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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7576 |
7576
Samsung C&T Corporation
Seoul,
South Korea
| $103M | +$66.2M | +179% | 179% | – | 1 | 0% | 0.5 |
|
| 7577 |
7577
Flavin Financial Services
Melbourne,
Florida
| $103M | -$5.73M | -5% | 6.76% | – | 70 | 11.43% | 0.5 |
|
| 7578 |
7578
Conquis Financial
Milbrae,
California
| $103M | +$6.69M | +7% | 7.83% | – | 60 | 16.67% | 0.5 |
|
| 7579 |
7579
IronOak Wealth
Cedar Park,
Texas
| $103M | – | – | 21.7% | – | 64 | – | 0.2 |
|
| 7580 |
7580
Quest 10 Wealth Builders
Fuquay-Varina,
Virginia
| $103M | +$9.31M | +10% | 8.33% | – | 814 | 8.6% | 0.4 |
|
| 7581 |
7581
Roxbury Financial
Mount Arlington,
New Jersey
| $103M | +$430K | +0.4% | 8.65% | – | 380 | 12.89% | 0.4 |
|
| 7582 |
TC
7582
Teilinger Capital
Houston,
Texas
| $103M | -$1.92B | -95% | 4.65% | 30.2% | 19 | 78.95% | 0.9 |
|
| 7583 |
GC
7583
Gratia Capital
Los Angeles,
California
| $103M | -$19.8M | -16% | 2.89% | 42.4% | 32 | 37.5% | 0.8 |
|
| 7584 |
7584
Stonehaven Wealth & Tax Solutions
Appleton,
Wisconsin
| $102M | +$7.79M | +8% | 5.68% | – | 81 | 13.58% | 0.4 |
|
| 7585 |
SF
7585
Schaeffer Financial
Rockville,
Maryland
| $102M | +$11.8M | +13% | 5.81% | 52.2% | 18 | 16.67% | 2.4 |
|
| 7586 |
7586
First Financial Group
Raleigh,
North Carolina
| $102M | +$14.1M | +16% | 9.3% | – | 75 | 14.67% | 0.4 |
|
| 7587 |
7587
Figure 8 Investment Strategies
Boise,
Idaho
| $102M | +$6.87M | +7% | 12.5% | – | 58 | 10.34% | 0.4 |
|
| 7588 |
7588
Breakout Capital Partners
New York
| $102M | -$7.03M | -6% | 7.1% | – | 8 | 37.5% | 0.9 |
|
| 7589 |
7589
Trustco Bank (New York)
Albany,
New York
| $102M | +$9.8M | +11% | 11.6% | 131% | 69 | 7.25% | 7.8 |
|
| 7590 |
7590
Kennebec Savings Bank
Augusta,
Maine
| $102M | +$7.53M | +8% | 9.14% | – | 278 | 11.15% | 0.7 |
|
| 7591 |
7591
Marquette Associates
Chicago,
Illinois
| $102M | +$2.04M | +2% | 8.22% | – | 41 | 17.07% | 1 |
|
| 7592 |
7592
Stonepine Capital Management
Bend,
Oregon
| $102M | -$835K | -0.8% | 8.59% | 231% | 87 | 56.32% | 0.6 |
|
| 7593 |
7593
8VC GP I
Austin,
Texas
| $102M | +$43.2M | +74% | 74.7% | – | 2 | 0% | 1.5 |
|
| 7594 |
7594
Campbell Deegan Wealth Management
Richmond,
Virginia
| $102M | +$14.6M | +17% | 6.41% | – | 47 | 19.15% | 0.4 |
|
| 7595 |
7595
Phoenix Asset Management Partners
London,
| $102M | +$24.4M | +32% | 36% | 139% | 9 | 0% | 2.3 |
|
| 7596 |
PAYA
7596
Phil A. Younker & Associates
Fairbanks,
Alaska
| $101M | -$153K | -0.2% | 4.96% | – | 30 | 3.33% | 0.5 |
|
| 7597 |
7597
Aldebaran Capital
Carmel,
Indiana
| $101M | -$4.39M | -4% | 1.92% | 80.4% | 42 | 21.43% | 1.9 |
|
| 7598 |
7598
CenturyLink Investment Management
Denver,
Colorado
| $101M | – | – | 10.5% | – | 1 | – | 3.5 |
|
| 7599 |
7599
Velan Capital Investment Management
Alpharetta,
Georgia
| $101M | +$4.03M | +4% | 15.2% | 2,395% | 57 | 29.82% | 0.6 |
|
| 7600 |
PCMN
7600
Paradigm Capital Management (Nevada)
Reno,
Nevada
| $101M | +$3.33M | +3% | 2.4% | – | 61 | 11.48% | 2.3 |
|