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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5226 |
5226
Daily Journal Corp
Los Angeles,
California
| $159M | -$4.89M | -3% | 2.89% | 108% | 4 | 0% | 7.9 |
|
| 5227 |
5227
Tieton Capital Management
Yakima,
Washington
| $159M | +$2.88M | +2% | 11.6% | 172% | 33 | 6.06% | 4.5 |
|
| 5228 |
5228
Dunhill Financial
London,
United Kingdom
| $159M | +$6.31M | +4% | 3.72% | 58.6% | 85 | 14.12% | 0.3 |
|
| 5229 |
5229
DB Wealth Management Group
San Diego,
California
| $158M | -$4.79M | -3% | 3.54% | 19% | 381 | 7.61% | 1.9 |
|
| 5230 |
5230
Peninsula Asset Management
Bradenton,
Florida
| $158M | -$11.3M | -7% | 5.01% | 44.1% | 41 | 0% | 7.7 |
|
| 5231 |
5231
John W. Brooker & Co
Oakland,
California
| $158M | +$3.71M | +2% | 3.54% | 43.4% | 68 | 5.88% | 2.9 |
|
| 5232 |
5232
Alpha Wave Global
New York
| $158M | +$5.51M | +4% | 4.17% | 226% | 35 | 40% | 1.8 |
|
| 5233 |
5233
Kestrel Investment Management
San Mateo,
California
| $158M | -$22.8M | -13% | 0.62% | 89.2% | 42 | 19.05% | 1.5 |
|
| 5234 |
5234
JGP Global Gestao de Recursos
Rio De Janeiro,
Brazil
| $158M | +$14.9M | +10% | 3.29% | 261% | 77 | 45.45% | 2.2 |
|
| 5235 |
MAS
5235
Madden Advisory Services
Jacksonville,
Florida
| $158M | +$3.58M | +2% | 4% | 52.3% | 86 | 10.47% | 5.4 |
|
| 5236 |
VU
5236
Valence8 US
Cambridge,
Massachusetts
| $158M | +$6.24M | +4% | 3.73% | 69.9% | 14 | 14.29% | 0.6 |
|
| 5237 |
5237
Birch Capital Management
Dallas,
Texas
| $158M | -$6.54M | -4% | 2.61% | 62% | 103 | 5.83% | 2.9 |
|
| 5238 |
5238
iSAM Funds (UK)
London,
United Kingdom
| $158M | +$46.1M | +41% | 4.28% | 53.7% | 352 | 86.65% | 0.1 |
|
| 5239 |
KFO
5239
Kopp Family Office
Bloomington,
Minnesota
| $158M | -$28.2M | -15% | 9.48% | 47.9% | 22 | 4.55% | 2.2 |
|
| 5240 |
5240
Alpha Financial Advisors
Charlotte,
North Carolina
| $158M | -$1.88M | -1% | 4.11% | 41.6% | 42 | 4.76% | 0.7 |
|
| 5241 |
5241
Buttonwood Financial Advisors
Baltimore,
Maryland
| $158M | -$1.72M | -1% | 2.54% | 73.4% | 103 | 9.71% | 1.1 |
|
| 5242 |
5242
Bond Capital Management
San Francisco,
California
| $158M | -$20.8M | -12% | 2.38% | 47.5% | 5 | 0% | 1.5 |
|
| 5243 |
5243
Treynor Bancshares
Treynor,
Iowa
| $158M | +$5.03M | +3% | 3.05% | 3.35% | 76 | 7.89% | 1.5 |
|
| 5244 |
5244
Altus Wealth Group
Colorado Springs,
Colorado
| $158M | -$5.25M | -3% | 3.25% | 76.7% | 142 | 13.38% | 1.9 |
|
| 5245 |
5245
Kercheville Advisors
San Antonio,
Texas
| $158M | -$7.56M | -5% | 0.6% | 261% | 79 | 10.13% | 1.9 |
|
| 5246 |
5246
Juniper Investment Company
New York
| $158M | +$49K | +0% | 2.03% | 358% | 10 | 10% | 3.1 |
|
| 5247 |
5247
Longitude (Cayman)
Grand Cayman,
Cayman Islands
| $157M | +$25.6M | +19% | 5.94% | – | 74 | 41.89% | 1.1 |
|
| 5248 |
5248
StrongBox Wealth
Lee's Summit,
Missouri
| $157M | -$1.42M | -0.9% | 2.51% | 57.8% | 87 | 10.34% | 2.4 |
|
| 5249 |
5249
Burns Matteson Capital Management
Corning,
New York
| $157M | -$5.73M | -4% | 4.07% | 137% | 180 | 47.22% | 1.1 |
|
| 5250 |
5250
Sterling Investment Advisors (Missouri)
Bolivar,
Missouri
| $157M | -$310K | -0.2% | 3.33% | 45.1% | 31 | 6.45% | 5.7 |
|