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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6426 |
BAM
6426
Bosun Asset Management
Chicago,
Illinois
| $95.2M | -$14.9M | -14% | 4.96% | 278% | 80 | 13.75% | 0.2 |
|
| 6427 |
EWM
6427
Endowment Wealth Management
Appleton,
Wisconsin
| $95.1M | -$3.79M | -4% | 7.04% | 66.3% | 134 | 17.16% | 0.2 |
|
| 6428 |
MWM
6428
Magnolia Wealth Management
Dothan,
Alabama
| $95.1M | -$2.64M | -3% | 3.84% | 45.4% | 15 | 40% | 0.2 |
|
| 6429 |
KI
6429
Kapitalo Investimentos
Sao Paulo,
Brazil
| $95M | +$8.25M | +10% | 3.53% | 64% | 47 | 55.32% | 0.5 |
|
| 6430 |
PM
6430
Precept Management
Dallas,
Texas
| $94.9M | -$159M | -63% | 7.83% | 110% | 82 | 76.83% | 0.5 |
|
| 6431 |
KCM
6431
Kids Capital Management
Los Angeles,
California
| $94.9M | -$22.3M | -19% | 13.9% | – | 12 | 16.67% | 0.2 |
|
| 6432 |
CW
6432
Cook Wealth
Raleigh,
North Carolina
| $94.8M | -$2.71M | -3% | 4.19% | 7.36% | 44 | 15.91% | 0.2 |
|
| 6433 |
DLDF
6433
Dan L. Duncan Foundation
Houston,
Texas
| $94.7M | -$3.19M | -3% | 5.63% | 11.8% | 4 | 0% | 0.9 |
|
| 6434 |
AAM
6434
Artha Asset Management
Hoboken,
New Jersey
| $94.5M | +$12.6M | +15% | 8.86% | – | 37 | 67.57% | 0.1 |
|
| 6435 |
ACM
6435
ACT Capital Management
Wayne,
Pennsylvania
| $94.5M | -$43.8M | -32% | 12.6% | – | 99 | 20.2% | 0.6 |
|
| 6436 |
5SA
6436
5th Street Advisors
Southport,
Connecticut
| $94.5M | -$11M | -10% | 2.91% | 47.5% | 20 | 40% | 0.2 |
|
| 6437 |
IVP
6437
Intrinsic Value Partners
Phoenix,
Arizona
| $94.4M | +$585K | +0.6% | 1.14% | 126% | 49 | 6.12% | 0.2 |
|
| 6438 |
MSA
6438
McAlister Sweet & Associates
Houston,
Texas
| $94.1M | -$20.5M | -18% | 2.21% | 83.6% | 41 | 34.15% | 0.2 |
|
| 6439 |
RWA
6439
Redmont Wealth Advisors
Chicago,
Illinois
| $93.9M | +$472K | +0.5% | 3.11% | 46.1% | 131 | 25.95% | 0.2 |
|
| 6440 |
FFMBT
6440
First Farmers & Merchants Bank Trust
Columbia,
Tennessee
| $93.9M | -$6.74M | -7% | 1.97% | – | 107 | 12.15% | 0.2 |
|
| 6441 |
CA
6441
Claris Advisors
St. Louis,
Missouri
| $93.8M | -$706K | -0.7% | 3.37% | 65.7% | 52 | 11.54% | 0.2 |
|
| 6442 |
APS
6442
American Planning Services
Sun City Center,
Florida
| $93.6M | -$19.4M | -17% | 4% | 23.8% | 29 | 17.24% | 0.2 |
|
| 6443 |
POIA
6443
Pin Oak Investment Advisors
Houston,
Texas
| $93.6M | -$5.25M | -5% | 8.89% | 62.7% | 451 | 12.2% | 2.6 |
|
| 6444 |
EC
6444
Enhancing Capital
Harrisburg,
Pennsylvania
| $93.6M | +$1.48M | +2% | 0.31% | – | 77 | 5.19% | 0.2 |
|
| 6445 |
SCP
6445
Sender Company & Partners
New York
| $93.5M | -$102M | -52% | 12.7% | 69.8% | 125 | 84% | 0.1 |
|
| 6446 |
UFF
6446
USA Financial Formulas
Ada,
Michigan
| $93.5M | -$23.1M | -20% | 12.8% | 98.9% | 526 | 46.58% | 1.1 |
|
| 6447 |
CF
6447
Convergence Financial
Columbia,
Missouri
| $93.2M | -$2.98M | -3% | 4.95% | 62.3% | 26 | 26.92% | 0.2 |
|
| 6448 |
CMANY
6448
Capital Management Associates (New York)
New York
| $93.2M | -$9M | -9% | 0.61% | 205% | 96 | 45.83% | 1.9 |
|
| 6449 |
LCM
6449
Lynwood Capital Management
Toronto,
Ontario, Canada
| $93.2M | -$11.3M | -11% | 5.14% | – | 211 | 81.04% | 0.1 |
|
| 6450 |
CC
6450
Commons Capital
Needham,
Massachusetts
| $92.7M | -$8.38M | -8% | 5.53% | 137% | 216 | 17.13% | 0.2 |
|