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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5401 |
LCM
5401
Lynx1 Capital Management
San Juan,
Puerto Rico
| $153M | +$32.7M | +27% | 32.4% | 883% | 19 | 36.84% | 0.7 |
|
| 5402 |
5402
Treynor Bancshares
Treynor,
Iowa
| $153M | -$6.17M | -4% | 2.54% | 3.35% | 74 | 9.46% | 1.4 |
|
| 5403 |
AIA
5403
Arcadia Investment Advisors
Eagle,
Idaho
| $153M | +$7.18M | +5% | 4.8% | 56.4% | 98 | 18.37% | 3.2 |
|
| 5404 |
5404
Strategic Value Bank Partners
Cleveland,
Ohio
| $153M | -$18.1M | -11% | 11.3% | 98.1% | 27 | 7.41% | 1 |
|
| 5405 |
5405
Financial Connections Group
Corte Madera,
California
| $153M | +$11.7M | +8% | 5.04% | 44.4% | 293 | 24.91% | 1.1 |
|
| 5406 |
5406
Pacific Financial Group
Bellevue,
Washington
| $152M | +$19.8M | +15% | 5.51% | 61.1% | 57 | 7.02% | 5.5 |
|
| 5407 |
5407
Harrington Investments
Napa,
California
| $152M | +$7.56M | +5% | 7.02% | 109% | 80 | 2.5% | 4.6 |
|
| 5408 |
RWG
5408
Regal Wealth Group
Seal Beach,
California
| $152M | +$11.7M | +8% | 5.45% | 17% | 49 | 10.2% | 5.3 |
|
| 5409 |
5409
Oxinas Partners Wealth Management
Jeffersonville,
Indiana
| $152M | +$13.9M | +10% | 10.1% | 91.4% | 134 | 26.87% | 1.4 |
|
| 5410 |
5410
Green Alpha Advisors
Niwot,
Colorado
| $152M | +$9.8M | +7% | 6.2% | 316% | 153 | 1.96% | 1.9 |
|
| 5411 |
5411
Aubrey Capital Management
Edinburgh,
United Kingdom
| $152M | -$20M | -12% | 1.84% | 319% | 61 | 39.34% | 1.1 |
|
| 5412 |
5412
Carl P. Sherr & Co
Worcester,
Massachusetts
| $152M | +$12.8M | +9% | 6.42% | 68.8% | 120 | 9.17% | 2.4 |
|
| 5413 |
5413
Dunhill Financial
London,
United Kingdom
| $152M | – | – | 3.93% | 58.6% | 85 | – | 0 |
|
| 5414 |
5414
Orion Capital Management
Coronado,
California
| $152M | +$2.8M | +2% | 9.61% | 75.3% | 464 | 71.77% | 1.9 |
|
| 5415 |
5415
Colonial River Investments
Midlothian,
Virginia
| $152M | -$18.3M | -11% | 5.46% | 156% | 214 | 32.71% | 1.1 |
|
| 5416 |
5416
Miller Value Partners
Sarasota,
Florida
| $152M | -$1.45B | -91% | 5.88% | 133% | 94 | 55.32% | 1.6 |
|
| 5417 |
5417
Turiya Advisors Asia
Hong Kong
| $152M | -$248M | -62% | 5.03% | 247% | 4 | 50% | 1.4 |
|
| 5418 |
CL
5418
COWA LLC
Tulsa,
Oklahoma
| $152M | +$29.3M | +24% | 2.03% | 65.5% | 124 | 16.13% | 2 |
|
| 5419 |
5419
Sound Stewardship
Overland Park,
Kansas
| $152M | +$3.22M | +2% | 1.85% | 45.9% | 61 | 3.28% | 0.5 |
|
| 5420 |
VU
5420
Valence8 US
Cambridge,
Massachusetts
| $152M | -$18.3M | -11% | 4.23% | 69.9% | 15 | 20% | 0.4 |
|
| 5421 |
5421
325 Capital
New York
| $152M | +$37.3M | +33% | 14% | 226% | 9 | 0% | 1.1 |
|
| 5422 |
5422
Loudon Investment Management
West Lebanon,
New Hampshire
| $152M | +$7.31M | +5% | 4.13% | 61.6% | 93 | 3.23% | 5.2 |
|
| 5423 |
5423
WJ Interests
Sugar Land,
Texas
| $152M | +$7.08M | +5% | 2.68% | 55.2% | 17 | 41.18% | 0.5 |
|
| 5424 |
5424
Montis Financial
Waltham,
Massachusetts
| $152M | +$22.4M | +17% | 6.73% | 46% | 68 | 13.24% | 1.9 |
|
| 5425 |
5425
Graphene Investments SAS
Paris,
France
| $152M | +$2.13M | +1% | 7.96% | 103% | 46 | 2.17% | 0.5 |
|