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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7326 |
CM
7326
CM Management
Gulf Breeze,
Florida
| $157M | +$37.8M | +32% | 22.9% | 110% | 84 | 30.95% | 1.9 |
|
| 7327 |
7327
Pekao Towarzystwo Funduszy Inwestycyjnych SA
Warsaw,
| $157M | +$23.1M | +17% | 20.2% | – | 93 | 22.58% | 0.4 |
|
| 7328 |
7328
Demming Financial Services
Aurora,
Ohio
| $157M | +$19.6M | +14% | 12.2% | – | 42 | 14.29% | 0.4 |
|
| 7329 |
GA
7329
Gagnon Advisors
New York
| $157M | +$21.3M | +16% | 31.5% | 129% | 26 | 26.92% | 4.8 |
|
| 7330 |
7330
Abbington Investment Group
Westport,
Connecticut
| $157M | -$14.8M | -9% | 8.02% | – | 55 | 12.73% | 0.6 |
|
| 7331 |
7331
Bruce G. Allen Investments
Denver,
Colorado
| $157M | +$4.07M | +3% | 9.28% | – | 1,124 | 11.3% | 2.1 |
|
| 7332 |
QGA
7332
Q Global Advisors
Fort Worth,
Texas
| $157M | +$43.5M | +38% | 17.8% | 79% | 52 | 13.46% | 1.9 |
|
| 7333 |
7333
Penbrook Management
New York
| $157M | +$24.7M | +19% | 24.8% | 107% | 104 | 13.46% | 5.6 |
|
| 7334 |
7334
Avantra Family Wealth
Mechanicsburg,
Pennsylvania
| $157M | +$22.4M | +17% | 20.9% | – | 190 | 30% | 0.9 |
|
| 7335 |
7335
Authentikos Wealth Advisory
Morgan Hill,
California
| $157M | +$8.55M | +6% | 16% | 43.5% | 79 | 20.25% | 1.1 |
|
| 7336 |
7336
Mosaic Financial Group
Chicago,
Illinois
| $156M | +$15.5M | +11% | 13.1% | – | 140 | 14.29% | 1.7 |
|
| 7337 |
BCM
7337
Bayesian Capital Management
Brooklyn,
New York
| $156M | +$74.4M | +91% | 7.46% | 107% | 328 | 90.24% | 0 |
|
| 7338 |
7338
Mork Capital Management
Healdsburg,
California
| $156M | +$15.5M | +11% | 17.7% | 61.9% | 106 | 4.72% | 3.5 |
|
| 7339 |
7339
Atlantic Family Wealth
Coral Gables,
Florida
| $156M | +$17.9M | +13% | 11% | – | 67 | 16.42% | 1 |
|
| 7340 |
7340
A.D. Beadell Investment Counsel
Mequon,
Wisconsin
| $156M | -$378K | -0.2% | 3.15% | 83.3% | 106 | 7.55% | 4.8 |
|
| 7341 |
HSM
7341
H Squared Management
New York
| $156M | +$47.7M | +44% | 25.1% | – | 18 | 38.89% | 0.3 |
|
| 7342 |
FWM
7342
FMA Wealth Management
Duxbury,
Massachusetts
| $156M | +$5.83M | +4% | 8.04% | 40.8% | 43 | 13.95% | 1.9 |
|
| 7343 |
7343
Polaris Investment Advisors
Framingham,
Massachusetts
| $156M | +$19M | +14% | 15.9% | – | 79 | 12.66% | 0.4 |
|
| 7344 |
7344
Cyrus Capital Partners
New York
| $156M | -$40.1M | -20% | 4.91% | 163% | 7 | 57.14% | 0.9 |
|
| 7345 |
7345
WLTH Capital Management
Chandler,
Arizona
| $156M | +$28.4M | +22% | 7.01% | – | 30 | 16.67% | 0.4 |
|
| 7346 |
APW
7346
Allied Private Wealth
Boca Raton,
Florida
| $156M | – | – | 12.9% | – | 906 | – | 0 |
|
| 7347 |
7347
Michels Family Financial
Fort Worth,
Texas
| $156M | +$17.3M | +12% | 12.4% | – | 156 | 16.03% | 1.2 |
|
| 7348 |
7348
Harpswell Capital Advisors
Yarmouth,
Maine
| $156M | +$21.5M | +16% | 10.1% | – | 47 | 25.53% | 0.5 |
|
| 7349 |
7349
AlpenGlobal Capital
Tahoe City,
California
| $156M | -$1.3M | -0.8% | 7.74% | – | 36 | 2.78% | 1.3 |
|
| 7350 |
7350
Joel Adams & Associates
Asheville,
North Carolina
| $156M | +$21.1M | +16% | 9.51% | – | 68 | 5.88% | 1.3 |
|