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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%
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 Time Held (Qtrs) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2851 |
SC
2851
Saybrook Capital
Winston Salem,
North Carolina
| $138M | -$464K | -0.3% | 4.68% | 67.1% | 48 | 2.08% | 1 |
|
| 2852 |
ACH
2852
Axis Capital Holdings
Pembroke,
| $138M | +$10.7M | +8% | 7.56% | 67% | 6 | 0% | 1 |
|
| 2853 |
NFG
2853
Nadler Financial Group
Deerfield,
Illinois
| $138M | -$4.26M | -3% | 4.98% | 72.4% | 90 | 25.56% | 0.9 |
|
| 2854 |
SAM
2854
Solaris Asset Management
New York
| $137M | +$11.9M | +9% | 5.55% | 74% | 254 | 15.35% | 0.9 |
|
| 2855 |
AIC
2855
Aurora Investment Counsel
Atlanta,
Georgia
| $137M | +$9.07M | +7% | 11.8% | 31.7% | 103 | 5.83% | 1 |
|
| 2856 |
EP
2856
Elkhorn Partners
Omaha,
Nebraska
| $137M | +$7.91M | +6% | 7.01% | 32.2% | 54 | 20.37% | 0.9 |
|
| 2857 |
IWC
2857
Integrated Wealth Counsel
Carmel,
California
| $137M | -$1.97M | -1% | 0.93% | 8.52% | 216 | 24.07% | 0.8 |
|
| 2858 |
VWM
2858
Vector Wealth Management
Minneapolis,
Minnesota
| $137M | +$480K | +0.4% | 2.71% | 2.13% | 66 | 27.27% | 0.8 |
|
| 2859 |
SL
2859
SIB LLC
New York,
New York
| $137M | +$7.55M | +6% | 4.58% | 29.2% | 27 | 3.7% | 1 |
|
| 2860 |
FNBOMD
2860
First National Bank of Mount Dora
Mount Dora,
Florida
| $137M | +$2.21M | +2% | 4.01% | 84.5% | 100 | 13% | 0.9 |
|
| 2861 |
TM
2861
TigerShark Management
New York
| $137M | -$18.2M | -12% | 5.77% | – | 76 | 39.47% | 0.8 |
|
| 2862 |
FPTW
2862
Franklin, Parlapiano, Turner & Welch
Houston,
Texas
| $136M | +$19.1M | +16% | 2.84% | 41.6% | 48 | 12.5% | 0.9 |
|
| 2863 |
CP
2863
Camelot Portfolios
Maumee,
Ohio
| $136M | +$4.93M | +4% | 2.82% | 41.3% | 145 | 8.97% | 0.9 |
|
| 2864 |
LD
2864
Lipe & Dalton
Syracuse,
New York
| $136M | +$15.9M | +13% | 8.35% | 89.6% | 61 | 19.67% | 0.8 |
|
| 2865 |
MWVC
2865
Morgens Waterfall Vintiadis & Co
New York
| $136M | +$4.95M | +4% | 20.4% | 594% | 59 | 61.02% | 0.5 |
|
| 2866 |
PPSG
2866
Princeton Portfolio Strategies Group
Princeton,
New Jersey
| $136M | +$13.9M | +11% | 5.17% | 83.8% | 114 | 10.53% | 0.9 |
|
| 2867 |
FNF
2867
Fidelity National Financial
Jacksonville,
Florida
| $136M | -$8.84M | -6% | 4.96% | 2.54% | 20 | 20% | 1 |
|
| 2868 |
SC
2868
StellarOne Corp
Charlottesville,
Virginia
| $136M | +$5.07M | +4% | 3.89% | – | 250 | 12.4% | 0.9 |
|
| 2869 |
SAM
2869
Sage Asset Management
New York
| $136M | +$55.9M | +70% | 7.89% | – | 54 | 59.26% | 0.6 |
|
| 2870 |
NA
2870
NS Advisors
Westport,
Connecticut
| $136M | -$11.2M | -8% | 1.99% | 16.3% | 17 | 11.76% | 0.9 |
|
| 2871 |
WRM
2871
Weybosset Research & Management
Province,
Rhode Island
| $136M | +$3.46M | +3% | 4.35% | 73.4% | 49 | 10.2% | 1 |
|
| 2872 |
IT
2872
Independence Trust
Franklin,
Tennessee
| $136M | -$3.29M | -2% | 1.22% | 28.9% | 109 | 8.26% | 1 |
|
| 2873 |
GVT
2873
Genesee Valley Trust
Pittsford,
New York
| $136M | +$8.08M | +6% | 6.92% | 30.2% | 340 | 30.29% | 0.8 |
|
| 2874 |
WCWM
2874
Wooster Corthell Wealth Management
Glastonbury,
Connecticut
| $135M | +$20.7M | +18% | 5.37% | 39.1% | 25 | 12% | 1 |
|
| 2875 |
RGC
2875
Roberts, Glore & Co
Deerfield,
Illinois
| $135M | -$26.8M | -17% | 6.24% | 72.3% | 137 | 5.84% | 1 |
|