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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%
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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 Time Held (Qtrs) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7451 |
NMCM
7451
Nicholson Meyer Capital Management
Kansas City,
Missouri
| $150M | +$19.8M | +15% | 15.4% | – | 46 | 8.7% | 4.4 |
|
| 7452 |
BM
7452
Bridger Management
New York
| $150M | +$22.1M | +17% | 21.8% | 103% | 29 | 34.48% | 8.5 |
|
| 7453 |
KCM
7453
Kennondale Capital Management
Richmond,
Virginia
| $150M | +$11.4M | +8% | 12.1% | – | 80 | 2.5% | 5.2 |
|
| 7454 |
TPW
7454
Turn8 Private Wealth
Pointe Claire,
| $150M | -$10.2M | -6% | 10.5% | – | 61 | 27.87% | 3.7 |
|
| 7455 |
PA
7455
PW Advisors
Tallahassee,
Florida
| $150M | +$16.3M | +12% | 9.08% | – | 37 | 8.11% | 1.8 |
|
| 7456 |
SG
7456
Sankala Group
Lyons,
Colorado
| $150M | +$27.4M | +22% | 8.8% | – | 655 | 18.93% | 1.7 |
|
| 7457 |
SSCM
7457
Sovereign's Capital Management
Atlanta,
Georgia
| $150M | +$13.9M | +10% | 17.5% | – | 76 | 7.89% | 5.4 |
|
| 7458 |
PF
7458
PlanVest Financial
Gaithersburg,
Maryland
| $150M | +$18.2M | +14% | 13.2% | – | 606 | 8.75% | 0.9 |
|
| 7459 |
SHFC
7459
Safe Harbor Family Capital
Chapel Hill,
North Carolina
| $150M | +$21.8M | +17% | 8.91% | – | 63 | 22.22% | 1.6 |
|
| 7460 |
AIM
7460
Axiom Investment Management
New York
| $150M | +$18.2M | +14% | 25.1% | – | 541 | 31.05% | 2.9 |
|
| 7461 |
PJC
7461
Phillip James Consulting
Plymouth,
Minnesota
| $150M | +$17.8M | +13% | 11.3% | – | 476 | 52.52% | 0.9 |
|
| 7462 |
BCCM
7462
Black Cypress Capital Management
Ponte Vedra Beach,
Florida
| $150M | +$10.3M | +7% | 12.3% | – | 31 | 6.45% | 7.3 |
|
| 7463 |
CFG
7463
Compass Financial Group
Dublin,
Ohio
| $150M | +$12.9M | +9% | 10.5% | – | 48 | 6.25% | 1.9 |
|
| 7464 |
LC
7464
LTG Capital
Newton,
Massachusetts
| $150M | +$18.6M | +14% | 14.1% | 56% | 24 | 4.17% | 16.8 |
|
| 7465 |
EC
7465
EJF Capital
Arlington,
Virginia
| $150M | +$7.59M | +5% | 15.3% | 127% | 74 | 9.46% | 9.4 |
|
| 7466 |
SSCA
7466
South Shore Capital Advisors
Cohasset,
Massachusetts
| $149M | +$12.6M | +9% | 20.1% | – | 172 | 29.65% | 5.8 |
|
| 7467 |
PIC
7467
Platt Investment Counsel
Lake Mary,
Florida
| $149M | +$19.4M | +15% | 14.7% | 62.9% | 14 | 7.14% | 10.8 |
|
| 7468 |
BWA
7468
Blodgett Wealth Advisors
Concord,
California
| $149M | +$23.1M | +18% | 20.1% | 124% | 74 | 16.22% | 11.7 |
|
| 7469 |
HRC
7469
Hoertkorn Richard Charles
| $149M | +$27.3M | +22% | 53% | 172% | 78 | 12.82% | 33.9 |
|
| 7470 |
VCM
7470
Vennlight Capital Management
Weston,
Connecticut
| $149M | +$50.2M | +51% | 14.4% | – | 38 | 68.42% | 0.6 |
|
| 7471 |
CC
7471
Cannell Capital
Alta,
Wyoming
| $149M | -$13.7M | -8% | 11.4% | 127% | 48 | 39.58% | 8 |
|
| 7472 |
GAA
7472
Green Alpha Advisors
Niwot,
Colorado
| $149M | +$47.5M | +47% | 65.5% | 316% | 113 | 5.31% | 13.9 |
|
| 7473 |
CCA
7473
Cravens & Co Advisors
Cookeville,
Tennessee
| $149M | -$4.95M | -3% | 9.33% | 63.3% | 73 | 20.55% | 8.7 |
|
| 7474 |
SMA
7474
Seven Mile Advisory
Ewing,
New Jersey
| $149M | +$10.4M | +7% | 26.6% | 131% | 207 | 35.75% | 7.3 |
|
| 7475 |
VFP
7475
Vested Financial Planning
San Carlos,
California
| $149M | +$17.6M | +13% | 10.4% | – | 30 | 13.33% | 5.1 |
|