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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3751 |
3751
Sage Rhino Capital
Menlo Park,
California
| $189M | +$50.2M | +36% | 26.8% | 93.9% | 172 | 19.19% | 0.9 |
|
| 3752 |
3752
Palouse Capital Management
Spokane,
Washington
| $189M | +$20.1M | +12% | 16% | 67.8% | 85 | 29.41% | 2.4 |
|
| 3753 |
3753
CRA Financial Services
Northfield,
New Jersey
| $189M | +$33.1M | +21% | 22.1% | 91.9% | 144 | 13.89% | 1.3 |
|
| 3754 |
AWW
3754
Alan W. Weber
| $189M | +$49.1M | +35% | 52.3% | 191% | 85 | 4.71% | 3 |
|
| 3755 |
3755
O'Brien Greene & Co
Media,
Pennsylvania
| $189M | +$38.7M | +26% | 22.7% | 81.4% | 115 | 19.13% | 1.2 |
|
| 3756 |
3756
Stokes Capital Advisors
Greenwood,
South Carolina
| $189M | +$22.2M | +13% | 15.6% | 61.3% | 76 | 18.42% | 2 |
|
| 3757 |
3757
RB Capital Management
Reno,
Nevada
| $189M | +$33.1M | +21% | 22.3% | 79.4% | 149 | 15.44% | 2.3 |
|
| 3758 |
3758
Procyon Advisors
Shelton,
Connecticut
| $188M | +$38.1M | +25% | 21.3% | 92.3% | 1,246 | 10.43% | 0.4 |
|
| 3759 |
WA
3759
Wealth Advisors
Rancho Santa Fe,
California
| $188M | +$37.2M | +25% | 30.9% | 40% | 83 | 28.92% | 0.3 |
|
| 3760 |
3760
USAdvisors Wealth Management
Eden Prairie,
Minnesota
| $188M | +$26.2M | +16% | 12.1% | 59.6% | 83 | 33.73% | 0.8 |
|
| 3761 |
HCM
3761
Hudson Capital Management
Ramsey,
New Jersey
| $188M | +$37.4M | +25% | 14.4% | 66.8% | 79 | 21.52% | 1.7 |
|
| 3762 |
SFSIG
3762
San Francisco Sentry Investment Group
San Francisco,
California
| $188M | +$30.4M | +19% | 28% | 436% | 940 | 34.68% | 2.8 |
|
| 3763 |
3763
Oakcliff Capital Partners
New York
| $188M | +$45.1M | +32% | 46.8% | 133% | 11 | 9.09% | 2.3 |
|
| 3764 |
3764
AMI Investment Management
Kendallville,
Indiana
| $188M | +$19.1M | +11% | 16.6% | 52% | 76 | 13.16% | 3.4 |
|
| 3765 |
3765
Rock Creek Group
Washington,
District of Columbia
| $188M | +$6.49M | +4% | 26.6% | 37.2% | 214 | 68.22% | 0.4 |
|
| 3766 |
3766
Peterson Wealth Advisors
Orem,
Utah
| $188M | +$33.5M | +22% | 16.3% | 50.9% | 53 | 22.64% | 1.8 |
|
| 3767 |
PP
3767
Professional Planning
Thousand Oaks,
California
| $188M | +$102M | +119% | 30.3% | 99.9% | 115 | 72.17% | 0.5 |
|
| 3768 |
3768
Pennsylvania Capital Management
Huntingdon Valley,
Pennsylvania
| $188M | +$110M | +142% | 30.3% | 70.6% | 142 | 86.62% | 0.1 |
|
| 3769 |
3769
Somerset Trust
Somerset,
Pennsylvania
| $188M | +$35.1M | +23% | 18.8% | 80.5% | 128 | 32.81% | 3.9 |
|
| 3770 |
3770
Bay Harbor Wealth Management
Hunt Valley,
Maryland
| $187M | +$22.8M | +14% | 13.1% | 47.9% | 447 | 28.19% | 1.1 |
|
| 3771 |
3771
Bullseye Asset Management
Denver,
Colorado
| $187M | +$103M | +123% | 56.5% | 81% | 100 | 34% | 0.3 |
|
| 3772 |
3772
Newlight Partners
New York
| $187M | +$32.4M | +21% | 61.9% | 92.8% | 2 | 0% | 0.5 |
|
| 3773 |
3773
Muhlenkamp & Co
Wexford,
Pennsylvania
| $187M | – | – | 31.6% | 107% | 31 | – | 2.8 |
|
| 3774 |
3774
Virtus Investment Advisers
Hartford,
Connecticut
| $187M | +$82.6M | +79% | 6.77% | 172% | 7 | 57.14% | 0.7 |
|
| 3775 |
CA
3775
Continental Advisors
Park City,
Utah
| $187M | +$52.5M | +39% | 18.7% | 73.6% | 84 | 11.9% | 3.2 |
|