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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5651 |
5651
O'Connor Financial Group
Quincy,
Illinois
| $133M | – | – | 3.96% | 48.4% | 51 | – | 0 |
|
| 5652 |
5652
Jackson Wealth Management
Lake Mary,
Florida
| $133M | -$139M | -51% | 4.15% | 72.1% | 175 | 76.57% | 0.5 |
|
| 5653 |
5653
Capstone Triton Financial Group
Oklahoma City,
Oklahoma
| $133M | +$8.23M | +7% | 9.08% | – | 107 | 10.28% | 1.3 |
|
| 5654 |
RHDIC
5654
R.H. Dinel Investment Counsel
Los Angeles,
California
| $133M | +$21.1M | +19% | 7.16% | 55.9% | 53 | 3.77% | 7 |
|
| 5655 |
5655
Tacita Capital
Toronto,
Ontario, Canada
| $133M | -$550K | -0.4% | 3.72% | 72.3% | 200 | 8% | 1.9 |
|
| 5656 |
FP
5656
Factorial Partners
Mt. Kisco,
New York
| $133M | +$2.06M | +2% | 4.63% | 88.7% | 96 | 17.71% | 2.6 |
|
| 5657 |
5657
Decatur Capital Management
Decatur,
Georgia
| $133M | -$6.11M | -4% | 16.8% | 135% | 60 | 3.33% | 3 |
|
| 5658 |
5658
Pacific Financial Group
Bellevue,
Washington
| $133M | -$609K | -0.5% | 5.34% | 61.1% | 56 | 10.71% | 5.6 |
|
| 5659 |
5659
Addison Capital
Conshohocken,
Pennsylvania
| $133M | -$26.4M | -17% | 8.65% | 59.7% | 132 | 24.24% | 4.4 |
|
| 5660 |
5660
Nierenberg Investment Management Company
Camas,
Washington
| $133M | -$113K | -0.1% | 6.8% | 135% | 44 | 31.82% | 1.4 |
|
| 5661 |
5661
Seelaus Asset Management
Chatham,
New Jersey
| $133M | -$785K | -0.6% | 7.01% | 134% | 230 | 24.78% | 2.4 |
|
| 5662 |
5662
TLW Wealth Management
Indian Rocks Beach,
Florida
| $133M | +$9.02M | +7% | 9.24% | 98.3% | 20 | 0% | 2.8 |
|
| 5663 |
5663
Crestwood Capital Management
New York
| $133M | +$16.1M | +14% | 18.4% | 203% | 14 | 14.29% | 2.5 |
|
| 5664 |
5664
Kensington Investment Counsel
Long Beach,
California
| $132M | +$5.21M | +4% | 7.42% | 81.9% | 84 | 4.76% | 2 |
|
| 5665 |
5665
Rise Advisors
Rochester,
New York
| $132M | +$8M | +6% | 5.17% | 62.8% | 830 | 10.24% | 1.1 |
|
| 5666 |
5666
New Republic Capital
Charlotte,
North Carolina
| $132M | +$5.68M | +4% | 5.35% | 91.4% | 237 | 29.54% | 0.2 |
|
| 5667 |
5667
Alpine Peaks Capital
New York
| $132M | +$8.89M | +7% | 11.3% | 24.3% | 26 | 15.38% | 1.1 |
|
| 5668 |
HM
5668
Harvest Management
New York
| $132M | +$35.7M | +37% | 22.2% | 610% | 78 | 79.49% | 0.4 |
|
| 5669 |
5669
Heartland Bank & Trust
Bloomington,
Illinois
| $132M | -$3.19M | -2% | 11% | 105% | 151 | 32.45% | 0.8 |
|
| 5670 |
5670
JNE Partners
London,
United Kingdom
| $132M | -$12.3M | -9% | 11.5% | 100% | 10 | 40% | 1.4 |
|
| 5671 |
5671
Greenstone Partners & Co
Larkspur,
California
| $132M | +$25.3M | +24% | 19.3% | 527% | 11 | 9.09% | 1.6 |
|
| 5672 |
5672
FinDec Wealth Services
Stockton,
California
| $132M | +$11.2M | +9% | 5.18% | 52.7% | 44 | 9.09% | 0.2 |
|
| 5673 |
5673
Lugano Financial Advisors SA (LFA)
Lugano,
Switzerland
| $132M | -$2.7M | -2% | 5.05% | 51.3% | 119 | 8.4% | 2.6 |
|
| 5674 |
5674
Econ Financial Services
Harrisburg,
Pennsylvania
| $132M | +$33.4M | +34% | 2.28% | 16.9% | 111 | 77.48% | 0.3 |
|
| 5675 |
5675
Unison Asset Management
North Miami Beach,
Florida
| $132M | +$11.4M | +9% | 9.19% | 81.4% | 34 | 5.88% | 1.7 |
|