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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6351 |
ABLA
6351
Alan B. Lancz & Associates
Toledo,
Ohio
| $96.5M | -$2.55M | -3% | 7.33% | – | 192 | 11.98% | 1 |
|
| 6352 |
JGGDR
6352
JGP Global Gestao de Recursos
Rio De Janeiro,
Brazil
| $96.4M | -$44.2M | -31% | 9.54% | 261% | 81 | 48.15% | 1.7 |
|
| 6353 |
SFS
6353
Starfox Financial Services
The Woodlands,
Texas
| $96.3M | -$3.99M | -4% | 5.26% | – | 27 | 18.52% | 0.9 |
|
| 6354 |
MWM
6354
Maripau Wealth Management
Fort Wayne,
Indiana
| $96.2M | +$32.9K | +0% | 6.17% | 55.6% | 82 | 8.54% | 1 |
|
| 6355 |
NF
6355
Nvest Financial
Portsmouth,
New Hampshire
| $96M | +$16.1M | +20% | 6.01% | 92.8% | 64 | 21.88% | 0.7 |
|
| 6356 |
DM
6356
Diker Management
New York
| $96M | +$9.28M | +11% | 10.4% | 210% | 40 | 20% | 2.2 |
|
| 6357 |
ERM
6357
Elm Ridge Management
Briarcliff Manor,
New York
| $96M | -$9.28M | -9% | 2.41% | 93.6% | 27 | 11.11% | 3.6 |
|
| 6358 |
LHWM
6358
Lake Hills Wealth Management
Austin,
Texas
| $95.8M | -$4.51M | -4% | 0.33% | 83.7% | 42 | 38.1% | 0.2 |
|
| 6359 |
PWAM
6359
Pinnacle West Asset Management
Casper,
Wyoming
| $95.7M | – | – | 5.75% | 100% | 99 | – | 0 |
|
| 6360 |
WOSD
6360
WFA of San Diego
San Diego,
California
| $95.6M | -$35M | -27% | 8.71% | – | 475 | 84.63% | 2 |
|
| 6361 |
KXA
6361
KPCB XIV Associates
Menlo Park,
California
| $95.6M | -$9.06M | -9% | 15.6% | – | 5 | 0% | 1 |
|
| 6362 |
ICM
6362
Innovius Capital Management
San Francisco,
California
| $95.6M | +$36.1M | +61% | 62.7% | 56.4% | 2 | 0% | 1.3 |
|
| 6363 |
TPCM
6363
Templeton & Phillips Capital Management
Lookout Mountain,
Tennessee
| $95.5M | +$1.67M | +2% | 4.26% | 74.3% | 22 | 13.64% | 0.2 |
|
| 6364 |
PFP
6364
Paragon Financial Partners
Woodland Hills,
California
| $95.5M | +$5.14M | +6% | 9.15% | 90.6% | 86 | 11.63% | 1.1 |
|
| 6365 |
PCM
6365
Potomac Capital Management
New York
| $95.4M | +$9.67M | +11% | 22.2% | – | 71 | 30.99% | 1.5 |
|
| 6366 |
PHIC
6366
Pine Haven Investment Counsel
Fairhaven,
Massachusetts
| $95.3M | +$4.26M | +5% | 6.63% | 72.1% | 103 | 4.85% | 1.2 |
|
| 6367 |
RA
6367
Ramius Advisors
New York
| $95.2M | -$9.24M | -9% | 3.12% | 187% | 190 | 67.89% | 0.6 |
|
| 6368 |
APW
6368
Atlantic Private Wealth
Chapel Hill,
North Carolina
| $95.2M | +$2.19M | +2% | 5.76% | 55.7% | 99 | 63.64% | 0.4 |
|
| 6369 |
TC
6369
Tsai Capital
New York
| $95.1M | +$26M | +38% | 34.7% | 29.2% | 26 | 30.77% | 1.2 |
|
| 6370 |
SIM
6370
Strategic Income Management
Seattle,
Washington
| $95.1M | -$29.6M | -24% | 0.75% | – | 13 | 38.46% | 0.2 |
|
| 6371 |
SCP
6371
Sender Company & Partners
New York
| $95M | +$18.8M | +25% | 21.3% | 69.8% | 74 | 77.03% | 0.1 |
|
| 6372 |
LM
6372
Lansing Management
New York
| $94.9M | +$8.9M | +10% | 13.3% | 76.9% | 8 | 12.5% | 3.3 |
|
| 6373 |
ACM
6373
Alethea Capital Management
Mercer Island,
Washington
| $94.7M | -$9.6M | -9% | 12.4% | 275% | 62 | 37.1% | 3.2 |
|
| 6374 |
GCM
6374
Goldstream Capital Management
Central,
Hong Kong
| $94.6M | +$20.7M | +28% | 46.8% | 686% | 52 | 84.62% | 0.2 |
|
| 6375 |
RCM
6375
Rings Capital Management
Chicago,
Illinois
| $94.6M | -$52.6M | -36% | 10.2% | 40.9% | 7 | 42.86% | 1.5 |
|