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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4026 |
4026
Park Place Capital
Homewood,
Alabama
| $357M | +$9.15M | +3% | 0.49% | 60% | 894 | 13.98% | 1.7 |
|
| 4027 |
4027
Annis Gardner Whiting Capital Advisors
Tampa,
Florida
| $357M | +$2.07M | +0.6% | 0.84% | 85% | 817 | 15.54% | 1 |
|
| 4028 |
4028
Grey Rock Energy Management
Dallas,
Texas
| $357M | – | – | 8.75% | – | 1 | – | 0 |
|
| 4029 |
4029
Whitener Capital Management
Rocky Mount,
North Carolina
| $357M | +$4.35M | +1% | 3.41% | 113% | 166 | 11.45% | 4.3 |
|
| 4030 |
4030
Wealth Advisory Solutions
Indiianapolis,
Indiana
| $357M | -$6.39M | -2% | 0.61% | 60.5% | 137 | 18.25% | 1.7 |
|
| 4031 |
4031
Arvin Capital Management
Austin,
Texas
| $357M | +$45.9M | +15% | 3.01% | – | 53 | 60.38% | 0.3 |
|
| 4032 |
4032
Oakwell Private Wealth Management
Austin,
Texas
| $357M | +$9.04M | +3% | 1.06% | 63% | 63 | 7.94% | 2.9 |
|
| 4033 |
4033
Robert Bosch
Gerlingen Schillerhoehe,
Germany
| $357M | – | – | 61.4% | – | 4 | – | 0 |
|
| 4034 |
4034
Goldstream Capital Management
Central,
Hong Kong
| $356M | +$59.2M | +20% | 15.2% | 686% | 53 | 20.75% | 0.9 |
|
| 4035 |
4035
Wiser Wealth Management
Marietta,
Georgia
| $356M | +$7.38M | +2% | 0.28% | 53% | 53 | 16.98% | 1.8 |
|
| 4036 |
4036
Guidance Point Advisors
Wellesley,
Massachusetts
| $356M | +$13.2M | +4% | 3.03% | 71.8% | 89 | 7.87% | 3.6 |
|
| 4037 |
4037
Sio Capital Management
New York
| $355M | +$103M | +41% | 131% | 564% | 61 | 52.46% | 0.6 |
|
| 4038 |
4038
American Financial Group Inc 401(K) Retirement & Savings Plan
Cincinnati,
Ohio
| $355M | +$5.52M | +2% | 1.73% | 17.8% | 1 | 0% | 11.5 |
|
| 4039 |
4039
VeraBank
Henderson,
Texas
| $355M | +$12.8M | +4% | 1.54% | 60.6% | 148 | 2.7% | 4.3 |
|
| 4040 |
4040
Integris Wealth Management
Monterey,
California
| $355M | -$3.43M | -1% | 2.58% | 60.3% | 111 | 12.61% | 1.6 |
|
| 4041 |
4041
Verde Capital Management
Clarkston,
Michigan
| $354M | +$21.1M | +6% | 2.85% | 80.3% | 64 | 18.75% | 2.2 |
|
| 4042 |
4042
Edenbrook Capital
Mt. Kisco,
New York
| $354M | +$118M | +50% | 34.3% | 267% | 15 | 33.33% | 3.5 |
|
| 4043 |
PI
4043
Pennant Investors
Summit,
New Jersey
| $354M | +$3.99M | +1% | 8.08% | 372% | 17 | 11.76% | 2.3 |
|
| 4044 |
4044
Ritter Daniher Financial Advisory
Cincinnati,
Ohio
| $354M | +$10.1M | +3% | 0.65% | 56.7% | 327 | 7.65% | 2.7 |
|
| 4045 |
4045
Bridgewealth Advisory Group
Fresno,
California
| $354M | +$78.8M | +29% | 0.82% | 39.1% | 119 | 25.21% | 0.9 |
|
| 4046 |
4046
Smith & Howard Wealth Management
Atlanta,
Georgia
| $354M | -$2.39M | -0.7% | 2.39% | 43.8% | 86 | 9.3% | 4.6 |
|
| 4047 |
4047
Cisco Systems
San Jose,
California
| $354M | -$83.6M | -19% | 2.27% | 210% | 3 | 0% | 2.4 |
|
| 4048 |
4048
Alpine Investment Management
Hong Kong
| $354M | -$18.1M | -5% | 7.08% | 33.7% | 18 | 77.78% | 0.3 |
|
| 4049 |
4049
Scientech Research LLC
Jersey City,
New Jersey
| $353M | -$149M | -30% | 10.1% | – | 899 | 72.97% | 0.2 |
|
| 4050 |
4050
PhiloSmith Capital
Stamford,
Connecticut
| $353M | -$42.6M | -11% | 2.38% | 47% | 23 | 0% | 6.7 |
|