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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5376 |
5376
Texas Capital Bancshares
Dallas,
Texas
| $124M | -$8.86M | -7% | 4.28% | 175% | 80 | 11.25% | 2.7 |
|
| 5377 |
5377
Piper Sandler & Co
Minneapolis,
Minnesota
| $124M | +$13.6M | +12% | 0.43% | 0.04% | 50 | 28% | 0.4 |
|
| 5378 |
5378
626 Financial
Portage,
Michigan
| $123M | -$8.47M | -6% | 3.84% | 71.3% | 108 | 15.74% | 1.3 |
|
| 5379 |
5379
Motive Wealth Advisors
Birmingham,
Michigan
| $123M | -$3.39M | -3% | 6.17% | 66% | 90 | 47.78% | 0.9 |
|
| 5380 |
5380
Kathleen S. Wright Associates
Pittsburgh,
Pennsylvania
| $123M | +$4.45M | +4% | 5.36% | 66% | 197 | 24.87% | 0.6 |
|
| 5381 |
5381
GraniteShares Advisors
New York
| $123M | -$13M | -10% | 4.45% | 86.2% | 154 | 24.03% | 0.6 |
|
| 5382 |
5382
Applied Fundamental Research
Cambridge,
Massachusetts
| $123M | -$56M | -31% | 18.8% | 44.6% | 10 | 0% | 1.6 |
|
| 5383 |
SCM
5383
Stonehill Capital Management
New York
| $123M | -$27.2M | -18% | 13.3% | 117% | 16 | 25% | 1.2 |
|
| 5384 |
5384
Corrado Advisors
Ramsey,
New Jersey
| $123M | -$17.5M | -12% | 6.57% | 64% | 117 | 17.09% | 2.5 |
|
| 5385 |
5385
Highline Wealth Partners
Sherman Oaks,
California
| $123M | – | – | 4.9% | 93.8% | 326 | – | 0 |
|
| 5386 |
5386
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
Warsaw,
| $123M | -$32.7M | -21% | 4.91% | 215% | 68 | 10.29% | 1.6 |
|
| 5387 |
BCFD
5387
Boit C.F. David
| $123M | – | – | 6.1% | 75.4% | 109 | – | 1.2 |
|
| 5388 |
5388
Intrepid Capital Management
Jacksonville Beach,
Florida
| $123M | -$3.13M | -2% | 2.83% | 70.2% | 79 | 30.38% | 1.8 |
|
| 5389 |
5389
Otter Creek Advisors
Palm Beach Gardens,
Florida
| $123M | -$26.5M | -18% | 0.18% | 173% | 61 | 60.66% | 0.8 |
|
| 5390 |
5390
Mayport LLC
Newton,
Massachusetts
| $123M | +$1.2M | +1% | 4.86% | 57% | 55 | 9.09% | 0.7 |
|
| 5391 |
KFO
5391
Kopp Family Office
Bloomington,
Minnesota
| $123M | -$19.5M | -14% | 12.5% | 47.9% | 14 | 0% | 2.1 |
|
| 5392 |
5392
One Plus One Wealth Management
Jupiter,
Florida
| $123M | -$9.07M | -7% | 6.25% | 71.9% | 105 | 27.62% | 1.1 |
|
| 5393 |
5393
Nova R Wealth
Overland Park,
Kansas
| $123M | +$1.19M | +1% | 5.29% | 54.5% | 74 | 9.46% | 0.7 |
|
| 5394 |
5394
Delta Capital Management
Red Bank,
New Jersey
| $123M | -$10.2M | -8% | 6.54% | 129% | 78 | 1.28% | 5.8 |
|
| 5395 |
5395
Ridgecrest Wealth Partners
Mill Valley,
California
| $123M | -$14.8M | -11% | 5.22% | 103% | 109 | 12.84% | 1.3 |
|
| 5396 |
MI
5396
Moneywise Inc
Forest,
Virginia
| $123M | -$5.76M | -4% | 4.29% | 58% | 51 | 9.8% | 3.3 |
|
| 5397 |
5397
Founders Capital Management (Texas)
Houston,
Texas
| $123M | -$4.33M | -3% | 5.64% | 131% | 423 | 10.87% | 3 |
|
| 5398 |
MWA
5398
Miller Wealth Advisors
Ridgeway,
Colorado
| $123M | +$2.08M | +2% | 0.01% | 117% | 112 | 38.39% | 0.6 |
|
| 5399 |
5399
Hutchens & Kramer Investment Management Group
Carmel,
Indiana
| $122M | -$13.2M | -10% | 4.87% | 83% | 115 | 27.83% | 0.7 |
|
| 5400 |
5400
Financial Avengers
Oakland,
California
| $122M | -$1M | -0.8% | 1.13% | 108% | 158 | 6.33% | 1.6 |
|