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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
Security National Trust
Wheeling,
West Virginia
| $269M | -$49.8M | -16% | 11.8% | 58.3% | 390 | 8.72% | 4.5 |
|
| 2802 |
2802
Cambridge Advisors
Omaha,
Nebraska
| $269M | -$27.4M | -9% | 10.1% | 58.6% | 143 | 6.99% | 3.3 |
|
| 2803 |
2803
GM Advisory Group
Melville,
New York
| $269M | -$50.3M | -16% | 6.56% | 53.6% | 124 | 20.16% | 2.1 |
|
| 2804 |
2804
FundX Investment Group
San Francisco,
California
| $269M | +$87.3M | +48% | 8.9% | 94.6% | 59 | 54.24% | 1.1 |
|
| 2805 |
VS
2805
VK Services
Menlo Park,
California
| $268M | – | – | 16.7% | 1,605% | 1 | – | 0 |
|
| 2806 |
2806
Leith Wheeler Investment Counsel
Vancouver,
British Columbia, Canada
| $268M | -$69.4M | -21% | 14.2% | 52.3% | 34 | 20.59% | 1.4 |
|
| 2807 |
2807
Filament
Seattle,
Washington
| $268M | -$28.5M | -10% | 12.6% | 46.9% | 53 | 32.08% | 3.6 |
|
| 2808 |
2808
Coliseum Capital Management
Rowayton,
Connecticut
| $268M | +$21.9M | +9% | 11.7% | 41.1% | 14 | 42.86% | 1.2 |
|
| 2809 |
OM
2809
Opaleye Management
Boston,
Massachusetts
| $268M | -$125M | -32% | 20.3% | 748% | 61 | 45.9% | 1 |
|
| 2810 |
2810
Cypress Asset Management
Houston,
Texas
| $268M | -$72.8M | -21% | 12.3% | 141% | 179 | 16.76% | 3.8 |
|
| 2811 |
LA
2811
Lynch & Associates
Newburgh,
Indiana
| $268M | -$28.5M | -10% | 9.73% | 73.5% | 101 | 10.89% | 4.7 |
|
| 2812 |
2812
First Heartland Consultants
Lake St. Louis,
Missouri
| $268M | -$51.8M | -16% | 11.2% | 59.2% | 268 | 19.4% | 2.7 |
|
| 2813 |
2813
DDD Partners
Bellevue,
Washington
| $268M | -$14M | -5% | 13.6% | 62.1% | 62 | 35.48% | 0.6 |
|
| 2814 |
2814
Great Valley Advisor Group
Wilmington,
Delaware
| $268M | – | – | 11.9% | 73.9% | 233 | – | 0 |
|
| 2815 |
2815
Lannebo Fonder
Stockholm,
Sweden
| $268M | -$62.9M | -19% | 13.7% | 49.8% | 24 | 4.17% | 2.5 |
|
| 2816 |
MAM
2816
Marketfield Asset Management
New York
| $268M | -$42.7M | -14% | 7.82% | 61.5% | 50 | 28% | 2.2 |
|
| 2817 |
2817
McCutchen Group
Seattle,
Washington
| $268M | -$39.6M | -13% | 10.8% | 2.54% | 23 | 13.04% | 3.9 |
|
| 2818 |
2818
Lake Point Wealth Management
Rockwall,
Texas
| $267M | – | – | 6.02% | – | 914 | – | 0 |
|
| 2819 |
2819
Barry Investment Advisors
New Bedford,
Massachusetts
| $267M | -$30.1M | -10% | 8.48% | 66.7% | 78 | 11.54% | 2.4 |
|
| 2820 |
2820
Metropolis Capital
Amersham,
United Kingdom
| $267M | – | – | 16.5% | 61.7% | 10 | – | 0 |
|
| 2821 |
RIM
2821
Regent Investment Management
Louisville,
Kentucky
| $267M | -$52.2M | -16% | 13.9% | 44% | 213 | 12.21% | 3.8 |
|
| 2822 |
2822
Circle Wealth Management
Summit,
New Jersey
| $267M | -$50.3M | -16% | 14% | 71.8% | 100 | 23% | 1.7 |
|
| 2823 |
2823
Highland Private Wealth Management
Bellevue,
Washington
| $267M | -$33.9M | -11% | 12% | 19% | 110 | 16.36% | 0.9 |
|
| 2824 |
2824
Bulldog Investors
Saddle Brook,
New Jersey
| $267M | -$88.8M | -25% | 8.96% | 22.5% | 183 | 49.18% | 0.7 |
|
| 2825 |
KAS
2825
Kemnay Advisory Services
New York
| $267M | -$60.3M | -18% | 16.2% | 167% | 162 | 41.98% | 1.6 |
|