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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3476 |
3476
O'Dell Group
Cincinnati,
Ohio
| $408M | +$25.8M | +7% | 7.64% | 72.2% | 511 | 82.39% | 2.7 |
|
| 3477 |
3477
Counterpoint Mutual Funds
San Diego,
California
| $408M | +$146M | +56% | 2.86% | 74.3% | 229 | 81.66% | 0.1 |
|
| 3478 |
3478
Turtle Creek Wealth Advisors
Dallas,
Texas
| $408M | +$68M | +20% | 11.7% | 112% | 861 | 79.33% | 0.2 |
|
| 3479 |
CBTWT
3479
Community Bank & Trust (Waco, Texas)
Waco,
Texas
| $407M | +$40.5M | +11% | 9.57% | 124% | 143 | 5.59% | 5.3 |
|
| 3480 |
3480
Forest Avenue Capital Management
Miami,
Florida
| $407M | +$112M | +38% | 18.3% | 415% | 27 | 51.85% | 0.5 |
|
| 3481 |
3481
Cutter & Co Brokerage
Ballwin,
Missouri
| $407M | +$46.9M | +13% | 10.9% | 40.4% | 218 | 13.3% | 4 |
|
| 3482 |
3482
Martin Investment Management
Palm Beach Gardens,
Florida
| $407M | +$71.4M | +21% | 9.63% | 44% | 49 | 4.08% | 4.8 |
|
| 3483 |
3483
Pier 88 Investment Partners
San Francisco,
California
| $407M | +$9.35M | +2% | 3.77% | 40.3% | 108 | 21.3% | 1.8 |
|
| 3484 |
3484
First National Corp
Rockland,
Massachusetts
| $407M | -$738K | -0.2% | 5.04% | 56.3% | 154 | 0% | 3.5 |
|
| 3485 |
3485
Towneley Capital Management
Laguna Hills,
California
| $407M | +$16.5M | +4% | 4.46% | 50.2% | 47 | 4.26% | 0.2 |
|
| 3486 |
3486
WestHill Financial Advisors
San Rafael,
California
| $407M | +$29.3M | +8% | 6.82% | 62.9% | 79 | 8.86% | 2.4 |
|
| 3487 |
3487
Fountainhead AM
Warren,
New Jersey
| $407M | +$42.4M | +12% | 6.7% | 80.4% | 138 | 16.67% | 1.4 |
|
| 3488 |
3488
Patten Group
Chattanooga,
Tennessee
| $406M | +$37.9M | +10% | 11.6% | 99% | 246 | 8.13% | 5.7 |
|
| 3489 |
3489
Liberty Capital Management
Birmingham,
Michigan
| $406M | +$24.7M | +6% | 10.3% | – | 157 | 3.18% | 5.6 |
|
| 3490 |
NAMP
3490
NorthStar Asset Management (Pennsylvania)
Blue Bell,
Pennsylvania
| $406M | +$26.3M | +7% | 7.56% | 90.2% | 146 | 3.42% | 6.2 |
|
| 3491 |
3491
Riversedge Advisors
Wilmington,
Delaware
| $406M | +$40.7M | +11% | 5.72% | 71.3% | 89 | 12.36% | 2 |
|
| 3492 |
3492
Paradiem
Covington,
Louisiana
| $405M | +$46.2M | +13% | 11.2% | 107% | 94 | 10.64% | 2.1 |
|
| 3493 |
3493
Farmers & Merchants Trust Company
Long Beach,
California
| $405M | +$26.3M | +7% | 6.93% | 79.8% | 200 | 10.5% | 3.5 |
|
| 3494 |
3494
Nicolet Bankshares
Green Bay,
Wisconsin
| $405M | +$33.2M | +9% | 9.95% | 75.5% | 220 | 10% | 5 |
|
| 3495 |
3495
Boston Research & Management
Manchester,
Massachusetts
| $405M | +$27.9M | +7% | 8.79% | 53.2% | 117 | 3.42% | 7.5 |
|
| 3496 |
3496
Advanced Asset Management Advisors
Dublin,
Ohio
| $405M | -$16.3M | -4% | 8.95% | 93.6% | 99 | 9.09% | 4.3 |
|
| 3497 |
3497
Austin Wealth Management
Austin,
Texas
| $404M | +$31M | +8% | 5.68% | 52.4% | 129 | 20.93% | 0.4 |
|
| 3498 |
3498
Hel Ved Capital Management
Central,
Hong Kong
| $404M | +$57.1M | +16% | 25.9% | 1,351% | 76 | 60.53% | 0.3 |
|
| 3499 |
3499
Harbour Capital Advisors
Tysons Corner,
Virginia
| $404M | +$39.1M | +11% | 11.3% | 168% | 301 | 21.59% | 2.3 |
|
| 3500 |
PI
3500
Pennant Investors
Summit,
New Jersey
| $404M | -$54.4M | -12% | 19% | 372% | 46 | 6.52% | 1 |
|