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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6101 |
TCMV
6101
Technology Crossover Management VII
Menlo Park,
California
| $85.4M | +$22M | +35% | 34.6% | 35.2% | 1 | 0% | 8 |
|
| 6102 |
OIM
6102
Oder Investment Management
Woodland Hills,
California
| $85.2M | +$3.85M | +5% | 1.9% | 97.5% | 82 | 10.98% | 1.2 |
|
| 6103 |
MCM
6103
Mendel Capital Management
Little Rock,
Arkansas
| $85.2M | -$4.19M | -5% | 6.46% | – | 66 | 6.06% | 0.7 |
|
| 6104 |
CFA
6104
Camarda Financial Advisors
Fleming Island,
Florida
| $85.1M | -$15.8M | -16% | 2.55% | 196% | 89 | 48.31% | 1.3 |
|
| 6105 |
SWA
6105
Sightline Wealth Advisors
Groton,
Connecticut
| $85.1M | -$17.3M | -17% | 5.42% | 44.4% | 54 | 12.96% | 1.4 |
|
| 6106 |
HFAS
6106
Hummer Financial Advisory Services
Chicago,
Illinois
| $85.1M | -$3.22M | -4% | 4.13% | 71.8% | 94 | 9.57% | 2.5 |
|
| 6107 |
BSP
6107
Benefit Street Partners
New York
| $85.1M | -$82.7M | -49% | 0.5% | – | 19 | 21.05% | 1.7 |
|
| 6108 |
SC
6108
Sinecera Capital
Austin,
Texas
| $84.9M | -$4.6M | -5% | 6% | 13.7% | 30 | 13.33% | 0.7 |
|
| 6109 |
MA
6109
Mangham Associates
Charlottesville,
Virginia
| $84.8M | -$9.24M | -10% | 4.22% | 24.4% | 20 | 10% | 1 |
|
| 6110 |
BC
6110
Belmont Capital
Los Angeles,
California
| $84.8M | +$2.21M | +3% | 6.22% | 182% | 124 | 41.13% | 1.1 |
|
| 6111 |
NPAM
6111
Noble Path Asset Management
New York
| $84.8M | -$8.8M | -9% | 1.49% | – | 24 | 16.67% | 0.6 |
|
| 6112 |
SWG
6112
Summit Wealth Group
White River Junction,
Vermont
| $84.8M | +$129K | +0.2% | 4.27% | 53% | 24 | 8.33% | 1.4 |
|
| 6113 |
HC
6113
Hoese & Co
Glencoe,
Minnesota
| $84.7M | -$4.4M | -5% | 4.43% | 46.3% | 206 | 6.8% | 1.2 |
|
| 6114 |
HPM
6114
Hudson Portfolio Management
Garrison,
New York
| $84.6M | -$12M | -12% | 7.13% | – | 106 | 8.49% | 1.3 |
|
| 6115 |
ISSM
6115
Invesco Senior Secured Management
New York
| $84.6M | -$14.7M | -15% | 12.4% | 18.1% | 11 | 0% | 2.4 |
|
| 6116 |
DSCM
6116
Del-Sette Capital Management
Schenectady,
New York
| $84.6M | -$3.37M | -4% | 4.58% | 108% | 31 | 35.48% | 0.5 |
|
| 6117 |
BSWA
6117
Bromfield Sneider Wealth Advisors
Westwood,
Massachusetts
| $84.6M | +$2.33M | +3% | 4.55% | – | 95 | 8.42% | 0.5 |
|
| 6118 |
EFEM
6118
Eos Focused Equity Management
New York
| $84.5M | -$14.4M | -15% | 4.04% | 55.7% | 28 | 25% | 1.8 |
|
| 6119 |
SPM
6119
Symmetry Peak Management
Radnor,
Pennsylvania
| $84.5M | -$66.6M | -44% | 1.85% | 320% | 74 | 85.14% | 0.1 |
|
| 6120 |
PAA
6120
Peregrine Asset Advisers
Portland,
Oregon
| $84.5M | -$52.9M | -39% | 0.42% | 182% | 87 | 41.38% | 3.6 |
|
| 6121 |
ABLA
6121
Alan B. Lancz & Associates
Toledo,
Ohio
| $84.3M | -$16.8M | -17% | 6.84% | – | 185 | 14.59% | 0.7 |
|
| 6122 |
AWM
6122
Alterna Wealth Management
Houston,
Texas
| $84.3M | -$14.2M | -14% | 4.36% | 48% | 109 | 38.53% | 1.6 |
|
| 6123 |
ICM
6123
Islay Capital Management
Lubbock,
Texas
| $84.2M | -$11.8M | -12% | 3.76% | 66.3% | 297 | 18.52% | 1.8 |
|
| 6124 |
6124
Axiom Advisory
San Diego,
California
| $84.1M | -$6.04M | -7% | 5.27% | 16.4% | 28 | 7.14% | 0.7 |
|
| 6125 |
SM
6125
Selkirk Management
Chatham,
New Jersey
| $84.1M | -$1M | -1% | 4.35% | 245% | 14 | 7.14% | 5.7 |
|