53% | 55.6% | 91 | 29.67% | 0.5 |
|
| 5966 |
TT
5966
TI-Trust
Quincy,
Illinois
| $92.6M | -$4.83M | -5% | 5.84% | 85.8% | 108 | 6.48% | 2.4 |
|
| 5967 |
YCM
5967
Yost Capital Management
Houston,
Texas
| $92.6M | +$7.01M | +8% | 12.6% | 125% | 17 | 41.18% | 0.9 |
|
| 5968 |
GG
5968
Golden Green
Seneca,
South Carolina
| $92.6M | -$2.92M | -3% | 0.44% | 92.4% | 80 | 30% | 0.8 |
|
| 5969 |
PP
5969
PFS Partners
Mine Hill,
New Jersey
| $92.5M | -$10.3M | -10% | 5.12% | 63.2% | 375 | 6.13% | 0.7 |
|
| 5970 |
CC
5970
Copperleaf Capital
Raleigh,
North Carolina
| $92.4M | -$6.36M | -6% | 6.07% | 102% | 76 | 27.63% | 1.6 |
|
| 5971 |
EECFI
5971
EnCap Energy Capital Fund IX
Houston,
Texas
| $92.4M | -$21.4M | -19% | 1.09% | 69.2% | 2 | 0% | 3.3 |
|
| 5972 |
CIM
5972
Courant Investment Management
Franklin,
Tennessee
| $92.4M | -$12.3M | -12% | 6.19% | 35.2% | 13 | 15.38% | 3.6 |
|
| 5973 |
OC
5973
Oppenheimer & Close
New York
| $92.4M | +$4.74M | +5% | 6.05% | 149% | 63 | 9.52% | 3.8 |
|
| 5974 |
CIA
5974
Cladis Investment Advisory
Billings,
Montana
| $92.4M | -$7.76M | -8% | 4.99% | 131% | 141 | 18.44% | 0.7 |
|
| 5975 |
SCA
5975
Spearhead Capital Advisors
Wellington,
Florida
| $92.3M | -$578M | -86% | 4.8% | 25.2% | 182 | 46.15% | 2.3 |
|