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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
Madrona Venture Group
Seattle,
Washington
| $427M | +$135M | +46% | 58.6% | 233% | 6 | 0% | 2 |
|
| 3252 |
3252
Gibson Capital
Wexford,
Pennsylvania
| $426M | +$56.5M | +15% | 12.9% | 67.2% | 66 | 25.76% | 3.9 |
|
| 3253 |
3253
Sensible Financial Planning & Management
Waltham,
Massachusetts
| $426M | +$28.7M | +7% | 6.71% | 24.5% | 28 | 3.57% | 5.6 |
|
| 3254 |
3254
Partners in Financial Planning
Salem,
Virginia
| $426M | +$37.5M | +10% | 8.6% | 38.9% | 103 | 6.8% | 2 |
|
| 3255 |
3255
Oliver Luxxe Assets
Gladstone,
New Jersey
| $425M | +$36M | +9% | 12.2% | 137% | 184 | 22.28% | 2.7 |
|
| 3256 |
AMCA
3256
Arthur M. Cohen & Associates
Northbrook,
Illinois
| $425M | +$35M | +9% | 11.7% | 129% | 145 | 16.55% | 4.3 |
|
| 3257 |
3257
Commonwealth Financial Services
Vienna,
West Virginia
| $425M | +$88.4M | +26% | 8.76% | 64.2% | 210 | 21.9% | 3.3 |
|
| 3258 |
KC
3258
Keenan Capital
Burlingame,
California
| $424M | -$142M | -25% | 22.2% | 110% | 10 | 10% | 3.1 |
|
| 3259 |
3259
Noesis Capital Mangement
Boca Raton,
Florida
| $424M | +$42.9M | +11% | 12.3% | 139% | 100 | 5% | 5.5 |
|
| 3260 |
3260
Lisanti Capital Growth
New York
| $424M | -$209M | -33% | 29.4% | 1,490% | 171 | 59.06% | 0.3 |
|
| 3261 |
3261
SevenBridge Financial Group
Harrisburg,
Pennsylvania
| $423M | +$36.4M | +9% | 9.33% | 93.2% | 193 | 5.7% | 4.2 |
|
| 3262 |
3262
TLWM Financial
San Antonio,
Texas
| $423M | +$45.9M | +12% | 9% | 53.9% | 74 | 12.16% | 3 |
|
| 3263 |
HCM
3263
Harspring Capital Management
New York
| $422M | +$44.8M | +12% | 19.2% | 70.6% | 19 | 15.79% | 2.2 |
|
| 3264 |
3264
Strategy Asset Managers
Pasadena,
California
| $422M | +$39.5M | +10% | 10.2% | 115% | 240 | 10% | 2.7 |
|
| 3265 |
3265
Toews Corporation
Northfield,
New Jersey
| $421M | +$256M | +155% | 7.16% | 22% | 111 | 95.5% | 2.3 |
|
| 3266 |
3266
Peterson Wealth Advisors
Orem,
Utah
| $421M | +$49M | +13% | 9.45% | 50.9% | 67 | 11.94% | 3.5 |
|
| 3267 |
3267
GPI Capital
New York
| $421M | -$87M | -17% | 11.8% | 261% | 8 | 37.5% | 2.4 |
|
| 3268 |
3268
Advanced Asset Management Advisors
Dublin,
Ohio
| $421M | +$3.42M | +0.8% | 10.1% | 93.6% | 97 | 6.19% | 4.1 |
|
| 3269 |
3269
Alibaba Group
Causeway Bay,
Hong Kong
| $421M | -$57.2M | -12% | 11.2% | 2.06% | 9 | 0% | 4 |
|
| 3270 |
3270
Sweet Financial Partners
Fairmont,
Minnesota
| $420M | +$42.8M | +11% | 9.71% | 22.4% | 188 | 12.23% | 1.5 |
|
| 3271 |
3271
Sentinel Pension Advisors
Wakefield,
Massachusetts
| $420M | +$10.1M | +2% | 8.39% | 52.1% | 107 | 14.95% | 2.3 |
|
| 3272 |
3272
Sapience Investments
Newport Beach,
California
| $420M | +$4.1M | +1% | 13.3% | 54.9% | 84 | 14.29% | 3.1 |
|
| 3273 |
3273
James J. Burns & Company
Melville,
New York
| $420M | +$47.5M | +13% | 10.6% | 70.2% | 122 | 16.39% | 0.9 |
|
| 3274 |
3274
Perseverance Asset Management International
George Town,
Cayman Islands
| $420M | +$33.4M | +9% | 16.6% | 120% | 20 | 25% | 1.2 |
|
| 3275 |
3275
Fermata Advisors
Sonoma,
California
| $419M | +$64.3M | +18% | 8.79% | 58.3% | 197 | 22.34% | 0.8 |
|