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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2976 |
2976
The Family Firm
Bethesda,
Maryland
| $275M | +$24.8M | +10% | 9.74% | 40.2% | 143 | 11.19% | 3 |
|
| 2977 |
2977
Ramsay Stattman Vela & Price
Colorado Springs,
Colorado
| $274M | +$34.6M | +14% | 13.4% | 81.8% | 57 | 1.75% | 4.8 |
|
| 2978 |
2978
Optimus Prime Fund Management
Grand Cayman,
Cayman Islands
| $274M | +$19.3M | +8% | 13% | 94.5% | 20 | 20% | 0.2 |
|
| 2979 |
2979
Stonebridge Capital Management
Los Angeles,
California
| $274M | +$23.7M | +9% | 13.4% | – | 158 | 17.72% | 3.5 |
|
| 2980 |
2980
Tarbox Family Office
Newport Beach,
California
| $274M | +$32.1M | +13% | 12.3% | 66.4% | 646 | 3.87% | 3.8 |
|
| 2981 |
2981
Pinkerton Retirement Specialists
Coeur D Alene,
Idaho
| $273M | +$75.7M | +38% | 12.4% | 98% | 66 | 22.73% | 2.6 |
|
| 2982 |
2982
Strid Group
Newtown Square,
Pennsylvania
| $273M | +$28.6M | +12% | 14% | 55.2% | 31 | 29.03% | 1.8 |
|
| 2983 |
2983
Hardy Reed
Tupelo,
Mississippi
| $273M | +$28.9M | +12% | 11.9% | 69.7% | 67 | 17.91% | 0.2 |
|
| 2984 |
2984
Bodenholm Capital
Stockholm,
Sweden
| $273M | +$64.4M | +31% | 23.8% | 86% | 9 | 44.44% | 0.5 |
|
| 2985 |
2985
Tradewinds Capital Management
Bellingham,
Washington
| $273M | +$69.5M | +34% | 11.4% | 96.9% | 683 | 14.2% | 3.4 |
|
| 2986 |
2986
Mountain Lake Investment Management
Boca Raton,
Florida
| $273M | +$90.4M | +50% | 18.5% | 64% | 29 | 55.17% | 0.9 |
|
| 2987 |
2987
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
| $273M | +$22M | +9% | 10.8% | 17.7% | 323 | 18.58% | 2.5 |
|
| 2988 |
LWANC
2988
Laurel Wealth Advisors (North Carolina)
Charlotte,
North Carolina
| $273M | +$23.9M | +10% | 10.3% | 71.1% | 514 | 8.17% | 0.2 |
|
| 2989 |
2989
Founders Capital Management (Connecticut)
East Hartford,
Connecticut
| $273M | +$39.4M | +17% | 9.86% | 99.9% | 59 | 20.34% | 2.9 |
|
| 2990 |
NAP
2990
New Amsterdam Partners
New York
| $272M | -$31.3M | -10% | 19.2% | 73.9% | 140 | 40.71% | 1.3 |
|
| 2991 |
2991
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
| $272M | +$101M | +59% | 11.8% | 85.6% | 219 | 26.48% | 0.2 |
|
| 2992 |
2992
Sky Investment Group
Hartford,
Connecticut
| $272M | +$34.8M | +15% | 13.2% | 81.4% | 102 | 9.8% | 3.5 |
|
| 2993 |
2993
Capital Investment Counsel Inc
Raleigh,
North Carolina
| $272M | +$42.7M | +19% | 15.6% | 174% | 175 | 21.71% | 3.4 |
|
| 2994 |
2994
Rowland Carmichael Advisors
Scottsdale,
Arizona
| $272M | +$45.9M | +20% | 12.5% | 39% | 348 | 20.11% | 1.7 |
|
| 2995 |
2995
Ferris Capital
Marlborough,
Massachusetts
| $272M | +$47.3M | +21% | 12.7% | 67% | 707 | 5.8% | 1.1 |
|
| 2996 |
CL
2996
CIM LLC
Albany,
New York
| $272M | +$43.4M | +19% | 19.2% | 108% | 112 | 18.75% | 2.6 |
|
| 2997 |
2997
White Pine Capital
Bloomington,
Minnesota
| $272M | +$28.7M | +12% | 12% | 143% | 231 | 9.09% | 3.6 |
|
| 2998 |
2998
Rossmore Private Capital
Glastonbury,
Connecticut
| $272M | +$35.7M | +15% | 13.9% | 87.1% | 132 | 9.09% | 1 |
|
| 2999 |
2999
Lafayette Investments
Ashton,
Maryland
| $272M | +$22.6M | +9% | 9.56% | 77.9% | 92 | 15.22% | 3.7 |
|
| 3000 |
3000
Archford Capital Strategies
Swansea,
Illinois
| $271M | +$22.3M | +9% | 12.2% | 87.4% | 558 | 10.22% | 1.5 |
|