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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3301 |
NJBEST
3301
New Jersey Better Educational Savings Trust
Trenton,
New Jersey
| $148M | +$8.24M | +6% | 6.38% | 42% | 211 | 38.39% | 1 |
|
| 3302 |
VAS
3302
Valicenti Advisory Services
Elmira,
New York
| $148M | -$3.49M | -2% | 7.59% | 119% | 55 | 10.91% | 2 |
|
| 3303 |
KL
3303
KWMG LLC
Overland Park,
Kansas
| $148M | +$15.2M | +11% | 2.7% | 76.2% | 136 | 5.15% | 0.8 |
|
| 3304 |
EML
3304
Eos Management LP
New York
| $148M | -$26.4M | -15% | 13% | 152% | 52 | 51.92% | 1.3 |
|
| 3305 |
BAM
3305
Brave Asset Management
Summit,
New Jersey
| $148M | +$16.9M | +13% | 6.57% | 76.3% | 463 | 11.02% | 1.6 |
|
| 3306 |
BCM
3306
Breithorn Capital Management
New York
| $148M | +$7.31M | +5% | 4.72% | 43.9% | 50 | 12% | 1.4 |
|
| 3307 |
3307
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
| $148M | – | – | 3.89% | 91.5% | 80 | – | 0 |
|
| 3308 |
SAC
3308
Smith Affiliated Capital
New York
| $148M | -$5.59M | -4% | 4.51% | 6.89% | 127 | 6.3% | 1.2 |
|
| 3309 |
3309
Dakota Wealth Management
Palm Beach Gardens,
Florida
| $148M | +$1.58M | +1% | 1.98% | 112% | 53 | 5.66% | 0.9 |
|
| 3310 |
AC
3310
Alpenglow Capital
San Carlos,
California
| $148M | +$31.2M | +27% | 7.05% | – | 39 | 56.41% | 0.3 |
|
| 3311 |
KFA
3311
Kelleher Financial Advisors
New York
| $147M | -$3.34M | -2% | 4.76% | 72.4% | 127 | 7.87% | 1.9 |
|
| 3312 |
SC
3312
Schulhoff & Co
Cincinnati,
Ohio
| $147M | +$7.92M | +6% | 7.01% | 51.8% | 103 | 5.83% | 2.3 |
|
| 3313 |
SAM
3313
Summit Asset Management
Memphis,
Tennessee
| $147M | +$7.81M | +6% | 4.14% | 48.9% | 97 | 14.43% | 2.1 |
|
| 3314 |
BBPWM
3314
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
| $147M | +$2.13M | +1% | 3.83% | 62.5% | 459 | 5.45% | 1.8 |
|
| 3315 |
WCM
3315
Waterstone Capital Management
St. Louis Park,
Minnesota
| $147M | +$15.6M | +12% | 1.98% | 23.4% | 14 | 0% | 1 |
|
| 3316 |
LBC
3316
Lawrence B. Cohen
| $147M | +$3.49M | +2% | 6.84% | 41.8% | 74 | 12.16% | 2.1 |
|
| 3317 |
CW
3317
Cabot-Wellington
Boston,
Massachusetts
| $147M | -$19M | -11% | 5.68% | 65% | 33 | 21.21% | 2 |
|
| 3318 |
SEC
3318
Seven Eight Capital
New York
| $147M | +$32.2M | +28% | 2.5% | 13.6% | 792 | 65.28% | 0.3 |
|
| 3319 |
VAM
3319
Visionary Asset Management
Houston,
Texas
| $147M | +$7.03M | +5% | 0.41% | 31.9% | 51 | 43.14% | 0.6 |
|
| 3320 |
LWA
3320
Lowe Wealth Advisors
Columbia,
Maryland
| $147M | +$14.9M | +11% | 4.26% | 63.3% | 261 | 15.71% | 0.8 |
|
| 3321 |
RGI
3321
River Global Investors
London,
United Kingdom
| $147M | – | – | 5.62% | 49.7% | 101 | – | 0.8 |
|
| 3322 |
GCM
3322
Gladstone Capital Management
London,
United Kingdom
| $147M | – | – | 12.3% | 304% | 15 | – | 0 |
|
| 3323 |
MC
3323
Miles Capital
West Des Moines,
Iowa
| $147M | +$7.7M | +6% | 4.81% | 15.4% | 200 | 42.5% | 0.8 |
|
| 3324 |
DCCA
3324
D.C. Capital Advisors
New York
| $147M | -$10.8M | -7% | 3.09% | 59.9% | 29 | 37.93% | 1.3 |
|
| 3325 |
SAM
3325
Solaris Asset Management
New York
| $146M | +$20.5M | +16% | 4.89% | 74% | 208 | 22.6% | 1.5 |
|