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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6626 |
HB
6626
Hauser Brothers
Freiburg Im Breisgau,
Germany
| $121M | -$14.8M | -11% | 10.1% | – | 10 | 0% | 0.4 |
|
| 6627 |
6627
Golden Road Advisors
Tampa,
Florida
| $121M | +$890K | +0.7% | 3.82% | – | 39 | 12.82% | 0.5 |
|
| 6628 |
6628
Forest Hill Capital
Little Rock,
Arkansas
| $121M | +$5.06M | +4% | 2.96% | 112% | 40 | 7.5% | 4 |
|
| 6629 |
6629
LifeSteps Financial
Claremont,
California
| $121M | -$11.4M | -9% | 5.6% | 98.4% | 442 | 81.9% | 3.2 |
|
| 6630 |
6630
Pacific Wealth Strategies Group
Santa Barbara,
California
| $121M | +$1.24M | +1% | 4.56% | 75.5% | 49 | 2.04% | 4.5 |
|
| 6631 |
6631
4J Wealth Management
Alexandria,
Virginia
| $121M | +$5.1M | +4% | 4.36% | 68.2% | 90 | 7.78% | 2.3 |
|
| 6632 |
6632
CPR Investments
Rochester,
Michigan
| $121M | -$10.5M | -8% | 3.78% | 79.3% | 59 | 47.46% | 0.9 |
|
| 6633 |
6633
Silvia McColl Wealth Management
San Diego,
California
| $121M | +$4.27M | +4% | 2.9% | 82.7% | 110 | 0.91% | 1.3 |
|
| 6634 |
6634
RiverPark Advisors
New York
| $121M | -$885K | -0.7% | 5.3% | 87.5% | 144 | 19.44% | 2.1 |
|
| 6635 |
6635
Live Oak Investment Partners
Austin,
Texas
| $121M | – | – | 0.34% | – | 282 | – | 1.3 |
|
| 6636 |
6636
Castle Creek Capital Partners VI
San Diego,
California
| $121M | -$1.91M | -2% | 3.49% | – | 5 | 20% | 0.5 |
|
| 6637 |
AGC
6637
Alden Global Capital
Brandon,
Florida
| $121M | -$15.9M | -12% | 5.41% | 99.8% | 24 | 41.67% | 0.6 |
|
| 6638 |
6638
Vienna Asset Management
Saratoga,
California
| $121M | +$11.2M | +10% | 6.21% | – | 52 | 28.85% | 0.9 |
|
| 6639 |
PIM
6639
Pullen Investment Management
Bradenton,
Florida
| $121M | +$2.3M | +2% | 1.44% | – | 104 | 11.54% | 0.2 |
|
| 6640 |
6640
Finivi Inc
Westborough,
Massachusetts
| $121M | +$10.3M | +9% | 5.56% | 144% | 97 | 20.62% | 1.5 |
|
| 6641 |
6641
Andrew Hill Investment Advisors
Naples,
Florida
| $121M | +$7.44M | +7% | 11.4% | 269% | 59 | 38.98% | 0.9 |
|
| 6642 |
6642
Processus Wealth & Capital Management
Brentwood,
Tennessee
| $121M | +$7.83M | +7% | 10.2% | 160% | 34 | 2.94% | 0.5 |
|
| 6643 |
6643
1858 Wealth Management
Akron,
Ohio
| $120M | +$15M | +14% | 4.3% | – | 146 | 36.99% | 0.4 |
|
| 6644 |
6644
Amitell Capital
Singapore
| $120M | +$2.38M | +2% | 7.64% | 196% | 47 | 29.79% | 0.9 |
|
| 6645 |
6645
Grizzlyrock Capital
Chicago,
Illinois
| $120M | -$1.66M | -1% | 3.94% | – | 23 | 21.74% | 0.4 |
|
| 6646 |
RCP
6646
RPM Capital Partners
New York
| $120M | +$1.17M | +1% | 0.98% | 8.37% | 1 | 0% | 0.5 |
|
| 6647 |
6647
Signature Resources Capital Management
Newport Beach,
California
| $120M | +$13.7M | +13% | 1.42% | 67.8% | 450 | 16.44% | 0.4 |
|
| 6648 |
6648
SRN Advisors
Huntingdon Valley,
Pennsylvania
| $120M | -$7.9M | -6% | 2.52% | 146% | 92 | 1.09% | 2 |
|
| 6649 |
LP
6649
LB Partners
Charlottesville,
Virginia
| $120M | +$22.1M | +23% | 16.9% | – | 27 | 22.22% | 0.4 |
|
| 6650 |
KHCM
6650
Kirtland Hills Capital Management
Bratenahl,
Ohio
| $120M | +$4.21M | +4% | 0.76% | – | 118 | 0% | 0.3 |
|