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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3126 |
3126
Bar Harbor Trust Services
Ellsworth,
Maine
| $196M | +$4.11M | +2% | 9.14% | 86.4% | 81 | 13.58% | 2 |
|
| 3127 |
3127
Financial Management Professionals
Austin,
Texas
| $196M | +$4.14M | +2% | 2.96% | 62.1% | 389 | 30.85% | 2.2 |
|
| 3128 |
3128
Cornerstone Management
Duluth,
Georgia
| $196M | +$21.5M | +12% | 4.03% | 43.6% | 37 | 16.22% | 1.8 |
|
| 3129 |
3129
Nexthera Capital
New York
| $196M | +$25.4M | +15% | 19.1% | 161% | 55 | 63.64% | 0.3 |
|
| 3130 |
3130
Founders Capital Management (Connecticut)
East Hartford,
Connecticut
| $196M | +$11M | +6% | 5.73% | 88.9% | 56 | 3.57% | 2.6 |
|
| 3131 |
3131
Whetstone Capital Advisors
Shawnee Mission,
Kansas
| $196M | +$9.6M | +5% | 4.78% | 282% | 26 | 38.46% | 1 |
|
| 3132 |
TC
3132
Tavio Capital
New York
| $195M | +$89.5M | +84% | 10.5% | 81.4% | 8 | 62.5% | 0.1 |
|
| 3133 |
3133
Arbor Investment Advisors
Winston Salem,
North Carolina
| $195M | +$9.47M | +5% | 6.1% | 44.3% | 42 | 11.9% | 3.1 |
|
| 3134 |
3134
Jacobi Capital Management
Pittston,
Pennsylvania
| $195M | +$31.6M | +19% | 4.08% | 76.6% | 756 | 19.97% | 0.6 |
|
| 3135 |
3135
Redmond Asset Management
Henrico,
Virginia
| $195M | -$21.5M | -10% | 4.84% | 61.5% | 166 | 16.27% | 2.1 |
|
| 3136 |
3136
HCR Wealth Advisors
Los Angeles,
California
| $195M | +$5.93M | +3% | 6.74% | 107% | 167 | 14.97% | 0.2 |
|
| 3137 |
3137
New Leaf Venture Partners
New York
| $195M | +$55.6M | +40% | 14.2% | 3.91% | 19 | 36.84% | 1 |
|
| 3138 |
3138
Nepsis Inc
Minneapolis,
Minnesota
| $195M | +$20.6M | +12% | 9.33% | 131% | 43 | 20.93% | 1.5 |
|
| 3139 |
3139
Paradigm Financial Advisors
Des Peres,
Missouri
| $195M | +$12.1M | +7% | 5.97% | 114% | 111 | 9.91% | 2.2 |
|
| 3140 |
3140
iAB Financial Bank
Fort Wayne,
Indiana
| $195M | +$17.6M | +10% | 5.86% | 22.5% | 140 | 13.57% | 2.4 |
|
| 3141 |
EGA
3141
E&G Advisors
Houston,
Texas
| $195M | +$26M | +15% | 4.12% | 97.7% | 144 | 16.67% | 1.5 |
|
| 3142 |
CCC
3142
Chelsea Counsel Company
Los Angeles,
California
| $195M | +$4.33M | +2% | 5.71% | 106% | 90 | 13.33% | 3.1 |
|
| 3143 |
3143
Shepherd Kaplan Krochuk
Boston,
Massachusetts
| $195M | -$158M | -45% | 0.79% | 38.5% | 317 | 33.12% | 1.7 |
|
| 3144 |
3144
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
| $194M | +$3.06M | +2% | 4.22% | 62.3% | 90 | 21.11% | 1.6 |
|
| 3145 |
3145
Cowen Prime Advisors
New York
| $194M | +$9.08M | +5% | 1.57% | 116% | 202 | 14.85% | 2.4 |
|
| 3146 |
3146
Highland Private Wealth Management
Bellevue,
Washington
| $194M | -$356K | -0.2% | 6.64% | 19% | 85 | 20% | 0.9 |
|
| 3147 |
ILM
3147
Indigo Latam Management
Phoenix,
Arizona
| $194M | -$15.3M | -7% | 7.31% | 39.3% | 1 | 0% | 3.3 |
|
| 3148 |
3148
Point View Wealth Management
Summit,
New Jersey
| $194M | +$20.2M | +12% | 3.46% | 27% | 260 | 6.54% | 2.2 |
|
| 3149 |
3149
Fort Point Capital Partners
San Francisco,
California
| $194M | +$10.9M | +6% | 7.81% | 62.2% | 123 | 26.02% | 1.5 |
|
| 3150 |
3150
Cable Hill Partners
Portland,
Oregon
| $194M | -$27.4M | -12% | 3.94% | 20.3% | 825 | 18.67% | 1.5 |
|