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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6201 |
BCM
6201
BML Capital Management
Zionsville,
Indiana
| $111M | -$4.51M | -4% | 23% | 349% | 38 | 36.84% | 0.3 |
|
| 6202 |
6202
Impala Asset Management
Palm Beach,
Florida
| $111M | -$6.06M | -5% | 4.49% | 62.6% | 23 | 47.83% | 1.5 |
|
| 6203 |
6203
Castleview Partners
Dallas,
Texas
| $111M | -$1.84M | -2% | 5.3% | 61.3% | 746 | 18.1% | 1.5 |
|
| 6204 |
6204
Wilson & Boucher Capital Management
Moraga,
California
| $111M | +$6.92M | +7% | 5.68% | 69.8% | 112 | 8.04% | 1.2 |
|
| 6205 |
6205
Penn Mutual Asset Management
Conshohocken,
Pennsylvania
| $111M | +$5.52M | +5% | 1.98% | 32% | 77 | 33.77% | 1 |
|
| 6206 |
6206
GraniteShares Advisors
New York
| $111M | -$2.32M | -2% | 8.28% | 86.2% | 125 | 20% | 0.9 |
|
| 6207 |
6207
Old Well Partners
Charlotte,
North Carolina
| $111M | -$23.3M | -17% | 0.54% | 97.8% | 36 | 19.44% | 1.6 |
|
| 6208 |
6208
Chesapeake Asset Management
New York
| $111M | +$1.51M | +1% | 10.6% | 153% | 495 | 26.26% | 0.9 |
|
| 6209 |
MF
6209
Meridian Financial
Holliston,
Massachusetts
| $111M | +$7.92M | +8% | 4.89% | 58.5% | 101 | 5.94% | 1.2 |
|
| 6210 |
6210
Quarry Hill Advisors
St Paul,
Minnesota
| $111M | +$4.48M | +4% | 3.59% | 62.5% | 40 | 7.5% | 0.5 |
|
| 6211 |
MCM
6211
Magnolia Capital Management
Cold Spring,
New York
| $111M | +$4.37M | +4% | 7.51% | 85.9% | 140 | 7.86% | 1.8 |
|
| 6212 |
6212
UNC Management Company
Chapel Hill,
North Carolina
| $111M | -$55.2M | -33% | 4.03% | 92% | 2 | 50% | 0.8 |
|
| 6213 |
6213
TRV GP IV
Boston,
Massachusetts
| $111M | -$29.2M | -21% | 19.3% | 1,102% | 3 | 0% | 2.8 |
|
| 6214 |
6214
Marmo Financial Group
Johnson City,
Tennessee
| $111M | +$5.54M | +5% | 6.71% | 47.5% | 19 | 10.53% | 0.4 |
|
| 6215 |
6215
Fermata Advisors
Sonoma,
California
| $111M | -$55M | -33% | 0.99% | 58.3% | 117 | 54.7% | 1.3 |
|
| 6216 |
6216
Milestone Advisory Partners
Southern Pines,
North Carolina
| $110M | +$2.08M | +2% | 4.02% | 19.7% | 72 | 15.28% | 2.8 |
|
| 6217 |
6217
Financial Alternatives
La Jolla,
California
| $110M | +$6.1M | +6% | 3.73% | 50.2% | 79 | 7.59% | 0.5 |
|
| 6218 |
6218
Dean Jacobson Financial Services
Fort Worth,
Texas
| $110M | +$3.68M | +3% | 3.58% | 55.7% | 14 | 42.86% | 0.6 |
|
| 6219 |
6219
Lanham O'Dell & Company
Hurricane,
West Virginia
| $110M | +$19.4M | +21% | 9.61% | 81% | 20 | 25% | 1.1 |
|
| 6220 |
KA
6220
Kearns & Associates
Palos Verdes Estates,
California
| $110M | +$9.9M | +10% | 7.28% | 78.7% | 43 | 2.33% | 0.8 |
|
| 6221 |
6221
Riverview Trust Company
Vancouver,
Washington
| $110M | +$1.54M | +1% | 7.66% | 87.6% | 774 | 21.71% | 1.8 |
|
| 6222 |
6222
WealthTrust Asset Management
Destin,
Florida
| $110M | +$5.15M | +5% | 5.27% | 102% | 84 | 28.57% | 1.2 |
|
| 6223 |
6223
Tsai Capital
New York
| $110M | +$15.2M | +16% | 16.3% | 29.2% | 25 | 16% | 1.3 |
|
| 6224 |
6224
EMFO LLC
Weston,
Florida
| $110M | +$4.2M | +4% | 10.6% | 25.8% | 317 | 5.99% | 1.7 |
|
| 6225 |
6225
Erickson Financial Group
Allentown,
Pennsylvania
| $110M | +$9.4M | +9% | 7% | 63.3% | 24 | 4.17% | 1.2 |
|