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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6476 |
6476
Harrington Investments
Napa,
California
| $206M | +$16.4M | +9% | 23.3% | 109% | 85 | 4.71% | 6.7 |
|
| 6477 |
CC
6477
Corsicana & Co
Corsicana,
Texas
| $206M | +$48.5M | +31% | 14% | – | 334 | 24.85% | 2.9 |
|
| 6478 |
6478
Stephens Group
Little Rock,
Arkansas
| $206M | +$34.8M | +20% | 32.4% | 45% | 4 | 0% | 3.3 |
|
| 6479 |
6479
Cassia Capital Partners
Winston Salem,
North Carolina
| $206M | +$11.9M | +6% | 8.41% | 55% | 71 | 8.45% | 2.9 |
|
| 6480 |
6480
Lexington Hill Partners
Dallas,
Texas
| $206M | +$29.6M | +17% | 8.7% | – | 91 | 29.67% | 0.4 |
|
| 6481 |
6481
Golden Road Advisors
Tampa,
Florida
| $206M | +$32.6M | +19% | 16.8% | – | 68 | 23.53% | 1.5 |
|
| 6482 |
TM
6482
TFJ Management
Somerville,
Massachusetts
| $206M | +$64.7M | +46% | 14.3% | – | 16 | 37.5% | 0.6 |
|
| 6483 |
6483
Galaxy Digital Capital Management
New York
| $206M | +$112M | +118% | 54.2% | – | 85 | 57.65% | 0.4 |
|
| 6484 |
6484
Creek Drive Management Group
San Francisco,
California
| $206M | -$233M | -53% | 50.2% | – | 61 | 34.43% | 0.3 |
|
| 6485 |
6485
Flight Deck Capital
San Francisco,
California
| $206M | +$68.5M | +50% | 47.6% | 379% | 11 | 9.09% | 1.5 |
|
| 6486 |
LC
6486
Lalia Capital
New York
| $206M | +$47.5M | +30% | 1.36% | – | 15 | 13.33% | 0.3 |
|
| 6487 |
6487
Sachetta
Lynnfield,
Massachusetts
| $206M | +$21.3M | +12% | 13.9% | – | 1,235 | 30.12% | 1.7 |
|
| 6488 |
6488
Foresight Capital Management Advisors
Saline,
Michigan
| $206M | +$26M | +14% | 17% | 100% | 104 | 30.77% | 1.7 |
|
| 6489 |
6489
First City Capital Management
Savannah,
Georgia
| $206M | +$16.8M | +9% | 10.8% | 86.4% | 168 | 7.14% | 6.6 |
|
| 6490 |
6490
Allen Wealth Management
Boone,
North Carolina
| $205M | +$5.55M | +3% | 7.78% | 60.3% | 63 | 11.11% | 2 |
|
| 6491 |
6491
Spring Capital Management
Amarillo,
Texas
| $205M | +$7.56M | +4% | 6.46% | 73.6% | 56 | 14.29% | 2.5 |
|
| 6492 |
6492
WESPAC Advisors
Orinda,
California
| $205M | +$22.5M | +12% | 18.6% | 126% | 235 | 39.15% | 1.3 |
|
| 6493 |
6493
Treasure Coast Financial Planning
Vero Beach,
Florida
| $205M | +$10.7M | +6% | 5.92% | 32.6% | 53 | 18.87% | 2.7 |
|
| 6494 |
6494
American Airlines Group
Fort Worth,
Texas
| $205M | +$30.5M | +18% | 17.5% | – | 1 | 0% | 0.5 |
|
| 6495 |
6495
Lowery Thomas LLC
Pebble Beach,
California
| $205M | +$29.8M | +17% | 19.8% | 74.7% | 58 | 6.9% | 3.2 |
|
| 6496 |
6496
Birch Capital Management
Dallas,
Texas
| $205M | +$13.8M | +7% | 8.24% | 62% | 83 | 10.84% | 4.7 |
|
| 6497 |
6497
Orcam Financial Group
Encinitas,
California
| $205M | +$63.8M | +45% | 9.76% | 40% | 106 | 42.45% | 1.6 |
|
| 6498 |
6498
11.2 Capital Management
Las Vegas,
Nevada
| $205M | +$61.7M | +43% | 115% | – | 1 | 0% | 0.5 |
|
| 6499 |
6499
Pinney & Scofield
Cambridge,
Massachusetts
| $205M | +$19.1M | +10% | 10.1% | – | 244 | 5.33% | 1.3 |
|
| 6500 |
6500
William Allan Corp
Fort Collins,
Colorado
| $204M | +$35.5M | +21% | 30.7% | 94.2% | 63 | 7.94% | 2.6 |
|