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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3726 |
3726
Oliver Luxxe Assets
Gladstone,
New Jersey
| $173M | +$24.4M | +16% | 12.8% | 137% | 124 | 29.03% | 1.2 |
|
| 3727 |
LFM
3727
Lumina Fund Management
New York
| $173M | +$23.5M | +16% | 13.1% | 28.1% | 40 | 30% | 1.4 |
|
| 3728 |
3728
Financial Advisors Network
Tustin,
California
| $173M | +$11.9M | +7% | 10.2% | – | 118 | 37.29% | 1.3 |
|
| 3729 |
3729
Pinnacle Bancorp
Beatrice,
Nebraska
| $172M | +$9.8M | +6% | 7.64% | 72.9% | 716 | 6.42% | 1.5 |
|
| 3730 |
3730
Harvest Investment Services
Oakbrook Terrace,
Illinois
| $172M | +$63.8M | +59% | 19.2% | 282% | 175 | 41.14% | 0.2 |
|
| 3731 |
3731
Paragon Wealth Strategies
Jacksonville,
Florida
| $172M | +$31.1M | +22% | 12% | 59.8% | 49 | 18.37% | 1.2 |
|
| 3732 |
3732
Progressive Investment Management
Lake Oswego,
Oregon
| $172M | +$26.3M | +18% | 19% | 139% | 35 | 0% | 3.6 |
|
| 3733 |
CH
3733
Canton Hathaway
Providence,
Rhode Island
| $172M | +$17.1M | +11% | 5.39% | 87.8% | 241 | 32.37% | 0.3 |
|
| 3734 |
3734
Bridge City Capital
Lake Oswego,
Oregon
| $172M | +$18.3M | +12% | 14.8% | 120% | 92 | 3.26% | 1.5 |
|
| 3735 |
3735
Elgethun Capital Management
Sioux Falls,
South Dakota
| $172M | +$27.3M | +19% | 9.76% | 61.5% | 95 | 9.47% | 1.7 |
|
| 3736 |
3736
VHCP Management III
New York
| $172M | +$34M | +25% | 61.3% | – | 17 | 17.65% | 0.4 |
|
| 3737 |
3737
Trust Company
Manhattan,
Kansas
| $172M | -$8.21M | -5% | 11.8% | 40.6% | 346 | 11.27% | 2.5 |
|
| 3738 |
3738
Sutton Wealth Advisors
Tampa,
Florida
| $171M | +$16.2M | +10% | 11.1% | 40.9% | 1,248 | 16.03% | 2.3 |
|
| 3739 |
LC
3739
LNZ Capital
New York
| $171M | +$165M | +2,561% | 10.9% | 58.8% | 12 | 91.67% | 0.1 |
|
| 3740 |
3740
Meridian Investment Counsel
Lafayette,
California
| $171M | +$18.7M | +12% | 11.7% | 116% | 181 | 8.84% | 3.8 |
|
| 3741 |
MKC
3741
M. Kraus & Co
Shelburne,
Vermont
| $171M | +$19.7M | +13% | 13.4% | 65.9% | 45 | 4.44% | 4.1 |
|
| 3742 |
3742
Wildcat Capital Management
New York
| $171M | +$18.5M | +12% | 18.3% | 77.7% | 28 | 50% | 1.2 |
|
| 3743 |
3743
Bourgeon Capital Management
Darien,
Connecticut
| $171M | +$17.7M | +12% | 13.6% | 121% | 82 | 30.49% | 2.4 |
|
| 3744 |
3744
SV Health Investors
Boston,
Massachusetts
| $170M | +$8.04M | +5% | 29.3% | 97.4% | 9 | 11.11% | 2.4 |
|
| 3745 |
GA
3745
GRS Advisors
Chicago,
Illinois
| $170M | +$13.4M | +9% | 17% | 54.3% | 28 | 46.43% | 0.9 |
|
| 3746 |
3746
EastBay Asset Management
New York
| $170M | -$153M | -47% | 11.6% | 84.9% | 16 | 68.75% | 1.2 |
|
| 3747 |
3747
Eagle Capital Management (Louisiana)
Mandeville,
Louisiana
| $170M | +$37.2M | +28% | 12.3% | 103% | 35 | 8.57% | 3.1 |
|
| 3748 |
3748
Davis Rea
Toronto,
Ontario, Canada
| $170M | +$18.9M | +13% | 13.7% | 66.9% | 56 | 16.07% | 3.1 |
|
| 3749 |
3749
First National Bank of Hutchinson
Hutchinson,
Kansas
| $170M | +$24.3M | +17% | 13.4% | 121% | 92 | 13.04% | 2.5 |
|
| 3750 |
3750
Weybosset Research & Management
Province,
Rhode Island
| $170M | +$23.6M | +16% | 17.6% | 74.8% | 59 | 16.95% | 3.4 |
|