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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3276 |
3276
Benedict Financial Advisors
Atlanta,
Georgia
| $208M | +$13M | +7% | 7.37% | 72.4% | 107 | 2.8% | 2.6 |
|
| 3277 |
3277
Raab & Moskowitz Asset Management
Chatham,
New Jersey
| $207M | +$13K | +0% | 5.42% | 75% | 148 | 4.73% | 2.7 |
|
| 3278 |
3278
Boyd Watterson Asset Management
Cleveland,
Ohio
| $207M | +$4.85M | +2% | 4.36% | 101% | 167 | 14.37% | 2.9 |
|
| 3279 |
3279
YorkBridge Wealth Partners
New York
| $207M | +$14.4M | +7% | 7.13% | 36.5% | 965 | 13.99% | 0.9 |
|
| 3280 |
3280
Toscafund Asset Management
London,
United Kingdom
| $207M | +$31M | +18% | 3.24% | 80.9% | 7 | 28.57% | 1.3 |
|
| 3281 |
3281
HughesLittle Investment Management
Vancouver,
| $207M | +$8.12M | +4% | 6.09% | 106% | 20 | 5% | 2.7 |
|
| 3282 |
JCM
3282
JS Capital Management
New York
| $207M | -$12.2M | -6% | 4.91% | 52.4% | 36 | 58.33% | 0.3 |
|
| 3283 |
3283
SignalPoint Asset Management
Springfield,
Missouri
| $207M | +$9.21M | +5% | 6.45% | 36% | 213 | 13.62% | 2 |
|
| 3284 |
SCM
3284
Springhouse Capital Management
Westport,
Connecticut
| $207M | -$52.4M | -20% | 6.21% | 52% | 19 | 42.11% | 1 |
|
| 3285 |
3285
Lingotto Investment Management
London,
United Kingdom
| $207M | – | – | 6.55% | 388% | 4 | – | 0 |
|
| 3286 |
3286
Tiptree Advisors
New York
| $207M | -$24.6M | -11% | 5.99% | – | 45 | 33.33% | 0.9 |
|
| 3287 |
3287
Cat Rock Capital Management
Greenwich,
Connecticut
| $207M | +$11.2M | +6% | 4.45% | 66.7% | 8 | 50% | 0.6 |
|
| 3288 |
EMR
3288
Errol M. Rudman
| $206M | +$32M | +18% | 7.38% | 60.5% | 45 | 31.11% | 1.6 |
|
| 3289 |
3289
Bodenholm Capital
Stockholm,
Sweden
| $206M | +$38M | +23% | 9.59% | 86% | 9 | 66.67% | 0.4 |
|
| 3290 |
3290
Inspirion Wealth Advisors
Libertyville,
Illinois
| $206M | +$8.73M | +4% | 5.53% | 52.5% | 72 | 8.33% | 2.2 |
|
| 3291 |
3291
Heck Capital Advisors
Rhinelander,
Wisconsin
| $206M | +$18.5M | +10% | 4.61% | 67% | 87 | 5.75% | 0.8 |
|
| 3292 |
3292
Spearhead Capital Advisors
Wellington,
Florida
| $206M | – | – | 6.62% | 25.2% | 63 | – | 0 |
|
| 3293 |
3293
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
| $206M | +$3.6M | +2% | 5.52% | 100% | 957 | 6.79% | 3.4 |
|
| 3294 |
3294
Wind River Trust Company
Jackson,
Wyoming
| $206M | +$8.67M | +4% | 4.77% | 62.1% | 8 | 0% | 4.2 |
|
| 3295 |
PAS
3295
Partnervest Advisory Services
Santa Barbara,
California
| $205M | +$274K | +0.1% | 5.87% | 45.1% | 202 | 21.78% | 2.3 |
|
| 3296 |
3296
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
| $205M | +$10.5M | +5% | 4.82% | 62.3% | 89 | 4.49% | 2.1 |
|
| 3297 |
3297
Arias Resource Capital
George Town, Grand Cayman,
Cayman Islands
| $205M | – | – | 4.2% | 81.3% | 2 | – | 0 |
|
| 3298 |
3298
Cowen Prime Advisors
New York
| $205M | -$5.03M | -2% | 0.79% | 116% | 199 | 13.57% | 2.8 |
|
| 3299 |
3299
Parkside Investments
Deerfield,
Illinois
| $205M | +$31.8M | +18% | 4.24% | 70.4% | 101 | 18.81% | 0.5 |
|
| 3300 |
3300
Kayak Investment Partners
San Francisco,
California
| $205M | +$8.85M | +5% | 5.5% | 27% | 22 | 45.45% | 0.6 |
|