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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5601 |
5601
Palouse Capital Management
Spokane,
Washington
| $143M | -$5.26M | -4% | 2.38% | 67.8% | 75 | 10.67% | 3.2 |
|
| 5602 |
5602
FinDec Wealth Services
Stockton,
California
| $143M | +$10.7M | +8% | 4.09% | 47.6% | 45 | 4.44% | 0.5 |
|
| 5603 |
5603
Corrado Advisors
Ramsey,
New Jersey
| $143M | -$7.51M | -5% | 2.19% | 64% | 118 | 27.97% | 2.9 |
|
| 5604 |
RHDIC
5604
R.H. Dinel Investment Counsel
Los Angeles,
California
| $143M | +$10M | +8% | 7.52% | 55.9% | 53 | 0% | 7.3 |
|
| 5605 |
5605
HPS Investment Partners
New York
| $143M | -$6.04M | -4% | 2.82% | 55.9% | 8 | 0% | 1.4 |
|
| 5606 |
ORC
5606
O'Rourke & Company
Boston,
Massachusetts
| $143M | +$11.4M | +9% | 6.5% | 71.9% | 138 | 8.7% | 1.2 |
|
| 5607 |
5607
Financial Freedom LLC
Cincinnati,
Ohio
| $143M | +$5.3M | +4% | 5.41% | 72% | 411 | 3.16% | 0.5 |
|
| 5608 |
5608
ETF Store
Overland Park,
Kansas
| $143M | +$11.4M | +9% | 3.75% | 61% | 99 | 13.13% | 1.2 |
|
| 5609 |
5609
BHZ Capital Management
San Jose,
California
| $143M | -$72.9M | -34% | 6.61% | 3.24% | 121 | 49.59% | 3 |
|
| 5610 |
5610
Alpine Peaks Capital
New York
| $143M | +$10.1M | +8% | 8.25% | 24.3% | 23 | 0% | 1.3 |
|
| 5611 |
5611
Jackson Hill Advisors
Houston,
Texas
| $142M | +$18.2M | +15% | 14.7% | 61.2% | 11 | 9.09% | 1.1 |
|
| 5612 |
5612
Intrepid Capital Management
Jacksonville Beach,
Florida
| $142M | +$26.9M | +23% | 4.69% | 70.2% | 243 | 68.72% | 0.7 |
|
| 5613 |
GPC
5613
Guardian Point Capital
Charlottesville,
Virginia
| $142M | +$20.9M | +17% | 14.3% | 142% | 8 | 37.5% | 2.4 |
|
| 5614 |
5614
CoreFirst Bank & Trust
Topeka,
Kansas
| $142M | +$4.71M | +3% | 4.86% | 61.4% | 381 | 10.24% | 2.1 |
|
| 5615 |
5615
Brooks Moore & Associates
Chattanooga,
Tennessee
| $142M | +$2.86M | +2% | 3.74% | 63.7% | 86 | 5.81% | 3.6 |
|
| 5616 |
5616
Working Capital Advisors (UK)
London,
United Kingdom
| $142M | +$72M | +103% | 10.2% | 24.8% | 4 | 0% | 0.8 |
|
| 5617 |
5617
Kessler Investment Group
Columbus,
Indiana
| $142M | -$6.13M | -4% | 11.4% | 251% | 193 | 19.69% | 2.4 |
|
| 5618 |
CCM
5618
Conway Capital Management
Burbank,
California
| $142M | +$20.4M | +17% | 19.4% | 139% | 51 | 19.61% | 1.8 |
|
| 5619 |
5619
Ranch Capital Advisors
Sarasota,
Florida
| $142M | +$5.43M | +4% | 6.69% | 92.6% | 152 | 9.21% | 2.6 |
|
| 5620 |
5620
Gator Capital Management
Tampa,
Florida
| $142M | +$13M | +10% | 7.05% | 245% | 70 | 18.57% | 2.2 |
|
| 5621 |
5621
Westwood Wealth Management
Los Angeles,
California
| $142M | +$29.7M | +27% | 26.3% | 425% | 48 | 14.58% | 1.2 |
|
| 5622 |
5622
Lagoda Investment Management
New York
| $142M | +$1.11M | +0.8% | 6.55% | 250% | 43 | 4.65% | 5 |
|
| 5623 |
5623
Trivant Custom Portfolio Group
San Diego,
California
| $142M | +$1.85M | +1% | 4.34% | 86.1% | 237 | 24.47% | 0.2 |
|
| 5624 |
5624
Evolution Advisers
Richmond,
Virginia
| $142M | +$2.59M | +2% | 3.26% | 40.8% | 167 | 5.99% | 1.3 |
|
| 5625 |
5625
Melone Private Wealth
Auburn Hills,
Michigan
| $142M | +$10.7M | +8% | 1.56% | 30.4% | 53 | 1.89% | 1.4 |
|