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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
Allen Capital Group
Grand Island,
Nebraska
| $231M | – | – | 4.12% | 56.9% | 117 | – | 0 |
|
| 3127 |
3127
Bank Pictet & Cie (Asia)
Singapore
| $231M | +$18.8M | +9% | 8.56% | 30.4% | 73 | 17.81% | 1.4 |
|
| 3128 |
3128
Arax Advisory Partners
Denver,
Colorado
| $231M | +$22.4M | +11% | 4.08% | 64.7% | 474 | 5.49% | 1 |
|
| 3129 |
3129
Gould Asset Management
Claremont,
California
| $231M | +$8.2M | +4% | 4.41% | 42.8% | 147 | 12.93% | 2.6 |
|
| 3130 |
3130
Cable Hill Partners
Portland,
Oregon
| $230M | +$12.3M | +6% | 3.39% | 20.3% | 1,080 | 19.54% | 1.6 |
|
| 3131 |
3131
Wittenberg Investment Management
Carlisle,
Massachusetts
| $230M | -$2.76M | -1% | 10.2% | 89.9% | 86 | 13.95% | 0.9 |
|
| 3132 |
3132
Chubb Ltd
Zurich,
Switzerland
| $230M | +$427K | +0.2% | 1.62% | 64.2% | 20 | 5% | 1.7 |
|
| 3133 |
3133
Cheyne Capital Management (UK)
London,
United Kingdom
| $230M | -$47.4M | -17% | 0.77% | 35.6% | 47 | 34.04% | 0.8 |
|
| 3134 |
3134
Bain Capital Venture Investors
Boston,
Massachusetts
| $230M | +$96.2M | +72% | 16.4% | 34.2% | 3 | 66.67% | 0.8 |
|
| 3135 |
KSA
3135
Ken Stern & Associates
San Diego,
California
| $229M | +$3.22M | +1% | 2.81% | 39.4% | 123 | 11.38% | 1.5 |
|
| 3136 |
DLG
3136
Daniel L. Goodwin
| $229M | +$4.71M | +2% | 2.37% | 72.6% | 94 | 12.77% | 2.6 |
|
| 3137 |
3137
Hudock Inc
Williamsport,
Pennsylvania
| $229M | +$15.5M | +7% | 3.79% | 69.7% | 715 | 11.47% | 2.8 |
|
| 3138 |
3138
Grove Bank & Trust
Miami,
Florida
| $229M | +$23.5M | +11% | 4.86% | 80.5% | 590 | 15.42% | 1.2 |
|
| 3139 |
3139
Arbor Investment Advisors
Winston Salem,
North Carolina
| $229M | +$15.2M | +7% | 4.68% | 44.3% | 47 | 14.89% | 3 |
|
| 3140 |
3140
JHL Capital Group
Chicago,
Illinois
| $229M | -$39.6M | -15% | 6.89% | – | 14 | 64.29% | 0.8 |
|
| 3141 |
CBTWT
3141
Community Bank & Trust (Waco, Texas)
Waco,
Texas
| $229M | +$13.9M | +6% | 7.54% | 124% | 137 | 10.22% | 1.6 |
|
| 3142 |
AWW
3142
Alan W. Weber
| $229M | +$15.8M | +7% | 4.39% | 191% | 72 | 9.72% | 2.1 |
|
| 3143 |
3143
Construction & Building Unions Superannuation Fund
Melbourne,
Australia
| $228M | – | – | 5.18% | 90.1% | 35 | – | 0 |
|
| 3144 |
3144
Flaharty Asset Management
Clearwater,
Florida
| $228M | +$33.7M | +17% | 2.94% | 33.4% | 97 | 44.33% | 0.4 |
|
| 3145 |
3145
Domani Wealth
Lancaster,
Pennsylvania
| $228M | -$4.12M | -2% | 3.91% | 48.6% | 97 | 2.06% | 2.1 |
|
| 3146 |
3146
C.V. Starr & Co Trust
New York
| $228M | +$12.3M | +6% | 0.49% | 51.7% | 30 | 6.67% | 3.4 |
|
| 3147 |
3147
TCI Wealth Advisors
Tucson,
Arizona
| $228M | +$23.4M | +11% | 6.86% | 65% | 1,489 | 14.64% | 2.4 |
|
| 3148 |
3148
MEAG MUNICH ERGO AssetManagement
Munich,
Germany
| $228M | +$17.7M | +8% | 4.62% | 18.2% | 15 | 6.67% | 1.8 |
|
| 3149 |
3149
Kemper
Chicago,
Illinois
| $227M | +$14.4M | +7% | 5.07% | 28.6% | 20 | 10% | 2.7 |
|
| 3150 |
3150
Interactive Financial Advisors
New Lenox,
Illinois
| $227M | +$8.08M | +4% | 2.79% | 47.6% | 113 | 15.04% | 2.9 |
|