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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3351 |
3351
Boston Standard Wealth Management
Winchester,
Massachusetts
| $348M | +$11.4M | +3% | 5.01% | 47.1% | 40 | 0% | 4.5 |
|
| 3352 |
3352
Jacobson & Schmitt Advisors
Middleton,
Wisconsin
| $348M | +$35.5M | +11% | 10.4% | 70.3% | 66 | 21.21% | 2.8 |
|
| 3353 |
3353
Tamar Securities
Woodland Hills,
California
| $348M | +$33M | +10% | 12.8% | 101% | 69 | 13.04% | 1.6 |
|
| 3354 |
JWCA
3354
J.W. Coons Advisors
Columbus,
Ohio
| $348M | +$13.4M | +4% | 4.57% | 61.2% | 241 | 8.71% | 2.2 |
|
| 3355 |
3355
JT Stratford LLC
Gainesville,
Georgia
| $348M | +$35.1M | +11% | 6.79% | 103% | 249 | 27.31% | 2.2 |
|
| 3356 |
3356
Incline Global Management
New York
| $348M | +$77M | +28% | 8.91% | 40.1% | 25 | 16% | 1.9 |
|
| 3357 |
WCMN
3357
Westchester Capital Management (Nebraska)
Omaha,
Nebraska
| $348M | +$7.93M | +2% | 5.86% | 121% | 48 | 6.25% | 6.3 |
|
| 3358 |
3358
Martin Investment Management
Palm Beach Gardens,
Florida
| $348M | +$28.9M | +9% | 6.24% | 44% | 51 | 9.8% | 4.6 |
|
| 3359 |
3359
Princeton Global Asset Management
Princeton,
New Jersey
| $347M | +$38.6M | +12% | 5.11% | 110% | 626 | 13.58% | 2.6 |
|
| 3360 |
3360
McRae Capital Management
Morristown,
New Jersey
| $347M | +$5.46M | +2% | 6.58% | 78.2% | 102 | 4.9% | 5.6 |
|
| 3361 |
3361
Schoolcraft Capital
Boulder,
Colorado
| $347M | +$22.4M | +7% | 5.48% | 58.7% | 62 | 3.23% | 2.7 |
|
| 3362 |
3362
Northwest Quadrant Wealth Management
Bend,
Oregon
| $347M | +$19.1M | +6% | 3.4% | 45.6% | 58 | 6.9% | 4.6 |
|
| 3363 |
3363
Repertoire Partners
New York
| $347M | -$642M | -65% | 1.68% | 37.5% | 59 | 64.41% | 0.6 |
|
| 3364 |
3364
Sycale Advisors
New York
| $347M | +$65.8M | +23% | 5.99% | 31.5% | 24 | 29.17% | 1.2 |
|
| 3365 |
3365
Harbor Capital Advisors
Chicago,
Illinois
| $347M | +$244M | +236% | 14.4% | 128% | 276 | 53.26% | 0.5 |
|
| 3366 |
WM
3366
Wishbone Management
Chicago,
Illinois
| $347M | +$23.5M | +7% | 1.82% | 58.7% | 11 | 36.36% | 0.8 |
|
| 3367 |
VCM
3367
V3 Capital Management
Dallas,
Texas
| $347M | +$13.6M | +4% | 4.48% | 20.5% | 13 | 46.15% | 1 |
|
| 3368 |
3368
Peninsula Wealth
San Francisco,
California
| $346M | +$28.7M | +9% | 9.88% | 30% | 75 | 4% | 1.9 |
|
| 3369 |
3369
CMH Wealth Management
Portsmouth,
New Hampshire
| $346M | +$34.7M | +11% | 12.6% | 88% | 50 | 10% | 3.4 |
|
| 3370 |
3370
Fruth Investment Management
Houston,
Texas
| $346M | +$4.58M | +1% | 3.17% | 79.4% | 228 | 5.26% | 6.8 |
|
| 3371 |
3371
Pasadena Private Wealth
Pasadena,
California
| $346M | +$21.7M | +7% | 4.78% | 53% | 126 | 24.6% | 1.8 |
|
| 3372 |
3372
State of New Jersey Common Pension Fund E
Trenton,
New Jersey
| $346M | +$26.7M | +8% | 8.39% | 26.4% | 2 | 0% | 2.4 |
|
| 3373 |
3373
Manchester Financial
Westlake Village,
California
| $345M | -$24.2M | -7% | 2.88% | 73% | 105 | 16.19% | 2.3 |
|
| 3374 |
3374
Hohimer Wealth Management
Seattle,
Washington
| $345M | +$31.9M | +10% | 6.15% | 111% | 211 | 25.12% | 1.9 |
|
| 3375 |
3375
Great Diamond Partners
Portland,
Maine
| $345M | +$20.5M | +6% | 5.78% | 86.1% | 231 | 16.02% | 2 |
|