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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4776 |
TM
4776
TigerOak Management
Albuquerque,
New Mexico
| $259M | -$14.4M | -5% | 3.93% | – | 111 | 8.11% | 0.2 |
|
| 4777 |
4777
Tranquility Partners
Brentwood,
Tennessee
| $259M | -$6.96M | -3% | 2.84% | 77.3% | 213 | 7.04% | 3.7 |
|
| 4778 |
4778
Enterprise Bank & Trust
Lowell,
Massachusetts
| $259M | -$44.9M | -15% | 3.2% | 65.9% | 136 | 8.82% | 3.4 |
|
| 4779 |
4779
Cederberg Capital
London,
United Kingdom
| $259M | -$35.8M | -12% | 11% | 273% | 10 | 40% | 1.7 |
|
| 4780 |
4780
Yeomans Consulting Group
Marietta,
Georgia
| $259M | -$8.33M | -3% | 0.36% | – | 109 | 48.62% | 0.9 |
|
| 4781 |
4781
Long Path Partners
Stamford,
Connecticut
| $259M | -$49.9M | -16% | 12.5% | 9.18% | 11 | 9.09% | 1.8 |
|
| 4782 |
4782
MTM Investment Management
Spartanburg,
South Carolina
| $259M | -$1.24M | -0.5% | 0.49% | 87.7% | 287 | 9.76% | 3.1 |
|
| 4783 |
4783
Bear Mountain Capital
Seattle,
Washington
| $259M | +$1.74M | +0.7% | 0.3% | 43% | 348 | 50.86% | 0.6 |
|
| 4784 |
4784
West Oak Capital
Westlake Village,
California
| $259M | -$24.1M | -9% | 2.09% | 110% | 329 | 9.73% | 6.5 |
|
| 4785 |
4785
Bishop & Co Investment Management
Erie,
Pennsylvania
| $258M | -$3.69M | -1% | 1.57% | 53.7% | 25 | 0% | 6.1 |
|
| 4786 |
4786
Jackson Grant Investment Advisers
Stamford,
Connecticut
| $258M | -$1.6M | -0.6% | 0.25% | 54.3% | 398 | 5.03% | 4.5 |
|
| 4787 |
4787
Veracity Capital
Atlanta,
Georgia
| $258M | -$18.9M | -7% | 2.16% | 149% | 247 | 17% | 2.7 |
|
| 4788 |
4788
Royal Harbor Partners
Houston,
Texas
| $258M | -$6.68M | -3% | 1.57% | 54.6% | 50 | 20% | 1.9 |
|
| 4789 |
MS
4789
Madden Securities
Dallas,
Texas
| $258M | +$7.77M | +3% | 3.05% | 108% | 123 | 16.26% | 2.4 |
|
| 4790 |
4790
Colton Groome Financial Advisors
Asheville,
North Carolina
| $258M | -$3.94M | -2% | 0.18% | 65.8% | 136 | 22.06% | 2.3 |
|
| 4791 |
4791
Long Road Investment Counsel
Kalamazoo,
Michigan
| $258M | +$12.5M | +5% | 2.19% | 64.4% | 80 | 11.25% | 7.5 |
|
| 4792 |
4792
Roman Butler Fullerton & Co
St Louis,
Missouri
| $258M | -$57.6M | -18% | 1.54% | 134% | 252 | 21.43% | 3.3 |
|
| 4793 |
4793
Warren Street Wealth Advisors
Newport Beach,
California
| $258M | +$13.4M | +5% | 0.55% | 84.6% | 118 | 17.8% | 1.9 |
|
| 4794 |
4794
Clarus Group
Houston,
Texas
| $257M | -$23.7M | -8% | 1.82% | 67.5% | 108 | 15.74% | 2.5 |
|
| 4795 |
4795
Solitude Financial Services
Charlottesville,
Virginia
| $257M | +$29M | +13% | 3.61% | 62.4% | 39 | 20.51% | 2.6 |
|
| 4796 |
4796
Juncture Wealth Strategies
Scottsdale,
Arizona
| $257M | -$11M | -4% | 1.9% | 76.5% | 139 | 18.71% | 2.9 |
|
| 4797 |
4797
Team Hewins
Redwood City,
California
| $257M | +$1.68M | +0.7% | 0.45% | 60.5% | 40 | 15% | 1.2 |
|
| 4798 |
4798
Altrafin AG
Zurich,
| $257M | -$31.1M | -11% | 5.71% | 97.6% | 49 | 10.2% | 2.4 |
|
| 4799 |
4799
Whelan Financial
Fresno,
California
| $257M | +$2.77M | +1% | 2.65% | 64.6% | 68 | 20.59% | 1.5 |
|
| 4800 |
4800
First Citizens Asset Management
Raleigh,
North Carolina
| $257M | -$16.2M | -6% | 1.28% | 48.4% | 26 | 3.85% | 2.1 |
|