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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7001 |
MWS
7001
MFA Wealth Services
Thousand Oaks,
California
| $133M | +$11.5M | +9% | 7.63% | – | 116 | 10.34% | 0.5 |
|
| 7002 |
7002
Penbrook Management
New York
| $133M | +$691K | +0.5% | 12.3% | 107% | 111 | 11.71% | 5.8 |
|
| 7003 |
AV
7003
Alamea Verwaltungs
Edison,
New Jersey
| $133M | +$17.2M | +15% | 11.7% | – | 98 | 17.35% | 0.2 |
|
| 7004 |
7004
Stoneridge Investment Partners
Radnor,
Pennsylvania
| $133M | +$14.5M | +12% | 8.25% | 44.2% | 153 | 43.14% | 1.4 |
|
| 7005 |
7005
Clark & Stuart Inc
Portland,
Maine
| $133M | -$4.44M | -3% | 0.9% | – | 49 | 14.29% | 0.4 |
|
| 7006 |
7006
Holcombe Financial
Atlanta,
Georgia
| $133M | +$12.4M | +10% | 2.28% | – | 43 | 11.63% | 0.4 |
|
| 7007 |
7007
IDG China Venture Capital Fund V Associates
Hong Kong
| $133M | +$19.8M | +18% | 17.6% | 7.34% | 1 | 0% | 3.5 |
|
| 7008 |
7008
Claris Financial
Glen Allen,
Virginia
| $133M | -$19.4M | -13% | 8.71% | – | 174 | 34.48% | 0.4 |
|
| 7009 |
7009
Asset Planning Inc
Cypress,
California
| $133M | +$5.22M | +4% | 6.34% | – | 308 | 7.47% | 0.5 |
|
| 7010 |
7010
Aspetuck Financial Management
Westport,
Connecticut
| $133M | +$16.4M | +14% | 15.8% | – | 73 | 8.22% | 0.5 |
|
| 7011 |
7011
Fairtree Asset Management
Bellville, Cape Town,
South Africa
| $133M | +$8.37M | +7% | 6.25% | – | 117 | 32.48% | 0.4 |
|
| 7012 |
BCM
7012
Bluefin Capital Management
New York
| $133M | -$5.92M | -4% | 25.3% | – | 187 | 68.45% | 0.3 |
|
| 7013 |
7013
Eschler Asset Management
London,
United Kingdom
| $133M | +$92.2M | +228% | 19.2% | 274% | 78 | 74.36% | 0.4 |
|
| 7014 |
7014
Bank of Marin
Novato,
California
| $133M | +$54.1M | +69% | 11.4% | 80.3% | 136 | 41.18% | 2.4 |
|
| 7015 |
NWM
7015
Navigoe Wealth Management
Redondo Beach,
California
| $132M | +$17M | +15% | 6.66% | – | 190 | 10.53% | 0.5 |
|
| 7016 |
7016
Octahedron Capital Management
Burlingame,
California
| $132M | +$17.6M | +15% | 31.4% | 234% | 25 | 36% | 1 |
|
| 7017 |
7017
Axos Invest
Las Vegas,
Nevada
| $132M | +$3.42M | +3% | 8.47% | – | 22 | 0% | 0.8 |
|
| 7018 |
7018
Oder Investment Management
Woodland Hills,
California
| $132M | +$14.6M | +12% | 17% | 97.5% | 99 | 7.07% | 2.9 |
|
| 7019 |
7019
Accredited Investor Services
St. Cloud,
Minnesota
| $132M | +$12.6M | +11% | 10.2% | – | 73 | 8.22% | 0.3 |
|
| 7020 |
7020
Kuhn & Co Investment Counsel
Chicago,
Illinois
| $132M | +$13.7M | +12% | 8.38% | – | 135 | 8.15% | 1.3 |
|
| 7021 |
7021
Longview Asset Management (New Mexico)
Santa Fe,
New Mexico
| $132M | +$15.8M | +14% | 8.97% | – | 59 | 13.56% | 0.4 |
|
| 7022 |
PI
7022
Pachira Investments
Dana Point,
California
| $132M | -$10M | -7% | 9.5% | 82.3% | 58 | 13.79% | 2.8 |
|
| 7023 |
7023
Moulton Wealth Management
Spokane,
Washington
| $132M | +$1.1M | +0.8% | 5.14% | 47.8% | 43 | 34.88% | 1.2 |
|
| 7024 |
PC
7024
Panoramic Capital
Larkspur,
California
| $132M | +$45.7M | +53% | 37.8% | – | 49 | 61.22% | 0.2 |
|
| 7025 |
BCM
7025
BML Capital Management
Zionsville,
Indiana
| $132M | +$8.62M | +7% | 14.9% | 349% | 29 | 24.14% | 1.2 |
|