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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 |
5951
MSD Capital
New York
| $183M | -$415M | -69% | 17.7% | 11.5% | 4 | 25% | 4.1 |
|
| 5952 |
5952
Evolution Advisers
Richmond,
Virginia
| $183M | -$657K | -0.4% | 2.37% | 44.8% | 203 | 13.3% | 2.2 |
|
| 5953 |
5953
Alamar Capital Management
Santa Barbara,
California
| $183M | +$1.9M | +1% | 4.23% | – | 84 | 9.52% | 2.1 |
|
| 5954 |
5954
Asset Allocation & Management Company
Chicago,
Illinois
| $183M | +$23.8M | +15% | 0.99% | 58.5% | 90 | 55.56% | 1.7 |
|
| 5955 |
5955
5T Wealth
Napa,
California
| $183M | – | – | 0.41% | – | 97 | – | 0 |
|
| 5956 |
5956
Lanham O'Dell & Company
Hurricane,
West Virginia
| $183M | +$4.5M | +3% | 0.25% | 81% | 29 | 31.03% | 1.6 |
|
| 5957 |
5957
Highland Peak Capital
Old Greenwich,
Connecticut
| $183M | -$45.9M | -20% | 1.98% | 260% | 30 | 63.33% | 0.3 |
|
| 5958 |
5958
Aurora Investment Counsel
Atlanta,
Georgia
| $183M | -$2.2M | -1% | 2.13% | 31.7% | 127 | 21.26% | 1.4 |
|
| 5959 |
5959
Financial Guidance Group
Palm Harbor,
Florida
| $183M | +$11.2M | +7% | 0.18% | 58.7% | 72 | 6.94% | 1.8 |
|
| 5960 |
5960
D. Scott Neal
Lexington,
Kentucky
| $182M | -$6.76M | -4% | 4.01% | 105% | 61 | 14.75% | 3.9 |
|
| 5961 |
5961
Onyx Financial Advisors
Idaho Falls,
Idaho
| $182M | +$123K | +0.1% | 1.32% | 57.8% | 16 | 12.5% | 1.4 |
|
| 5962 |
KCM
5962
Kempner Capital Management
Galveston,
Texas
| $182M | -$13.2M | -7% | 2.81% | 60.9% | 54 | 14.81% | 4.3 |
|
| 5963 |
UFAC
5963
Urban Financial Advisory Corp
Chicago,
Illinois
| $182M | +$751K | +0.4% | 0.9% | – | 51 | 3.92% | 0.5 |
|
| 5964 |
5964
Western Financial Corp
San Diego,
California
| $182M | +$5.75M | +3% | 8.59% | 275% | 138 | 21.01% | 1.6 |
|
| 5965 |
5965
Harrington Investments
Napa,
California
| $182M | -$1.36M | -0.7% | 0.88% | 109% | 85 | 9.41% | 5.5 |
|
| 5966 |
5966
Wisconsin Capital Management
Madison,
Wisconsin
| $182M | -$8.59M | -5% | 3.68% | 153% | 51 | 11.76% | 4.9 |
|
| 5967 |
5967
Values First Advisors
Gray,
Tennessee
| $182M | -$2.71M | -1% | 2.57% | 87.6% | 305 | 37.05% | 2.1 |
|
| 5968 |
5968
Roehl & Yi Investment Advisors
Eugene,
Oregon
| $182M | – | – | 0.32% | – | 153 | – | 0 |
|
| 5969 |
5969
Family CFO
Los Altos,
California
| $182M | +$4.32M | +2% | 0.81% | 89.6% | 98 | 31.63% | 1.8 |
|
| 5970 |
5970
Genesis Private Wealth
Ashburn,
Virginia
| $181M | – | – | 0.1% | – | 136 | – | 0 |
|
| 5971 |
5971
Cruiser Capital Advisors
Stamford,
Connecticut
| $181M | +$58.3M | +47% | 5.57% | 192% | 59 | 27.12% | 1.8 |
|
| 5972 |
5972
Traveka Wealth
Los Altos,
California
| $181M | -$15.6M | -8% | 0.19% | 78.1% | 152 | 20.39% | 0.8 |
|
| 5973 |
5973
Pragma Gestao de Patrimonio
Sao Paulo,
Brazil
| $181M | -$12.1M | -6% | 2.58% | 75.2% | 24 | 54.17% | 1.3 |
|
| 5974 |
5974
CMG Global Holdings
Plano,
Texas
| $181M | +$4.09M | +2% | 2.15% | 80.8% | 99 | 13.13% | 2.8 |
|
| 5975 |
5975
Kestrel Investment Management
San Mateo,
California
| $181M | +$7.42M | +4% | 5.43% | 99.8% | 43 | 13.95% | 1.6 |
|