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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4876 |
DVF
4876
Discovery Value Fund
Singapore
| $182M | -$14.7M | -7% | 0.05% | 210% | 7 | 28.57% | 1.4 |
|
| 4877 |
4877
Accuvest Global Advisors
Provo,
Utah
| $182M | -$12.8M | -7% | 1.22% | 130% | 132 | 33.33% | 1.3 |
|
| 4878 |
HCA
4878
Hyperion Capital Advisors
New York
| $182M | -$1.83M | -1% | 0.68% | 86.1% | 66 | 13.64% | 2.3 |
|
| 4879 |
CWM
4879
Capital Wealth Management
W. Warwick,
Rhode Island
| $182M | -$1.35M | -0.7% | 3.03% | 51.3% | 41 | 0% | 2.4 |
|
| 4880 |
4880
Bank OZK
Little Rock,
Arkansas
| $182M | -$27.8M | -13% | 2.43% | 112% | 155 | 14.84% | 5.6 |
|
| 4881 |
4881
Selective Wealth Management
Forest,
Virginia
| $182M | -$18.4M | -9% | 1.42% | 74.4% | 119 | 26.89% | 2.8 |
|
| 4882 |
4882
Sycamore Partners Management
New York
| $182M | -$49.4M | -21% | 21.4% | 31.8% | 1 | 0% | 1.8 |
|
| 4883 |
4883
Patient Square Capital
Menlo Park,
California
| $182M | -$23.4M | -11% | 2.31% | 329% | 2 | 0% | 0.8 |
|
| 4884 |
4884
Mayport LLC
Newton,
Massachusetts
| $182M | +$5.09M | +3% | 2.83% | 57% | 69 | 5.8% | 1.4 |
|
| 4885 |
4885
Palumbo Wealth Management
Great Neck,
New York
| $182M | +$18.3M | +11% | 3.67% | 115% | 120 | 15.83% | 1.7 |
|
| 4886 |
MFC
4886
Mechanics Financial Corp
Mansfield,
Ohio
| $182M | -$2.22M | -1% | 0.5% | 81.6% | 219 | 1.37% | 1.7 |
|
| 4887 |
4887
Eagle Capital Management (Louisiana)
Mandeville,
Louisiana
| $182M | +$2.84M | +2% | 2.33% | 103% | 34 | 5.88% | 4.9 |
|
| 4888 |
4888
Ferguson Shapiro
Decatur,
Georgia
| $182M | +$28.9M | +19% | 2.77% | 42.7% | 34 | 32.35% | 1.3 |
|
| 4889 |
4889
Two Point Capital Management
Pittsford,
New York
| $182M | -$10.2M | -5% | 3.2% | – | 22 | 0% | 0.8 |
|
| 4890 |
4890
Brown Shipley & Co
London,
United Kingdom
| $181M | -$62.7M | -26% | 1.79% | 125% | 125 | 31.2% | 0.5 |
|
| 4891 |
4891
City State Bank
Norwalk,
Iowa
| $181M | -$3.85M | -2% | 3.5% | 79.1% | 712 | 4.49% | 1.5 |
|
| 4892 |
4892
Tenzing Global Management
San Francisco,
California
| $181M | -$10.3M | -5% | 7.52% | 273% | 17 | 23.53% | 1.4 |
|
| 4893 |
4893
Shaker Investments
Cleveland,
Ohio
| $181M | -$14.6M | -7% | 3.81% | 205% | 96 | 22.92% | 3.2 |
|
| 4894 |
4894
Investors Asset Management of Georgia
Atlanta,
Georgia
| $181M | -$12.6M | -7% | 3.83% | 118% | 172 | 8.14% | 6 |
|
| 4895 |
4895
American Trust Investment Advisors
Lebanon,
New Hampshire
| $181M | +$2.63M | +1% | 1.33% | 91% | 88 | 14.77% | 3.5 |
|
| 4896 |
4896
Beacon Financial Advisory
Cleveland,
Ohio
| $181M | +$6.83M | +4% | 3.63% | 76.8% | 234 | 10.26% | 2.4 |
|
| 4897 |
4897
Texas Capital Bancshares
Dallas,
Texas
| $181M | +$996K | +0.6% | 2.95% | 175% | 93 | 12.9% | 3 |
|
| 4898 |
4898
Rockingstone Advisors
Great Barrington,
Massachusetts
| $181M | +$3.7M | +2% | 2.62% | 114% | 116 | 9.48% | 0.7 |
|
| 4899 |
4899
Whetstone Capital Advisors
Shawnee Mission,
Kansas
| $181M | +$1.58M | +0.9% | 0.99% | 282% | 42 | 28.57% | 1.5 |
|
| 4900 |
4900
Caldwell Sutter Capital
Sausalito,
California
| $181M | -$10.1M | -5% | 2.71% | 79.5% | 908 | 6.39% | 0.5 |
|