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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4476 |
4476
Corre Partners Management
New York
| $245M | +$83.4M | +52% | 1.62% | 109% | 11 | 36.36% | 0.6 |
|
| 4477 |
IP
4477
Investment Partners
New Philadelphia,
Ohio
| $245M | +$24.9M | +11% | 9.78% | 83.2% | 173 | 9.25% | 3.3 |
|
| 4478 |
IBOK
4478
Independence Bank of Kentucky
Owensboro,
Kentucky
| $245M | +$13.6M | +6% | 7.97% | 94.3% | 413 | 8.47% | 2.8 |
|
| 4479 |
4479
Gries Financial
Cleveland,
Ohio
| $245M | -$74M | -23% | 8.44% | 71.3% | 174 | 20.11% | 0.6 |
|
| 4480 |
4480
Family Legacy Inc
Greenville,
South Carolina
| $245M | +$22.3M | +10% | 10.3% | 89% | 110 | 1.82% | 3.4 |
|
| 4481 |
LWA
4481
LWS Wealth Advisors
Basking Ridge,
New Jersey
| $244M | +$16.4M | +7% | 4.98% | 8.87% | 58 | 0% | 1.7 |
|
| 4482 |
4482
Lodbrok Capital
London,
United Kingdom
| $244M | -$121M | -33% | 4.76% | 25.9% | 3 | 33.33% | 0.5 |
|
| 4483 |
HLC
4483
Hunt Lane Capital
New York
| $244M | -$87.2M | -26% | 14.7% | 3.59% | 19 | 21.05% | 1.3 |
|
| 4484 |
TCM
4484
Trybe Capital Management
Greenwich,
Connecticut
| $244M | +$68.5M | +39% | 17% | 681% | 14 | 35.71% | 0.7 |
|
| 4485 |
PAM
4485
Pegasus Asset Management
Montebello,
New York
| $244M | +$26.1M | +12% | 11.9% | 101% | 78 | 5.13% | 3.1 |
|
| 4486 |
4486
Yorktown Energy Partners XI
New York
| $244M | -$27.3M | -10% | 7.92% | 105% | 3 | 0% | 1.9 |
|
| 4487 |
SEP
4487
Southland Equity Partners
Wildwood,
Missouri
| $244M | +$26M | +12% | 8.6% | 66.1% | 183 | 15.3% | 0.8 |
|
| 4488 |
4488
Collaborative Holdings Management
New York
| $244M | +$8.42M | +4% | 6.52% | 591% | 23 | 52.17% | 0.4 |
|
| 4489 |
4489
Rings Capital Management
Chicago,
Illinois
| $244M | +$22M | +10% | 11.3% | 40.9% | 6 | 0% | 2.5 |
|
| 4490 |
AA
4490
Antipodean Advisors
New York
| $244M | -$110M | -31% | 23.1% | 67.8% | 9 | 33.33% | 2.3 |
|
| 4491 |
4491
Apeiron RIA
Dallas,
Texas
| $244M | – | – | 7.87% | 68.5% | 172 | – | 0 |
|
| 4492 |
4492
Berkeley Capital Partners
Milton,
Georgia
| $243M | +$26.3M | +12% | 8.41% | 62.8% | 148 | 12.84% | 2.7 |
|
| 4493 |
4493
Rainey & Randall Wealth Advisors
Celebration,
Florida
| $243M | +$34M | +16% | 4.56% | 52.3% | 59 | 15.25% | 1.6 |
|
| 4494 |
TA
4494
Tamarack Advisers
Carlsbad,
California
| $243M | -$73.5M | -23% | 2.06% | 46.5% | 62 | 50% | 1.2 |
|
| 4495 |
4495
Susquehanna International Group (Ireland)
Dublin,
Ireland
| $243M | -$174M | -42% | 2.23% | 5.26% | 107 | 68.22% | 0.3 |
|
| 4496 |
4496
Wisconsin Capital Management
Madison,
Wisconsin
| $243M | -$639K | -0.3% | 7.41% | 153% | 59 | 10.17% | 3.5 |
|
| 4497 |
4497
Reliant Investment Management
Memphis,
Tennessee
| $243M | +$42.2M | +21% | 13.7% | 129% | 64 | 15.63% | 2.2 |
|
| 4498 |
SC
4498
Schulhoff & Co
Cincinnati,
Ohio
| $243M | +$21M | +9% | 10.5% | 51.8% | 127 | 8.66% | 5.6 |
|
| 4499 |
4499
Bridge City Capital
Lake Oswego,
Oregon
| $243M | +$22.1M | +10% | 9.79% | 120% | 97 | 7.22% | 3.3 |
|
| 4500 |
4500
Campbell Capital Management
Miami,
Florida
| $242M | +$14.3M | +6% | 9.73% | – | 60 | 38.33% | 1.4 |
|