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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 |
HA
3426
Hamel Associates
Chatham,
New Jersey
| $243M | +$8.81M | +4% | 6.12% | 50.6% | 84 | 4.76% | 4.3 |
|
| 3427 |
3427
Harbourvest Partners
Boston,
Massachusetts
| $243M | +$2.36M | +1% | 1.54% | 8.96% | 43 | 41.86% | 1 |
|
| 3428 |
3428
Spectrum Management Group
Indianapolis,
Indiana
| $243M | -$51.1M | -17% | 7.8% | 44% | 259 | 29.34% | 1.9 |
|
| 3429 |
3429
Vitruvian Partners
London,
United Kingdom
| $243M | +$29.6M | +14% | 14.9% | 96.9% | 2 | 0% | 1 |
|
| 3430 |
3430
Northwest Quadrant Wealth Management
Bend,
Oregon
| $243M | +$9.29M | +4% | 5.18% | 45.6% | 69 | 10.14% | 2.2 |
|
| 3431 |
FSA
3431
Financial Services Advisory
Rockville,
Maryland
| $242M | +$91.1M | +60% | 6.93% | 82.5% | 36 | 50% | 0.4 |
|
| 3432 |
3432
Lincoln Capital
Lincoln,
Nebraska
| $242M | +$17.9M | +8% | 6.3% | 67.1% | 80 | 3.75% | 3.5 |
|
| 3433 |
MAS
3433
Managed Account Services
Coconut Grove,
Florida
| $242M | +$40.3M | +20% | 6.17% | 32.4% | 90 | 6.67% | 2.1 |
|
| 3434 |
RCM
3434
RVB Capital Management
Great Neck,
New York
| $242M | +$109M | +82% | 2.06% | 10.4% | 49 | 61.22% | 0.5 |
|
| 3435 |
SIA
3435
Strategic Investment Advisors
Farmington Hills,
Michigan
| $242M | +$33.4M | +16% | 5.4% | 66.1% | 169 | 11.83% | 0.7 |
|
| 3436 |
3436
Supplemental Annuity Collective Trust (SACT) of New Jersey
Trenton,
New Jersey
| $242M | +$22.1M | +10% | 12% | 147% | 237 | 11.81% | 2.7 |
|
| 3437 |
APSP
3437
Asset Planning Services (Pennsylvania)
Harleysville,
Pennsylvania
| $242M | +$10.8M | +5% | 6.18% | 62.1% | 287 | 74.22% | 3.9 |
|
| 3438 |
3438
Birinyi Associates
Westport,
Connecticut
| $242M | +$11M | +5% | 11.2% | 133% | 83 | 13.25% | 4.3 |
|
| 3439 |
3439
Integrated Investment Consultants
Bloomfield Hills,
Michigan
| $242M | +$47.2M | +24% | 7.89% | 70.2% | 189 | 20.11% | 2.3 |
|
| 3440 |
3440
Point View Wealth Management
Summit,
New Jersey
| $241M | +$20.5M | +9% | 7.98% | 27% | 288 | 9.03% | 3.8 |
|
| 3441 |
3441
Wooster Corthell Wealth Management
Glastonbury,
Connecticut
| $241M | +$17.6M | +8% | 7.24% | 39.1% | 39 | 2.56% | 3.4 |
|
| 3442 |
3442
Chandler Asset Management
San Diego,
California
| $241M | +$18.7M | +8% | 5.53% | 35.6% | 17 | 0% | 1.9 |
|
| 3443 |
3443
VisionPoint Advisory Group
Dallas,
Texas
| $241M | -$124M | -34% | 5.61% | 79.3% | 147 | 26.53% | 0.7 |
|
| 3444 |
3444
USA Financial Formulas
Ada,
Michigan
| $241M | -$16.8M | -7% | 9.03% | 104% | 340 | 57.65% | 0.3 |
|
| 3445 |
TLCM
3445
Tiger Legatus Capital Management
New York
| $241M | +$9.43M | +4% | 47.5% | 19.1% | 13 | 30.77% | 1.1 |
|
| 3446 |
3446
Oakwood Capital Management
Los Angeles,
California
| $241M | +$14.4M | +6% | 10.2% | 72.7% | 51 | 11.76% | 3.3 |
|
| 3447 |
AIP
3447
Ahrens Investment Partners
Lafayette,
Louisiana
| $241M | +$14.1M | +6% | 5.34% | 82.3% | 181 | 15.47% | 1.9 |
|
| 3448 |
3448
Punch Card Management
Winter Park,
Florida
| $240M | +$38.2M | +19% | 20.2% | 41% | 3 | 0% | 3.3 |
|
| 3449 |
3449
Retirement Income Solutions
Ann Arbor,
Michigan
| $240M | +$52.9M | +28% | 7.67% | 60.8% | 81 | 16.05% | 1.5 |
|
| 3450 |
3450
Wakefield Asset Management
Englewood,
Colorado
| $240M | +$10.6M | +5% | 7.13% | 139% | 199 | 47.24% | 0.5 |
|