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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5976 |
PVAMC
5976
PPS&V Asset Management Consultants
Portage,
Michigan
| $116M | +$11.3M | +11% | 10.2% | 80.7% | 38 | 5.26% | 0.2 |
|
| 5977 |
5977
IDG Technology Venture Investment IV
Hong Kong
| $116M | +$54.3M | +88% | 90.1% | 420% | 3 | 0% | 1.3 |
|
| 5978 |
5978
Washburn Capital Management
Vero Beach,
Florida
| $116M | +$6.08M | +6% | 8.72% | 123% | 51 | 13.73% | 2 |
|
| 5979 |
5979
TrueWealth Financial Partners
Bellevue,
Washington
| $116M | +$12.8M | +12% | 2.53% | 36.4% | 15 | 6.67% | 1.1 |
|
| 5980 |
5980
Avondale Wealth Management
West Lake Hills,
Texas
| $116M | +$695K | +0.6% | 7.57% | 83.8% | 134 | 14.18% | 2.5 |
|
| 5981 |
5981
Brogan Financial
Knoxville,
Tennessee
| $116M | +$3.82M | +3% | 3.61% | 46.4% | 39 | 10.26% | 0.2 |
|
| 5982 |
5982
Spreng Capital Management
Bucyrus,
Ohio
| $116M | +$52.3K | +0% | 6.35% | 72.5% | 86 | 10.47% | 2.8 |
|
| 5983 |
5983
Sensible Money
Scottsdale,
Arizona
| $116M | +$22.3M | +24% | 5.09% | 69.1% | 74 | 5.41% | 0.2 |
|
| 5984 |
5984
Atmos Advisory
Pittsburgh,
Pennsylvania
| $116M | +$3.98M | +4% | 3.69% | 31.9% | 24 | 16.67% | 1.2 |
|
| 5985 |
5985
Hutchens & Kramer Investment Management Group
Carmel,
Indiana
| $116M | -$20.6M | -15% | 5.48% | 83% | 138 | 34.78% | 0.8 |
|
| 5986 |
BCM
5986
BML Capital Management
Zionsville,
Indiana
| $116M | +$11M | +11% | 1.98% | 376% | 35 | 40% | 0.2 |
|
| 5987 |
5987
Intrepid Capital Management
Jacksonville Beach,
Florida
| $115M | -$369K | -0.3% | 4.97% | 70.2% | 83 | 30.12% | 2.2 |
|
| 5988 |
5988
Pinnacle Wealth Management Group
Plymouth,
Michigan
| $115M | +$2.56M | +2% | 4.64% | 64.3% | 108 | 12.96% | 1.4 |
|
| 5989 |
5989
Beacon Financial Strategies
Raleigh,
North Carolina
| $115M | +$5.02M | +5% | 3.98% | 54.2% | 35 | 0% | 1.6 |
|
| 5990 |
5990
Walker Asset Management
Verona,
Missouri
| $115M | +$209K | +0.2% | 0.73% | 87.6% | 99 | 12.12% | 1 |
|
| 5991 |
5991
Presidio Capital Management
San Diego,
California
| $115M | +$4.96M | +4% | 5.15% | 56.1% | 45 | 31.11% | 0.6 |
|
| 5992 |
5992
Aurora Investment Managers
Naples,
Florida
| $115M | +$15.3M | +15% | 16.4% | 74.4% | 49 | 8.16% | 1.7 |
|
| 5993 |
SCA
5993
Sassicaia Capital Advisers
Jericho,
New York
| $115M | +$74.9M | +186% | 56.6% | 4,519% | 51 | 70.59% | 0.1 |
|
| 5994 |
5994
Merk Investments
Menlo Park,
California
| $115M | +$4.6M | +4% | 11.4% | 303% | 15 | 0% | 2.5 |
|
| 5995 |
5995
Broadcrest Asset Management
Winter Park,
Florida
| $115M | +$23.4M | +26% | 10.8% | 54.1% | 7 | 0% | 1 |
|
| 5996 |
5996
Pangea Capital Gestao de Recursos
Rio De Janeiro,
| $115M | +$3.15M | +3% | 5.37% | 54.4% | 9 | 33.33% | 0.3 |
|
| 5997 |
5997
Taylor & Morgan Wealth Management
Flint,
Michigan
| $115M | +$8.91M | +8% | 8.87% | 85.9% | 68 | 7.35% | 1.1 |
|
| 5998 |
5998
BCK Capital Management
Stamford,
Connecticut
| $115M | +$17.8M | +18% | 24% | 161% | 105 | 58.1% | 0.6 |
|
| 5999 |
5999
Kopion Asset Management
Mckinney,
Texas
| $115M | +$16.1M | +16% | 14.1% | 80.5% | 19 | 5.26% | 2.7 |
|
| 6000 |
6000
Somerset Group
Wayzata,
Minnesota
| $115M | +$1.52M | +1% | 4.9% | 84.6% | 70 | 10% | 5.5 |
|