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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 |
TWP
5951
Tower Wealth Partners
Lewisburg,
Pennsylvania
| $125M | +$5.04M | +4% | 5.08% | 53.7% | 53 | 13.21% | 1.8 |
|
| 5952 |
PAG
5952
Paladin Advisory Group
Clive,
Iowa
| $125M | +$4.46M | +4% | 5.13% | 71.9% | 270 | 2.96% | 0.2 |
|
| 5953 |
EIM
5953
Ervin Investment Management
Seattle,
Washington
| $125M | +$10.1M | +9% | 9.75% | 84.3% | 37 | 8.11% | 1.3 |
|
| 5954 |
WAM
5954
Werlinich Asset Management
Stamford,
Connecticut
| $125M | +$10.8M | +9% | 12.5% | 232% | 58 | 8.62% | 1.9 |
|
| 5955 |
AC
5955
AIFG Consultants
Halfmoon,
New York
| $125M | +$6.48M | +5% | 1.67% | 49.8% | 43 | 20.93% | 0.4 |
|
| 5956 |
MCA
5956
Maryland Capital Advisors
Chester,
Maryland
| $125M | +$11.3M | +10% | 3.08% | – | 258 | 13.18% | 1.2 |
|
| 5957 |
TCM
5957
TAM Capital Management
Stamford,
Connecticut
| $124M | -$1.05B | -89% | 2.95% | 4.15% | 5 | 20% | 1.6 |
|
| 5958 |
CIA
5958
Cohen Investment Advisors
Bedford,
New Hampshire
| $124M | -$2.07M | -2% | 7.06% | 76.2% | 78 | 2.56% | 2.4 |
|
| 5959 |
MAM
5959
Marketfield Asset Management
New York
| $124M | +$7.31M | +6% | 2.67% | 61.5% | 38 | 5.26% | 3.6 |
|
| 5960 |
FNBOSM
5960
First National Bank of South Miami
South Miami,
Florida
| $124M | -$1.26M | -1% | 4.59% | 35.2% | 268 | 8.58% | 3.9 |
|
| 5961 |
CBCM
5961
Cook & Bynum Capital Management
Birmingham,
Alabama
| $124M | +$3.57M | +3% | 4.44% | 46.8% | 5 | 0% | 6 |
|
| 5962 |
SLM
5962
Snow Lake Management
Menlo Park,
California
| $124M | -$44.1M | -26% | 13% | – | 13 | 53.85% | 0.1 |
|
| 5963 |
FHC
5963
Fort Henry Capital
Wheeling,
West Virginia
| $124M | +$4.76M | +4% | 2.75% | 37% | 15 | 0% | 2.2 |
|
| 5964 |
BDS
5964
Banco de Sabadell
Miami,
Florida
| $124M | +$4.3M | +4% | 6.48% | 75.1% | 86 | 12.79% | 3.9 |
|
| 5965 |
SA
5965
Syntax Advisors
New York
| $124M | -$7.86M | -6% | 3.63% | – | 236 | 11.44% | 1.3 |
|
| 5966 |
SIGI
5966
Susquehanna International Group (Ireland)
Dublin,
Ireland
| $124M | -$51.9M | -30% | 1.77% | 5.26% | 82 | 65.85% | 0.4 |
|
| 5967 |
AGFIA
5967
Accel Growth Fund IV Associates
Palo Alto,
California
| $124M | -$170M | -58% | 5.91% | 61.4% | 3 | 33.33% | 1.8 |
|
| 5968 |
LI
5968
Latash Investments
Anchorage,
Alaska
| $124M | +$12.7M | +11% | 14.2% | 110% | 21 | 4.76% | 3.1 |
|
| 5969 |
CCM
5969
Ciovacco Capital Management
Atlanta,
Georgia
| $124M | +$58.7M | +90% | 7.9% | 88.5% | 24 | 8.33% | 0.8 |
|
| 5970 |
MC
5970
Mayar Capital
London,
United Kingdom
| $124M | +$4.33M | +4% | 7.37% | 14.7% | 12 | 0% | 1.9 |
|
| 5971 |
TIA
5971
Trust Investment Advisors
Indianapolis,
Indiana
| $124M | +$12.3M | +11% | 9.91% | 167% | 113 | 31.86% | 3.7 |
|
| 5972 |
SA
5972
swisspartners Advisors
Zurich,
Switzerland
| $124M | +$3.93M | +3% | 6.43% | 73.2% | 27 | 3.7% | 2.5 |
|
| 5973 |
2P
5973
26North Partners
New York
| $124M | +$1.57M | +1% | 7.18% | 77.8% | 3 | 0% | 0.5 |
|
| 5974 |
EPL
5974
EDBI Pte Ltd
Singapore
| $124M | +$34.4M | +39% | 58.3% | 6.21% | 21 | 19.05% | 1.3 |
|
| 5975 |
BCPE
5975
Bain Capital Public Equity
Boston,
Massachusetts
| $124M | +$24.6M | +25% | 13.2% | 169% | 39 | 46.15% | 0.3 |
|