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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6651 |
6651
Willner & Heller
Encino,
California
| $70.4M | +$8.43M | +14% | 9.17% | – | 127 | 12.6% | 0.9 |
|
| 6652 |
6652
Navis Wealth Advisors
Rye Brook,
New York
| $70.4M | +$5.62M | +9% | 6.87% | 107% | 98 | 36.73% | 1.4 |
|
| 6653 |
6653
Teca Partners
Austin,
Texas
| $70.4M | +$11.1M | +19% | 9.89% | 66% | 14 | 42.86% | 0.7 |
|
| 6654 |
6654
Platt Investment Counsel
Lake Mary,
Florida
| $70.3M | +$1.48M | +2% | 8% | 62.9% | 13 | 30.77% | 2 |
|
| 6655 |
6655
Thompson Davis & Co
Richmond,
Virginia
| $70.3M | -$3.33M | -5% | 2.22% | 188% | 115 | 36.52% | 2.8 |
|
| 6656 |
6656
Sage Investment Advisers
Wappingers Falls,
New York
| $70.1M | +$6.81M | +11% | 12.1% | – | 71 | 28.17% | 0.8 |
|
| 6657 |
SPI
6657
Sutton Place Investors
Katonah,
New York
| $70.1M | +$4.11M | +6% | 9.96% | 84% | 71 | 29.58% | 0.7 |
|
| 6658 |
AM
6658
Account Management
Boxford,
Massachusetts
| $69.9M | -$3.82M | -5% | 9.72% | 87.4% | 23 | 8.7% | 4.9 |
|
| 6659 |
6659
Crew Capital Management
Cincinnati,
Ohio
| $69.7M | -$3.75M | -5% | 9.11% | 104% | 97 | 14.43% | 1.5 |
|
| 6660 |
6660
STF Management
Frisco,
Texas
| $69.6M | – | – | 2.97% | 208% | 82 | – | 0 |
|
| 6661 |
BG
6661
BRX Global
New York
| $69.4M | -$12.7M | -15% | 0.96% | 65.8% | 6 | 0% | 1.7 |
|
| 6662 |
6662
Orser Capital Management
Southlake,
Texas
| $69.3M | +$13.1M | +23% | 7.84% | 128% | 47 | 14.89% | 3.3 |
|
| 6663 |
6663
Once Capital Management
New York
| $69.3M | -$7.44M | -10% | 5.73% | 570% | 24 | 8.33% | 0.9 |
|
| 6664 |
6664
SBB Research Group
Northbrook,
Illinois
| $69.2M | -$1.39M | -2% | 6.73% | – | 69 | 50.72% | 0.6 |
|
| 6665 |
6665
Lane Generational
Dover,
Massachusetts
| $69.2M | -$1.46M | -2% | 9.65% | 148% | 39 | 30.77% | 0.7 |
|
| 6666 |
6666
Tsai Capital
New York
| $69.1M | -$21.1M | -23% | 12.2% | 29.2% | 23 | 17.39% | 1.3 |
|
| 6667 |
6667
Credit Capital Investments
Livingston,
New Jersey
| $69M | -$5.31M | -7% | 3.24% | 500% | 81 | 62.96% | 0.8 |
|
| 6668 |
6668
Clearfield Capital Management
New York
| $69M | +$32M | +86% | 14.8% | 421% | 6 | 66.67% | 0.4 |
|
| 6669 |
6669
Mangham Associates
Charlottesville,
Virginia
| $68.8M | -$16M | -19% | 7.77% | 24.4% | 19 | 0% | 1.2 |
|
| 6670 |
6670
Oslo Asset Management AS
Oslo,
Norway
| $68.8M | +$1.85M | +3% | 13.2% | 82.7% | 12 | 25% | 3 |
|
| 6671 |
6671
Forbes Financial Planning
East Greenwich,
Rhode Island
| $68.7M | -$2.54K | -0% | 7.91% | 52.3% | 27 | 0% | 0.9 |
|
| 6672 |
6672
Constellation Investimentos e Participacoes
Sao Paulo,
Brazil
| $68.7M | -$43.4M | -39% | 2.25% | 172% | 9 | 66.67% | 1.3 |
|
| 6673 |
SCA
6673
SMH Capital Advisors
Fort Worth,
Texas
| $68.6M | +$1.64M | +2% | 3.14% | 10.7% | 67 | 13.43% | 2.2 |
|
| 6674 |
6674
Centerstone Investors
New York
| $68.3M | +$7.23M | +12% | 11.6% | 73.7% | 28 | 28.57% | 2.6 |
|
| 6675 |
PCMN
6675
Paradigm Capital Management (Nevada)
Reno,
Nevada
| $68.3M | -$6.79M | -9% | 13.5% | – | 44 | 6.82% | 1 |
|