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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4076 |
4076
Oakview Capital Management
Dallas,
Texas
| $262M | -$13.1M | -5% | 2.28% | 21.2% | 17 | 23.53% | 2 |
|
| 4077 |
4077
Elizabeth Park Capital Advisors
Pepper Pike,
Ohio
| $262M | -$38.9M | -13% | 1.41% | 119% | 62 | 41.94% | 1.2 |
|
| 4078 |
SIM
4078
SW Investment Management
Telluride,
Colorado
| $261M | +$47.9M | +22% | 25% | 143% | 11 | 9.09% | 0.4 |
|
| 4079 |
4079
Pacific Wealth Strategies Group
Santa Barbara,
California
| $261M | +$22.9M | +10% | 9.38% | 75.5% | 87 | 4.6% | 2.8 |
|
| 4080 |
KLC
4080
Kent Lake Capital
Reno,
Nevada
| $261M | +$15.4M | +6% | 16% | 92.1% | 35 | 34.29% | 0.4 |
|
| 4081 |
4081
Denali Advisors
San Diego,
California
| $261M | -$64.3M | -20% | 2.17% | 106% | 399 | 39.85% | 1.7 |
|
| 4082 |
4082
New Vernon Capital Holdings II
Morristown,
New Jersey
| $261M | -$12.6M | -5% | 6.25% | 114% | 24 | 37.5% | 1.4 |
|
| 4083 |
SSI
4083
Scott & Selber Inc
Houston,
Texas
| $261M | +$16.5M | +7% | 9.75% | 202% | 117 | 11.11% | 2.2 |
|
| 4084 |
4084
Cutler Capital Management
Worcester,
Massachusetts
| $261M | +$12M | +5% | 2.02% | 39.7% | 107 | 8.41% | 2.3 |
|
| 4085 |
ACG
4085
Aventail Capital Group
New York
| $261M | +$36.5M | +16% | 61.6% | 154% | 72 | 50% | 0.3 |
|
| 4086 |
1C
4086
1623 Capital
Alexandria,
Virginia
| $261M | +$15.8M | +6% | 10.8% | 11.9% | 96 | 37.5% | 0.7 |
|
| 4087 |
4087
Silverleafe Capital Partners
Germantown,
Tennessee
| $260M | +$15M | +6% | 9.74% | 87.7% | 95 | 23.16% | 1.2 |
|
| 4088 |
4088
Whalerock Point Partners
Providence,
Rhode Island
| $260M | +$32.8M | +14% | 8.76% | 103% | 150 | 9.33% | 3.7 |
|
| 4089 |
4089
Mitchell McLeod Pugh & Williams
Mobile,
Alabama
| $260M | +$20.9M | +9% | 7.67% | 90.7% | 223 | 6.28% | 4.3 |
|
| 4090 |
4090
44 Wealth Management
Eugene,
Oregon
| $260M | +$21M | +9% | 6.34% | – | 184 | 20.65% | 0.4 |
|
| 4091 |
4091
Tamar Securities
Woodland Hills,
California
| $260M | +$1.2M | +0.5% | 7.15% | 84.8% | 60 | 21.67% | 0.8 |
|
| 4092 |
4092
Nixon Peabody Trust
Boston,
Massachusetts
| $260M | +$12.9M | +5% | 9.05% | 101% | 71 | 5.63% | 3.8 |
|
| 4093 |
4093
Eidelman Virant Capital
Saint Louis,
Missouri
| $260M | +$11.3M | +5% | 10.6% | 46.2% | 201 | 22.89% | 1.6 |
|
| 4094 |
NC
4094
Nokomis Capital
Dallas,
Texas
| $260M | +$28.5M | +12% | 17% | 145% | 66 | 51.52% | 1.2 |
|
| 4095 |
4095
Spotlight Asset Group
Oakbrook Terrace,
Illinois
| $260M | -$6.4M | -2% | 5.74% | – | 146 | 19.18% | 1.1 |
|
| 4096 |
4096
Shakespeare Wealth Management
Pewaukee,
Wisconsin
| $259M | +$16.5M | +7% | 4.51% | 49.6% | 77 | 9.09% | 2 |
|
| 4097 |
4097
Golden State Equity Partners
South Coast Metro,
California
| $259M | +$84M | +48% | 6.36% | – | 287 | 55.4% | 0.2 |
|
| 4098 |
4098
NFP Retirement Inc
Aliso Viejo,
California
| $259M | +$29M | +13% | 5.25% | 46.7% | 139 | 13.67% | 1 |
|
| 4099 |
4099
Prudent Man Advisors
Naperville,
Illinois
| $259M | +$21.1M | +9% | 5.8% | 82.8% | 221 | 16.29% | 0.7 |
|
| 4100 |
4100
Richard P. Slaughter Associates
Austin,
Texas
| $259M | +$17.9M | +7% | 6.39% | 55.7% | 123 | 15.45% | 1.1 |
|