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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7451 |
7451
Midwestern Financial
Iowa City,
Iowa
| $116M | +$9.8M | +9% | 5.7% | – | 55 | 3.64% | 0.2 |
|
| 7452 |
7452
MeadowBrook Investment Advisors
Livonia,
Michigan
| $116M | +$4.47M | +4% | 7.24% | 81.5% | 234 | 21.37% | 1.5 |
|
| 7453 |
7453
MRP Capital Investments
Alpharetta,
Georgia
| $116M | -$28.9M | -20% | 10.1% | 222% | 216 | 18.06% | 1.2 |
|
| 7454 |
7454
Investment Management Corporation
Roanoke,
Virginia
| $116M | +$6.14M | +6% | 8.67% | – | 175 | 72.57% | 0.7 |
|
| 7455 |
7455
Empower Harvest Management Services
Grand Cayman,
Cayman Islands
| $116M | +$10.4M | +10% | 9.82% | – | 1 | 0% | 0.8 |
|
| 7456 |
7456
Norwood Investment Partners
Mill Valley,
California
| $116M | -$17.2M | -13% | 3.87% | 25.2% | 17 | 23.53% | 1.4 |
|
| 7457 |
7457
Phoenix Asset Management Partners
London,
| $116M | +$14.7M | +14% | 24.9% | 139% | 10 | 20% | 2.2 |
|
| 7458 |
7458
Anchor Capital Management Company
Raleigh,
North Carolina
| $116M | -$4.52M | -4% | 10.2% | – | 9 | 11.11% | 1.1 |
|
| 7459 |
7459
Wulff, Hansen & Co
San Rafael,
California
| $116M | -$662K | -0.6% | 10.6% | 85.8% | 106 | 10.38% | 2.6 |
|
| 7460 |
7460
Morangie Management
Vero Beach,
Florida
| $116M | +$635K | +0.6% | 3.61% | – | 35 | 11.43% | 0.6 |
|
| 7461 |
7461
Candelo Capital Management
New York
| $116M | +$5.56M | +5% | 21% | – | 39 | 58.97% | 0.3 |
|
| 7462 |
7462
GEN Financial Management
Plymouth,
Minnesota
| $116M | -$6.31M | -5% | 4.27% | – | 45 | 4.44% | 0.7 |
|
| 7463 |
RA
7463
Rovida Advisors
Fort Lauderdale,
Florida
| $116M | +$3.54M | +3% | 3.07% | 24.8% | 13 | 15.38% | 1.2 |
|
| 7464 |
7464
Maxele Advisors
Webster Groves,
Missouri
| $116M | +$1.27M | +1% | 7.53% | – | 105 | 13.33% | 2.8 |
|
| 7465 |
7465
Sherman Asset Management
Ventura,
California
| $116M | +$3.13M | +3% | 9.56% | – | 148 | 4.73% | 0.7 |
|
| 7466 |
7466
Luminist Capital
Grand Rapids,
Michigan
| $116M | +$14.9M | +15% | 6.88% | – | 421 | 35.87% | 0.5 |
|
| 7467 |
7467
Orchard Capital Management
Chicago,
Illinois
| $116M | +$25.3M | +28% | 13.2% | 140% | 46 | 19.57% | 2.6 |
|
| 7468 |
7468
Oregon Pacific Wealth Management
Medford,
Oregon
| $116M | +$10M | +9% | 5.66% | – | 156 | 28.21% | 0.6 |
|
| 7469 |
7469
Rangeley Capital
New Canaan,
Connecticut
| $116M | +$31.8M | +38% | 28.5% | – | 151 | 67.55% | 0.2 |
|
| 7470 |
7470
Pangea Capital Gestao de Recursos
Rio De Janeiro,
| $116M | +$3.93M | +4% | 3.06% | 54.4% | 9 | 22.22% | 1.3 |
|
| 7471 |
7471
Shade Tree Advisors
Saratoga Springs,
New York
| $116M | +$1.18M | +1% | 6.09% | – | 19 | 15.79% | 0.6 |
|
| 7472 |
7472
Sharp Capital Gestora de Recursos
Rio De Janeiro,
Brazil
| $115M | +$14.6M | +14% | 18% | 61.4% | 6 | 16.67% | 1.2 |
|
| 7473 |
7473
First Financial Group
Raleigh,
North Carolina
| $115M | +$13M | +13% | 6.55% | – | 78 | 12.82% | 0.6 |
|
| 7474 |
7474
Capital Squared Financial
Rockville,
Maryland
| $115M | +$29.5M | +34% | 8.15% | – | 78 | 15.38% | 0.2 |
|
| 7475 |
SNPAM
7475
St. Nicholas Private Asset Management
Jacksonville,
Florida
| $115M | +$7.42M | +7% | 9.53% | – | 39 | 10.26% | 0.7 |
|