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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 |
PI
6476
Pachira Investments
Dana Point,
California
| $93M | +$69.8M | +301% | 6.03% | 82.3% | 38 | 31.58% | 2 |
|
| 6477 |
6477
Trustco Bank (New York)
Albany,
New York
| $92.9M | +$1.9M | +2% | 4.49% | 131% | 72 | 8.33% | 5.9 |
|
| 6478 |
6478
STF Management
Frisco,
Texas
| $92.9M | -$55.5M | -37% | 17.4% | 208% | 102 | 16.67% | 0.5 |
|
| 6479 |
6479
Bluegrass Capital Partners
Palm Beach,
Florida
| $92.7M | +$2.59M | +3% | 10.5% | 60.1% | 13 | 15.38% | 1.8 |
|
| 6480 |
6480
Echo Wealth Management
Plymouth,
Minnesota
| $92.5M | +$1.99M | +2% | 5.45% | 42.9% | 41 | 4.88% | 1.6 |
|
| 6481 |
6481
Courant Investment Management
Franklin,
Tennessee
| $92.5M | +$2.08M | +2% | 9.89% | 35.2% | 9 | 11.11% | 5 |
|
| 6482 |
GG
6482
Golden Green
Seneca,
South Carolina
| $92.5M | +$7.28M | +9% | 9.38% | 92.4% | 82 | 30.49% | 0.8 |
|
| 6483 |
6483
One01 Capital
Burlingame,
California
| $92.5M | +$8.36M | +10% | 18.4% | 123% | 27 | 59.26% | 0.3 |
|
| 6484 |
6484
Schrum Private Wealth Management
St. Augustine,
Florida
| $92.5M | +$5.86M | +7% | 6.38% | 60.9% | 111 | 6.31% | 1.4 |
|
| 6485 |
6485
Wavelength Capital Management
Westport,
Connecticut
| $92.4M | +$2.59M | +3% | 0.44% | – | 13 | 0% | 1.3 |
|
| 6486 |
6486
1620 Investment Advisors
Plymouth,
Massachusetts
| $92.2M | +$9.29M | +11% | 3.97% | 68.9% | 154 | 25.97% | 1 |
|
| 6487 |
6487
RenaissanceRe Holdings
Pembroke,
Bermuda
| $92.2M | -$293M | -76% | 9.72% | 40.8% | 7 | 57.14% | 3.5 |
|
| 6488 |
6488
Sequent Asset Management
Houston,
Texas
| $92.2M | +$3.93M | +4% | 7.11% | 51.3% | 62 | 19.35% | 3.1 |
|
| 6489 |
6489
Farley Capital
New York
| $92.1M | +$5.3M | +6% | 11% | 105% | 12 | 8.33% | 5.8 |
|
| 6490 |
HPM
6490
Hudson Portfolio Management
Garrison,
New York
| $92M | +$2.7M | +3% | 5.56% | – | 105 | 4.76% | 1.8 |
|
| 6491 |
6491
Masterton Capital Management
New York
| $91.9M | -$12.8M | -12% | 2.09% | 1.94% | 20 | 45% | 0.9 |
|
| 6492 |
6492
Indie Asset Partners
Carmel,
Indiana
| $91.9M | +$6.32M | +7% | 13.8% | 119% | 91 | 16.48% | 2.3 |
|
| 6493 |
TM
6493
Titan Managers
Scottsdale,
Arizona
| $91.9M | -$1.35M | -1% | 0.5% | 2.57% | 9 | 22.22% | 1.3 |
|
| 6494 |
6494
Lake Hills Wealth Management
Austin,
Texas
| $91.8M | -$4.06M | -4% | 0.11% | 83.7% | 48 | 54.17% | 0.3 |
|
| 6495 |
6495
Orca Investment Management
Roseburg,
Oregon
| $91.8M | +$10.1M | +12% | 8.73% | 122% | 59 | 6.78% | 5.9 |
|
| 6496 |
6496
Strategic Investment Management
Arlington,
Virginia
| $91.5M | +$4.07M | +5% | 1.69% | 53.4% | 11 | 9.09% | 5.3 |
|
| 6497 |
PCM
6497
Price Capital Management
Lafayette,
Louisiana
| $91.3M | +$80M | +707% | 0.68% | 124% | 6 | 83.33% | 0.1 |
|
| 6498 |
6498
Oder Investment Management
Woodland Hills,
California
| $91.3M | +$5.82M | +7% | 7.06% | 97.5% | 87 | 8.05% | 1.7 |
|
| 6499 |
6499
Primoris Wealth Advisors
North Palm Beach,
Florida
| $91.2M | +$10M | +12% | 3.38% | 182% | 77 | 22.08% | 1.1 |
|
| 6500 |
6500
Kraematon Investment Advisors
Braintree,
Massachusetts
| $91M | +$4.44M | +5% | 4.91% | 80.5% | 86 | 5.81% | 1.2 |
|