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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 |
NAMP
3401
NorthStar Asset Management (Pennsylvania)
Blue Bell,
Pennsylvania
| $347M | -$16.4M | -5% | 4.25% | 90.2% | 156 | 14.1% | 5.8 |
|
| 3402 |
JWCA
3402
J.W. Coons Advisors
Columbus,
Ohio
| $347M | -$19.5M | -5% | 2.16% | 61.2% | 234 | 5.98% | 2.8 |
|
| 3403 |
AFS
3403
Annapolis Financial Services
Annapolis,
Maryland
| $346M | -$4.76M | -1% | 3.55% | 15% | 504 | 8.13% | 2 |
|
| 3404 |
3404
Private Capital Management (Colorado)
Denver,
Colorado
| $346M | -$3.95M | -1% | 3.68% | 20% | 232 | 15.09% | 1.8 |
|
| 3405 |
3405
Stevens Capital Management
Radnor,
Pennsylvania
| $346M | -$141M | -29% | 4.41% | 108% | 356 | 67.7% | 0.4 |
|
| 3406 |
3406
Rainey & Randall Wealth Advisors
Celebration,
Florida
| $346M | +$9.6M | +3% | 3.86% | 52.3% | 43 | 0% | 3 |
|
| 3407 |
3407
Benedict Financial Advisors
Atlanta,
Georgia
| $346M | -$17.5M | -5% | 3.99% | 72.4% | 124 | 5.65% | 5.5 |
|
| 3408 |
3408
Punch Card Management
Winter Park,
Florida
| $346M | -$1.12M | -0.3% | 0.79% | 41% | 5 | 20% | 3.6 |
|
| 3409 |
3409
Raine Capital
New York
| $346M | -$49.7M | -13% | 0.21% | 119% | 5 | 20% | 2.6 |
|
| 3410 |
3410
China Universal Asset Management Company
Shanghai,
China
| $345M | +$21M | +6% | 1.39% | 292% | 466 | 7.3% | 1 |
|
| 3411 |
3411
Wright Investors Service
Shelton,
Connecticut
| $345M | -$9.9M | -3% | 1.58% | 146% | 159 | 18.24% | 4 |
|
| 3412 |
3412
Fulcrum Capital
Seattle,
Washington
| $344M | -$35.8M | -9% | 3.83% | 102% | 119 | 11.76% | 2.3 |
|
| 3413 |
3413
MJP Associates
Farmington,
Connecticut
| $344M | +$38.7M | +13% | 3% | 60.9% | 192 | 30.21% | 1.5 |
|
| 3414 |
LT
3414
Legacy Trust
Grand Rapids,
Michigan
| $344M | -$18.9M | -5% | 4.41% | 95% | 164 | 6.1% | 0.7 |
|
| 3415 |
3415
Main Management Fund Advisors
San Francisco,
California
| $344M | +$33.5M | +11% | 4.53% | 80% | 9 | 22.22% | 1.2 |
|
| 3416 |
3416
Lineweaver Wealth Advisors
Valley View,
Ohio
| $344M | -$6.8M | -2% | 3.32% | 68.4% | 146 | 23.97% | 2 |
|
| 3417 |
3417
Waller Financial Planning Group
Columbus,
Ohio
| $344M | -$18.8M | -5% | 4.6% | 47.5% | 57 | 5.26% | 3.5 |
|
| 3418 |
3418
SFE Investment Counsel
Los Angeles,
California
| $344M | -$9.8M | -3% | 3.21% | 114% | 119 | 6.72% | 5.4 |
|
| 3419 |
3419
Clifford Capital Partners
Alpine,
Utah
| $343M | -$2.52M | -0.7% | 0.89% | 77.3% | 63 | 28.57% | 2.9 |
|
| 3420 |
3420
WestHill Financial Advisors
San Rafael,
California
| $343M | -$10.7M | -3% | 4.12% | 62.9% | 120 | 11.67% | 2.1 |
|
| 3421 |
3421
Austin Asset Management
Austin,
Texas
| $343M | -$8.97M | -3% | 2.85% | 93.4% | 63 | 11.11% | 1.3 |
|
| 3422 |
3422
Blue Fin Capital
Warren,
Rhode Island
| $342M | -$7.7M | -2% | 2.25% | 147% | 131 | 2.29% | 6.2 |
|
| 3423 |
3423
Cutter & Co Brokerage
Ballwin,
Missouri
| $342M | +$3.12M | +0.9% | 0.53% | 40.4% | 222 | 10.36% | 3.9 |
|
| 3424 |
3424
Bender Robert & Associates
Pasadena,
California
| $342M | -$19.9M | -5% | 3.65% | 146% | 50 | 4% | 6.4 |
|
| 3425 |
3425
Goodman Financial
Houston,
Texas
| $342M | -$18.7M | -5% | 0.2% | 52.5% | 48 | 10.42% | 3.1 |
|