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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4601 |
4601
West Oak Capital
Westlake Village,
California
| $197M | +$5.99M | +3% | 4.52% | 110% | 341 | 14.96% | 5.2 |
|
| 4602 |
4602
Soviero Asset Management
New York
| $197M | +$28.6M | +17% | 18% | 676% | 52 | 61.54% | 0.5 |
|
| 4603 |
4603
Brown, Lisle/Cummings
Providence,
Rhode Island
| $197M | +$10.9M | +6% | 6.42% | 82.3% | 541 | 5.18% | 1.1 |
|
| 4604 |
4604
13D Management
New York
| $197M | +$6.74M | +4% | 9.05% | 157% | 30 | 16.67% | 1.8 |
|
| 4605 |
4605
Sara-Bay Financial
Sarasota,
Florida
| $196M | +$18.7M | +11% | 17% | 233% | 88 | 20.45% | 2 |
|
| 4606 |
4606
Aull & Monroe Investment Management
Mobile,
Alabama
| $196M | -$4.55M | -2% | 0.39% | 98.3% | 134 | 4.48% | 7 |
|
| 4607 |
4607
Tealwood Asset Management
Minneapolis,
Minnesota
| $196M | +$5.01M | +3% | 5.28% | 128% | 135 | 9.63% | 3.1 |
|
| 4608 |
4608
Graybill Wealth Management
Elmhurst,
Illinois
| $196M | +$11.7M | +6% | 5.76% | – | 51 | 1.96% | 5.2 |
|
| 4609 |
4609
Kaye Capital Management
El Segundo,
California
| $196M | +$4.79M | +3% | 5.09% | – | 32 | 18.75% | 0.2 |
|
| 4610 |
4610
Clarity Wealth Advisors
San Jose,
California
| $196M | +$22.6M | +13% | 11.2% | 94.1% | 78 | 20.51% | 2.2 |
|
| 4611 |
4611
Bullseye Asset Management
Denver,
Colorado
| $196M | +$11.4M | +6% | 11.4% | 81% | 81 | 9.88% | 2.5 |
|
| 4612 |
4612
Seascape Capital Management
Portsmouth,
New Hampshire
| $196M | +$12.8M | +7% | 5.91% | 111% | 101 | 12.87% | 1.9 |
|
| 4613 |
4613
HST Ventures
Park City,
Utah
| $196M | +$54.4M | +38% | 0.56% | 8.24% | 52 | 48.08% | 0.5 |
|
| 4614 |
4614
Sea Otter Advisors
Miami,
Florida
| $196M | +$129M | +191% | 3.55% | – | 316 | 90.82% | 0 |
|
| 4615 |
4615
Pharo Management
New York
| $196M | +$42.4M | +28% | 4.85% | – | 10 | 70% | 0.5 |
|
| 4616 |
4616
Copperwynd Financial
Scottsdale,
Arizona
| $196M | +$17.9M | +10% | 7.13% | 90% | 155 | 27.74% | 2.7 |
|
| 4617 |
4617
Triumph Capital Management
Denver,
Colorado
| $196M | +$8.92M | +5% | 5.37% | 55.5% | 243 | 35.8% | 0.9 |
|
| 4618 |
4618
Provident Wealth Management
Brentwood,
Tennessee
| $195M | +$25.1M | +15% | 5.21% | 61.1% | 101 | 12.87% | 1.8 |
|
| 4619 |
IAMH
4619
IvyRock Asset Management (HK)
Sheung Wan,
Hong Kong
| $195M | +$16.8M | +9% | 21.6% | 64.5% | 20 | 30% | 0.7 |
|
| 4620 |
4620
Tejara Capital
London,
United Kingdom
| $195M | +$21.9M | +13% | 0.66% | 17.3% | 108 | 35.19% | 0.2 |
|
| 4621 |
4621
Wealth Effects
Boston,
Massachusetts
| $195M | +$20.1M | +11% | 14.7% | 235% | 207 | 12.08% | 1 |
|
| 4622 |
4622
Eclectic Associates
Fullerton,
California
| $195M | -$10.4M | -5% | 5.03% | 53.8% | 85 | 11.76% | 1.6 |
|
| 4623 |
4623
Avalon Capital Management
Port Of Redwood City,
California
| $195M | -$3.62M | -2% | 11.3% | 163% | 60 | 23.33% | 2 |
|
| 4624 |
4624
Andesa Financial Management
Allentown,
Pennsylvania
| $195M | +$11.6M | +6% | 4.36% | 73.6% | 158 | 32.28% | 2.4 |
|
| 4625 |
4625
Samson Rock Capital
London,
United Kingdom
| $195M | +$78.3M | +67% | 7.83% | 166% | 29 | 93.1% | 0.2 |
|