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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
Francis Financial
| $539M | +$27.3M | +5% | 2.02% | 56.2% | 124 | 17.74% | 2.3 |
|
| 3477 |
3477
Range Advisory
Mclean,
Virginia
| $539M | +$151M | +39% | 1.04% | – | 283 | 34.98% | 0.2 |
|
| 3478 |
PHC
3478
Palidye Holdings (Caymans)
Grand Cayman,
Cayman Islands
| $539M | +$47.8M | +10% | 12.1% | – | 15 | 26.67% | 0.2 |
|
| 3479 |
3479
High Ground Investment Management
London,
United Kingdom
| $539M | -$148M | -22% | 9.67% | 11.1% | 6 | 16.67% | 2.3 |
|
| 3480 |
3480
Mayport LLC
Newton,
Massachusetts
| $538M | +$41.5M | +8% | 1.76% | 57% | 143 | 30.77% | 2 |
|
| 3481 |
3481
CoreCommodity Management
Stamford,
Connecticut
| $538M | +$61.5M | +13% | 26.4% | 65.8% | 139 | 30.22% | 3.4 |
|
| 3482 |
MG
3482
Magnolia Group
Omaha,
Nebraska
| $538M | -$69M | -11% | 3.32% | 11.4% | 13 | 15.38% | 4.3 |
|
| 3483 |
3483
Coerente Capital Management
Toronto,
Ontario, Canada
| $537M | -$10.6M | -2% | 3.69% | 54.7% | 50 | 8% | 3.5 |
|
| 3484 |
3484
Gibson Capital
Wexford,
Pennsylvania
| $537M | -$7.96M | -1% | 1.77% | 67.2% | 87 | 8.05% | 4.3 |
|
| 3485 |
3485
Banc Funds Company
Chicago,
Illinois
| $537M | +$32M | +6% | 2.54% | 69% | 103 | 10.68% | 6.9 |
|
| 3486 |
3486
Hazelview Securities
Toronto,
Ontario, Canada
| $537M | +$17.7M | +3% | 4.67% | – | 55 | 41.82% | 1.2 |
|
| 3487 |
TCOT
3487
Trust Company of Tennessee
Knoxville,
Tennessee
| $537M | +$33.7M | +7% | 1.58% | – | 8 | 12.5% | 1.4 |
|
| 3488 |
3488
Cadinha & Co
Honolulu,
Hawaii
| $537M | -$111M | -17% | 3.62% | 132% | 108 | 9.26% | 6.7 |
|
| 3489 |
3489
Requisite Capital Management
Dallas,
Texas
| $537M | +$9.5M | +2% | 0.79% | 41% | 131 | 19.08% | 1.6 |
|
| 3490 |
3490
Clayton Dubilier & Rice
New York
| $536M | -$58.5M | -10% | 6.97% | 176% | 2 | 0% | 2.8 |
|
| 3491 |
3491
America First Investment Advisors
Omaha,
Nebraska
| $536M | -$12.6M | -2% | 0.27% | 78.2% | 43 | 6.98% | 9.3 |
|
| 3492 |
3492
M. Kulyk & Associates
Decatur,
Georgia
| $536M | +$12.5M | +2% | 1.82% | 63.3% | 120 | 11.67% | 2.9 |
|
| 3493 |
3493
Correct Capital Wealth Management
Clayton,
Missouri
| $536M | +$1.77M | +0.3% | 2.07% | 83.6% | 120 | 16.67% | 1.9 |
|
| 3494 |
3494
Sage Rhino Capital
Menlo Park,
California
| $535M | +$4.88M | +0.9% | 1.15% | 93.9% | 368 | 26.09% | 3.2 |
|
| 3495 |
3495
Lathrop Investment Management
Little Rock,
Arkansas
| $534M | -$16.8M | -3% | 1.18% | 72.2% | 86 | 4.65% | 7.1 |
|
| 3496 |
3496
Light Street Capital Management
Palo Alto,
California
| $534M | -$116M | -18% | 4.81% | 377% | 30 | 40% | 1.4 |
|
| 3497 |
LA
3497
Lynch & Associates
Newburgh,
Indiana
| $533M | +$3.67M | +0.7% | 1.4% | 73.5% | 128 | 4.69% | 7.8 |
|
| 3498 |
3498
Paradice Investment Management
Denver,
Colorado
| $532M | +$18.9M | +4% | 5.1% | 72.2% | 25 | 24% | 3.8 |
|
| 3499 |
3499
Ellsworth Advisors
Hudson,
Ohio
| $532M | +$26.2M | +5% | 9.11% | 131% | 197 | 32.99% | 1.9 |
|
| 3500 |
3500
Proactive Wealth Strategies
Marietta,
Georgia
| $532M | +$280M | +111% | 1.97% | – | 210 | 27.62% | 0.9 |
|