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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3251 |
3251
Home Federal Bank of Tennessee
Knoxville,
Tennessee
| $153M | – | – | 6.18% | 74% | 64 | – | 0 |
|
| 3252 |
3252
Credential Securities
Vancouver,
| $153M | +$8.85M | +6% | 3.2% | 32.5% | 231 | 8.66% | 1.4 |
|
| 3253 |
3253
Flagship Ventures 2007 General Partner
Cambridge,
Massachusetts
| $152M | -$6.67M | -4% | 3.11% | – | 5 | 20% | 1.4 |
|
| 3254 |
3254
Asset Dedication LLC
San Francisco,
California
| $152M | – | – | 4.16% | 67.8% | 743 | – | 0 |
|
| 3255 |
SHG
3255
Seven Harbour Global
New York
| $152M | – | – | 16.4% | – | 19 | – | 0 |
|
| 3256 |
AC
3256
Aternalis Capital
New York
| $152M | – | – | 13.6% | – | 17 | – | 0 |
|
| 3257 |
3257
Somerset Trust
Somerset,
Pennsylvania
| $152M | +$9.8M | +7% | 4.56% | 80.5% | 159 | 6.29% | 1.7 |
|
| 3258 |
3258
Genesee Valley Trust
Pittsford,
New York
| $152M | +$1.73M | +1% | 5.42% | 30.2% | 268 | 19.03% | 1.5 |
|
| 3259 |
3259
HighPoint Advisor Group
Downers Grove,
Illinois
| $152M | +$61.8M | +69% | 6.19% | – | 217 | 41.01% | 0.3 |
|
| 3260 |
3260
Affinity Wealth Management
Wilmington,
Delaware
| $152M | +$52.1M | +52% | 4.09% | 116% | 47 | 29.79% | 1.3 |
|
| 3261 |
WIM
3261
Wingspan Investment Management
New York
| $152M | -$192M | -56% | 7.96% | – | 28 | 57.14% | 0.3 |
|
| 3262 |
MAS
3262
Madden Advisory Services
Jacksonville,
Florida
| $152M | -$631K | -0.4% | 4.21% | 52.3% | 306 | 70.92% | 2.2 |
|
| 3263 |
3263
Kora Management
Brooklyn,
New York
| $152M | – | – | 35.9% | 307% | 5 | – | 0 |
|
| 3264 |
3264
Ashmore Group
London,
United Kingdom
| $152M | -$22.6M | -13% | 12.7% | 103% | 74 | 36.49% | 1 |
|
| 3265 |
3265
Kovack Advisors
Ft. Lauderdale,
Florida
| $152M | +$8.34M | +6% | 4.33% | 118% | 277 | 31.77% | 0.8 |
|
| 3266 |
3266
Peoples Financial Services Corp
Moosic,
Pennsylvania
| $152M | +$11.2M | +8% | 7.7% | 104% | 317 | 2.84% | 1.8 |
|
| 3267 |
3267
WESPAC Advisors SoCal
Pasadena,
California
| $152M | – | – | 8.36% | 135% | 273 | – | 0 |
|
| 3268 |
MRFOFM
3268
M&R Follow-On Fund Management
Dallas,
Texas
| $151M | -$142K | -0.1% | 2.93% | 48.8% | 2 | 100% | 0 |
|
| 3269 |
3269
Daniel Devine & Co
Parkland,
Florida
| $151M | +$10M | +7% | 5.78% | 34.2% | 71 | 14.08% | 0.8 |
|
| 3270 |
3270
SPQ Asia Capital
Hong Kong
| $151M | – | – | 23.5% | – | 8 | – | 0 |
|
| 3271 |
3271
Opus Point Partners Management
New York
| $151M | -$29.7M | -16% | 18.5% | 85.2% | 71 | 40.85% | 0.6 |
|
| 3272 |
3272
Cornerstone Management
Duluth,
Georgia
| $151M | +$19.3M | +15% | 3.99% | 43.6% | 46 | 19.57% | 0.9 |
|
| 3273 |
MA
3273
Minerva Advisors
Bala Cynwyd,
Pennsylvania
| $151M | +$10.5M | +7% | 6.78% | 166% | 76 | 6.58% | 2.1 |
|
| 3274 |
3274
Credit Capital Investments
Livingston,
New Jersey
| $151M | +$1.67M | +1% | 6.09% | 500% | 49 | 24.49% | 0.7 |
|
| 3275 |
ECM
3275
EagleClaw Capital Management
Boston,
Massachusetts
| $151M | +$8.48M | +6% | 6.06% | 104% | 108 | 12.96% | 1.5 |
|