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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3376 |
3376
B. Riley Financial
Los Angeles,
California
| $136M | -$2.7M | -2% | 1.72% | 682% | 151 | 23.84% | 0.2 |
|
| 3377 |
3377
Asset Dedication LLC
San Francisco,
California
| $136M | -$16.4M | -11% | 1.66% | 67.8% | 792 | 45.2% | 0.2 |
|
| 3378 |
DAM
3378
Deimos Asset Management
Purchase,
New York
| $136M | -$29.6M | -18% | 7.7% | – | 199 | 85.93% | 0.1 |
|
| 3379 |
MBA
3379
McQueen Ball & Associates
Bethlehem,
Pennsylvania
| $136M | +$25.3M | +23% | 3.92% | 53.6% | 110 | 21.82% | 0.2 |
|
| 3380 |
3380
AGF Investments America
Toronto,
Ontario, Canada
| $136M | -$1.42M | -1% | 2.6% | 72.1% | 40 | 20% | 1.7 |
|
| 3381 |
3381
WESPAC Advisors SoCal
Pasadena,
California
| $136M | -$15.8M | -10% | 3.73% | 135% | 343 | 37.03% | 0.2 |
|
| 3382 |
3382
Cabot-Wellington
Boston,
Massachusetts
| $136M | -$11.5M | -8% | 6.07% | 65% | 28 | 25% | 2.4 |
|
| 3383 |
3383
Crossvault Capital Management
San Antonio,
Texas
| $136M | -$5.08M | -4% | 0.2% | 56.4% | 72 | 11.11% | 1.7 |
|
| 3384 |
3384
Wooster Corthell Wealth Management
Glastonbury,
Connecticut
| $136M | -$3.39M | -2% | 0.63% | 39.1% | 23 | 39.13% | 2.1 |
|
| 3385 |
3385
Juncture Wealth Strategies
Scottsdale,
Arizona
| $135M | +$1.48M | +1% | 0.03% | 76.5% | 80 | 13.75% | 1 |
|
| 3386 |
3386
Private Ocean
San Rafael,
California
| $135M | -$1.31M | -1% | 1.46% | 2.82% | 182 | 7.69% | 1.8 |
|
| 3387 |
RHFI
3387
Reilly Herbert Faulkner III
| $135M | +$16.3M | +14% | 7.97% | 80.6% | 44 | 6.82% | 1.9 |
|
| 3388 |
3388
Vector Wealth Management
Minneapolis,
Minnesota
| $135M | +$6.75M | +5% | 1.47% | 2.13% | 82 | 10.98% | 1.9 |
|
| 3389 |
3389
Hayek Kallen Investment Management
Fairhope,
Alabama
| $135M | +$4.36M | +3% | 3.79% | 71.9% | 59 | 6.78% | 2.2 |
|
| 3390 |
3390
Target Asset Management
Singapore
| $135M | – | – | 5.1% | – | 4 | – | 0.6 |
|
| 3391 |
MCM
3391
McMillion Capital Management
Greensboro,
North Carolina
| $135M | +$1.26M | +0.9% | 0.07% | 59.3% | 56 | 1.79% | 2.1 |
|
| 3392 |
3392
Adirondack Trust Company
Saratoga Springs,
New York
| $135M | +$8.4M | +7% | 2.83% | 96.7% | 384 | 6.77% | 2.1 |
|
| 3393 |
MKC
3393
M. Kraus & Co
Shelburne,
Vermont
| $135M | +$1.63M | +1% | 3.09% | 65.9% | 53 | 7.55% | 1.8 |
|
| 3394 |
3394
Cougar Global Investments
Toronto,
Ontario, Canada
| $134M | – | – | 1.97% | 17.4% | 13 | – | 0 |
|
| 3395 |
3395
Bocage Capital
San Francisco,
California
| $134M | -$4.79M | -3% | 21.7% | 25.3% | 23 | 52.17% | 0.9 |
|
| 3396 |
3396
Aegis Financial
Mc Lean,
Virginia
| $134M | +$8.48M | +7% | 26.5% | 266% | 42 | 9.52% | 2 |
|
| 3397 |
SIM
3397
Summitview Investment Management
Grand Cayman,
Cayman Islands
| $134M | -$14.5M | -10% | 2.56% | – | 14 | 42.86% | 0.2 |
|
| 3398 |
3398
SV Health Investors
Boston,
Massachusetts
| $134M | +$9.44M | +8% | 16.8% | 97.4% | 6 | 0% | 1 |
|
| 3399 |
3399
Dymon Asia Capital
Singapore
| $134M | +$27.9M | +26% | 0.79% | – | 14 | 57.14% | 0.1 |
|
| 3400 |
3400
Cahill Financial Advisors
Edina,
Minnesota
| $133M | +$11.1M | +9% | 2.59% | 55.9% | 113 | 9.73% | 1.6 |
|