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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
Tradewinds Capital Management
Bellingham,
Washington
| $203M | -$57.5M | -22% | 13.3% | 96.9% | 723 | 18.12% | 3.1 |
|
| 3252 |
3252
Raab & Moskowitz Asset Management
Chatham,
New Jersey
| $203M | -$37.8M | -16% | 10.6% | 75% | 581 | 73.32% | 3 |
|
| 3253 |
3253
Peak Financial Management
Wellesley,
Massachusetts
| $203M | -$19.1M | -9% | 9.48% | 58.2% | 59 | 23.73% | 1.6 |
|
| 3254 |
3254
FinTrust Capital Advisors
Greenville,
South Carolina
| $203M | – | – | 11.7% | 23.6% | 1,339 | – | 0 |
|
| 3255 |
3255
Lindbrook Capital
Calabasas,
California
| $203M | – | – | 13.3% | 35.8% | 1,483 | – | 0 |
|
| 3256 |
FC
3256
Fore Capital
New York
| $203M | -$124M | -38% | 1.44% | 25.4% | 80 | 53.75% | 0.3 |
|
| 3257 |
3257
Shine Investment Advisory Services
Lone Tree,
Colorado
| $203M | +$12.7M | +7% | 13.8% | 29% | 702 | 10.83% | 1.3 |
|
| 3258 |
3258
Benedict Financial Advisors
Atlanta,
Georgia
| $203M | -$20.5M | -9% | 8.43% | 72.4% | 110 | 9.09% | 3.3 |
|
| 3259 |
SHA
3259
Shelter Harbor Advisors
Weatogue,
Connecticut
| $202M | +$76.5M | +61% | 3.79% | – | 30 | 66.67% | 0.2 |
|
| 3260 |
3260
Financial Planning & Information Services
De Pere,
Wisconsin
| $202M | -$56.6M | -22% | 11.8% | 13% | 48 | 10.42% | 3.4 |
|
| 3261 |
3261
Benin Management Corp
Wilton,
Connecticut
| $202M | -$47.3M | -19% | 13.7% | 91.7% | 98 | 10.2% | 4.2 |
|
| 3262 |
3262
Versant Venture Management
San Francisco,
California
| $202M | -$92M | -31% | 22.8% | 409% | 10 | 0% | 2.3 |
|
| 3263 |
3263
Chesapeake Wealth Management
Williamsburg,
Virginia
| $202M | -$23M | -10% | 9.23% | 65.9% | 210 | 25.24% | 0.6 |
|
| 3264 |
3264
Delphi Financial Group
Wilmington,
Delaware
| $202M | -$56.1M | -22% | 13.5% | 66.3% | 27 | 66.67% | 1.2 |
|
| 3265 |
3265
Armbruster Capital Management
Pittsford,
New York
| $202M | -$27.1M | -12% | 14.6% | 66.7% | 74 | 9.46% | 2.8 |
|
| 3266 |
3266
Marathon Capital Management
Hunt Valley,
Maryland
| $201M | -$56.7M | -22% | 16% | 74% | 125 | 16.8% | 2.2 |
|
| 3267 |
3267
Aurelius Capital Management
New York
| $201M | – | – | 16.3% | – | 4 | – | 0 |
|
| 3268 |
3268
Harbour Capital Advisors
Tysons Corner,
Virginia
| $201M | -$47M | -19% | 13.1% | 168% | 245 | 42.04% | 1.9 |
|
| 3269 |
LDFR
3269
Lehman & Derafelo Financial Resources
Media,
Pennsylvania
| $201M | – | – | 7.23% | 37.5% | 180 | – | 0 |
|
| 3270 |
3270
DAFNA Capital Management
Los Angeles,
California
| $201M | -$42.4M | -17% | 19.5% | 313% | 87 | 18.39% | 1.7 |
|
| 3271 |
3271
D.B. Root & Company
Pittsburgh,
Pennsylvania
| $201M | -$26M | -11% | 10.1% | 57.3% | 222 | 20.72% | 0.8 |
|
| 3272 |
PL
3272
Polianta Ltd
St Helier,
Jersey
| $201M | +$1.8M | +0.9% | 12.2% | 31.6% | 106 | 73.58% | 0.5 |
|
| 3273 |
3273
GenWealth Group
Maplewood,
New Jersey
| $201M | -$16.3M | -8% | 3.53% | 73.9% | 67 | 16.42% | 1.3 |
|
| 3274 |
3274
Ashmore Group
London,
United Kingdom
| $201M | +$49.1M | +32% | 6.57% | 103% | 30 | 30% | 1.1 |
|
| 3275 |
3275
Tekne Capital Management
New York
| $201M | -$185M | -48% | 17% | 516% | 13 | 15.38% | 1.6 |
|