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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4826 |
MFC
4826
Mechanics Financial Corp
Mansfield,
Ohio
| $153M | -$13.2M | -8% | 6.83% | 81.6% | 236 | 5.08% | 0.7 |
|
| 4827 |
4827
Convergence Investment Partners
Palm Beach Gardens,
Florida
| $153M | -$12.1M | -7% | 4.2% | 284% | 258 | 44.57% | 2.7 |
|
| 4828 |
4828
Carmel Capital Management
Carmel,
California
| $153M | -$8.22M | -5% | 5.13% | 265% | 37 | 8.11% | 0.7 |
|
| 4829 |
4829
Madison Wealth Partners
Madison,
Wisconsin
| $153M | -$4.56M | -3% | 5.12% | 66.9% | 78 | 12.82% | 1.3 |
|
| 4830 |
4830
Missouri Trust & Investment Company
Springfield,
Missouri
| $153M | -$430K | -0.3% | 0.45% | 65.1% | 378 | 8.47% | 0.7 |
|
| 4831 |
HCM
4831
Hawkeye Capital Management
Miami Beach,
Florida
| $153M | -$30.3M | -17% | 7.8% | – | 33 | 15.15% | 0.7 |
|
| 4832 |
SCA
4832
Sander Capital Advisors
Seattle,
Washington
| $153M | +$49M | +47% | 3.47% | 113% | 16 | 31.25% | 2.2 |
|
| 4833 |
EAM
4833
Eukles Asset Management
Cincinnati,
Ohio
| $153M | -$5.34M | -3% | 3.94% | 77.2% | 226 | 1.77% | 2.7 |
|
| 4834 |
KLC
4834
Kent Lake Capital
Reno,
Nevada
| $153M | -$29.2M | -16% | 16.9% | 92.1% | 57 | 52.63% | 0.6 |
|
| 4835 |
TCM
4835
Tao Capital Management
San Francisco,
California
| $153M | +$8.04M | +6% | 11.5% | 314% | 17 | 0% | 1.5 |
|
| 4836 |
4836
Eclectic Associates
Fullerton,
California
| $152M | +$3.65M | +2% | 5.52% | 53.8% | 68 | 5.88% | 1.5 |
|
| 4837 |
4837
Powell Investment Advisors
Miami,
Florida
| $152M | -$12.5M | -8% | 5.25% | 82.4% | 146 | 17.12% | 1.9 |
|
| 4838 |
4838
St. Johns Investment Management
Jacksonville,
Florida
| $152M | -$4.97M | -3% | 4.61% | 80.9% | 184 | 4.89% | 5.2 |
|
| 4839 |
4839
Operose Advisors
Milwaukee,
Wisconsin
| $152M | +$10.1M | +7% | 6.22% | 68.8% | 351 | 16.24% | 0.6 |
|
| 4840 |
4840
PFG Private Wealth Management
Lutz,
Florida
| $152M | -$26M | -15% | 4.42% | 52.6% | 380 | 23.68% | 0.9 |
|
| 4841 |
4841
Augustine Asset Management
Jacksonville,
Florida
| $152M | -$10.7M | -7% | 5.54% | 316% | 94 | 11.7% | 3.4 |
|
| 4842 |
4842
Sitrin Capital Management
Century City,
California
| $152M | -$4.93M | -3% | 3.94% | 139% | 38 | 7.89% | 2.9 |
|
| 4843 |
4843
Logan Stone Capital
Chicago,
Illinois
| $152M | +$15.9M | +12% | 5.22% | 43.9% | 189 | 56.61% | 0.3 |
|
| 4844 |
4844
FirstPurpose Wealth
Orem,
Utah
| $152M | +$2.98M | +2% | 4.51% | – | 165 | 21.21% | 0.5 |
|
| 4845 |
4845
Legacy CG
Plano,
Texas
| $152M | +$6.48M | +4% | 3.53% | 61.2% | 130 | 70.77% | 0.4 |
|
| 4846 |
4846
First City Capital Management
Savannah,
Georgia
| $152M | -$10.8M | -7% | 6.41% | 76.5% | 166 | 10.24% | 5.4 |
|
| 4847 |
4847
Comprehensive Financial Consultants Institutional
Bloomington,
Indiana
| $152M | +$11M | +8% | 4.15% | 78% | 159 | 9.43% | 0.7 |
|
| 4848 |
4848
Verger Capital Management
Winston-Salem,
North Carolina
| $152M | +$17.2M | +13% | 5.57% | 58.3% | 30 | 13.33% | 2.8 |
|
| 4849 |
CL
4849
COWA LLC
Tulsa,
Oklahoma
| $152M | -$22.3M | -13% | 5.75% | 65.5% | 358 | 67.6% | 0.5 |
|
| 4850 |
4850
Kinloch Capital
Glen Allen,
Virginia
| $152M | -$3.64M | -2% | 4.98% | 63.4% | 74 | 14.86% | 1.3 |
|