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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5326 |
5326
Triatomic Management
Palo Alto,
California
| $149M | +$29.8M | +25% | 11.2% | – | 72 | 54.17% | 0.5 |
|
| 5327 |
5327
Altus Wealth Group
Colorado Springs,
Colorado
| $148M | +$16.8M | +13% | 6.65% | 76.7% | 152 | 20.39% | 1.5 |
|
| 5328 |
QCM
5328
Qsemble Capital Management
New York
| $148M | +$4.55M | +3% | 3.96% | 39.9% | 365 | 79.18% | 0.1 |
|
| 5329 |
5329
STF Management
Frisco,
Texas
| $148M | +$78.8M | +113% | 24.3% | 208% | 100 | 18% | 0.2 |
|
| 5330 |
PBF
5330
Petix & Botte Financial
La Mesa,
California
| $148M | – | – | 3.82% | 47.5% | 76 | – | 2.5 |
|
| 5331 |
5331
Palouse Capital Management
Spokane,
Washington
| $148M | -$1.3B | -90% | 3.52% | 67.8% | 85 | 24.71% | 3.1 |
|
| 5332 |
5332
Rainwater Charitable Foundation
Fort Worth,
Texas
| $148M | +$60.9M | +70% | 6.55% | 44% | 3 | 33.33% | 2.1 |
|
| 5333 |
5333
Eudaimonia Advisors
Winchester,
Tennessee
| $148M | +$320K | +0.2% | 3.62% | – | 169 | 22.49% | 1 |
|
| 5334 |
5334
Kessler Investment Group
Columbus,
Indiana
| $148M | +$53.7M | +57% | 11.3% | 251% | 189 | 17.99% | 2.4 |
|
| 5335 |
5335
Beaton Management Company
Haverhill,
Massachusetts
| $148M | -$952K | -0.6% | 4.66% | 95.9% | 130 | 5.38% | 4.3 |
|
| 5336 |
5336
AUA Capital Management
Camp Hill,
Pennsylvania
| $148M | +$805K | +0.5% | 7.03% | 70.2% | 350 | 74.86% | 5.3 |
|
| 5337 |
5337
Watershed Private Wealth
Oak Brook,
Illinois
| $148M | +$16.2M | +12% | 7.92% | 80.3% | 81 | 4.94% | 0.2 |
|
| 5338 |
5338
Nova R Wealth
Overland Park,
Kansas
| $148M | +$11.3M | +8% | 5.05% | 60.7% | 78 | 12.82% | 1.1 |
|
| 5339 |
5339
WJ Wealth Management
Glendale,
Arizona
| $148M | -$24.4M | -14% | 6.67% | 95.6% | 67 | 44.78% | 1.4 |
|
| 5340 |
CCP
5340
Crocodile Capital Partners
Ursensollen,
Germany
| $148M | +$21.6M | +17% | 0.13% | 126% | 6 | 0% | 0.3 |
|
| 5341 |
KLC
5341
Kent Lake Capital
Reno,
Nevada
| $148M | -$19.5M | -12% | 18.9% | 92.1% | 52 | 59.62% | 0.5 |
|
| 5342 |
5342
Vesey Street Capital Partners
New York
| $148M | +$39.3M | +36% | 36.2% | 47.8% | 1 | 0% | 1.3 |
|
| 5343 |
5343
Pensionfund DSM Netherlands
Sittard,
Netherlands
| $148M | +$4.11M | +3% | 2.15% | 36.9% | 78 | 6.41% | 6.3 |
|
| 5344 |
5344
Francis Financial
| $148M | +$40.1M | +37% | 5.77% | 56.2% | 45 | 15.56% | 1.7 |
|
| 5345 |
5345
Prairiewood Capital
Fargo,
North Dakota
| $148M | +$11.3M | +8% | 4.18% | 42.6% | 82 | 20.73% | 1.4 |
|
| 5346 |
APS
5346
American Planning Services
Sun City Center,
Florida
| $147M | +$47.4M | +47% | 2.68% | 23.8% | 33 | 39.39% | 0.7 |
|
| 5347 |
5347
Bellevue Asset Management
Bellevue,
Washington
| $147M | +$18.1M | +14% | 10.6% | 56.7% | 498 | 6.43% | 2.7 |
|
| 5348 |
DFS
5348
Dixon Fnancial Services
Lafayette,
California
| $147M | +$5.8M | +4% | 5.06% | 76.6% | 24 | 0% | 1.1 |
|
| 5349 |
5349
Stadium Capital Management
New Canaan,
Connecticut
| $147M | +$107K | +0.1% | 20.9% | 10.9% | 11 | 9.09% | 0.9 |
|
| 5350 |
5350
McCarthy Asset Management
Redwood Shores,
California
| $147M | +$3.96M | +3% | 3.63% | – | 34 | 0% | 1.9 |
|