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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3426 |
3426
Maytus Capital Management
New York
| $207M | +$1.48M | +0.7% | 0.1% | 442% | 78 | 69.23% | 0.2 |
|
| 3427 |
3427
Moller Wealth Partners
| $207M | +$11.6M | +6% | 0.22% | 44.1% | 51 | 9.8% | 4.6 |
|
| 3428 |
3428
Bridge Creek Capital Management
West Barnstable,
Massachusetts
| $207M | +$1.16M | +0.6% | 3.74% | 76.5% | 93 | 10.75% | 2.9 |
|
| 3429 |
3429
Argus Investors Counsel
New York
| $207M | -$1.55M | -0.7% | 0.13% | 132% | 74 | 13.51% | 4.3 |
|
| 3430 |
3430
Clear Creek Financial Management
Silverdale,
Washington
| $206M | -$27M | -12% | 0.31% | 81% | 166 | 31.93% | 0.2 |
|
| 3431 |
3431
Premier Fund Managers
Guildford,
United Kingdom
| $206M | -$12.2M | -6% | 2.56% | 56.6% | 46 | 15.22% | 1.9 |
|
| 3432 |
3432
Investidor Profissional Gestao de Recursos
Rio De Janeiro,
Brazil
| $206M | +$27.8M | +16% | 0.41% | 51.8% | 22 | 36.36% | 0.7 |
|
| 3433 |
3433
Financial Sense Advisors
San Diego,
California
| $206M | -$20.9M | -9% | 2.23% | 152% | 88 | 38.64% | 1.3 |
|
| 3434 |
AO
3434
Allen Operations
New York
| $206M | -$49.7M | -19% | 5.11% | 218% | 33 | 12.12% | 3.3 |
|
| 3435 |
3435
Income Research & Management
Boston,
Massachusetts
| $206M | -$45.1M | -18% | 0% | 1.19% | 21 | 23.81% | 3 |
|
| 3436 |
3436
Aurora Investment Counsel
Atlanta,
Georgia
| $206M | -$3.42M | -2% | 0.44% | 31.7% | 141 | 24.11% | 0.9 |
|
| 3437 |
3437
Princeton Capital Management
Red Bank,
New Jersey
| $206M | +$820K | +0.4% | 2.41% | 180% | 259 | 5.79% | 1.9 |
|
| 3438 |
3438
Serengeti Asset Management
New York
| $206M | -$171M | -45% | 1.96% | 14.9% | 30 | 33.33% | 1.4 |
|
| 3439 |
3439
Enterprise Bank & Trust
Lowell,
Massachusetts
| $206M | +$11.6M | +6% | 1.53% | 65.9% | 94 | 13.83% | 0.4 |
|
| 3440 |
3440
Old Point Trust & Financial Services N A
Newport News,
Virginia
| $206M | +$9.21M | +5% | 3.22% | 72.6% | 70 | 2.86% | 5.1 |
|
| 3441 |
3441
EAM Global Investors
Solana Beach,
California
| $205M | -$29.7M | -13% | 13.8% | 2,399% | 168 | 58.93% | 0.3 |
|
| 3442 |
3442
Epstein & White Financial
San Diego,
California
| $205M | +$17.4M | +9% | 1.43% | 51% | 84 | 21.43% | 1.2 |
|
| 3443 |
3443
Muhlenkamp & Co
Wexford,
Pennsylvania
| $205M | -$553K | -0.3% | 2.26% | 107% | 36 | 13.89% | 2.8 |
|
| 3444 |
3444
Ativo Capital Management
Chicago,
Illinois
| $205M | -$16.7M | -8% | 0.23% | 63.8% | 117 | 18.8% | 2.2 |
|
| 3445 |
3445
Financial Synergies Wealth Advisors
Houston,
Texas
| $205M | +$5.82M | +3% | 1.15% | 79% | 30 | 10% | 0.5 |
|
| 3446 |
3446
Biltmore Wealth Management
Tempe,
Arizona
| $205M | +$5.1M | +3% | 0.85% | 59.8% | 51 | 9.8% | 1.3 |
|
| 3447 |
3447
Physician Wealth Advisors
Midvale,
Utah
| $205M | – | – | 0.51% | 79.9% | 107 | – | 0 |
|
| 3448 |
3448
55I LLC
Boston,
Massachusetts
| $205M | +$27M | +15% | 0.47% | 10.2% | 135 | 25.93% | 0.5 |
|
| 3449 |
DI
3449
Diligent Investors
Redlands,
California
| $205M | +$3.52M | +2% | 1.92% | 82.2% | 226 | 7.52% | 2.8 |
|
| 3450 |
WA
3450
Winfield Associates
Cleveland,
Ohio
| $205M | +$11.6M | +6% | 1.6% | 77.8% | 152 | 21.05% | 3.3 |
|