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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 8076 |
FOTCLOO
8076
Friends of the Cornell Lab of Ornithology
Riverside,
Connecticut
| $106M | +$1.65M | +2% | 1.61% | – | 5 | 0% | 0.3 |
|
| 8077 |
3FI
8077
3 Factor Indexing
Sacramento,
California
| $106M | – | – | 1.08% | – | 453 | – | 0 |
|
| 8078 |
CCMG
8078
Connecticut Capital Management Group
Milford,
Connecticut
| $106M | +$1.39M | +1% | 0.16% | – | 119 | 18.49% | 0.2 |
|
| 8079 |
CIS
8079
Continental Investors Services
Longview,
Washington
| $106M | +$28.3M | +36% | 0.72% | 76.6% | 85 | 20% | 2.4 |
|
| 8080 |
PWM
8080
Pathway Wealth Management
Dallas,
Texas
| $106M | -$3.84M | -4% | 4.19% | – | 32 | 15.63% | 0.2 |
|
| 8081 |
KCM
8081
Kids Capital Management
Los Angeles,
California
| $106M | -$28.8M | -21% | 13.8% | – | 14 | 21.43% | 1.9 |
|
| 8082 |
TAR
8082
Trask Adam Roland
| $106M | – | – | 8.79% | – | 190 | – | 0 |
|
| 8083 |
II
8083
Ishara Investments
Los Angeles,
California
| $106M | +$18.2M | +21% | 1.21% | – | 56 | 66.07% | 0.1 |
|
| 8084 |
LC
8084
Littlejohn & Co
Greenwich,
Connecticut
| $106M | -$86.4M | -45% | 23.7% | 56.2% | 21 | 19.05% | 3.3 |
|
| 8085 |
BC
8085
Bayhunt Capital
Mill Valley,
California
| $106M | -$75.5M | -42% | 0.74% | – | 26 | 53.85% | 0.2 |
|
| 8086 |
TWM
8086
Timmons Wealth Management
Attleboro,
Massachusetts
| $106M | +$3.89M | +4% | 1.02% | – | 77 | 9.09% | 0.2 |
|
| 8087 |
DCU
8087
Dara Capital US
Miami,
Florida
| $105M | -$7.51M | -7% | 5.85% | – | 119 | 0% | 0.3 |
|
| 8088 |
AA
8088
Auctus Advisors
Charlotte,
North Carolina
| $105M | -$3.09M | -3% | 4.55% | – | 29 | 10.34% | 0.2 |
|
| 8089 |
AF
8089
Aldebaran Financial
| $105M | -$2.76M | -3% | 1.2% | 89.7% | 81 | 11.11% | 6.1 |
|
| 8090 |
SDP
8090
Sentinel Dome Partners
Burlingame,
California
| $105M | -$41.9M | -29% | 0.99% | – | 35 | 40% | 0.2 |
|
| 8091 |
HA
8091
Helium Advisors
Everett,
Washington
| $105M | +$6.36M | +6% | 2.17% | – | 99 | 23.23% | 0.9 |
|
| 8092 |
ACA
8092
Alpha Capital Advisors
Bangor,
Maine
| $105M | -$2.71M | -3% | 1.82% | – | 33 | 3.03% | 0.3 |
|
| 8093 |
NS
8093
Northland Securities
Minneapolis,
Minnesota
| $105M | +$751K | +0.7% | 2.75% | – | 118 | 15.25% | 0.2 |
|
| 8094 |
SHF
8094
Safe Harbor Fiduciary
Pensacola,
Florida
| $105M | -$8.17M | -7% | 0.72% | – | 229 | 75.11% | 1.2 |
|
| 8095 |
SPM
8095
Sycamore Partners Management
New York
| $105M | +$46.8M | +80% | 81.1% | 31.8% | 2 | 0% | 2.3 |
|
| 8096 |
ANBOT
8096
American National Bank of Texas
Richardson,
Texas
| $105M | +$826K | +0.8% | 0.62% | – | 61 | 13.11% | 0.4 |
|
| 8097 |
AFG
8097
Artesa Financial Group
Conroe,
Texas
| $105M | +$7.73M | +8% | 6.62% | – | 57 | 19.3% | 0.2 |
|
| 8098 |
EW
8098
Expressive Wealth
Chicago,
Illinois
| $105M | +$12.3M | +13% | 0.06% | – | 167 | 49.1% | 0.2 |
|
| 8099 |
WCBA
8099
Weaver C. Barksdale & Associates
Nashville,
Tennessee
| $105M | +$9.57M | +10% | 4.52% | 52.2% | 64 | 6.25% | 6.4 |
|
| 8100 |
P
8100
Palladiem
Bryn Mawr,
Pennsylvania
| $105M | -$687K | -0.7% | 0.26% | – | 170 | 10.59% | 1.2 |
|