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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3326 |
3326
Meridian Wealth Management
Lexington,
Kentucky
| $220M | +$50M | +29% | 15.7% | 117% | 217 | 38.71% | 1 |
|
| 3327 |
3327
World Investment Advisors
Santa Barbara,
California
| $220M | -$3.22M | -1% | 10.4% | 65.4% | 166 | 28.31% | 0.2 |
|
| 3328 |
3328
Nalanda India Fund
Moka,
Mauritius
| $220M | +$21.8M | +11% | 29.1% | 15.3% | 1 | 0% | 0.3 |
|
| 3329 |
3329
Realta Investment Advisors
Wilmington,
Delaware
| $220M | – | – | 14.6% | 151% | 1,371 | – | 0 |
|
| 3330 |
AIP
3330
Ahrens Investment Partners
Lafayette,
Louisiana
| $219M | +$5.03M | +2% | 12.9% | 82.3% | 194 | 26.8% | 1.5 |
|
| 3331 |
3331
Premier Fund Managers
Guildford,
United Kingdom
| $219M | +$47.3M | +27% | 11.4% | 56.6% | 50 | 20% | 1.9 |
|
| 3332 |
3332
Farmers & Merchants Trust Company
Long Beach,
California
| $219M | +$19.8M | +10% | 8.83% | 79.8% | 146 | 10.27% | 0.2 |
|
| 3333 |
3333
Chicago Capital Management
Chicago,
Illinois
| $219M | -$31.9M | -13% | 45.7% | 270% | 42 | 83.33% | 0.1 |
|
| 3334 |
3334
Sound Income Strategies
Ft Lauderdale,
Florida
| $219M | +$28.3M | +15% | 9.01% | 31.4% | 863 | 16.45% | 1 |
|
| 3335 |
ECM
3335
EagleClaw Capital Management
Boston,
Massachusetts
| $219M | +$28.4M | +15% | 15.2% | 104% | 122 | 8.2% | 3.5 |
|
| 3336 |
3336
Quantamental Technologies
White Plains,
New York
| $219M | +$51.6M | +31% | 16.6% | 24.2% | 1,982 | 58.22% | 0.1 |
|
| 3337 |
3337
New England Investment & Retirement Group
North Andover,
Massachusetts
| $219M | +$44.5M | +26% | 11.5% | 72.5% | 66 | 37.88% | 1.2 |
|
| 3338 |
FA
3338
FMA Advisory
Harrisburg,
Pennsylvania
| $219M | +$25.4M | +13% | 11.8% | 46.7% | 153 | 8.5% | 1.6 |
|
| 3339 |
3339
Raab & Moskowitz Asset Management
Chatham,
New Jersey
| $219M | +$15.7M | +8% | 11.4% | 75% | 175 | 17.14% | 3.1 |
|
| 3340 |
RHFI
3340
Reilly Herbert Faulkner III
| $219M | +$34.7M | +19% | 14.4% | 80.6% | 48 | 10.42% | 3.8 |
|
| 3341 |
3341
Financial Consulate
Hunt Valley,
Maryland
| $219M | +$52.1M | +31% | 12.9% | 61.4% | 117 | 19.66% | 2.2 |
|
| 3342 |
LCM
3342
Lionstone Capital Management
New York
| $219M | +$12.5M | +6% | 14.3% | 74.1% | 16 | 0% | 3.1 |
|
| 3343 |
SC
3343
Stralem & Co
New York
| $218M | +$8.82M | +4% | 13.8% | 25.5% | 48 | 35.42% | 3.5 |
|
| 3344 |
3344
Northstar Wealth Partners
West Hartford,
Connecticut
| $218M | +$27.7M | +15% | 12.9% | 36.2% | 182 | 10.44% | 1.2 |
|
| 3345 |
DLG
3345
Daniel L. Goodwin
| $218M | +$27.5M | +14% | 13.2% | 72.6% | 95 | 5.26% | 3.4 |
|
| 3346 |
3346
Iowa State Bank
Urbandale,
Iowa
| $218M | +$19.8M | +10% | 10.9% | 85.7% | 104 | 3.85% | 3.7 |
|
| 3347 |
3347
Starfire Investment Advisers
Southfield,
Michigan
| $218M | +$32.3M | +17% | 13.3% | 19.2% | 161 | 13.04% | 1.1 |
|
| 3348 |
3348
Trimaran Fund Management
New York
| $218M | -$36.2M | -14% | 14.2% | 82.8% | 1 | 0% | 4.3 |
|
| 3349 |
3349
Strategic Wealth Partners
Independence,
Ohio
| $218M | +$19.7M | +10% | 9.38% | – | 853 | 21.57% | 0.9 |
|
| 3350 |
3350
White Lighthouse Investment Management
Bedford,
Massachusetts
| $218M | +$35.8M | +20% | 10.1% | 62% | 126 | 15.87% | 1 |
|