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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
Brickley Wealth Management
San Mateo,
California
| $414M | +$39.6M | +11% | 10.1% | 62.6% | 43 | 6.98% | 3.4 |
|
| 3302 |
3302
EAM Global Investors
Solana Beach,
California
| $414M | +$44.5M | +12% | 32.6% | 2,399% | 154 | 72.73% | 0.2 |
|
| 3303 |
3303
Investors Research Corp
Atlanta,
Georgia
| $414M | +$31.4M | +8% | 10.3% | 62.1% | 1,104 | 6.34% | 3.7 |
|
| 3304 |
YLHM
3304
Yelin Lapidot Holdings Management
Tel Aviv,
Israel
| $414M | +$7.64M | +2% | 10.3% | 144% | 81 | 3.7% | 0.2 |
|
| 3305 |
FBT
3305
First Bank & Trust
Brookings,
South Dakota
| $414M | +$32.3M | +8% | 11% | 85.6% | 202 | 12.38% | 4.1 |
|
| 3306 |
3306
Janiczek Wealth Management
Denver,
Colorado
| $414M | +$34.7M | +9% | 9.27% | 16.4% | 1,188 | 15.99% | 2.4 |
|
| 3307 |
CAM
3307
Centre Asset Management
New York
| $414M | +$3.59M | +0.9% | 7.88% | 45.3% | 75 | 18.67% | 2.4 |
|
| 3308 |
3308
Goehring & Rozencwajg Associates
New York
| $414M | +$5.32M | +1% | 1.38% | 148% | 50 | 0% | 0.9 |
|
| 3309 |
3309
Cardinal Point Capital Management
Toronto,
Ontario, Canada
| $413M | +$31.3M | +8% | 6.34% | 65.8% | 75 | 18.67% | 0.8 |
|
| 3310 |
EFH
3310
Eaton Financial Holdings
Coral Springs,
Florida
| $413M | +$39.7M | +11% | 13.7% | – | 186 | 35.48% | 0.4 |
|
| 3311 |
3311
Ironwood Financial
Tucson,
Arizona
| $413M | +$40.5M | +11% | 9.45% | 54.1% | 148 | 8.11% | 4.9 |
|
| 3312 |
3312
CMH Wealth Management
Portsmouth,
New Hampshire
| $413M | +$54.9M | +15% | 14.2% | 88% | 46 | 8.7% | 4 |
|
| 3313 |
3313
Private Capital Management (Colorado)
Denver,
Colorado
| $413M | +$66.3M | +19% | 10.1% | 20% | 234 | 14.53% | 2 |
|
| 3314 |
3314
Trivium Point Advisory
Westport,
Connecticut
| $412M | +$49.3M | +14% | 10.8% | 106% | 210 | 13.33% | 2.8 |
|
| 3315 |
3315
Sector Gamma AS
Oslo,
Norway
| $412M | +$20.9M | +5% | 6.45% | 35.3% | 34 | 29.41% | 2.5 |
|
| 3316 |
KAS
3316
Kemnay Advisory Services
New York
| $412M | +$78M | +23% | 30.5% | 167% | 25 | 20% | 3.4 |
|
| 3317 |
3317
Golden State Equity Partners
South Coast Metro,
California
| $412M | +$53M | +15% | 11.4% | – | 383 | 19.32% | 1.1 |
|
| 3318 |
TCPWM
3318
Traverso Chambers Private Wealth Management
Santa Rosa,
California
| $412M | +$37.8M | +10% | 8.08% | 16.4% | 124 | 8.87% | 3.7 |
|
| 3319 |
LA
3319
Lynch & Associates
Newburgh,
Indiana
| $411M | +$32.4M | +9% | 9.41% | 73.5% | 123 | 6.5% | 6.7 |
|
| 3320 |
3320
Meritech Capital Associates V
Palo Alto,
California
| $411M | +$96.8M | +31% | 46.8% | 133% | 6 | 0% | 2.5 |
|
| 3321 |
FPFS
3321
First Personal Financial Services
Charlotte,
North Carolina
| $411M | +$26.6M | +7% | 9.49% | 31.5% | 410 | 11.22% | 4.9 |
|
| 3322 |
3322
Tobias Financial Advisors
Plantation,
Florida
| $411M | +$29.6M | +8% | 8.49% | 44.5% | 102 | 17.65% | 1.5 |
|
| 3323 |
CCM
3323
Contrarian Capital Management
Greenwich,
Connecticut
| $411M | +$37.9M | +10% | 10.3% | 29.4% | 34 | 11.76% | 2.4 |
|
| 3324 |
3324
&Partners
Nashville,
Tennessee
| $411M | +$196M | +92% | 10.9% | 78.4% | 309 | 45.63% | 1.6 |
|
| 3325 |
3325
Lincoln Capital
Lincoln,
Nebraska
| $410M | +$29.3M | +8% | 8.64% | 67.1% | 109 | 3.67% | 5.3 |
|