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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3226 |
III
3226
Independent Investors Inc
Nesconset,
New York
| $434M | +$40.3M | +10% | 11.9% | 94.5% | 69 | 5.8% | 7.8 |
|
| 3227 |
3227
Drexel Morgan & Co
Radnor,
Pennsylvania
| $433M | +$65.1M | +18% | 11.8% | 50.1% | 51 | 7.84% | 7 |
|
| 3228 |
3228
Analog Century Management
New York
| $432M | +$59.4M | +16% | 16.3% | 785% | 24 | 20.83% | 1.8 |
|
| 3229 |
3229
Heron Bay Capital Management
Bloomfield Hills,
Michigan
| $432M | +$60.5M | +16% | 9.91% | 58.9% | 111 | 27.93% | 1.5 |
|
| 3230 |
3230
Greystone Financial Group
Bloomfield Hills,
Michigan
| $432M | +$31.2M | +8% | 9.09% | 79.3% | 119 | 25.21% | 1.1 |
|
| 3231 |
3231
Ellenbecker Investment Group
Waukesha,
Wisconsin
| $432M | +$45.5M | +12% | 10.5% | 56.3% | 105 | 14.29% | 3.4 |
|
| 3232 |
3232
Washington State Investment Board
Olympia,
Washington
| $431M | +$98M | +29% | 29.5% | 567% | 2 | 0% | 2.4 |
|
| 3233 |
3233
Planning Center Inc
Moline,
Illinois
| $431M | +$46.4M | +12% | 10.2% | 38.9% | 66 | 15.15% | 1.5 |
|
| 3234 |
3234
Summit Wealth Partners
Orlando,
Florida
| $431M | +$38.9M | +10% | 7.95% | 44.9% | 218 | 17.89% | 2.2 |
|
| 3235 |
3235
Hudson Edge Investment Partners
Jersey City,
New Jersey
| $431M | +$124M | +41% | 13.7% | 67.9% | 153 | 19.61% | 4.1 |
|
| 3236 |
3236
Harber Asset Management
Asheville,
North Carolina
| $430M | +$71.7M | +20% | 16.2% | 63.6% | 41 | 31.71% | 1.3 |
|
| 3237 |
3237
Ellis Investment Partners
Berwyn,
Pennsylvania
| $430M | +$41.5M | +11% | 10.9% | 70.8% | 225 | 8.89% | 3.8 |
|
| 3238 |
3238
Lebenthal Global Advisors
Hauppauge,
New York
| $430M | +$97.9M | +29% | 8.41% | 57.2% | 197 | 42.13% | 1 |
|
| 3239 |
3239
M. Kulyk & Associates
Decatur,
Georgia
| $429M | +$69.3M | +19% | 10.9% | 63.3% | 113 | 20.35% | 1.9 |
|
| 3240 |
AA
3240
AF Advisors
Sacramento,
California
| $429M | +$108M | +34% | 33.6% | 76.5% | 18 | 11.11% | 2.3 |
|
| 3241 |
3241
Kowal Investment Group
Brookfield,
Wisconsin
| $429M | +$58M | +16% | 9.62% | 21.1% | 175 | 21.14% | 1.8 |
|
| 3242 |
3242
Boone Capital Management
Atlanta,
Georgia
| $428M | +$111M | +35% | 10% | 278% | 22 | 45.45% | 0.4 |
|
| 3243 |
3243
Think Investments
San Francisco,
California
| $428M | -$14.8M | -3% | 19.9% | 285% | 29 | 37.93% | 2.2 |
|
| 3244 |
3244
Asio Capital
Lexington,
Kentucky
| $428M | +$52.7M | +14% | 13.7% | 98% | 103 | 9.71% | 2.2 |
|
| 3245 |
3245
LTS One Management
New York
| $428M | -$27M | -6% | 14.5% | 67.9% | 17 | 29.41% | 0.6 |
|
| 3246 |
3246
P. Schoenfeld Asset Management (PSAM)
New York
| $428M | -$809M | -65% | 8.85% | 367% | 118 | 46.61% | 1 |
|
| 3247 |
MTC
3247
Matrix Trust Company
Denver,
Colorado
| $427M | +$44.4M | +12% | 8.19% | 51.4% | 76 | 23.68% | 1.8 |
|
| 3248 |
3248
MPM BioImpact
Boston,
Massachusetts
| $427M | +$52.8M | +14% | 32.5% | 550% | 34 | 11.76% | 1.4 |
|
| 3249 |
3249
Bornite Capital Management
New York
| $427M | +$95.9M | +29% | 11.1% | 208% | 59 | 91.53% | 0.3 |
|
| 3250 |
3250
AdvisorShares Investments
Bethesda,
Maryland
| $427M | +$52.6M | +14% | 10.3% | 110% | 333 | 46.85% | 1.1 |
|