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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 8601 |
VI
8601
VanderPol Investments
Caledonia,
Michigan
| $57.5M | -$190K | -0.3% | 0.83% | – | 61 | 11.48% | 1.2 |
|
| 8602 |
BWA
8602
Bestgate Wealth Advisors
Frederick,
Maryland
| $56.9M | +$270K | +0.5% | 2.08% | – | 58 | 10.34% | 0.9 |
|
| 8603 |
HPCM
8603
Hein Park Capital Management
New York
| $56.5M | -$29M | -34% | 13.5% | 122% | 3 | 66.67% | 0.4 |
|
| 8604 |
CFG
8604
CMC Financial Group
Atlanta,
Georgia
| $56M | +$2.02M | +4% | 4.98% | 102% | 45 | 46.67% | 1.2 |
|
| 8605 |
SRF
8605
Silver Rock Financial
Los Angeles,
California
| $55.9M | -$13.4M | -19% | 10.3% | 2.58% | 28 | 10.71% | 2.3 |
|
| 8606 |
JWBC
8606
John W. Brooker & Co
Oakland,
California
| $55.9M | +$6.63M | +13% | 1.01% | 38.4% | 62 | 30.65% | 2.5 |
|
| 8607 |
CPM
8607
Connective Portfolio Management
New York
| $55.5M | -$1.1M | -2% | 12.1% | 448% | 52 | 53.85% | 1 |
|
| 8608 |
8608
Valor Management
Chicago,
Illinois
| $55.1M | -$12.2M | -18% | 27.2% | 14.5% | 4 | 25% | 2.1 |
|
| 8609 |
MVF
8609
Markin Volterra Fund
Rye,
New York
| $55M | – | – | 19.8% | – | 42 | – | 0 |
|
| 8610 |
PCA
8610
PMV Capital Advisers
Dallas,
Texas
| $54.9M | +$3.39M | +7% | 1.69% | – | 89 | 42.7% | 0.6 |
|
| 8611 |
MIRH
8611
Madison International Realty Holdings
New York
| $54.9M | -$24M | -30% | 2.11% | – | 1 | 0% | 7.5 |
|
| 8612 |
TCM
8612
Tanaka Capital Management
New York
| $54.8M | -$711K | -1% | 19.6% | – | 44 | 0% | 8.1 |
|
| 8613 |
DFA
8613
Davies Financial Advisors
Murrieta,
California
| $54.1M | -$69.1M | -56% | 4.07% | – | 64 | 29.69% | 1.5 |
|
| 8614 |
OFA
8614
Oaktree Fund Advisors
Los Angles,
California
| $54M | -$262K | -0.5% | 10.6% | 132% | 19 | 15.79% | 1.8 |
|
| 8615 |
FCM
8615
Firsthand Capital Management
San Jose,
California
| $53.9M | -$5.71M | -10% | 0.22% | 265% | 49 | 8.16% | 3.5 |
|
| 8616 |
CAS
8616
CTC Alternative Strategies
Chicago,
Illinois
| $53.4M | -$8.67M | -14% | 2.54% | 111% | 107 | 89.72% | 0.1 |
|
| 8617 |
CM
8617
Crestline Management
Fort Worth,
Texas
| $53.3M | -$4.76M | -8% | 13% | 80.2% | 3 | 0% | 5.2 |
|
| 8618 |
GIM
8618
Groesbeck Investment Management
Paramus,
New Jersey
| $53M | +$1.75M | +3% | 2.82% | 147% | 94 | 40.43% | 3.9 |
|
| 8619 |
PEWA
8619
Pacific Excel Wealth Advisors
Walnut Creek,
California
| $52.9M | – | – | 2.3% | – | 90 | – | 0 |
|
| 8620 |
WFA
8620
Wells Financial Advisors
Framingham,
Massachusetts
| $52.6M | -$22.1M | -30% | 2.15% | 54% | 78 | 16.67% | 3 |
|
| 8621 |
MA
8621
Mosaic Advisors
Houston,
Texas
| $52.2M | +$10.9M | +26% | 2% | 50.9% | 29 | 55.17% | 0.5 |
|
| 8622 |
LFG
8622
Lockerman Financial Group
Newport Beach,
California
| $52.1M | -$27.2M | -34% | 1.27% | 62.6% | 126 | 41.27% | 1.7 |
|
| 8623 |
RCM
8623
Riverpark Capital Management
New York
| $51.7M | -$3.63M | -7% | 2.38% | 152% | 37 | 2.7% | 5.6 |
|
| 8624 |
FCM
8624
Floyd Capital Management
Texarkana,
Texas
| $51.5M | -$149M | -74% | 2.36% | – | 1 | 0% | 1 |
|
| 8625 |
7IH
8625
72 Investment Holdings
Stamford,
Connecticut
| $50.6M | -$17.4M | -26% | 231% | 1,556% | 5 | 0% | 3 |
|