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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 |
NEIRG
3251
New England Investment & Retirement Group
North Andover,
Massachusetts
| $181M | -$1.56M | -0.9% | 5.08% | 72.5% | 60 | 23.33% | 1.6 |
|
| 3252 |
LFR
3252
Lehman Financial Resources
Media,
Pennsylvania
| $181M | +$5.35M | +3% | 6.28% | 58.2% | 67 | 17.91% | 2.3 |
|
| 3253 |
VCM
3253
Versant Capital Management
Phoenix,
Arizona
| $181M | +$5.57M | +3% | 3.76% | 97.3% | 1,634 | 5.26% | 1.1 |
|
| 3254 |
FA
3254
Fagan Associates
Troy,
New York
| $180M | +$7.5M | +4% | 7.59% | 127% | 107 | 19.63% | 1.8 |
|
| 3255 |
SCM
3255
Salem Capital Management
Woburn,
Massachusetts
| $180M | -$1.4M | -0.8% | 4.31% | 32.3% | 66 | 7.58% | 3.3 |
|
| 3256 |
VAS
3256
Valicenti Advisory Services
Elmira,
New York
| $180M | +$19.8M | +12% | 6.32% | 119% | 55 | 10.91% | 2.3 |
|
| 3257 |
OBWP
3257
O'Brien Wealth Partners
Waltham,
Massachusetts
| $180M | +$12.9M | +8% | 4.9% | 56.7% | 31 | 0% | 1.2 |
|
| 3258 |
MJP
3258
Michael J. Puzo
| $180M | +$7.21M | +4% | 5.15% | 90.3% | 80 | 10% | 2.9 |
|
| 3259 |
BC
3259
Birchview Capital
Burlington,
Vermont
| $180M | +$17.3M | +11% | 13.7% | 327% | 43 | 9.3% | 1.6 |
|
| 3260 |
KEM
3260
Kimmeridge Energy Management
New York
| $180M | -$29.5M | -14% | 14.1% | 19.7% | 1 | 0% | 0.3 |
|
| 3261 |
MC
3261
Miles Capital
West Des Moines,
Iowa
| $180M | +$15.8M | +10% | 4.14% | 15.4% | 226 | 26.99% | 0.8 |
|
| 3262 |
KCPG
3262
Kavar Capital Partners Group
Leawood,
Kansas
| $180M | +$21.5M | +14% | 5.27% | 77.2% | 114 | 18.42% | 2.2 |
|
| 3263 |
CO
3263
Caldwell & Orkin
Norcross,
Georgia
| $179M | +$21.8M | +14% | 9.92% | 137% | 119 | 68.07% | 0.3 |
|
| 3264 |
LCM
3264
Lafitte Capital Management
Austin,
Texas
| $179M | -$6.79M | -4% | 2.57% | 55.2% | 22 | 27.27% | 1.7 |
|
| 3265 |
ACM
3265
Armbruster Capital Management
Pittsford,
New York
| $179M | +$8.51M | +5% | 4.37% | 64.3% | 306 | 13.73% | 1.1 |
|
| 3266 |
BCCM
3266
Bridge Creek Capital Management
West Barnstable,
Massachusetts
| $179M | +$1.69M | +1% | 3.03% | 76.5% | 80 | 6.25% | 1.1 |
|
| 3267 |
AWM
3267
Affinity Wealth Management
Wilmington,
Delaware
| $179M | +$2.29M | +1% | 6.26% | 116% | 82 | 35.37% | 1.3 |
|
| 3268 |
TCM
3268
Traynor Capital Management
Malvern,
Pennsylvania
| $179M | +$28.2M | +19% | 7.38% | 225% | 167 | 29.34% | 1.2 |
|
| 3269 |
3269
Global Retirement Partners
San Rafael,
California
| $179M | +$30.1M | +20% | 5.49% | – | 1,193 | 18.61% | 0.2 |
|
| 3270 |
HP
3270
Harbourvest Partners
Boston,
Massachusetts
| $179M | +$13.2M | +8% | 13.9% | 8.96% | 23 | 52.17% | 0.6 |
|
| 3271 |
SCM
3271
Sio Capital Management
New York
| $179M | +$7.38M | +4% | 16.2% | 564% | 70 | 72.86% | 0.3 |
|
| 3272 |
UMA
3272
USA Mutuals Advisors
Dallas,
Texas
| $179M | +$9.8M | +6% | 8.52% | 14.1% | 33 | 9.09% | 3.1 |
|
| 3273 |
CI
3273
Cavalier Investments
Alpharetta,
Georgia
| $179M | +$23.3M | +15% | 9.06% | 171% | 193 | 59.59% | 0.3 |
|
| 3274 |
PRS
3274
Pinkerton Retirement Specialists
Coeur D Alene,
Idaho
| $178M | -$37M | -17% | 4.68% | 82.9% | 644 | 83.39% | 1.5 |
|
| 3275 |
LCP
3275
Legacy Capital Partners
Milwaukee,
Wisconsin
| $178M | +$13.2M | +8% | 6.52% | 85.6% | 118 | 12.71% | 2.7 |
|