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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3401 |
3401
Moody Aldrich Partners
Marblehead,
Massachusetts
| $155M | +$11.5M | +8% | 12.8% | 336% | 113 | 38.94% | 0.5 |
|
| 3402 |
3402
La Financiere de L'Echiquier
Paris,
France
| $155M | +$12.4M | +9% | 1.72% | 28.1% | 42 | 16.67% | 0.6 |
|
| 3403 |
3403
Solaris Asset Management
New York
| $155M | -$3.72M | -2% | 4.94% | 74% | 512 | 50.39% | 1.4 |
|
| 3404 |
3404
Orgel Wealth Management
Altoona,
Wisconsin
| $155M | +$9.9M | +7% | 3.64% | 39.6% | 26 | 42.31% | 0.5 |
|
| 3405 |
3405
Intercontinental Wealth Advisors
San Antonio,
Texas
| $155M | +$14.7M | +10% | 2.85% | 46.7% | 145 | 22.07% | 0.8 |
|
| 3406 |
3406
Dakota Wealth Management
Palm Beach Gardens,
Florida
| $155M | +$927K | +0.6% | 0.49% | 112% | 54 | 5.56% | 1.8 |
|
| 3407 |
PCM
3407
Prime Capital Management
Hong Kong
| $155M | +$47.8M | +45% | 19.3% | 579% | 5 | 20% | 1.4 |
|
| 3408 |
BM
3408
Bislett Management
Palo Alto,
California
| $154M | +$3.35M | +2% | 0.61% | 19.8% | 31 | 22.58% | 2.4 |
|
| 3409 |
3409
WESPAC Advisors SoCal
Pasadena,
California
| $154M | +$6.2M | +4% | 3.06% | 135% | 301 | 21.93% | 0.8 |
|
| 3410 |
3410
Yorktown Energy Partners IX
New York
| $154M | – | – | 8.28% | 67.3% | 1 | – | 0 |
|
| 3411 |
3411
Liberty Capital Management
Birmingham,
Michigan
| $154M | +$628K | +0.4% | 3.35% | – | 265 | 12.08% | 1.2 |
|
| 3412 |
3412
S.R. Schill & Associates
Mercer Island,
Washington
| $154M | +$1.32M | +0.9% | 1.66% | 42.7% | 71 | 11.27% | 1.5 |
|
| 3413 |
3413
Lumbard & Kellner
Hollis,
New Hampshire
| $154M | +$8.18M | +6% | 7.14% | 137% | 87 | 18.39% | 2 |
|
| 3414 |
3414
Twin Focus Capital Partners
Boston,
Massachusetts
| $154M | +$9.3M | +6% | 0.34% | 92.5% | 99 | 19.19% | 1.8 |
|
| 3415 |
3415
Stone Run Capital
New York
| $154M | -$7.03M | -4% | 1.54% | 77.8% | 70 | 5.71% | 2.9 |
|
| 3416 |
3416
Wooster Corthell Wealth Management
Glastonbury,
Connecticut
| $153M | +$1.92M | +1% | 1.29% | 39.1% | 26 | 7.69% | 2 |
|
| 3417 |
3417
Weatherstone Capital Management
Denver,
Colorado
| $153M | +$30.9M | +25% | 1.5% | 32% | 112 | 39.29% | 1 |
|
| 3418 |
3418
Keystone Financial Planning
Cleveland,
Ohio
| $153M | +$821K | +0.5% | 1.06% | 46% | 47 | 8.51% | 2.1 |
|
| 3419 |
3419
Heritage Wealth Advisors
Richmond,
Virginia
| $153M | +$8.62M | +6% | 3.69% | 65% | 89 | 12.36% | 2 |
|
| 3420 |
3420
Malaga Cove Capital
Pv Estates,
California
| $153M | +$14.2M | +10% | 5.13% | 97.3% | 129 | 27.91% | 0.7 |
|
| 3421 |
3421
Brilliance Asset Management
Admiralty, Hong Kong,
Hong Kong
| $153M | – | – | 9.41% | 39.2% | 6 | – | 0 |
|
| 3422 |
AW
3422
Alpha Windward
Westwood,
Massachusetts
| $153M | +$8.88M | +6% | 6.11% | 33.6% | 494 | 34.21% | 1.9 |
|
| 3423 |
PCC
3423
Park Circle Company
Baltimore,
Maryland
| $153M | +$8.44M | +6% | 4.55% | 70.5% | 101 | 12.87% | 1.6 |
|
| 3424 |
WFWM
3424
Wechter Feldman Wealth Management
Parsippany,
New Jersey
| $153M | – | – | 2.4% | 53.8% | 30 | – | 0 |
|
| 3425 |
3425
Eagle Capital Management (Louisiana)
Mandeville,
Louisiana
| $153M | +$17.8M | +13% | 3.14% | 103% | 55 | 36.36% | 1.3 |
|