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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 3001 |
AIP
3001
Ahrens Investment Partners
Lafayette,
Louisiana
| $266M | +$27.2M | +11% | 5.19% | 82.3% | 185 | 14.59% |
|
| 3002 |
ADL
3002
Asset Dedication LLC
San Francisco,
California
| $266M | -$26.7M | -9% | 5.01% | 67.8% | 842 | 32.3% |
|
| 3003 |
MHP
3003
Manatuck Hill Partners
Westport,
Connecticut
| $266M | +$16.6M | +7% | 17% | 556% | 119 | 45.38% |
|
| 3004 |
YRHAM
3004
Yong Rong (HK) Asset Management
Sheung Wan,
Hong Kong
| $266M | +$50.5M | +23% | 6.79% | 2,310% | 31 | 64.52% |
|
| 3005 |
HJIM
3005
Henry James International Management
New York
| $265M | – | – | 1.85% | 123% | 236 | – |
|
| 3006 |
MJP
3006
Michael J. Puzo
| $265M | +$28.9M | +12% | 9.69% | 90.3% | 83 | 7.23% |
|
| 3007 |
FPS
3007
Fieldpoint Private Securities
Greenwich,
Connecticut
| $264M | +$3.27M | +1% | 4.63% | 47.2% | 421 | 11.4% |
|
| 3008 |
BWA
3008
BlueSky Wealth Advisors
New Bern,
North Carolina
| $264M | +$2.19M | +0.8% | 1.38% | 42.9% | 55 | 3.64% |
|
| 3009 |
SCM
3009
Stonehill Capital Management
New York
| $264M | +$8.35M | +3% | 6.57% | 117% | 21 | 57.14% |
|
| 3010 |
CPA
3010
Court Place Advisors
Ellicott City,
Maryland
| $264M | +$22.4M | +9% | 9.66% | 92% | 181 | 6.08% |
|
| 3011 |
AWW
3011
Alan W. Weber
| $263M | +$18.3M | +7% | 3.26% | 192% | 76 | 7.89% |
|
| 3012 |
EGA
3012
E&G Advisors
Houston,
Texas
| $263M | +$23.9M | +10% | 5.52% | 92.3% | 215 | 15.35% |
|
| 3013 |
CBN
3013
Cadence Bank NA
Houston,
Texas
| $263M | +$18.3M | +7% | 7.25% | 33.3% | 181 | 14.36% |
|
| 3014 |
MWA
3014
Martel Wealth Advisors
Vancouver,
Washington
| $263M | – | – | 3.01% | 39.7% | 37 | – |
|
| 3015 |
BWP
3015
BSW Wealth Partners
Boulder,
Colorado
| $263M | +$31.2M | +14% | 3.18% | 75.4% | 141 | 34.04% |
|
| 3016 |
CBA
3016
Coastal Bridge Advisors
Westport,
Connecticut
| $262M | +$13.9M | +6% | 2.93% | 88.1% | 143 | 13.29% |
|
| 3017 |
PG
3017
Patten Group
Chattanooga,
Tennessee
| $262M | +$12.6M | +5% | 6.72% | 88.1% | 740 | 16.35% |
|
| 3018 |
SIG
3018
Sky Investment Group
Hartford,
Connecticut
| $262M | +$14.4M | +6% | 5.71% | 68% | 102 | 5.88% |
|
| 3019 |
AC
3019
Adelphi Capital
London,
United Kingdom
| $262M | -$4.56M | -2% | 14.9% | – | 3 | 33.33% |
|
| 3020 |
SM
3020
Salzhauer Michael
| $262M | -$9.89M | -4% | 1.13% | 107% | 178 | 8.99% |
|
| 3021 |
FC
3021
FCA Corp
Houston,
Texas
| $262M | +$11.1M | +4% | 3.27% | 57.4% | 169 | 12.43% |
|
| 3022 |
MMG
3022
Monetary Management Group
St Louis,
Missouri
| $262M | +$16.7M | +7% | 9.09% | 138% | 324 | 8.95% |
|
| 3023 |
TCM
3023
Tradewinds Capital Management
Bellingham,
Washington
| $261M | +$22.2M | +9% | 7.4% | 85.2% | 726 | 13.91% |
|
| 3024 |
SPIA
3024
Strategic Point Investment Advisors
Providence,
Rhode Island
| $261M | +$5.78M | +2% | 5.97% | 51.9% | 18 | 0% |
|
| 3025 |
ICM
3025
Intrepid Capital Management
Jacksonville Beach,
Florida
| $261M | -$29.4M | -10% | 0.22% | 70.2% | 46 | 4.35% |
|