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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 8226 |
8226
Peck Wealth Management
White Plains,
New York
| $100M | -$6.04M | -6% | 2.5% | – | 132 | 9.85% | 0.5 |
|
| 8227 |
8227
Asset Value Investors
London,
United Kingdom
| $100M | -$17.5M | -15% | 4.54% | – | 3 | 33.33% | 1.3 |
|
| 8228 |
8228
Michael Brady & Co
Westlake,
Ohio
| $100M | -$661K | -0.7% | 2.89% | – | 55 | 5.45% | 0.2 |
|
| 8229 |
8229
Banta Asset Management
Newport Beach,
California
| $99.5M | -$10.2M | -9% | 6.84% | – | 20 | 15% | 4 |
|
| 8230 |
8230
Lionsbridge Wealth Management
Jacksonville Beach,
Florida
| $99.5M | +$610K | +0.6% | 3.11% | 65.5% | 64 | 20.31% | 2 |
|
| 8231 |
8231
Sapphire Ventures
Austin,
Texas
| $99.4M | +$25.2M | +34% | 40.5% | 27.9% | 5 | 40% | 3.3 |
|
| 8232 |
PBK
8232
Peoples Bank (Kansas)
Pratt,
Kansas
| $99.4M | -$79.6K | -0.1% | 1.1% | 74.5% | 103 | 8.74% | 2.1 |
|
| 8233 |
CCM
8233
Capstone Capital Management
Hong Kong,
| $99.3M | -$4.85M | -5% | 8.57% | – | 136 | 83.09% | 0.1 |
|
| 8234 |
8234
Putney Financial Group
San Rafael,
California
| $99.3M | -$7.71M | -7% | 4.11% | – | 88 | 14.77% | 1 |
|
| 8235 |
TY
8235
Titiun Yejiel
| $99.2M | +$15.9M | +19% | 1.48% | – | 68 | 30.88% | 0.2 |
|
| 8236 |
8236
Susquehanna Capital Management
Bala Cynwyd,
Pennsylvania
| $99.2M | -$16.2M | -14% | 14.1% | 40.8% | 1 | 0% | 4.3 |
|
| 8237 |
8237
Alpine Peaks Capital
New York
| $99.2M | -$5.85M | -6% | 4.99% | 24.3% | 21 | 0% | 3.3 |
|
| 8238 |
8238
Objective Capital Management
Pepper Pike,
Ohio
| $99.2M | +$920K | +0.9% | 2.05% | – | 101 | 21.78% | 2.5 |
|
| 8239 |
8239
Invested Advisors
State College,
Pennsylvania
| $99M | +$2.47M | +3% | 1.82% | – | 145 | 12.41% | 0.4 |
|
| 8240 |
8240
Cedarwood Wealth
Highlands Ranch,
Colorado
| $99M | +$9.25M | +10% | 2.83% | – | 81 | 6.17% | 0.2 |
|
| 8241 |
8241
Vennlight Capital Management
Weston,
Connecticut
| $99M | +$4.44M | +5% | 2.42% | – | 39 | 82.05% | 0.1 |
|
| 8242 |
8242
Willow Financial
Rogers,
Arkansas
| $98.7M | +$349K | +0.4% | 1.55% | – | 47 | 36.17% | 0.2 |
|
| 8243 |
8243
Fund Advisors of America Inc
Orland,
Florida
| $98.7M | -$10.3M | -9% | 0.84% | – | 129 | 16.28% | 0.2 |
|
| 8244 |
8244
Mozayyx Management
Austin,
Texas
| $98.6M | -$28.8M | -23% | 22.9% | – | 19 | 57.89% | 0.1 |
|
| 8245 |
8245
Karras Company
Roy,
Utah
| $98.6M | -$3.94M | -4% | 1.1% | – | 63 | 12.7% | 0.2 |
|
| 8246 |
8246
Michelson Medical Research Foundation
Los Angeles,
California
| $98.5M | -$1.25M | -1% | 0.23% | 52.2% | 23 | 21.74% | 2 |
|
| 8247 |
8247
Western Pacific Wealth Management
Lake Forest,
Illinois
| $98.4M | -$4.9M | -5% | 5.46% | 91.4% | 202 | 12.87% | 2.8 |
|
| 8248 |
8248
Closed-End Fund Advisors
Richmond,
Virginia
| $98.3M | -$71M | -42% | 2.15% | – | 192 | 19.27% | 0.2 |
|
| 8249 |
8249
Inkwell Capital
Miami,
Florida
| $98.2M | -$235K | -0.2% | 1.87% | – | 31 | 6.45% | 1.1 |
|
| 8250 |
8250
Oakmont Advisory Group
Albuquerque,
New Mexico
| $98.2M | +$4.5M | +5% | 0.82% | – | 130 | 19.23% | 0.2 |
|