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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4501 |
HRC
4501
Hoertkorn Richard Charles
| $228M | -$19.5M | -8% | 1.38% | 172% | 83 | 2.41% | 6.3 |
|
| 4502 |
4502
Pettee Investors
Rowayton,
Connecticut
| $227M | -$11.3M | -5% | 2.7% | 96.1% | 124 | 2.42% | 4.8 |
|
| 4503 |
4503
Seafarer Capital Partners
Larkspur,
California
| $227M | +$48.4M | +27% | 27% | 43% | 5 | 0% | 0.9 |
|
| 4504 |
4504
Gill Capital Partners
Denver,
Colorado
| $227M | +$903K | +0.4% | 4.81% | 59% | 131 | 12.98% | 2.1 |
|
| 4505 |
4505
Blue Owl Capital Holdings
New York
| $227M | -$73.9M | -25% | 22.5% | 145% | 31 | 6.45% | 0.2 |
|
| 4506 |
4506
Palouse Capital Management
Spokane,
Washington
| $227M | -$6.87M | -3% | 2.18% | 67.8% | 114 | 20.18% | 2.3 |
|
| 4507 |
CCC
4507
Chelsea Counsel Company
Los Angeles,
California
| $227M | -$3.99M | -2% | 1.01% | 106% | 108 | 16.67% | 4 |
|
| 4508 |
CNBT
4508
Cornerstone National Bank & Trust
Palatine,
Illinois
| $227M | -$1.11M | -0.5% | 3.86% | 38.5% | 65 | 9.23% | 1.9 |
|
| 4509 |
4509
Alight Capital Management
New York
| $227M | -$84.9M | -27% | 5.58% | 466% | 86 | 56.98% | 0.5 |
|
| 4510 |
4510
WealthBridge Investment Counsel
Calgary,
Alberta, Canada
| $227M | -$9.32M | -4% | 4.05% | 106% | 40 | 0% | 2 |
|
| 4511 |
4511
Sonata Capital Group
Seattle,
Washington
| $227M | -$12.2M | -5% | 3.61% | 66.5% | 124 | 4.84% | 4.9 |
|
| 4512 |
4512
SRN Advisors
Huntingdon Valley,
Pennsylvania
| $227M | -$52M | -19% | 10% | 146% | 108 | 0% | 0.8 |
|
| 4513 |
SM
4513
Salzhauer Michael
| $226M | -$37.2M | -14% | 5.11% | 98% | 121 | 19.01% | 3.1 |
|
| 4514 |
4514
Brand Asset Management Group
Chesterfield,
Missouri
| $226M | +$4.34M | +2% | 6.21% | 70.2% | 84 | 11.9% | 3.1 |
|
| 4515 |
4515
IFG Advisors
St. Louis,
Missouri
| $226M | -$9.7M | -4% | 4.97% | 78.7% | 107 | 7.48% | 1.8 |
|
| 4516 |
RS
4516
Retirement Solution
Redmond,
Washington
| $226M | -$7.41M | -3% | 5.15% | 77.3% | 46 | 8.7% | 1.1 |
|
| 4517 |
4517
Kaydan Wealth Management
Fenton,
Michigan
| $226M | -$37.7M | -14% | 2.6% | 58% | 108 | 6.48% | 0.2 |
|
| 4518 |
4518
BlueDrive Global Investors
London,
United Kingdom
| $226M | -$27M | -11% | 5.63% | 25.6% | 12 | 8.33% | 1.1 |
|
| 4519 |
4519
APEIRON Capital Ltd
Hong Kong
| $226M | -$113M | -33% | 17.4% | 487% | 14 | 21.43% | 0.7 |
|
| 4520 |
4520
Oakview Capital Management
Dallas,
Texas
| $226M | -$92.5M | -29% | 0.81% | 21.2% | 19 | 31.58% | 1.6 |
|
| 4521 |
RM
4521
Rudius Management
New York
| $226M | -$34.1M | -13% | 11.1% | 8.92% | 5 | 0% | 1.1 |
|
| 4522 |
4522
PRW Wealth Management
Quincy,
Massachusetts
| $225M | +$10.5M | +5% | 3.54% | 42.3% | 125 | 23.2% | 0.9 |
|
| 4523 |
4523
Fountainhead AM
Warren,
New Jersey
| $225M | -$4.92M | -2% | 4.56% | 65.6% | 83 | 14.46% | 0.9 |
|
| 4524 |
4524
Atlas Private Wealth Advisors
Matawan,
New Jersey
| $225M | +$8.97M | +4% | 3.05% | 57.8% | 153 | 20.92% | 1.4 |
|
| 4525 |
4525
Vickerman Investment Advisors
Spokane,
Washington
| $225M | -$22.5M | -9% | 2.9% | 47.3% | 84 | 14.29% | 0.5 |
|