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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 |
FPFS
3326
First Personal Financial Services
Charlotte,
North Carolina
| $442M | +$11.1M | +3% | 1.4% | 31.5% | 375 | 8% | 5.5 |
|
| 3327 |
3327
Grace & Mercy Foundation
New York
| $442M | +$48.4M | +12% | 6.59% | 67.6% | 20 | 5% | 1.2 |
|
| 3328 |
3328
Wooster Corthell Wealth Management
Glastonbury,
Connecticut
| $442M | +$4.99M | +1% | 1.59% | 39.1% | 51 | 1.96% | 5.1 |
|
| 3329 |
3329
Requisite Capital Management
Dallas,
Texas
| $442M | -$18.6M | -4% | 0.89% | 41% | 91 | 20.88% | 1.8 |
|
| 3330 |
3330
Cannell Capital
Alta,
Wyoming
| $442M | -$23.9M | -5% | 6.21% | 127% | 68 | 30.88% | 1.9 |
|
| 3331 |
3331
Twele Capital Management
Minnetonka,
Minnesota
| $441M | -$903K | -0.2% | 0.01% | 37.1% | 39 | 5.13% | 8.1 |
|
| 3332 |
3332
Q3 Asset Management
Birmingham,
Michigan
| $441M | +$88.8M | +25% | 5.99% | 96.2% | 75 | 74.67% | 0.3 |
|
| 3333 |
3333
Breakwater Capital Group
Paramus,
New Jersey
| $441M | +$43M | +11% | 1.67% | 67.4% | 280 | 8.57% | 1.1 |
|
| 3334 |
GF
3334
Greenfield FTC
Reno,
Nevada
| $440M | -$16M | -4% | 3.53% | 75.4% | 4 | 0% | 3.1 |
|
| 3335 |
3335
Huber Capital Management
El Segundo,
California
| $440M | -$4.11M | -0.9% | 0.63% | 70.4% | 102 | 10.78% | 4.5 |
|
| 3336 |
3336
Jacobson & Schmitt Advisors
Middleton,
Wisconsin
| $440M | +$17.2M | +4% | 0.71% | 70.3% | 75 | 46.67% | 2.8 |
|
| 3337 |
3337
Avalon Global Asset Management
San Francisco,
California
| $440M | -$253M | -36% | 6.31% | 278% | 49 | 36.73% | 3.3 |
|
| 3338 |
3338
Lafayette Investments
Ashton,
Maryland
| $440M | -$5.31M | -1% | 0.13% | 77.9% | 148 | 8.78% | 4.6 |
|
| 3339 |
3339
Studio Investment Management
Chicago,
Illinois
| $439M | +$18.1M | +4% | 0.15% | 51.3% | 331 | 27.79% | 1.4 |
|
| 3340 |
3340
Kentucky Farm Bureau Mutual Insurance
Louisville,
Kentucky
| $439M | +$16.1M | +4% | 4.87% | 83.3% | 73 | 0% | 5.9 |
|
| 3341 |
3341
Fulcrum Capital
Seattle,
Washington
| $439M | +$17.8M | +4% | 4.9% | 102% | 119 | 11.76% | 2.7 |
|
| 3342 |
3342
McRae Capital Management
Morristown,
New Jersey
| $439M | -$17.9M | -4% | 3.99% | 78.2% | 99 | 10.1% | 6.2 |
|
| 3343 |
3343
Kelly Lawrence W & Associates
Pasadens,
California
| $439M | -$930K | -0.2% | 0.97% | 123% | 190 | 12.63% | 4.6 |
|
| 3344 |
3344
Aire Advisors
Beverly Hills,
California
| $438M | -$5.3M | -1% | 2.64% | 77.4% | 170 | 13.53% | 1.8 |
|
| 3345 |
3345
New Hampshire Trust
Concord,
New Hampshire
| $438M | +$10.6M | +2% | 3.01% | 88.5% | 177 | 6.78% | 1.4 |
|
| 3346 |
3346
Mitchell McLeod Pugh & Williams
Mobile,
Alabama
| $438M | +$22.4M | +5% | 3.89% | 90.7% | 267 | 3.75% | 5.6 |
|
| 3347 |
3347
Brigade Capital Management
New York
| $438M | -$28.5M | -6% | 2.13% | 42.7% | 22 | 31.82% | 2.1 |
|
| 3348 |
3348
Sweet Financial Partners
Fairmont,
Minnesota
| $438M | +$4.48M | +1% | 1.25% | 22.4% | 199 | 5.53% | 1.8 |
|
| 3349 |
OM
3349
Opaleye Management
Boston,
Massachusetts
| $438M | -$21.2M | -5% | 1.03% | 748% | 62 | 32.26% | 1.4 |
|
| 3350 |
3350
Gramercy Funds Management
Greenwich,
Connecticut
| $438M | +$243M | +125% | 106% | 87.6% | 2 | 0% | 0.5 |
|