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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 |
3301
Scarborough Advisors
Annapolis,
Maryland
| $321M | +$27.6M | +9% | 6.36% | 63.3% | 60 | 18.33% | 0.6 |
|
| 3302 |
3302
Renaissance Investment Group
Lenox,
Massachusetts
| $321M | +$13.9M | +5% | 2.2% | 99.6% | 85 | 4.71% | 5.6 |
|
| 3303 |
3303
Farmers & Merchants Trust Company
Long Beach,
California
| $321M | -$7.29M | -2% | 3.26% | 79.8% | 161 | 9.32% | 3.1 |
|
| 3304 |
3304
Consolidated Planning Corp
Atlanta,
Georgia
| $320M | +$624K | +0.2% | 4.52% | 84.6% | 126 | 18.25% | 1.2 |
|
| 3305 |
3305
Oliver Luxxe Assets
Gladstone,
New Jersey
| $320M | -$18.2M | -5% | 3.75% | 137% | 200 | 25% | 2.2 |
|
| 3306 |
GTCM
3306
Gyon Technologies Capital Management
Denville,
New Jersey
| $320M | -$37.2M | -10% | 0.27% | 42.2% | 660 | 79.24% | 0.2 |
|
| 3307 |
3307
Brian C. Broderick
| $320M | -$9.8M | -3% | 3.24% | 98.6% | 79 | 10.13% | 5.9 |
|
| 3308 |
3308
Harber Asset Management
Asheville,
North Carolina
| $320M | -$5.94M | -2% | 5.27% | 63.6% | 41 | 31.71% | 0.9 |
|
| 3309 |
3309
Marquette Asset Management
Minneapolis,
Minnesota
| $320M | -$31.7M | -9% | 4.8% | 69.6% | 421 | 52.49% | 2.4 |
|
| 3310 |
3310
Bank of New Hampshire
Laconia,
New Hampshire
| $320M | -$25.8M | -7% | 4.35% | 96.5% | 532 | 3.95% | 0.7 |
|
| 3311 |
3311
PenderFund Capital Management
Vancouver,
British Columbia, Canada
| $320M | -$42M | -12% | 4.81% | 129% | 220 | 37.27% | 0.9 |
|
| 3312 |
3312
High Probability Advisors
Pittsford,
New York
| $319M | +$3.72M | +1% | 6.23% | 52.6% | 46 | 13.04% | 1.4 |
|
| 3313 |
BCA
3313
Bray Capital Advisors
Naples,
Florida
| $319M | -$16M | -5% | 4.51% | 36.6% | 295 | 8.81% | 4.2 |
|
| 3314 |
3314
Intercontinental Wealth Advisors
San Antonio,
Texas
| $319M | -$50.3M | -14% | 4.35% | 46.7% | 282 | 8.87% | 2.9 |
|
| 3315 |
3315
Capricorn Fund Managers
London,
United Kingdom
| $318M | -$232M | -42% | 6.33% | 169% | 125 | 50.4% | 0.4 |
|
| 3316 |
3316
Wright Investors Service
Shelton,
Connecticut
| $318M | -$31.9M | -9% | 5.59% | 146% | 156 | 19.23% | 3.5 |
|
| 3317 |
3317
SFE Investment Counsel
Los Angeles,
California
| $317M | -$18M | -5% | 3.72% | 105% | 121 | 7.44% | 5 |
|
| 3318 |
LDFR
3318
Lehman & Derafelo Financial Resources
Media,
Pennsylvania
| $317M | -$6.04M | -2% | 2.72% | 37.5% | 205 | 2.93% | 1.7 |
|
| 3319 |
UAM
3319
UAS Asset Management
New York
| $317M | -$30.2M | -9% | 0.49% | 98% | 22 | 54.55% | 3.3 |
|
| 3320 |
3320
Wexford Capital
West Palm Beach,
Florida
| $316M | -$1.43B | -82% | 12.9% | 128% | 220 | 64.55% | 0.6 |
|
| 3321 |
3321
Gibson Capital
Wexford,
Pennsylvania
| $316M | -$22.1M | -7% | 6.52% | 67.2% | 46 | 4.35% | 4.5 |
|
| 3322 |
3322
TFC Financial Management
Boston,
Massachusetts
| $316M | -$19.7M | -6% | 4.43% | 66.9% | 590 | 13.05% | 1.7 |
|
| 3323 |
3323
Ellenbecker Investment Group
Waukesha,
Wisconsin
| $315M | -$10.1M | -3% | 5.58% | 56.3% | 86 | 11.63% | 2.9 |
|
| 3324 |
3324
Sagefield Capital
Dallas,
Texas
| $315M | +$96.3M | +44% | 5.52% | 115% | 180 | 45% | 0.5 |
|
| 3325 |
3325
Market Street Wealth Management Advisors
Indianapolis,
Indiana
| $315M | -$8.09M | -3% | 6.04% | 44% | 97 | 18.56% | 1.6 |
|