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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6126 |
6126
Mountaineer Partners Management
New York
| $201M | +$22.6M | +13% | 15.8% | 158% | 18 | 16.67% | 1.5 |
|
| 6127 |
6127
Ategra Capital Management
Vienna,
Virginia
| $201M | -$8.91M | -4% | 1.07% | 114% | 29 | 10.34% | 2.2 |
|
| 6128 |
NME
6128
Notis-McConarty Edward
| $201M | -$14.4M | -7% | 2.12% | 91.2% | 73 | 2.74% | 8.2 |
|
| 6129 |
6129
Spectrum Investment Advisors
Mequon,
Wisconsin
| $201M | +$1.72M | +0.9% | 2.48% | – | 53 | 16.98% | 1.1 |
|
| 6130 |
LS
6130
LCW Services
Virginia Beach,
Virginia
| $201M | +$13.5M | +7% | 0.62% | – | 42 | 14.29% | 0.2 |
|
| 6131 |
6131
First Bancorp
Damariscotta,
Maine
| $201M | +$13.1M | +7% | 1.25% | 80.3% | 135 | 8.15% | 3.7 |
|
| 6132 |
6132
Legacy Wealth Management (Idaho)
Boise,
Idaho
| $201M | -$7.81M | -4% | 3.09% | – | 1,082 | 17.84% | 0.9 |
|
| 6133 |
6133
Ridgepath Capital Management
Knoxville,
Tennessee
| $201M | -$16.6M | -8% | 4.06% | 73.5% | 53 | 16.98% | 1.6 |
|
| 6134 |
6134
Cairn Investment Group
Vancouver,
Washington
| $201M | -$9.5M | -5% | 0.87% | 67.4% | 67 | 7.46% | 4.2 |
|
| 6135 |
6135
Straightline Group
Troy,
Michigan
| $201M | +$18.2M | +10% | 0.78% | – | 17 | 11.76% | 0.9 |
|
| 6136 |
CE
6136
Cornerstone Enterprises
Appleton,
Wisconsin
| $201M | -$7.94M | -4% | 4.84% | 85.7% | 39 | 17.95% | 1.3 |
|
| 6137 |
6137
Ausbil Investment Management
Sydney,
Australia
| $201M | +$25.1M | +14% | 12% | 115% | 77 | 31.17% | 1.3 |
|
| 6138 |
IF
6138
Integrity Financial
Cheyenne,
Wyoming
| $201M | +$3.5M | +2% | 2.87% | 66.3% | 327 | 23.24% | 2.4 |
|
| 6139 |
6139
Redpoint Management
Woodside,
California
| $201M | +$64.9M | +48% | 32.3% | 20.6% | 4 | 50% | 2.4 |
|
| 6140 |
FFC
6140
Frederick Financial Consultants
Frederick,
Maryland
| $201M | +$18.3M | +10% | 0.64% | – | 116 | 12.93% | 1 |
|
| 6141 |
6141
Forager Capital Management
Birmingham,
Alabama
| $201M | -$20M | -9% | 3.39% | 52.6% | 11 | 9.09% | 2.8 |
|
| 6142 |
6142
Torren Management
San Diego,
California
| $201M | +$5.01M | +3% | 0.83% | – | 1,473 | 34.56% | 0.2 |
|
| 6143 |
6143
Financial Freedom LLC
Cincinnati,
Ohio
| $201M | -$687K | -0.3% | 0.44% | 76.9% | 437 | 24.94% | 2.2 |
|
| 6144 |
LI
6144
Latigo Investments
Fort Lauderdale,
Florida
| $201M | -$2.47M | -1% | 1.05% | 62.6% | 14 | 0% | 3.9 |
|
| 6145 |
6145
Eads & Heald Wealth Management
Atlanta,
Georgia
| $201M | -$5.98M | -3% | 1.23% | 93.3% | 143 | 3.5% | 8.6 |
|
| 6146 |
6146
Solano Wealth Investment Advisors
Fairfield,
California
| $201M | -$1.13M | -0.6% | 1.66% | – | 35 | 2.86% | 1.1 |
|
| 6147 |
6147
FPC Investment Advisory
Petaluma,
California
| $201M | +$18M | +10% | 2.18% | – | 35 | 5.71% | 1.4 |
|
| 6148 |
6148
Sycale Advisors
New York
| $201M | -$121M | -38% | 10% | 31.5% | 23 | 47.83% | 1.1 |
|
| 6149 |
6149
True Wind Capital Management
San Francisco,
California
| $200M | -$61.2M | -23% | 23.4% | 59.6% | 2 | 0% | 4.3 |
|
| 6150 |
6150
West Bancorporation
West Des Moines,
Iowa
| $200M | +$9.6M | +5% | 1.19% | 72.5% | 106 | 15.09% | 3.5 |
|