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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3026 |
3026
Serengeti Asset Management
New York
| $284M | +$188M | +196% | 33.9% | 14.9% | 20 | 60% | 1 |
|
| 3027 |
3027
Strategic Blueprint
Atlanta,
Georgia
| $284M | +$112M | +66% | 19.3% | 82.1% | 185 | 40.54% | 0.6 |
|
| 3028 |
3028
Prestige Wealth Management Group
Flemington,
New Jersey
| $284M | +$46.5M | +20% | 11.7% | 55.8% | 1,007 | 14.3% | 0.8 |
|
| 3029 |
3029
Gibson Capital
Wexford,
Pennsylvania
| $284M | +$50.1M | +21% | 18% | 67.2% | 34 | 11.76% | 4.8 |
|
| 3030 |
3030
Royal Fund Management
Lady Lake,
Florida
| $284M | +$38.2M | +16% | 18.9% | 103% | 654 | 77.68% | 2.5 |
|
| 3031 |
3031
Ferris Capital
Marlborough,
Massachusetts
| $283M | +$56.4M | +25% | 24.3% | 67% | 169 | 18.93% | 2 |
|
| 3032 |
3032
Winthrop Advisory Group
Boston,
Massachusetts
| $283M | +$33.1M | +13% | 19.4% | 78.3% | 97 | 13.4% | 1.8 |
|
| 3033 |
3033
Human Investing
Lake Oswego,
Oregon
| $283M | +$52.3M | +23% | 16.6% | 56.9% | 372 | 30.11% | 1.1 |
|
| 3034 |
3034
WESCAP Management Group
Glendale,
California
| $283M | +$43.6M | +18% | 14.5% | 45.7% | 92 | 13.04% | 2.5 |
|
| 3035 |
PS
3035
Portfolio Strategies
Monsey,
New York
| $283M | +$109M | +63% | 38.4% | 120% | 48 | 29.17% | 1.2 |
|
| 3036 |
WIP
3036
Wellesley Investment Partners
Wellesley,
Massachusetts
| $283M | +$31.2M | +12% | 11.4% | 22.7% | 110 | 13.64% | 2.9 |
|
| 3037 |
3037
Intelligence Driven Advisers
Carlsbad,
California
| $283M | +$66.9M | +31% | 14.7% | 65.6% | 90 | 12.22% | 1.1 |
|
| 3038 |
EEP
3038
Edgehill Endowment Partners
Hamden,
Connecticut
| $283M | +$35.3M | +14% | 7.85% | 11.6% | 7 | 14.29% | 1.5 |
|
| 3039 |
3039
Barry Investment Advisors
New Bedford,
Massachusetts
| $283M | +$80.8M | +40% | 10.2% | 66.7% | 81 | 18.52% | 2.3 |
|
| 3040 |
3040
Hourglass Capital
Houston,
Texas
| $282M | +$46.8M | +20% | 20.5% | 94.4% | 124 | 10.48% | 4.2 |
|
| 3041 |
3041
Cornerstone Management
Duluth,
Georgia
| $282M | +$65.2M | +30% | 10.7% | 43.6% | 48 | 25% | 2.7 |
|
| 3042 |
3042
Kistler-Tiffany Companies
Berwyn,
Pennsylvania
| $282M | -$453K | -0.2% | 21.1% | 52% | 653 | 20.52% | 3.9 |
|
| 3043 |
3043
Golden Gate Private Equity
San Francisco,
California
| $282M | +$66.2M | +31% | 32.5% | 8.72% | 25 | 12% | 2.4 |
|
| 3044 |
3044
Hardy Reed
Tupelo,
Mississippi
| $282M | +$62.7M | +29% | 18.8% | 69.7% | 80 | 23.75% | 1 |
|
| 3045 |
3045
Nations Financial Group
Cedar Rapids,
Iowa
| $282M | +$47.3M | +20% | 20.4% | 105% | 285 | 17.19% | 2.1 |
|
| 3046 |
3046
Capital Advantage
Walnut Creek,
California
| $282M | +$25.5M | +10% | 15.8% | 49.2% | 95 | 10.53% | 3.2 |
|
| 3047 |
3047
Bourgeon Capital Management
Darien,
Connecticut
| $281M | +$88.2M | +46% | 19.9% | 121% | 282 | 14.89% | 1.3 |
|
| 3048 |
PT
3048
Plimoth Trust
Plymouth,
Massachusetts
| $281M | +$42.7M | +18% | 16.8% | 110% | 168 | 10.71% | 2.2 |
|
| 3049 |
3049
Income Research & Management
Boston,
Massachusetts
| $281M | +$80.9M | +40% | 0.08% | 1.19% | 24 | 37.5% | 2.2 |
|
| 3050 |
MAM
3050
Morse Asset Management
Darien,
Connecticut
| $281M | +$71.3M | +34% | 34.1% | 222% | 128 | 28.91% | 1.9 |
|