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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 8226 |
CCM
8226
Capstone Capital Management
Hong Kong,
| $99.3M | -$4.85M | -5% | 8.57% | – | 136 | 83.09% | 0.1 |
|
| 8227 |
PFG
8227
Putney Financial Group
San Rafael,
California
| $99.3M | -$7.71M | -7% | 4.11% | – | 88 | 14.77% | 1 |
|
| 8228 |
TY
8228
Titiun Yejiel
| $99.2M | +$15.9M | +19% | 1.48% | – | 68 | 30.88% | 0.2 |
|
| 8229 |
SCM
8229
Susquehanna Capital Management
Bala Cynwyd,
Pennsylvania
| $99.2M | -$16.2M | -14% | 14.1% | 40.8% | 1 | 0% | 4.3 |
|
| 8230 |
APC
8230
Alpine Peaks Capital
New York
| $99.2M | -$5.85M | -6% | 4.99% | 24.3% | 21 | 0% | 3.3 |
|
| 8231 |
OCM
8231
Objective Capital Management
Pepper Pike,
Ohio
| $99.2M | +$920K | +0.9% | 2.05% | – | 101 | 21.78% | 2.5 |
|
| 8232 |
IA
8232
Invested Advisors
State College,
Pennsylvania
| $99M | +$2.47M | +3% | 1.82% | – | 145 | 12.41% | 0.4 |
|
| 8233 |
CW
8233
Cedarwood Wealth
Highlands Ranch,
Colorado
| $99M | +$9.25M | +10% | 2.83% | – | 81 | 6.17% | 0.2 |
|
| 8234 |
VCM
8234
Vennlight Capital Management
Weston,
Connecticut
| $99M | +$4.44M | +5% | 2.42% | – | 39 | 82.05% | 0.1 |
|
| 8235 |
WF
8235
Willow Financial
Rogers,
Arkansas
| $98.7M | +$349K | +0.4% | 1.55% | – | 47 | 36.17% | 0.2 |
|
| 8236 |
FAOAI
8236
Fund Advisors of America Inc
Orland,
Florida
| $98.7M | -$10.3M | -9% | 0.84% | – | 129 | 16.28% | 0.2 |
|
| 8237 |
MM
8237
Mozayyx Management
Austin,
Texas
| $98.6M | -$28.8M | -23% | 22.9% | – | 19 | 57.89% | 0.1 |
|
| 8238 |
KC
8238
Karras Company
Roy,
Utah
| $98.6M | -$3.94M | -4% | 1.1% | – | 63 | 12.7% | 0.2 |
|
| 8239 |
MMRF
8239
Michelson Medical Research Foundation
Los Angeles,
California
| $98.5M | -$1.25M | -1% | 0.23% | 52.2% | 23 | 21.74% | 2 |
|
| 8240 |
WPWM
8240
Western Pacific Wealth Management
Lake Forest,
Illinois
| $98.4M | -$4.9M | -5% | 5.46% | 66.3% | 202 | 12.87% | 2.8 |
|
| 8241 |
CEFA
8241
Closed-End Fund Advisors
Richmond,
Virginia
| $98.3M | -$71M | -42% | 2.15% | – | 192 | 19.27% | 0.2 |
|
| 8242 |
IC
8242
Inkwell Capital
Miami,
Florida
| $98.2M | -$235K | -0.2% | 1.87% | – | 31 | 6.45% | 1.1 |
|
| 8243 |
OAG
8243
Oakmont Advisory Group
Albuquerque,
New Mexico
| $98.2M | +$4.5M | +5% | 0.82% | – | 130 | 19.23% | 0.2 |
|
| 8244 |
SCA
8244
Sulzberger Capital Advisors
Miami,
Florida
| $98M | -$1.02M | -1% | 2.06% | – | 53 | 9.43% | 1.1 |
|
| 8245 |
TF
8245
Thayer Financial
Hickory,
North Carolina
| $98M | +$3.37M | +4% | 0.91% | – | 33 | 0% | 0.3 |
|
| 8246 |
WIM
8246
Walsky Investment Management
Wyomissing,
Pennsylvania
| $98M | -$227K | -0.2% | 1.09% | – | 53 | 7.55% | 0.2 |
|
| 8247 |
AA
8247
Advisory Advocates
Grand Rapids,
Michigan
| $97.9M | -$2.63M | -3% | 3.34% | – | 181 | 18.78% | 0.2 |
|
| 8248 |
ECM
8248
Ebert Capital Management
Eureka,
California
| $97.9M | -$5.49M | -5% | 7.36% | – | 26 | 3.85% | 0.2 |
|
| 8249 |
UIM
8249
Unified Investment Management
Atlanta,
Georgia
| $97.9M | -$1.93M | -2% | 0.53% | – | 141 | 7.8% | 1.1 |
|
| 8250 |
WHC
8250
Wulff, Hansen & Co
San Rafael,
California
| $97.9M | -$21.3M | -18% | 1.9% | 85.8% | 104 | 7.69% | 2.9 |
|