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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3601 |
3601
Mengis Capital Management
Portland,
Oregon
| $167M | +$2.04M | +1% | 3.41% | 104% | 130 | 12.31% | 2.4 |
|
| 3602 |
PW
3602
Price Wealth
Austin,
Texas
| $167M | +$14.3M | +9% | 0.1% | 17.5% | 368 | 11.41% | 0.2 |
|
| 3603 |
NME
3603
Notis-McConarty Edward
| $167M | -$7.15M | -4% | 0.92% | 91.2% | 89 | 3.37% | 3.7 |
|
| 3604 |
3604
Corrado Advisors
Ramsey,
New Jersey
| $167M | -$4.34M | -3% | 3.76% | 64% | 136 | 30.15% | 1.7 |
|
| 3605 |
SXL
3605
Summit X LLC
Chesterfield,
Missouri
| $167M | +$8.88M | +6% | 1.6% | 62.9% | 204 | 22.06% | 0.6 |
|
| 3606 |
3606
Covenant Multifamily Offices
San Antonio,
Texas
| $167M | +$14.5M | +10% | 1.15% | 38.3% | 146 | 78.77% | 0.9 |
|
| 3607 |
RCM
3607
RVB Capital Management
Great Neck,
New York
| $167M | +$54K | +0% | 8.38% | 10.4% | 41 | 58.54% | 0.2 |
|
| 3608 |
3608
Soapstone Management
Bethesda,
Maryland
| $167M | +$24.4M | +17% | 8.12% | 30.3% | 17 | 29.41% | 0.2 |
|
| 3609 |
3609
Weybosset Research & Management
Province,
Rhode Island
| $166M | +$1.97M | +1% | 1.12% | 74.8% | 59 | 11.86% | 3.3 |
|
| 3610 |
3610
Sio Capital Management
New York
| $166M | -$10.9M | -6% | 14.4% | 564% | 63 | 79.37% | 0.3 |
|
| 3611 |
3611
Sequent Asset Management
Houston,
Texas
| $166M | -$16.2M | -9% | 1.33% | 51.3% | 67 | 17.91% | 3 |
|
| 3612 |
DI
3612
Diligent Investors
Redlands,
California
| $166M | +$9.13M | +6% | 0.66% | 82.2% | 210 | 8.1% | 1.9 |
|
| 3613 |
3613
Brave Asset Management
Summit,
New Jersey
| $166M | -$26M | -14% | 1.01% | 76.3% | 201 | 29.85% | 2.8 |
|
| 3614 |
3614
Heronetta Management
New York
| $166M | -$21M | -11% | 11.2% | 59.7% | 32 | 3.13% | 3.5 |
|
| 3615 |
3615
Venor Capital Management
New York
| $166M | +$9.8M | +6% | 3.35% | – | 6 | 33.33% | 0.5 |
|
| 3616 |
PAM
3616
PineView Asset Management
Greenwich,
Connecticut
| $166M | -$109M | -40% | 6.47% | – | 13 | 15.38% | 1.1 |
|
| 3617 |
3617
Round Hill Asset Management
Pasadena,
California
| $166M | -$10.5M | -6% | 0.64% | 43.2% | 64 | 4.69% | 1.2 |
|
| 3618 |
3618
Riverpoint Wealth Management Holdings
Chicago,
Illinois
| $165M | +$5.07M | +3% | 0.7% | 53.6% | 51 | 11.76% | 1 |
|
| 3619 |
3619
Liberty Capital Management
Birmingham,
Michigan
| $165M | -$23.7M | -13% | 0.36% | – | 264 | 59.85% | 3.3 |
|
| 3620 |
3620
Jolley Asset Management
Rocky Mount,
North Carolina
| $165M | +$8.02M | +5% | 2.64% | 3.47% | 208 | 26.92% | 2.5 |
|
| 3621 |
3621
Mosaic Financial Partners
San Francisco,
California
| $165M | -$8.94M | -5% | 1.76% | 6.05% | 54 | 11.11% | 3.3 |
|
| 3622 |
3622
Matisse Capital
Portland,
Oregon
| $165M | -$53.9M | -25% | 1.48% | 66.9% | 141 | 14.89% | 1.2 |
|
| 3623 |
3623
Courage Miller Partners
Norfolk,
Virginia
| $165M | +$5K | +0% | 1.21% | 43.5% | 68 | 4.41% | 3.6 |
|
| 3624 |
3624
Glacier Peak Capital
Bellevue,
Washington
| $165M | +$86.7M | +111% | 4.21% | 11.8% | 69 | 79.71% | 0.6 |
|
| 3625 |
MAS
3625
Madden Advisory Services
Jacksonville,
Florida
| $165M | -$751K | -0.5% | 1.12% | 52.3% | 85 | 3.53% | 4 |
|