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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 |
ABFS
3301
Appropriate Balance Financial Services
Bellevue,
Washington
| $144M | -$429K | -0.3% | 0.96% | – | 31 | 25.81% | 0.2 |
|
| 3302 |
3302
Gavea Investimentos
Rj,
Brazil
| $144M | +$2.2M | +2% | 33.3% | 60.3% | 9 | 66.67% | 0.5 |
|
| 3303 |
3303
Simcoe Capital Management
New York
| $144M | -$16.1M | -10% | 3.82% | 48.7% | 27 | 51.85% | 0.6 |
|
| 3304 |
WIM
3304
Wilen Investment Management
Bonita Springs,
Florida
| $144M | +$5.54M | +4% | 6.09% | 79.9% | 66 | 6.06% | 2.4 |
|
| 3305 |
3305
Schneider Downs Wealth Management Advisors
Pittsburgh,
Pennsylvania
| $143M | +$57.2M | +66% | 0.96% | 55% | 31 | 22.58% | 0.2 |
|
| 3306 |
3306
Coastal Bridge Advisors
Westport,
Connecticut
| $143M | -$36.1M | -20% | 17.3% | 88.1% | 65 | 15.38% | 0.2 |
|
| 3307 |
3307
Parkside Advisors
Berkeley,
California
| $143M | +$8.27M | +6% | 0.64% | 36.7% | 36 | 25% | 1.7 |
|
| 3308 |
AH
3308
Aviva Holdings
New Providence,
Bahamas
| $143M | +$51.7M | +57% | 7.03% | 36.5% | 3 | 0% | 0.3 |
|
| 3309 |
3309
Courage Miller Partners
Norfolk,
Virginia
| $143M | -$1.87M | -1% | 2% | 43.5% | 69 | 5.8% | 2 |
|
| 3310 |
3310
Meridian Investment Counsel
Lafayette,
California
| $143M | +$6.74M | +5% | 4.47% | 116% | 175 | 5.71% | 1.8 |
|
| 3311 |
3311
Summit Securities Group
New York
| $143M | -$167M | -54% | 1.99% | 136% | 389 | 95.12% | 0.2 |
|
| 3312 |
3312
Garrison Asset Management
Fayetteville,
Arkansas
| $143M | -$2.51M | -2% | 3.55% | 52.1% | 94 | 8.51% | 2.2 |
|
| 3313 |
3313
Inspirion Wealth Advisors
Libertyville,
Illinois
| $143M | +$6.38M | +5% | 1.48% | 52.5% | 59 | 11.86% | 1 |
|
| 3314 |
3314
Wilsey Asset Management
San Diego,
California
| $143M | +$3.92M | +3% | 3.07% | 66.9% | 21 | 4.76% | 1.8 |
|
| 3315 |
3315
Brandywine Trust
Hockessin,
Delaware
| $142M | +$15.3M | +12% | 10.2% | 32.7% | 22 | 9.09% | 2.4 |
|
| 3316 |
3316
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
| $142M | +$16.7M | +13% | 3.01% | 62.3% | 100 | 24% | 0.9 |
|
| 3317 |
3317
Brave Asset Management
Summit,
New Jersey
| $142M | -$5.6M | -4% | 0.1% | 76.3% | 452 | 6.64% | 1.8 |
|
| 3318 |
3318
Formidable Asset Management
Cincinnati,
Ohio
| $142M | -$2.05M | -1% | 1.5% | 52.2% | 572 | 15.21% | 1.8 |
|
| 3319 |
3319
Sterneck Capital Management
Kansas City,
Missouri
| $142M | -$14.9M | -9% | 1.45% | 61.5% | 140 | 20.71% | 1.7 |
|
| 3320 |
3320
Solaris Asset Management
New York
| $142M | -$4.33M | -3% | 0.14% | 74% | 219 | 22.83% | 1.6 |
|
| 3321 |
BI
3321
Boulegeris Investments
Sandy Springs,
Georgia
| $142M | +$4.14M | +3% | 1.56% | 39.1% | 53 | 13.21% | 1.2 |
|
| 3322 |
3322
General Pension Society PZU Joint Stock
Warsaw,
Poland
| $142M | +$9.27M | +7% | 8.63% | 116% | 17 | 5.88% | 2.2 |
|
| 3323 |
3323
Meritech Capital Associates III
Palo Alto,
California
| $142M | -$56.1M | -28% | 21.8% | 135% | 5 | 0% | 2.3 |
|
| 3324 |
3324
RWC Asset Advisors
Miami,
Florida
| $141M | +$40M | +39% | 17% | 267% | 19 | 21.05% | 0.7 |
|
| 3325 |
NFG
3325
Noven Financial Group
Denver,
Colorado
| $141M | +$9.45M | +7% | 2.67% | 45.1% | 53 | 43.4% | 1 |
|