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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 |
DLG
3376
Daniel L. Goodwin
| $219M | +$1.07M | +0.5% | 0.68% | 72.6% | 95 | 3.16% | 3.6 |
|
| 3377 |
3377
Rock Creek Group
Washington,
District of Columbia
| $219M | -$5.48M | -2% | 2.82% | 37.2% | 137 | 61.31% | 0.4 |
|
| 3378 |
3378
Stone Run Capital
New York
| $219M | +$15.7M | +8% | 8.1% | 77.8% | 61 | 1.64% | 4.7 |
|
| 3379 |
3379
Sargent Investment Group
Bethesda,
Maryland
| $219M | +$11.3M | +5% | 8.26% | 113% | 149 | 14.77% | 0.4 |
|
| 3380 |
3380
Alatus Capital
Geneva,
Switzerland
| $219M | -$21.7M | -9% | 14.4% | 33% | 2 | 0% | 1.5 |
|
| 3381 |
3381
Northwest Quadrant Wealth Management
Bend,
Oregon
| $219M | +$4.84M | +2% | 1.99% | 45.6% | 65 | 9.23% | 1.9 |
|
| 3382 |
3382
CFO4Life Group
Coppell,
Texas
| $219M | +$5.36M | +3% | 2.08% | 56.7% | 132 | 13.64% | 1.3 |
|
| 3383 |
3383
Home Federal Bank of Tennessee
Knoxville,
Tennessee
| $219M | +$7.75M | +4% | 2.72% | 74% | 68 | 2.94% | 3 |
|
| 3384 |
3384
Premier Fund Managers
Guildford,
United Kingdom
| $219M | -$746K | -0.3% | 3.55% | 56.6% | 49 | 22.45% | 1.9 |
|
| 3385 |
3385
Arabesque Asset Management
London,
United Kingdom
| $219M | +$23.8M | +12% | 10.8% | 122% | 146 | 56.16% | 0.3 |
|
| 3386 |
3386
BCM Advisors
Lafayette,
Louisiana
| $219M | +$7.22M | +3% | 2.78% | 59.3% | 39 | 7.69% | 2 |
|
| 3387 |
3387
Parus Finance (UK)
London,
United Kingdom
| $218M | -$95.6M | -30% | 6.43% | 199% | 20 | 10% | 2.1 |
|
| 3388 |
3388
CAMG Solamere Management
Charlotte,
North Carolina
| $218M | +$17.1M | +8% | 2.57% | 51.7% | 103 | 10.68% | 1.9 |
|
| 3389 |
3389
Bank Pictet & Cie (Asia)
Singapore
| $218M | +$8.18M | +4% | 3.32% | 30.4% | 83 | 2.41% | 1.7 |
|
| 3390 |
SM
3390
Salzhauer Michael
| $218M | +$14.3M | +7% | 6.92% | 107% | 152 | 11.18% | 3.3 |
|
| 3391 |
3391
Interactive Financial Advisors
New Lenox,
Illinois
| $218M | +$10.4M | +5% | 2.72% | 47.6% | 146 | 22.6% | 3 |
|
| 3392 |
3392
Private Advisory Group
Redmond,
Washington
| $218M | +$39.9M | +22% | 3.96% | 177% | 163 | 53.99% | 0.9 |
|
| 3393 |
3393
Hi-Line Capital Management
Watertown,
South Dakota
| $218M | +$9.15M | +4% | 6.93% | 57.5% | 30 | 10% | 0.5 |
|
| 3394 |
3394
Cynosure Group
Salt Lake City,
Utah
| $218M | +$56.4M | +35% | 2.25% | 56.8% | 78 | 82.05% | 0.1 |
|
| 3395 |
SFSIG
3395
San Francisco Sentry Investment Group
San Francisco,
California
| $218M | -$14.2M | -6% | 8.14% | 436% | 1,036 | 16.51% | 1.9 |
|
| 3396 |
3396
Windsor Capital Management
Phoenix,
Arizona
| $218M | +$5.72M | +3% | 2.36% | 49.1% | 124 | 11.29% | 4 |
|
| 3397 |
FNBOMD
3397
First National Bank of Mount Dora
Mount Dora,
Florida
| $217M | -$10.2M | -5% | 4.32% | 96.2% | 105 | 13.33% | 3.3 |
|
| 3398 |
3398
Cedar Brook Financial Partners
Cleveland,
Ohio
| $217M | +$11.2M | +5% | 3.3% | 47% | 318 | 14.47% | 0.4 |
|
| 3399 |
3399
Lapides Asset Management
Greenwich,
Connecticut
| $217M | -$48.1M | -18% | 3.49% | 63% | 80 | 12.5% | 3 |
|
| 3400 |
3400
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
| $217M | +$2.7M | +1% | 3.88% | 62.5% | 212 | 11.79% | 4.3 |
|