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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 |
6201
Toews Corporation
Northfield,
New Jersey
| $168M | -$577M | -77% | 1.9% | 22% | 18 | 55.56% | 3.4 |
|
| 6202 |
6202
EMG Holdings
Old Greenwich,
Connecticut
| $168M | -$22.4M | -12% | 8.17% | 4.17% | 37 | 54.05% | 1.3 |
|
| 6203 |
6203
CoreFirst Bank & Trust
Topeka,
Kansas
| $168M | -$4.86M | -3% | 2.94% | 61.4% | 357 | 5.04% | 1.3 |
|
| 6204 |
WFG
6204
Wormser Freres Gestion
Paris,
France
| $168M | +$4.42M | +3% | 1.99% | 67.4% | 49 | 10.2% | 0.9 |
|
| 6205 |
6205
Concorde Financial
Dallas,
Texas
| $168M | -$1.76M | -1% | 2.65% | 81.3% | 39 | 7.69% | 2 |
|
| 6206 |
6206
Peterson Wealth Management
Sparks,
Nevada
| $168M | +$11.6M | +7% | 5.04% | 88.9% | 54 | 18.52% | 2.2 |
|
| 6207 |
6207
Novak & Powell Financial Services
St. Petersburg,
Florida
| $168M | -$4.56M | -3% | 0.86% | – | 166 | 15.66% | 0.9 |
|
| 6208 |
6208
TLW Wealth Management
Indian Rocks Beach,
Florida
| $168M | -$518K | -0.3% | 4.01% | 98.3% | 20 | 20% | 4.3 |
|
| 6209 |
6209
Gray Private Wealth
Canton,
Massachusetts
| $168M | +$518K | +0.3% | 0.02% | – | 42 | 4.76% | 0.7 |
|
| 6210 |
LFWA
6210
LBJ Family Wealth Advisors
Austin,
Texas
| $168M | -$784K | -0.5% | 0.41% | 64.9% | 29 | 3.45% | 6.4 |
|
| 6211 |
6211
Catawba River Capital
Lake Wylie,
South Carolina
| $168M | +$9.5M | +6% | 0% | 89.5% | 20 | 20% | 2.9 |
|
| 6212 |
6212
TCG Capital Management
Playa Vista,
California
| $168M | +$14.6M | +10% | 9.57% | 29.3% | 1 | 0% | 2 |
|
| 6213 |
6213
Spring Capital Management
Amarillo,
Texas
| $167M | +$44.2M | +36% | 0.13% | 73.6% | 46 | 43.48% | 1.5 |
|
| 6214 |
6214
Delap Wealth Advisory
Lake Oswego,
Oregon
| $167M | +$9.21M | +6% | 1.87% | 73% | 79 | 25.32% | 1.3 |
|
| 6215 |
6215
Naman Capital
Sao Paulo,
Brazil
| $167M | -$93.8M | -36% | 6.97% | 89.9% | 12 | 8.33% | 3.1 |
|
| 6216 |
MFG
6216
MTM Financial Group
Bethlehem,
Pennsylvania
| $167M | +$3.54M | +2% | 0.55% | 36.5% | 77 | 10.39% | 1.7 |
|
| 6217 |
6217
Anabranch Capital Management
Stamford,
Connecticut
| $167M | -$3.25M | -2% | 0.54% | 139% | 8 | 12.5% | 3.1 |
|
| 6218 |
6218
GE Investment Management
Norwalk,
Connecticut
| $167M | -$159M | -49% | 9.89% | – | 5 | 20% | 0.9 |
|
| 6219 |
6219
Index Venture Life Associates VI
St. Helier,
Jersey
| $167M | – | – | 4.7% | – | 2 | – | 1.5 |
|
| 6220 |
6220
Aryeh Capital Management
Toronto,
Ontario, Canada
| $167M | +$807K | +0.5% | 3.18% | 87.7% | 12 | 25% | 1.5 |
|
| 6221 |
CCP
6221
Cunning Capital Partners
Morrisville,
North Carolina
| $167M | -$24.5M | -13% | 13.4% | 268% | 77 | 29.87% | 1.2 |
|
| 6222 |
6222
Banyan Capital Management
Atlanta,
Georgia
| $167M | -$5.9M | -3% | 1.04% | 44.4% | 17 | 11.76% | 4.3 |
|
| 6223 |
6223
Menard Financial Group
Houston,
Texas
| $167M | +$14.9M | +10% | 5.73% | 141% | 319 | 65.52% | 0.6 |
|
| 6224 |
RMSCM
6224
R.M. Sincerbeaux Capital Management
New York
| $167M | +$5.57M | +3% | 6.93% | 76.4% | 38 | 2.63% | 9 |
|
| 6225 |
CE
6225
Cornerstone Enterprises
Appleton,
Wisconsin
| $167M | +$6.83M | +4% | 4.91% | 85.7% | 36 | 36.11% | 0.7 |
|