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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2801 |
2801
American Economic Planning Group
Warren,
New Jersey
| $254M | +$5.24M | +2% | 2.44% | 25.9% | 81 | 12.35% | 1.7 |
|
| 2802 |
2802
Elizabeth Park Capital Advisors
Pepper Pike,
Ohio
| $254M | +$12.5M | +5% | 2.13% | 119% | 52 | 26.92% | 1.5 |
|
| 2803 |
2803
Northeast Financial Consultants
Westport,
Connecticut
| $254M | +$14.3M | +6% | 2.18% | 63.8% | 152 | 8.55% | 2.3 |
|
| 2804 |
2804
White Pine Capital
Bloomington,
Minnesota
| $254M | +$7.56M | +3% | 3.75% | 143% | 227 | 9.69% | 2.8 |
|
| 2805 |
IFS
2805
Ifrah Financial Services
Little Rock,
Arkansas
| $253M | +$4.1M | +2% | 2.22% | 64.1% | 204 | 18.63% | 2.3 |
|
| 2806 |
IA
2806
IPL Advisers
New York
| $253M | +$20.9M | +9% | 13.6% | – | 20 | 35% | 0.4 |
|
| 2807 |
2807
Buffington Mohr McNeal
Boise,
Idaho
| $253M | +$25.8M | +11% | 3.54% | 29.3% | 139 | 25.18% | 1.4 |
|
| 2808 |
LA
2808
Lynch & Associates
Newburgh,
Indiana
| $253M | +$7.93M | +3% | 1.54% | 73.5% | 103 | 2.91% | 3.4 |
|
| 2809 |
2809
Archford Capital Strategies
Swansea,
Illinois
| $253M | -$12.1M | -5% | 2.55% | 87.4% | 755 | 75.36% | 2.3 |
|
| 2810 |
2810
Gargoyle Investment Advisor
Englewood,
New Jersey
| $253M | -$6.14M | -2% | 1.72% | 34.5% | 206 | 25.24% | 1.1 |
|
| 2811 |
SCM
2811
Springhouse Capital Management
Westport,
Connecticut
| $253M | +$15.7M | +7% | 0.44% | 52% | 22 | 31.82% | 1 |
|
| 2812 |
2812
Hawk Ridge Capital Management
Los Angeles,
California
| $253M | +$30.4M | +14% | 7.04% | 84.9% | 66 | 56.06% | 0.5 |
|
| 2813 |
2813
Summit Financial Wealth Advisors
Lafayette,
Louisiana
| $253M | +$23.9M | +10% | 2.14% | 71.4% | 152 | 12.5% | 1.6 |
|
| 2814 |
HA
2814
Harbor Advisors
West Palm Beach,
Florida
| $253M | +$17.9M | +8% | 5.44% | 125% | 149 | 10.74% | 0.4 |
|
| 2815 |
CRB
2815
Chad R. Baker
| $253M | +$6.68M | +3% | 3.38% | 123% | 59 | 0% | 1.3 |
|
| 2816 |
2816
American Investment Services
Great Barrington,
Massachusetts
| $252M | +$6.32M | +3% | 0.59% | 63.1% | 115 | 11.3% | 2.4 |
|
| 2817 |
CMG
2817
Cavalry Management Group
San Francisco,
California
| $252M | +$6.91M | +3% | 5.79% | 59.6% | 33 | 45.45% | 0.5 |
|
| 2818 |
2818
Van Hulzen Asset Management
El Dorado Hills,
California
| $252M | +$33.7M | +15% | 1.95% | 86.3% | 155 | 28.39% | 1.3 |
|
| 2819 |
2819
Genovese Burford & Brothers Wealth & Retirement Plan Management
Sacramento,
California
| $252M | +$5.67M | +2% | 2.48% | 28% | 448 | 11.83% | 1.2 |
|
| 2820 |
2820
Tandem Investment Advisors
Charleston,
South Carolina
| $252M | +$26M | +12% | 1.94% | 10.4% | 60 | 11.67% | 0.4 |
|
| 2821 |
2821
Pura Vida Investments
New York
| $252M | -$86.3M | -26% | 11.7% | 38.3% | 113 | 70.8% | 0.4 |
|
| 2822 |
2822
Willingdon Wealth Management
Huntersville,
North Carolina
| $252M | +$4.58M | +2% | 1.94% | 15.3% | 130 | 20% | 1.5 |
|
| 2823 |
KWMG
2823
King Wealth Management Group
Naples,
Florida
| $252M | +$12.6M | +5% | 3.03% | 86% | 129 | 5.43% | 2.3 |
|
| 2824 |
2824
Newfoundland Capital Management
Sao Paulo,
Brazil
| $251M | +$82M | +48% | 0.84% | 49.5% | 36 | 58.33% | 0.2 |
|
| 2825 |
IA
2825
Independence Advisors
Wayne,
Pennsylvania
| $251M | +$12.8M | +5% | 3.14% | 24.4% | 79 | 7.59% | 0.8 |
|