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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4901 |
4901
Corbyn Investment Management
Lutherville,
Maryland
| $300M | -$42.1M | -12% | 5.8% | 71% | 66 | 7.58% | 5.6 |
|
| 4902 |
4902
Forum Private Client Group
Fishers,
Indiana
| $300M | +$6.64M | +2% | 0.76% | 47.9% | 83 | 6.02% | 1.9 |
|
| 4903 |
4903
Sykon Capital
Harrison,
New York
| $300M | -$11.6M | -4% | 0.21% | 63.7% | 126 | 36.51% | 1.2 |
|
| 4904 |
4904
Riverwater Partners
Milwaukee,
Wisconsin
| $300M | +$41.6M | +16% | 3.98% | 112% | 239 | 22.18% | 2.1 |
|
| 4905 |
4905
United Community Bank
Greenville,
South Carolina
| $300M | +$35.5M | +13% | 0.38% | 72.7% | 639 | 25.2% | 1.9 |
|
| 4906 |
4906
Amtrust Financial Services
New York
| $300M | -$15.9M | -5% | 4.07% | 61.9% | 15 | 0% | 3.9 |
|
| 4907 |
4907
PCA Investment Advisory Services
Cincinnati,
Ohio
| $300M | +$13.7M | +5% | 1.66% | 71.4% | 60 | 13.33% | 2.2 |
|
| 4908 |
4908
Riverview Capital Advisers
Boston,
Massachusetts
| $300M | -$30.8M | -9% | 5.49% | 84.8% | 96 | 15.63% | 2.5 |
|
| 4909 |
RL
4909
Rogco LP
Claremore,
Oklahoma
| $300M | -$2.47M | -0.8% | 0.69% | 53.3% | 219 | 12.79% | 1.9 |
|
| 4910 |
4910
Jackson Grant Investment Advisers
Stamford,
Connecticut
| $300M | -$4.21M | -1% | 0.5% | 54.3% | 400 | 1.75% | 5.1 |
|
| 4911 |
4911
Prodigy Asset Management
Omaha,
Nebraska
| $300M | +$14.7M | +5% | 3.12% | – | 28 | 14.29% | 0.9 |
|
| 4912 |
4912
Carlton Hofferkamp & Jenks Wealth Management
The Woodlands,
Texas
| $299M | +$138K | +0% | 0.78% | 63.9% | 149 | 10.74% | 6.4 |
|
| 4913 |
4913
Kimmeridge Energy Management
New York
| $299M | -$327M | -52% | 33.5% | 19.7% | 4 | 75% | 0.3 |
|
| 4914 |
4914
InterCapital
Austin,
Texas
| $299M | +$15.4M | +5% | 17.4% | – | 144 | 61.11% | 0.1 |
|
| 4915 |
4915
Goepper Burkhardt
Greenville,
South Carolina
| $299M | -$7.64M | -2% | 2.83% | 50.4% | 106 | 11.32% | 3.2 |
|
| 4916 |
4916
Corundum Group
Colorado Springs,
Colorado
| $299M | +$1.2M | +0.4% | 0.15% | 89.5% | 122 | 18.85% | 5.1 |
|
| 4917 |
4917
BHK Investment Advisors
Birmingham,
Alabama
| $299M | -$5.11M | -2% | 0.81% | 54.6% | 79 | 8.86% | 4.3 |
|
| 4918 |
4918
Juncture Wealth Strategies
Scottsdale,
Arizona
| $299M | -$4.6M | -2% | 0.65% | 76.5% | 146 | 17.12% | 3.1 |
|
| 4919 |
4919
Parkshore Wealth Management
Granite Bay,
California
| $299M | +$32.8M | +12% | 0.14% | – | 71 | 5.63% | 1.1 |
|
| 4920 |
4920
Kaydan Wealth Management
Fenton,
Michigan
| $299M | -$46.5M | -13% | 0.7% | 58% | 117 | 11.11% | 3.1 |
|
| 4921 |
4921
Buttonwood Financial Advisors
Baltimore,
Maryland
| $299M | -$1.13M | -0.4% | 1.65% | 73.4% | 109 | 5.5% | 3 |
|
| 4922 |
4922
Beacon Bridge Wealth Partners
Lower Gwynedd,
Pennsylvania
| $299M | -$2.24M | -0.7% | 1.94% | 52% | 107 | 14.02% | 2.1 |
|
| 4923 |
4923
Nepsis Inc
Minneapolis,
Minnesota
| $299M | -$25.1M | -8% | 3.45% | 131% | 32 | 15.63% | 4.3 |
|
| 4924 |
4924
Tieton Capital Management
Yakima,
Washington
| $299M | +$6.22M | +2% | 5.54% | 172% | 37 | 10.81% | 5.5 |
|
| 4925 |
4925
American Assets Inc
San Diego,
California
| $298M | -$17.5M | -6% | 8.03% | 49.9% | 33 | 36.36% | 2.5 |
|