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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4201 |
4201
Physicians Financial Services
Raleigh,
North Carolina
| $236M | +$14.4M | +6% | 9.63% | 116% | 111 | 5.41% | 5.6 |
|
| 4202 |
4202
Innealta Capital
Austin,
Texas
| $236M | +$21.3M | +10% | 5.72% | 69.8% | 71 | 12.68% | 1.6 |
|
| 4203 |
AFA
4203
Alta Fundamental Advisers
New York
| $236M | +$5.07M | +2% | 5.12% | 340% | 23 | 26.09% | 1.8 |
|
| 4204 |
4204
Courage Miller Partners
Norfolk,
Virginia
| $236M | +$19.2M | +9% | 4.24% | 43.5% | 74 | 5.41% | 6.9 |
|
| 4205 |
4205
Henry James International Management
New York
| $236M | +$29.2M | +14% | 11.6% | 125% | 129 | 3.1% | 3.4 |
|
| 4206 |
4206
Warwick Investment Management
Bryan,
Texas
| $236M | -$9.27M | -4% | 6.03% | 69.9% | 89 | 33.71% | 0.7 |
|
| 4207 |
4207
Bay Harbor Wealth Management
Hunt Valley,
Maryland
| $236M | +$12.5M | +6% | 5.91% | 52.9% | 209 | 30.14% | 2.1 |
|
| 4208 |
4208
Tillman Hartley LLC
Denver,
Colorado
| $235M | +$2.88M | +1% | 3.65% | 48.7% | 78 | 5.13% | 0.2 |
|
| 4209 |
4209
Fidelis Capital Partners
Tampa,
Florida
| $235M | +$150M | +177% | 9.35% | 115% | 251 | 55.78% | 0.1 |
|
| 4210 |
4210
Gradient Capital Advisors
San Diego,
California
| $235M | +$15.1M | +7% | 8.48% | 78.5% | 140 | 5.71% | 3.2 |
|
| 4211 |
4211
Beck Capital Management
Austin,
Texas
| $235M | -$2.56M | -1% | 9.69% | 291% | 141 | 34.75% | 1.4 |
|
| 4212 |
SSI
4212
Scott & Selber Inc
Houston,
Texas
| $235M | +$12.5M | +6% | 8.95% | 202% | 101 | 8.91% | 3.6 |
|
| 4213 |
4213
LGT Fund Management
Vaduz,
Liechtenstein
| $235M | +$3.25M | +1% | 11.4% | 121% | 152 | 23.03% | 0.9 |
|
| 4214 |
4214
Clean Yield Group
Norwich,
Vermont
| $235M | +$1.95M | +0.8% | 3.33% | 80.7% | 473 | 14.38% | 3 |
|
| 4215 |
4215
Mokosak Advisory Group
Urbandale,
Iowa
| $235M | +$11.2M | +5% | 4.92% | 59.2% | 24 | 4.17% | 3.4 |
|
| 4216 |
4216
DoubleLine ETF Adviser
Tampa,
Florida
| $235M | +$39.8M | +20% | 13.2% | 51.6% | 208 | 13.46% | 0.2 |
|
| 4217 |
4217
Roanoke Asset Management
Jersey City,
New Jersey
| $234M | +$14.6M | +7% | 10.9% | 50.3% | 111 | 6.31% | 5.9 |
|
| 4218 |
LJHT
4218
Laurie J. Hall Trustee
| $234M | +$12.3M | +6% | 8.81% | 105% | 341 | 31.09% | 5.7 |
|
| 4219 |
4219
Connacht Asset Management
New York
| $234M | +$13.5M | +6% | 5.54% | 63.8% | 163 | 49.08% | 0.6 |
|
| 4220 |
4220
MorganRosel Wealth Management
Highlands Ranch,
Colorado
| $234M | +$17.2M | +8% | 4.27% | 67.5% | 99 | 19.19% | 1.7 |
|
| 4221 |
4221
DeDora Capital
Napa,
California
| $234M | +$23.7M | +11% | 9.39% | 91.2% | 113 | 14.16% | 1.7 |
|
| 4222 |
EE
4222
EWG Elevate
Roseville,
California
| $234M | +$35.8M | +18% | 7.74% | 76% | 850 | 90.94% | 1.5 |
|
| 4223 |
4223
Windward Private Wealth Management
Overland Park,
Kansas
| $234M | +$8.6M | +4% | 4.07% | 35.5% | 47 | 2.13% | 2 |
|
| 4224 |
4224
Ovata Capital Management
Hong Kong
| $234M | -$72.3M | -24% | 17.1% | 69.1% | 45 | 57.78% | 0.5 |
|
| 4225 |
4225
G2 Capital Management
Columbus,
Ohio
| $234M | -$38.5M | -14% | 6.48% | 55.1% | 64 | 17.19% | 1 |
|