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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4226 |
4226
Patient Square Capital
Menlo Park,
California
| $374M | +$96.5M | +35% | 79.9% | 329% | 27 | 40.74% | 0.6 |
|
| 4227 |
4227
Home Federal Bank of Tennessee
Knoxville,
Tennessee
| $374M | +$21.1M | +6% | 6.88% | 74% | 78 | 2.56% | 7.4 |
|
| 4228 |
4228
TSP Capital Management Group
Summit,
New Jersey
| $374M | +$55.1M | +17% | 24.4% | 186% | 44 | 100% | 5.7 |
|
| 4229 |
KLCM
4229
KG&L Capital Management
Saint Francisville,
Louisiana
| $374M | +$34.9M | +10% | 8.47% | 91.9% | 228 | 24.12% | 2.8 |
|
| 4230 |
MM
4230
Meridian Management
Little Rock,
Arkansas
| $374M | +$7.81M | +2% | 4.76% | 57.8% | 83 | 10.84% | 6.1 |
|
| 4231 |
4231
BankPlus Trust Department
Jackson,
Mississippi
| $374M | +$35.7M | +11% | 6.95% | – | 470 | 10.21% | 0.7 |
|
| 4232 |
4232
Running Point Capital Advisors
El Segundo,
California
| $373M | +$10.9M | +3% | 4.99% | 52.1% | 199 | 11.06% | 2.6 |
|
| 4233 |
WA
4233
WealthTrust Axiom
Wayne,
Pennsylvania
| $373M | +$33.2M | +10% | 11.9% | 125% | 279 | 9.32% | 6.1 |
|
| 4234 |
4234
PYA Waltman Capital
Knoxville,
Tennessee
| $373M | +$25.8M | +7% | 5.86% | 62.4% | 81 | 7.41% | 3.2 |
|
| 4235 |
4235
MSH Capital Advisors
Scottsdale,
Arizona
| $373M | +$26M | +7% | 6.28% | 66.5% | 255 | 9.8% | 2.5 |
|
| 4236 |
4236
Gradient Capital Advisors
San Diego,
California
| $373M | +$34.6M | +10% | 8.41% | 78.5% | 171 | 7.6% | 4.5 |
|
| 4237 |
4237
First Washington Corp
Seattle,
Washington
| $373M | +$62.8M | +20% | 9.97% | 142% | 57 | 8.77% | 4.5 |
|
| 4238 |
4238
Triumph Capital Management
Denver,
Colorado
| $373M | +$39.7M | +12% | 5.84% | 55.5% | 342 | 23.1% | 1.4 |
|
| 4239 |
4239
Princeton Capital Management
Red Bank,
New Jersey
| $373M | +$35.9M | +11% | 12.6% | 206% | 142 | 12.68% | 3.8 |
|
| 4240 |
4240
Roman Butler Fullerton & Co
St Louis,
Missouri
| $373M | +$33.4M | +10% | 8.85% | 134% | 273 | 17.22% | 3.2 |
|
| 4241 |
4241
Promethos Capital
Boston,
Massachusetts
| $373M | +$76.3M | +26% | 3.35% | – | 49 | 28.57% | 1.3 |
|
| 4242 |
4242
Plan Group Financial
Oklahoma City,
Oklahoma
| $372M | +$68.4M | +22% | 6.45% | 63.4% | 193 | 21.76% | 1.1 |
|
| 4243 |
4243
Access Investment Management
Atlanta,
Georgia
| $372M | +$20.9M | +6% | 7.66% | – | 185 | 15.14% | 0.9 |
|
| 4244 |
4244
BridgePort Financial Solutions
Fairfield,
Iowa
| $372M | +$71.2M | +24% | 7.31% | – | 247 | 24.7% | 0.5 |
|
| 4245 |
4245
Fortitude Family Office
Scottsdale,
Arizona
| $372M | +$67.2M | +22% | 7.31% | 81.1% | 2,170 | 15.62% | 0.8 |
|
| 4246 |
4246
Highline Wealth Partners
Sherman Oaks,
California
| $372M | +$33.8M | +10% | 8.15% | 93.8% | 1,140 | 27.11% | 1.2 |
|
| 4247 |
CSWG
4247
Cardinal Strategic Wealth Guidance
Louisville,
Kentucky
| $372M | +$25.2M | +7% | 7.5% | 67.3% | 64 | 12.5% | 3.9 |
|
| 4248 |
PI
4248
Pennant Investors
Summit,
New Jersey
| $372M | +$37.4M | +11% | 42% | 372% | 16 | 6.25% | 3 |
|
| 4249 |
QCI
4249
Quaker Capital Investments
Mount Lebanon,
Pennsylvania
| $372M | +$44.1M | +13% | 31.9% | 107% | 21 | 19.05% | 2.4 |
|
| 4250 |
4250
Fischer Financial Services
Harrisburg,
Pennsylvania
| $371M | +$31.4M | +9% | 9.42% | – | 66 | 10.61% | 0.7 |
|