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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%
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50
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250
500
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2,500
5,000
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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 4076 |
WH
4076
Whitcomb & Hess
Ashland,
Ohio
| $463M | +$34.2M | +8% | 7.3% | 49% | 68 | 8.82% |
|
| 4077 |
OWA
4077
Outlook Wealth Advisors
Shenandoah,
Texas
| $463M | +$49.6M | +12% | 15.5% | 70% | 338 | 18.05% |
|
| 4078 |
MIA
4078
Milestone Investment Advisors
Middleton,
Wisconsin
| $463M | +$48.7M | +12% | 12.3% | 52.8% | 147 | 9.52% |
|
| 4079 |
GOCP
4079
Great Oak Capital Partners
South Easton,
Massachusetts
| $463M | +$32.9M | +8% | 9.35% | – | 48 | 8.33% |
|
| 4080 |
ESB
4080
Essex Savings Bank
Essex,
Connecticut
| $462M | +$10.4M | +2% | 14.4% | 84.5% | 333 | 12.91% |
|
| 4081 |
PFM
4081
Patton Fund Management
Dallas,
Texas
| $462M | -$126M | -21% | 35.4% | 188% | 489 | 82.62% |
|
| 4082 |
BCH
4082
Berkshire Capital Holdings
San Jose,
California
| $462M | +$185M | +67% | 158% | 2,748% | 130 | 18.46% |
|
| 4083 |
FCG
4083
Fielder Capital Group
Nashville,
Tennessee
| $462M | +$2.89M | +0.6% | 3.52% | – | 322 | 15.84% |
|
| 4084 |
MW
4084
Marks Wealth
Annapolis,
Maryland
| $462M | +$81.9M | +22% | 28.9% | 169% | 23 | 65.22% |
|
| 4085 |
MAG
4085
Mokosak Advisory Group
Urbandale,
Iowa
| $462M | +$62.2M | +16% | 15.9% | 57.1% | 39 | 15.38% |
|
| 4086 |
BCM
4086
Brightline Capital Management
Miami,
Florida
| $462M | +$123M | +36% | 50% | 810% | 13 | 46.15% |
|
| 4087 |
UCI
4087
Uncommon Cents Investing
Janesville,
Wisconsin
| $461M | +$30.5M | +7% | 8.91% | 83.8% | 218 | 5.96% |
|
| 4088 |
HIP
4088
Harrell Investment Partners
Austin,
Texas
| $461M | +$42.2M | +10% | 15.9% | 105% | 153 | 11.76% |
|
| 4089 |
PC
4089
Prevatt Capital
Nassau,
Bahamas
| $461M | +$90.1M | +24% | 18.2% | – | 12 | 8.33% |
|
| 4090 |
PAA
4090
Peregrine Asset Advisers
Portland,
Oregon
| $461M | +$89.8M | +24% | 19.9% | 182% | 230 | 23.04% |
|
| 4091 |
IAG
4091
Investment Advisory Group
Hanover,
Massachusetts
| $461M | +$67.6M | +17% | 13.4% | 61.6% | 221 | 12.67% |
|
| 4092 |
SGA
4092
Sector Gamma AS
Oslo,
Norway
| $461M | +$37.5M | +9% | 9.59% | 35.3% | 48 | 29.17% |
|
| 4093 |
JC
4093
Joho Capital
New York
| $460M | +$87.4M | +23% | 20.1% | 80.2% | 11 | 18.18% |
|
| 4094 |
GIM
4094
Generali Investments Management
Ljubljana,
Slovenia
| $460M | +$30.4M | +7% | 16.5% | – | 168 | 5.95% |
|
| 4095 |
AWCI
4095
Alpine Woods Capital Investors
Purchase,
New York
| $460M | +$43.5M | +10% | 15.3% | 105% | 253 | 34.39% |
|
| 4096 |
DC
4096
DeDora Capital
Napa,
California
| $460M | +$52.3M | +13% | 15% | 81.7% | 136 | 14.71% |
|
| 4097 |
RAG
4097
RIA Advisory Group
Des Moines,
Iowa
| $460M | +$38.9M | +9% | 9.17% | – | 168 | 22.02% |
|
| 4098 |
AM
4098
Atwater Malick
Lancaster,
Pennsylvania
| $459M | +$88.9M | +24% | 16.3% | 79.1% | 131 | 24.43% |
|
| 4099 |
AIP
4099
Arrowpoint Investment Partners
Singapore
| $459M | +$347M | +308% | 33.3% | – | 167 | 74.25% |
|
| 4100 |
VIM
4100
VELA Investment Management
New Albany,
Ohio
| $459M | +$30.3M | +7% | 7.41% | 56.8% | 193 | 26.42% |
|