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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
Kirr Marbach & Co
Columbus,
Indiana
| $353M | -$9.8M | -3% | 1.11% | 121% | 54 | 12.96% | 3.8 |
|
| 3377 |
3377
Princeton Global Asset Management
Princeton,
New Jersey
| $352M | +$10.2M | +3% | 1.73% | 110% | 617 | 9.24% | 2.9 |
|
| 3378 |
3378
Irenic Capital Management
New York
| $352M | +$17.4M | +5% | 1.36% | 93.6% | 25 | 60% | 0.3 |
|
| 3379 |
3379
Jacobson & Schmitt Advisors
Middleton,
Wisconsin
| $352M | -$543K | -0.2% | 0.05% | 70.3% | 67 | 13.43% | 3.2 |
|
| 3380 |
GDS
3380
Gimbel Daniel Scott
| $352M | +$67.2M | +24% | 23.6% | 57.1% | 2 | 0% | 2.8 |
|
| 3381 |
3381
Milestone Investment Advisors
Middleton,
Wisconsin
| $351M | +$28.5M | +9% | 3.11% | 52.8% | 445 | 73.48% | 0.2 |
|
| 3382 |
3382
TMD Wealth Management
Scottsdale,
Arizona
| $351M | -$33M | -9% | 1.84% | 2.41% | 60 | 20% | 1.3 |
|
| 3383 |
3383
East Coast Asset Management
Essex,
Massachusetts
| $351M | -$1.51M | -0.4% | 0.21% | 167% | 67 | 5.97% | 8.2 |
|
| 3384 |
AW
3384
Avion Wealth
The Woodlands,
Texas
| $350M | -$31.6M | -8% | 2.31% | 45.4% | 1,302 | 29.8% | 1.1 |
|
| 3385 |
3385
Abundance Wealth Counselors
State College,
Pennsylvania
| $350M | +$157M | +81% | 7.94% | 107% | 138 | 59.42% | 0.9 |
|
| 3386 |
3386
Hohimer Wealth Management
Seattle,
Washington
| $350M | -$12.2M | -3% | 2.17% | 99.7% | 196 | 7.14% | 2.2 |
|
| 3387 |
3387
Oakmont Corp
Los Angeles,
California
| $350M | -$433M | -55% | 5.56% | 70.2% | 36 | 0% | 2.8 |
|
| 3388 |
3388
Cornerstone Retirement Group
Reno,
Nevada
| $350M | -$12.1M | -3% | 3.52% | – | 40 | 55% | 0.5 |
|
| 3389 |
3389
KB Financial Partners
Princeton,
New Jersey
| $350M | -$14.3M | -4% | 2.64% | – | 615 | 8.46% | 1.6 |
|
| 3390 |
3390
Canal Insurance Company
Greenville,
South Carolina
| $349M | -$7.17M | -2% | 1.02% | 114% | 98 | 16.33% | 4.6 |
|
| 3391 |
WCMN
3391
Westchester Capital Management (Nebraska)
Omaha,
Nebraska
| $349M | -$10M | -3% | 1.68% | 121% | 44 | 0% | 7.1 |
|
| 3392 |
3392
O'Brien Wealth Partners
Waltham,
Massachusetts
| $349M | +$8.88M | +3% | 3.48% | 56.7% | 59 | 8.47% | 3 |
|
| 3393 |
3393
Kentucky Farm Bureau Mutual Insurance
Louisville,
Kentucky
| $349M | -$11.5M | -3% | 2.49% | 83.3% | 74 | 4.05% | 5.2 |
|
| 3394 |
3394
Wilson Asset Management
Sydney,
Australia
| $348M | -$18.3M | -5% | 2.16% | 58% | 25 | 8% | 1.2 |
|
| 3395 |
MI
3395
MMCAP International
Grand Cayman,
Cayman Islands
| $348M | +$44.5M | +15% | 27.3% | 184% | 235 | 25.96% | 1.4 |
|
| 3396 |
3396
Welch Capital Partners
Harrison,
New York
| $348M | -$9.9M | -3% | 0.99% | 79.2% | 19 | 10.53% | 4.9 |
|
| 3397 |
3397
5AM Venture Management
San Francisco,
California
| $348M | -$53.9M | -13% | 7.65% | 546% | 26 | 7.69% | 1.5 |
|
| 3398 |
3398
LJI Wealth Management
Indianapolis,
Indiana
| $347M | +$3.86M | +1% | 3.45% | 68.8% | 189 | 19.05% | 0.7 |
|
| 3399 |
3399
Berkshire Bank
Pittsfield,
Massachusetts
| $347M | -$14.7M | -4% | 2.82% | 76.2% | 137 | 6.57% | 2.4 |
|
| 3400 |
3400
Westside Investment Management
Santa Monica,
California
| $347M | -$6.88M | -2% | 2.63% | 114% | 864 | 5.67% | 4.1 |
|