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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5301 |
5301
Register Financial Advisors
Atlanta,
Georgia
| $254M | +$25.2M | +11% | 12% | 130% | 359 | 12.53% | 1.9 |
|
| 5302 |
5302
Owen LaRue
Elizabethtown,
Kentucky
| $254M | +$19M | +8% | 10.6% | 126% | 130 | 30% | 1.2 |
|
| 5303 |
5303
AYAL Capital Advisors
Toronto,
Ontario, Canada
| $254M | -$165M | -39% | 14.6% | – | 69 | 63.77% | 0.5 |
|
| 5304 |
5304
Texas Capital Bancshares
Dallas,
Texas
| $254M | -$22.4M | -8% | 9.11% | 175% | 420 | 81.43% | 0.8 |
|
| 5305 |
5305
Iridian Asset Management
Westport,
Connecticut
| $254M | -$34.6M | -12% | 8.69% | 88.4% | 46 | 15.22% | 4.1 |
|
| 5306 |
5306
HealthInvest Partners
Stockholm,
Sweden
| $254M | +$20.4M | +9% | 13.5% | – | 39 | 7.69% | 1.8 |
|
| 5307 |
5307
Intrepid Capital Management
Jacksonville Beach,
Florida
| $254M | +$7.74M | +3% | 7.48% | 70.2% | 118 | 13.56% | 2.3 |
|
| 5308 |
5308
Stone Run Capital
New York
| $254M | +$3.74M | +1% | 7.09% | 77.8% | 73 | 9.59% | 6.9 |
|
| 5309 |
5309
Firethorn Wealth Partners
Augusta,
Georgia
| $254M | +$23.2M | +10% | 7.8% | 75.1% | 194 | 13.92% | 2.2 |
|
| 5310 |
5310
Hutchens & Kramer Investment Management Group
Carmel,
Indiana
| $254M | +$35.7M | +16% | 6.29% | 83% | 187 | 22.46% | 1.8 |
|
| 5311 |
HCM
5311
Hall Capital Management
Barrington,
Rhode Island
| $254M | +$16.9M | +7% | 6.45% | – | 98 | 4.08% | 6.4 |
|
| 5312 |
WA
5312
Wealthstar Advisors
Plano,
Texas
| $254M | -$12.1M | -5% | 9.79% | – | 152 | 17.11% | 0.9 |
|
| 5313 |
5313
Eos Management LP
New York
| $254M | +$22.5M | +10% | 13.1% | 149% | 45 | 20% | 3 |
|
| 5314 |
5314
Findell Capital Management
New York
| $253M | +$48M | +23% | 50.7% | – | 20 | 65% | 0.6 |
|
| 5315 |
5315
Beta Wealth Group
San Diego,
California
| $253M | -$19.7M | -7% | 5.73% | 45.4% | 132 | 32.58% | 1.9 |
|
| 5316 |
5316
Waypoint Wealth Counsel
Atlanta,
Georgia
| $253M | +$51.5M | +26% | 9.36% | 111% | 297 | 45.12% | 0.9 |
|
| 5317 |
5317
GKV Capital Management
Walnut Creek,
California
| $253M | +$27.1M | +12% | 13.3% | – | 90 | 8.89% | 0.7 |
|
| 5318 |
5318
Gallacher Capital Management
Lone Tree,
Colorado
| $253M | +$36.8M | +17% | 5.03% | 82.8% | 359 | 39.28% | 1.3 |
|
| 5319 |
5319
Burns Matteson Capital Management
Corning,
New York
| $253M | +$45.9M | +22% | 14% | 137% | 244 | 43.03% | 1.5 |
|
| 5320 |
5320
Everpar Advisors
Tulsa,
Oklahoma
| $253M | +$32.8M | +15% | 8.56% | – | 290 | 13.1% | 1.3 |
|
| 5321 |
KHCM
5321
Kirtland Hills Capital Management
Bratenahl,
Ohio
| $253M | +$35.8M | +17% | 8.2% | – | 159 | 10.06% | 1.1 |
|
| 5322 |
5322
Azarias Capital Management
Berwyn,
Pennsylvania
| $252M | +$32.5M | +15% | 22.6% | 58.2% | 25 | 8% | 2.3 |
|
| 5323 |
5323
TAGStone Capital
Charlotte,
North Carolina
| $252M | +$10M | +4% | 6.12% | 58.3% | 120 | 8.33% | 2.3 |
|
| 5324 |
5324
Crux Wealth Advisors
Long Beach,
California
| $252M | +$17.5M | +7% | 6.18% | – | 172 | 6.4% | 0.7 |
|
| 5325 |
5325
West Oak Capital
Westlake Village,
California
| $252M | -$3.16M | -1% | 7.89% | 110% | 322 | 18.01% | 7.1 |
|