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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4126 |
SCA
4126
Sander Capital Advisors
Seattle,
Washington
| $166M | +$15M | +10% | 12.5% | 113% | 9 | 22.22% | 1.8 |
|
| 4127 |
4127
Global Trust Asset Management
West Palm Beach,
Florida
| $166M | +$15.4M | +10% | 7.91% | 178% | 440 | 15.23% | 1.5 |
|
| 4128 |
4128
Woodard & Company Asset Management Group
Bermuda Run,
North Carolina
| $166M | +$8.78M | +6% | 8.58% | 84.8% | 79 | 26.58% | 0.7 |
|
| 4129 |
4129
DeDora Capital
Napa,
California
| $166M | +$21.6M | +15% | 9.1% | 91.2% | 127 | 36.22% | 1.2 |
|
| 4130 |
4130
ELCO Management
New York
| $166M | -$177K | -0.1% | 3.76% | 98.3% | 162 | 16.67% | 1.9 |
|
| 4131 |
4131
HM Capital Management
Clayton,
Missouri
| $166M | +$7.56M | +5% | 7.88% | 29.6% | 43 | 0% | 3.7 |
|
| 4132 |
SLA
4132
Silver Lake Advisory
Cottonwood Heights,
Utah
| $166M | +$10.9M | +7% | 5.48% | 76.7% | 84 | 10.71% | 3.8 |
|
| 4133 |
4133
Ayalon Insurance Company
Ramat Gan,
Israel
| $166M | +$17.3M | +12% | 9.85% | 99.6% | 129 | 14.73% | 1.6 |
|
| 4134 |
4134
Leonard Rickey Investment Advisors
Yakima,
Washington
| $166M | +$15.3M | +10% | 6.17% | 55.9% | 90 | 20% | 1.3 |
|
| 4135 |
4135
Sonata Capital Group
Seattle,
Washington
| $166M | +$18.1M | +12% | 7.06% | 66.5% | 115 | 8.7% | 3.4 |
|
| 4136 |
4136
Hapanowicz & Associates Financial Services
Pittsburgh,
Pennsylvania
| $166M | +$8.9M | +6% | 4.18% | 58.5% | 23 | 30.43% | 1.7 |
|
| 4137 |
4137
Augustine Asset Management
Jacksonville,
Florida
| $165M | +$16.9M | +11% | 13.3% | 316% | 81 | 22.22% | 2.4 |
|
| 4138 |
4138
Mokosak Advisory Group
Urbandale,
Iowa
| $165M | +$14M | +9% | 5.95% | 59.2% | 27 | 18.52% | 1.1 |
|
| 4139 |
4139
Fortis Advisors
Wayne,
Pennsylvania
| $165M | -$47.4M | -22% | 5.86% | 72.8% | 342 | 16.37% | 1.5 |
|
| 4140 |
4140
RV Capital
Schindellegi,
Switzerland
| $165M | +$25.7M | +18% | 12.3% | 250% | 5 | 20% | 0.8 |
|
| 4141 |
4141
Single Point Partners
Boston,
Massachusetts
| $165M | – | – | 5.8% | 56.4% | 63 | – | 0 |
|
| 4142 |
4142
SV Health Investors
Boston,
Massachusetts
| $165M | +$22.7M | +16% | 30.5% | 97.4% | 10 | 0% | 2.6 |
|
| 4143 |
RCM
4143
Ratan Capital Management
Miami Beach,
Florida
| $165M | -$24.1M | -13% | 8.04% | 616% | 39 | 46.15% | 0.5 |
|
| 4144 |
QGA
4144
Q Global Advisors
Fort Worth,
Texas
| $165M | +$24.3M | +17% | 11.4% | 79% | 32 | 15.63% | 0.8 |
|
| 4145 |
4145
Cheyne Capital Management (UK)
London,
United Kingdom
| $165M | +$6.58M | +4% | 10.1% | 35.6% | 46 | 21.74% | 1 |
|
| 4146 |
4146
Fairmount Funds Management
West Conshohocken,
Pennsylvania
| $165M | – | – | 53.7% | 2,136% | 15 | – | 0 |
|
| 4147 |
4147
Ullmann Wealth Partners Group
Jacksonville Beach,
Florida
| $165M | +$2.53M | +2% | 7.47% | 62.2% | 68 | 13.24% | 2.1 |
|
| 4148 |
4148
AlphaCore Capital
La Jolla,
California
| $165M | – | – | 7.22% | 85.9% | 132 | – | 0 |
|
| 4149 |
4149
JRM Investment Counsel
Omaha,
Nebraska
| $165M | +$13.8M | +9% | 5.86% | 65.5% | 29 | 10.34% | 3.4 |
|
| 4150 |
4150
Financial Life Advisors
San Antonio,
Texas
| $165M | +$6.91M | +4% | 4.01% | 47% | 47 | 6.38% | 1.9 |
|