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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5951 |
5951
Strategic Vision Investment
Hong Kong
| $157M | -$76.3M | -33% | 13.9% | 95.6% | 27 | 74.07% | 0.4 |
|
| 5952 |
5952
Intrepid Capital Management
Jacksonville Beach,
Florida
| $157M | +$2.74M | +2% | 1.04% | 70.2% | 104 | 17.31% | 2.2 |
|
| 5953 |
5953
SCP Investment
Orinda,
California
| $157M | -$1.95M | -1% | 3.15% | 32.8% | 63 | 38.1% | 1.2 |
|
| 5954 |
5954
Gridiron Partners
Wexford,
Pennsylvania
| $157M | +$160K | +0.1% | 0.4% | 15.5% | 63 | 0% | 0.5 |
|
| 5955 |
5955
HFG Wealth Management
The Woodlands,
Texas
| $157M | -$12.9M | -8% | 0.72% | 45.9% | 43 | 23.26% | 0.9 |
|
| 5956 |
5956
Round Hill Asset Management
Pasadena,
California
| $157M | -$8.41M | -5% | 0.57% | 43.2% | 63 | 6.35% | 5.2 |
|
| 5957 |
5957
Olistico Wealth
Tulsa,
Oklahoma
| $157M | +$18.2M | +13% | 6.18% | 108% | 305 | 67.54% | 0.4 |
|
| 5958 |
5958
Foresite Capital Management V
Larkspur,
California
| $157M | +$50.1M | +47% | 0.79% | 401% | 7 | 57.14% | 1.4 |
|
| 5959 |
5959
First National Bank of Hutchinson
Hutchinson,
Kansas
| $157M | +$6.91M | +5% | 4.92% | 121% | 102 | 18.63% | 4.1 |
|
| 5960 |
5960
Mid-American Wealth Advisory Group
Kansas City,
Missouri
| $157M | +$8.34M | +6% | 0.24% | 14.4% | 60 | 25% | 1.2 |
|
| 5961 |
5961
Miller Value Partners
Sarasota,
Florida
| $157M | +$209K | +0.1% | 2.88% | 133% | 32 | 15.63% | 2.4 |
|
| 5962 |
5962
General Partner Inc
Pittsburgh,
Pennsylvania
| $157M | -$2.66M | -2% | 3.98% | 83.1% | 173 | 6.36% | 1.1 |
|
| 5963 |
MFG
5963
MTM Financial Group
Bethlehem,
Pennsylvania
| $157M | +$6.02M | +4% | 1.14% | 36.5% | 71 | 9.86% | 1.4 |
|
| 5964 |
5964
Granite FO LLC
Bedford,
New Hampshire
| $156M | -$13.7M | -8% | 0.15% | 112% | 202 | 75.74% | 1.5 |
|
| 5965 |
5965
Heronetta Management
New York
| $156M | +$1.46M | +0.9% | 0.84% | 59.7% | 23 | 0% | 6.7 |
|
| 5966 |
5966
Hara Capital
Bellevue,
Washington
| $156M | -$10.3M | -6% | 2.19% | – | 141 | 8.51% | 0.5 |
|
| 5967 |
5967
Arrowroot Family Office
Marina Del Rey,
California
| $156M | +$189K | +0.1% | 1.08% | – | 127 | 8.66% | 1.1 |
|
| 5968 |
RHDIC
5968
R.H. Dinel Investment Counsel
Los Angeles,
California
| $156M | -$133K | -0.1% | 1.67% | 55.9% | 54 | 18.52% | 8.6 |
|
| 5969 |
ASBI
5969
American State Bank (Iowa)
Sioux Center,
Iowa
| $156M | +$7.15M | +5% | 5.76% | 138% | 126 | 6.35% | 3.3 |
|
| 5970 |
5970
Tenzing Global Management
San Francisco,
California
| $156M | +$46.1M | +42% | 7.07% | 273% | 23 | 65.22% | 0.9 |
|
| 5971 |
5971
Toronado Partners
San Francisco,
California
| $156M | -$24.5M | -14% | 7.51% | 158% | 11 | 9.09% | 2.5 |
|
| 5972 |
5972
Gray Private Wealth
Canton,
Massachusetts
| $156M | +$4.12M | +3% | 2.62% | – | 39 | 5.13% | 0.2 |
|
| 5973 |
5973
Armstrong Fleming & Moore
Washington,
District of Columbia
| $156M | +$11.5M | +8% | 10.7% | 124% | 97 | 8.25% | 0.9 |
|
| 5974 |
CAM
5974
Crown Advisors Management
Larkspur,
California
| $156M | -$9.23M | -6% | 2.26% | 284% | 47 | 21.28% | 2.4 |
|
| 5975 |
RWIA
5975
Roger Wittlin Investment Advisory
San Francisco,
California
| $156M | +$13.2M | +9% | 1.71% | 61.3% | 50 | 10% | 1.2 |
|