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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
Intellectus Partners
San Francisco,
California
| $231M | -$1.37M | -0.6% | 4.03% | 157% | 437 | 57.89% | 1.5 |
|
| 3277 |
3277
Cheviot Value Management
Beverly Hills,
California
| $231M | +$25.2M | +12% | 5.99% | 77.8% | 66 | 13.64% | 3.2 |
|
| 3278 |
3278
Financial Planning & Information Services
De Pere,
Wisconsin
| $231M | +$6.35M | +3% | 2.39% | 13% | 48 | 2.08% | 3.6 |
|
| 3279 |
3279
Tinicum
New York
| $231M | -$19.5M | -8% | 5.84% | 21.1% | 4 | 0% | 3.4 |
|
| 3280 |
MM
3280
Midas Management
New York
| $231M | -$3.56M | -2% | 4.9% | 43.3% | 122 | 15.57% | 2.1 |
|
| 3281 |
3281
Mitsubishi UFJ Asset Management (UK)
London,
United Kingdom
| $231M | +$26.8M | +13% | 4.63% | 151% | 89 | 22.47% | 1 |
|
| 3282 |
3282
Huber Financial Advisors
Lincolnshire,
Illinois
| $230M | +$25.4M | +12% | 2.64% | – | 131 | 16.03% | 1.1 |
|
| 3283 |
3283
Albar Capital
London,
United Kingdom
| $230M | -$57.1M | -20% | 8.74% | 163% | 43 | 74.42% | 0.1 |
|
| 3284 |
3284
Aveo Capital Partners
Englewood,
Colorado
| $230M | +$13.7M | +6% | 2.44% | 19.1% | 205 | 26.83% | 1.3 |
|
| 3285 |
3285
Bank OZK
Little Rock,
Arkansas
| $230M | +$390K | +0.2% | 3.11% | 112% | 132 | 6.82% | 4.1 |
|
| 3286 |
3286
Sunbelt Securities
Houston,
Texas
| $230M | +$29.9M | +15% | 2.97% | 83.5% | 269 | 17.84% | 1.6 |
|
| 3287 |
ECM
3287
EagleClaw Capital Management
Boston,
Massachusetts
| $230M | +$10.7M | +5% | 3.65% | 104% | 126 | 7.94% | 3.7 |
|
| 3288 |
3288
Callodine Capital Management
Boston,
Massachusetts
| $230M | +$26M | +13% | 0.85% | 53.8% | 39 | 30.77% | 0.4 |
|
| 3289 |
3289
Banco BTG Pactual
Rio De Janeiro,
Brazil
| $229M | -$118M | -34% | 4.71% | 135% | 84 | 55.95% | 0.4 |
|
| 3290 |
3290
Advisors Management Group
La Crosse,
Wisconsin
| $229M | +$5.58M | +2% | 1.1% | 125% | 91 | 8.79% | 2.5 |
|
| 3291 |
RHFI
3291
Reilly Herbert Faulkner III
| $229M | +$10.6M | +5% | 4.34% | 80.6% | 48 | 2.08% | 4 |
|
| 3292 |
3292
Goldstein Munger & Associates
San Ramon,
California
| $229M | -$32K | -0% | 3.32% | 11.9% | 35 | 5.71% | 4.2 |
|
| 3293 |
3293
Summit Trail Advisors
New York
| $229M | -$2.42M | -1% | 2.42% | 74.8% | 91 | 27.47% | 0.7 |
|
| 3294 |
3294
Montgomery Investment Management
Rockville,
Maryland
| $229M | +$4.41M | +2% | 4.77% | 98.4% | 90 | 0% | 4.6 |
|
| 3295 |
3295
AlphaMark Advisors
Ft. Wright,
Kentucky
| $228M | -$8.12M | -3% | 2.07% | 26.4% | 557 | 11.67% | 2.7 |
|
| 3296 |
3296
Burt Wealth Advisors
North Bethesda,
Maryland
| $228M | +$6.55M | +3% | 2.54% | 57.3% | 382 | 13.09% | 3.2 |
|
| 3297 |
HA
3297
Hamel Associates
Chatham,
New Jersey
| $228M | +$5.19M | +2% | 3.13% | 50.6% | 86 | 6.98% | 3.7 |
|
| 3298 |
WWM
3298
Windsor Wealth Management
Indianapolis,
Indiana
| $228M | +$49.7M | +28% | 2.71% | 37.3% | 177 | 15.82% | 1 |
|
| 3299 |
3299
Toronado Partners
San Francisco,
California
| $228M | +$44.7M | +24% | 18.5% | 158% | 12 | 8.33% | 0.4 |
|
| 3300 |
3300
Supplemental Annuity Collective Trust (SACT) of New Jersey
Trenton,
New Jersey
| $228M | +$2.58M | +1% | 3.12% | 147% | 237 | 19.41% | 2.5 |
|