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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
Jeppson Wealth Management
Manhattan Beach,
California
| $238M | +$17.2M | +8% | 9.93% | 107% | 215 | 14.42% | 1.5 |
|
| 4077 |
4077
Stonepine Capital Management
Bend,
Oregon
| $238M | +$15.3M | +7% | 17.7% | 231% | 25 | 48% | 1.4 |
|
| 4078 |
4078
Cincinnati Specialty Underwriters Insurance
Fairfield,
Ohio
| $238M | +$20M | +9% | 10.5% | 115% | 39 | 5.13% | 6.3 |
|
| 4079 |
4079
Beck Capital Management
Austin,
Texas
| $238M | +$4.08M | +2% | 8.8% | 291% | 153 | 36.6% | 1.2 |
|
| 4080 |
4080
Marion Wealth Management
Monroeville,
Pennsylvania
| $237M | +$42.3M | +22% | 7.45% | 51.7% | 105 | 6.67% | 0.8 |
|
| 4081 |
4081
Arlington Financial Advisors
Santa Barbara,
California
| $237M | +$40.3M | +20% | 10.2% | 67.6% | 69 | 30.43% | 2.8 |
|
| 4082 |
4082
Soapstone Management
Bethesda,
Maryland
| $237M | -$19.1M | -7% | 9.44% | 30.3% | 21 | 14.29% | 1.9 |
|
| 4083 |
4083
Red Wave Investments
Dillsburg,
Pennsylvania
| $237M | +$5.61M | +2% | 6.44% | 58% | 102 | 17.65% | 1.6 |
|
| 4084 |
4084
Reverence Capital Partners
New York
| $237M | +$160M | +209% | 15.9% | 5.38% | 2 | 50% | 0.5 |
|
| 4085 |
4085
Forest Hill Capital
Little Rock,
Arkansas
| $237M | +$2.62M | +1% | 5.44% | 112% | 47 | 10.64% | 4 |
|
| 4086 |
4086
Matthew 25 Management Corp
Ambler,
Pennsylvania
| $237M | -$5.98M | -2% | 4.61% | 141% | 25 | 24% | 5.1 |
|
| 4087 |
4087
D.B. Root & Company
Pittsburgh,
Pennsylvania
| $237M | +$17.1M | +8% | 8.14% | 57.3% | 165 | 10.3% | 3.5 |
|
| 4088 |
4088
Platte River Wealth Advisors
Louisville,
Colorado
| $237M | +$12.9M | +6% | 7.2% | 28.6% | 90 | 8.89% | 2.4 |
|
| 4089 |
4089
Washington State Investment Board
Olympia,
Washington
| $237M | +$31.5M | +15% | 15.4% | 567% | 2 | 0% | 1.4 |
|
| 4090 |
4090
Wakefield Asset Management
Englewood,
Colorado
| $237M | +$18.8M | +9% | 11.9% | 139% | 194 | 46.39% | 0.9 |
|
| 4091 |
4091
Patient Square Capital
Menlo Park,
California
| $236M | – | – | 0.64% | 329% | 2 | – | 0 |
|
| 4092 |
4092
Leonard Rickey Investment Advisors
Yakima,
Washington
| $236M | +$23.1M | +11% | 8.12% | 60.4% | 71 | 22.54% | 2.9 |
|
| 4093 |
4093
Rothschild Capital Partners
New York
| $236M | +$18.9M | +9% | 6.82% | 90.8% | 32 | 9.38% | 4.8 |
|
| 4094 |
4094
Guidance Point Advisors
Wellesley,
Massachusetts
| $236M | +$17.1M | +8% | 12.2% | 71.8% | 88 | 22.73% | 3 |
|
| 4095 |
4095
Herold Advisors
New York
| $236M | +$28.1M | +14% | 11.5% | 90.2% | 213 | 15.49% | 1 |
|
| 4096 |
4096
Brightlight Capital Management
Westport,
Connecticut
| $236M | +$97.1M | +70% | 23.7% | 202% | 12 | 16.67% | 1.6 |
|
| 4097 |
4097
Muhlenkamp & Co
Wexford,
Pennsylvania
| $236M | +$12.1M | +5% | 10.6% | 107% | 29 | 13.79% | 3.9 |
|
| 4098 |
4098
Hamilton Capital Partners (Canada)
Toronto,
| $236M | – | – | 3.87% | 143% | 57 | – | 0 |
|
| 4099 |
4099
Foursixthree Capital
New York
| $236M | – | – | 2.43% | – | 38 | – | 0 |
|
| 4100 |
4100
Old Mission Investment Co
Traverse City,
Michigan
| $235M | +$21.7M | +10% | 9.33% | 82% | 115 | 13.91% | 2.3 |
|