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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4926 |
4926
Campbell Capital Management
Miami,
Florida
| $255M | +$3.17M | +1% | 4.43% | – | 99 | 62.63% | 1 |
|
| 4927 |
4927
UG Investment Advisers
Taipei,
Taiwan
| $255M | -$10.7M | -4% | 9.45% | 183% | 11 | 18.18% | 1.4 |
|
| 4928 |
4928
von Borstel & Associates
The Dalles,
Oregon
| $255M | +$78.9M | +45% | 2.74% | – | 38 | 5.26% | 0.2 |
|
| 4929 |
SVCM
4929
Saturn V Capital Management
Austin,
Texas
| $255M | -$24.4M | -9% | 8.04% | 1,083% | 30 | 36.67% | 0.8 |
|
| 4930 |
4930
Leisure Capital Management
Costa Mesa,
California
| $255M | +$21.3M | +9% | 1.77% | 111% | 155 | 18.06% | 5 |
|
| 4931 |
4931
Pinnacle Financial Group
Western Springs,
Illinois
| $255M | +$141K | +0.1% | 2.58% | 59.1% | 84 | 4.76% | 2 |
|
| 4932 |
4932
Centennial Wealth Advisory
Traverse City,
Michigan
| $255M | -$1.5M | -0.6% | 1.37% | 63% | 155 | 12.9% | 1.7 |
|
| 4933 |
4933
Baker Tilly Wealth Management
Madison,
Wisconsin
| $255M | +$29M | +13% | 4.14% | 96.9% | 251 | 12.35% | 3 |
|
| 4934 |
4934
Private Wealth Advisors (California)
Fresno,
California
| $255M | -$6.07M | -2% | 4.07% | 63.6% | 93 | 19.35% | 3.1 |
|
| 4935 |
4935
Situational Awareness
San Francisco,
California
| $255M | – | – | 24.6% | – | 6 | – | 0 |
|
| 4936 |
4936
Wittenberg Investment Management
Carlisle,
Massachusetts
| $255M | -$56.8M | -18% | 4.74% | 89.9% | 82 | 12.2% | 5.2 |
|
| 4937 |
4937
Malaga Cove Capital
Pv Estates,
California
| $255M | +$6.12M | +2% | 3.09% | 97.3% | 208 | 20.67% | 2.3 |
|
| 4938 |
4938
Lavaca Capital
Houston,
Texas
| $255M | +$19.7M | +8% | 3.22% | 46.5% | 309 | 65.05% | 0.8 |
|
| 4939 |
4939
Sandy Cove Advisors
Hingham,
Massachusetts
| $255M | +$9.39M | +4% | 2.1% | 78% | 130 | 8.46% | 2 |
|
| 4940 |
4940
Selway Asset Management
| $255M | -$1.4M | -0.5% | 2.01% | 36.5% | 82 | 13.41% | 5.4 |
|
| 4941 |
4941
Stone Run Capital
New York
| $255M | -$14.1M | -5% | 1.93% | 77.8% | 70 | 2.86% | 6.9 |
|
| 4942 |
4942
Whelan Financial
Fresno,
California
| $254M | +$11.5M | +5% | 0.97% | 64.6% | 60 | 30% | 1.5 |
|
| 4943 |
4943
Wind River Trust Company
Jackson,
Wyoming
| $254M | -$5.61M | -2% | 0.79% | 62.1% | 9 | 0% | 9.4 |
|
| 4944 |
4944
Castle Wealth Management
West Palm Beach,
Florida
| $254M | +$3.7M | +1% | 0.46% | 53.6% | 124 | 7.26% | 1.9 |
|
| 4945 |
4945
Montgomery Investment Management
Rockville,
Maryland
| $254M | -$22.2M | -8% | 4.2% | 105% | 93 | 6.45% | 7.3 |
|
| 4946 |
4946
Duncan Williams Asset Management
Memphis,
Tennessee
| $254M | +$72.5M | +40% | 2.45% | – | 153 | 20.26% | 0.4 |
|
| 4947 |
4947
Rakuten Securities
Tokyo,
Japan
| $254M | +$23.9M | +10% | 34.1% | 999% | 828 | 22.1% | 0.7 |
|
| 4948 |
4948
Argyle Capital Management
Center Valley,
Pennsylvania
| $254M | +$2.65M | +1% | 2.8% | 106% | 129 | 5.43% | 8.6 |
|
| 4949 |
4949
Juniper Investment Company
New York
| $254M | +$14.3M | +6% | 7.48% | 358% | 14 | 28.57% | 2.9 |
|
| 4950 |
4950
Joseph Group Capital Management
Columbus,
Ohio
| $254M | -$7.74M | -3% | 1.08% | 64.3% | 89 | 13.48% | 2 |
|