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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2726 |
2726
Palouse Capital Management
Spokane,
Washington
| $300M | +$4.58M | +2% | 3.53% | 67.8% | 109 | 17.43% | 2 |
|
| 2727 |
2727
Martin & Co
Knoxville,
Tennessee
| $300M | -$15M | -5% | 2.18% | 67.8% | 109 | 4.59% | 3.8 |
|
| 2728 |
2728
Private Capital Advisors
Darien,
Connecticut
| $300M | +$12.2M | +4% | 1.23% | 132% | 113 | 19.47% | 2.8 |
|
| 2729 |
PCM
2729
Piermont Capital Management
St. Louis,
Missouri
| $300M | -$5.12M | -2% | 1.02% | 33.2% | 270 | 24.44% | 1.1 |
|
| 2730 |
2730
WrapManager Inc
Mill Valley,
California
| $299M | -$3.4M | -1% | 1.36% | 64.6% | 299 | 30.77% | 1.5 |
|
| 2731 |
IC
2731
Immersion Capital
London,
United Kingdom
| $299M | +$13.6M | +5% | 28.3% | 63.4% | 6 | 66.67% | 0.9 |
|
| 2732 |
BC
2732
Blackstart Capital
New York
| $298M | +$47.5M | +19% | 2.68% | 9% | 39 | 48.72% | 0.4 |
|
| 2733 |
2733
Avidian Wealth Enterprises
Houston,
Texas
| $298M | -$75.4M | -20% | 0.08% | 71.7% | 124 | 36.29% | 1.3 |
|
| 2734 |
2734
Diker Management
New York
| $298M | +$20.2M | +7% | 7.7% | 210% | 74 | 37.84% | 1.6 |
|
| 2735 |
2735
Bristlecone Advisors
Bellevue,
Washington
| $298M | -$17.7M | -6% | 0.31% | 103% | 149 | 16.78% | 1.9 |
|
| 2736 |
2736
Northeast Financial Consultants
Westport,
Connecticut
| $298M | -$3.37M | -1% | 0.36% | 63.8% | 158 | 10.76% | 2.6 |
|
| 2737 |
2737
Fusion Family Wealth
Woodbury,
New York
| $297M | -$103M | -26% | 0.95% | 58.2% | 300 | 11.67% | 0.8 |
|
| 2738 |
OFG
2738
OTA Financial Group
Purchase,
New York
| $297M | +$43.5M | +17% | 2.64% | 320% | 98 | 76.53% | 0.3 |
|
| 2739 |
2739
Dorchester Wealth Management
Montreal,
Quebec, Canada
| $297M | -$19.5M | -6% | 5.44% | 18.3% | 113 | 15.93% | 2.3 |
|
| 2740 |
HA
2740
Harbor Advisors
West Palm Beach,
Florida
| $297M | +$2.54M | +0.9% | 1.67% | 125% | 175 | 8% | 1 |
|
| 2741 |
2741
Versor Investments
New York
| $297M | -$48.9M | -14% | 5.51% | 240% | 321 | 52.65% | 0.3 |
|
| 2742 |
RIM
2742
Regent Investment Management
Louisville,
Kentucky
| $296M | -$9.16M | -3% | 0.23% | 44% | 218 | 11.01% | 3.2 |
|
| 2743 |
LYV
2743
Live Your Vision
West Conshohocken,
Pennsylvania
| $296M | -$2.83M | -0.9% | 1.14% | 17.9% | 300 | 13% | 1.7 |
|
| 2744 |
2744
Dorsey Asset Management
Chicago,
Illinois
| $296M | +$18.4M | +7% | 3.28% | 122% | 11 | 27.27% | 0.9 |
|
| 2745 |
2745
Bowie Capital Management
Richardson,
Texas
| $296M | +$57.5M | +24% | 4.1% | 31.6% | 33 | 33.33% | 0.9 |
|
| 2746 |
2746
Good Life Advisors
Reading,
Pennsylvania
| $295M | -$27M | -8% | 1.64% | 60% | 240 | 12.5% | 1 |
|
| 2747 |
2747
Veritas Investment Management (UK)
London,
United Kingdom
| $295M | +$23.6M | +9% | 0.61% | 151% | 48 | 25% | 2.5 |
|
| 2748 |
2748
Intrepid Capital Management
Jacksonville Beach,
Florida
| $295M | +$28.7M | +11% | 2.49% | 70.2% | 34 | 5.88% | 2.8 |
|
| 2749 |
2749
BlueDrive Global Investors
London,
United Kingdom
| $294M | +$2.33M | +0.8% | 4.02% | 25.6% | 10 | 30% | 0.2 |
|
| 2750 |
2750
Radnor Capital Management
Wayne,
Pennsylvania
| $294M | -$18.5M | -6% | 3.47% | 96.9% | 188 | 9.57% | 1.1 |
|