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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
First National Bank & Trust Co of Newtown
Newtown,
Pennsylvania
| $493M | +$27.6M | +6% | 7.09% | 55.7% | 135 | 2.22% | 8.2 |
|
| 3127 |
3127
Blue Grotto Capital
Atlanta,
Georgia
| $493M | +$36.1M | +8% | 20.1% | 296% | 33 | 48.48% | 1.1 |
|
| 3128 |
3128
Capital Advantage
Walnut Creek,
California
| $492M | -$347K | -0.1% | 3.95% | 49.2% | 51 | 27.45% | 4.3 |
|
| 3129 |
3129
Norden Group
Provo,
Utah
| $492M | -$88.7M | -15% | 9.53% | 104% | 432 | 41.67% | 0.3 |
|
| 3130 |
3130
White Lighthouse Investment Management
Bedford,
Massachusetts
| $492M | +$35.4M | +8% | 5.96% | 62% | 122 | 2.46% | 4.7 |
|
| 3131 |
3131
Main Management Fund Advisors
San Francisco,
California
| $492M | +$135M | +38% | 10.3% | 80% | 7 | 28.57% | 1.2 |
|
| 3132 |
3132
Elk River Wealth Management
Denver,
Colorado
| $492M | -$28.7M | -6% | 7.7% | 81.8% | 116 | 21.55% | 2.6 |
|
| 3133 |
3133
Euro Pacific Asset Management
Dorado,
Puerto Rico
| $491M | +$23.3M | +5% | 1.76% | 172% | 73 | 8.22% | 2.7 |
|
| 3134 |
3134
Horst & Graben Wealth Management
Portland,
Oregon
| $491M | +$36.1M | +8% | 5.7% | 62.2% | 151 | 14.57% | 2.4 |
|
| 3135 |
3135
GAMMA Investing
Foster City,
California
| $491M | +$122M | +33% | 12.2% | 139% | 3,415 | 9.08% | 0.2 |
|
| 3136 |
3136
Wilsey Asset Management
San Diego,
California
| $491M | +$714K | +0.1% | 15% | 66.9% | 25 | 12% | 4 |
|
| 3137 |
3137
Irenic Capital Management
New York
| $491M | -$13.9M | -3% | 3.79% | 93.6% | 27 | 40.74% | 0.5 |
|
| 3138 |
EWA
3138
ERTS Wealth Advisors
Marquette,
Michigan
| $490M | +$26.3M | +6% | 5.07% | 39.3% | 92 | 9.78% | 3.5 |
|
| 3139 |
3139
Wexford Capital
West Palm Beach,
Florida
| $490M | +$23.3M | +5% | 2.77% | 128% | 309 | 64.08% | 0.6 |
|
| 3140 |
3140
Beck Bode LLC
Dedham,
Massachusetts
| $490M | +$43.8M | +10% | 13.5% | 155% | 143 | 41.26% | 0.9 |
|
| 3141 |
VC
3141
Vision Capital
Toronto,
Ontario, Canada
| $490M | +$234M | +92% | 1.47% | 19.8% | 19 | 47.37% | 0.4 |
|
| 3142 |
3142
NBW Capital
Boston,
Massachusetts
| $489M | +$32.4M | +7% | 9.08% | 86% | 119 | 16.81% | 3.7 |
|
| 3143 |
3143
Hunter Perkins Capital Management
Lombard,
Illinois
| $488M | +$9.43M | +2% | 8.43% | 58% | 115 | 30.43% | 1.5 |
|
| 3144 |
3144
Beacon Capital Management LLC (Tennessee)
Franklin,
Tennessee
| $488M | +$132M | +37% | 9.91% | 83% | 1,162 | 24.1% | 1.5 |
|
| 3145 |
3145
World Equity Group
Schaumburg,
Illinois
| $487M | -$11.7M | -2% | 8.84% | 117% | 373 | 29.22% | 1.2 |
|
| 3146 |
YLHM
3146
Yelin Lapidot Holdings Management
Tel Aviv,
Israel
| $486M | +$71.9M | +17% | 11% | 144% | 82 | 3.66% | 0.5 |
|
| 3147 |
3147
Heritage Investment Group
Pompano Beach,
Florida
| $486M | +$36.9M | +8% | 6.13% | 54.5% | 107 | 13.08% | 1.6 |
|
| 3148 |
3148
Drexel Morgan & Co
Radnor,
Pennsylvania
| $486M | +$53.1M | +12% | 5.84% | 50.1% | 53 | 5.66% | 7.1 |
|
| 3149 |
3149
Realta Investment Advisors
Wilmington,
Delaware
| $485M | +$42.4M | +10% | 11.2% | 151% | 821 | 48.72% | 1.6 |
|
| 3150 |
3150
Schnieders Capital Management
Pasadena,
California
| $485M | +$31.3M | +7% | 10% | 103% | 215 | 11.63% | 5.2 |
|