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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3101 |
3101
Geller Advisors
New York
| $255M | +$8.87M | +4% | 3.53% | 20.4% | 25 | 4% | 3.3 |
|
| 3102 |
3102
Franklin, Parlapiano, Turner & Welch
Houston,
Texas
| $255M | +$1.83M | +0.7% | 3.97% | 41.6% | 46 | 4.35% | 5.2 |
|
| 3103 |
WCMN
3103
Westchester Capital Management (Nebraska)
Omaha,
Nebraska
| $255M | +$21.6M | +9% | 4.32% | 121% | 45 | 20% | 4.5 |
|
| 3104 |
3104
Schnieders Capital Management
Pasadena,
California
| $255M | +$21.3M | +9% | 2.94% | 103% | 171 | 14.62% | 3.4 |
|
| 3105 |
3105
Affinity Wealth Management
Wilmington,
Delaware
| $255M | +$2.74M | +1% | 4.2% | 116% | 109 | 19.27% | 1.5 |
|
| 3106 |
3106
Family Management
New York
| $255M | +$22.9M | +10% | 2.93% | 69% | 186 | 33.33% | 1.1 |
|
| 3107 |
3107
Northside Capital Management
Hood River,
Oregon
| $255M | +$3.03M | +1% | 1.78% | 99.6% | 64 | 7.81% | 3.4 |
|
| 3108 |
PLFAM
3108
Pineno Levin & Ford Asset Management
Richmond,
Virginia
| $255M | +$15.1M | +6% | 6.35% | 81.6% | 109 | 9.17% | 3.8 |
|
| 3109 |
3109
Tuttle Capital Management
Riverside,
Connecticut
| $255M | -$243M | -49% | 6.83% | 115% | 213 | 82.16% | 0.2 |
|
| 3110 |
3110
Kavar Capital Partners Group
Leawood,
Kansas
| $254M | +$30.3M | +13% | 3.5% | 77.2% | 517 | 77.76% | 0.7 |
|
| 3111 |
3111
Hardy Reed
Tupelo,
Mississippi
| $254M | -$18.7M | -7% | 3.11% | 69.7% | 69 | 7.25% | 0.4 |
|
| 3112 |
3112
JGP Global Gestao de Recursos
Rio De Janeiro,
Brazil
| $254M | -$16.3M | -6% | 15.1% | 261% | 89 | 67.42% | 0.4 |
|
| 3113 |
3113
Court Place Advisors
Ellicott City,
Maryland
| $254M | +$6.46M | +3% | 3.07% | 92% | 188 | 9.04% | 3.7 |
|
| 3114 |
3114
Stansberry Asset Management
Westlake,
Texas
| $254M | -$37.5M | -13% | 4.69% | 79.6% | 74 | 35.14% | 0.7 |
|
| 3115 |
3115
Knights of Columbus Asset Advisors
New Haven,
Connecticut
| $254M | +$5.93M | +2% | 4.34% | 137% | 147 | 14.97% | 1.3 |
|
| 3116 |
3116
Stonebridge Capital Management
Los Angeles,
California
| $254M | -$20.2M | -7% | 3.53% | – | 155 | 11.61% | 3.7 |
|
| 3117 |
3117
Doliver Advisors
Houston,
Texas
| $254M | +$6.25M | +3% | 0.45% | 92.3% | 170 | 37.06% | 0.9 |
|
| 3118 |
NAMP
3118
NorthStar Asset Management (Pennsylvania)
Blue Bell,
Pennsylvania
| $254M | +$8.1M | +3% | 4.69% | 90.2% | 126 | 13.49% | 3.8 |
|
| 3119 |
ECM
3119
Endurant Capital Management
San Mateo,
California
| $254M | +$704K | +0.3% | 1.18% | 18.4% | 90 | 66.67% | 0.4 |
|
| 3120 |
3120
Fort Point Capital Partners
San Francisco,
California
| $253M | +$24.3M | +11% | 2.42% | 62.2% | 119 | 19.33% | 2.3 |
|
| 3121 |
3121
General Industrial Partners
London,
United Kingdom
| $253M | -$29M | -10% | 8.94% | – | 6 | 16.67% | 0.4 |
|
| 3122 |
3122
Patriot Financial Partners
Radnor,
Pennsylvania
| $253M | +$29.7M | +13% | 14.5% | 16.6% | 12 | 0% | 1.8 |
|
| 3123 |
PCM
3123
Perritt Capital Management
Chicago,
Illinois
| $253M | -$13.8M | -5% | 1.67% | 80.9% | 237 | 9.28% | 3.3 |
|
| 3124 |
PAS
3124
Partnervest Advisory Services
Santa Barbara,
California
| $253M | +$11.8M | +5% | 3.17% | 45.1% | 292 | 34.25% | 2.1 |
|
| 3125 |
LP
3125
LGL Partners
Philadelphia,
Pennsylvania
| $253M | -$11M | -4% | 2.41% | 68.9% | 110 | 5.45% | 1.4 |
|