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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3451 |
3451
Lisanti Capital Growth
New York
| $416M | +$5.73M | +1% | 14.6% | 1,490% | 147 | 42.18% | 0.5 |
|
| 3452 |
3452
Mattern Wealth Management
Lawrence,
Kansas
| $416M | +$4.91M | +1% | 2.18% | 54% | 187 | 13.37% | 2.9 |
|
| 3453 |
3453
State of Wisconsin - Board of Commissioners of Public Lands
Madison,
Wisconsin
| $416M | -$4.34M | -1% | 0.93% | 4.78% | 16 | 0% | 1.3 |
|
| 3454 |
3454
Kirr Marbach & Co
Columbus,
Indiana
| $416M | +$934K | +0.2% | 2.79% | 121% | 59 | 13.56% | 3.8 |
|
| 3455 |
3455
RV Capital
Schindellegi,
Switzerland
| $416M | +$41.2M | +11% | 16.1% | 250% | 8 | 25% | 2.5 |
|
| 3456 |
3456
Greenspring Advisors
Towson,
Maryland
| $415M | +$14.9M | +4% | 1.17% | – | 88 | 11.36% | 1.8 |
|
| 3457 |
AAM
3457
AR Asset Management
West Hollywood,
California
| $415M | +$4.83M | +1% | 2.98% | 64.9% | 112 | 2.68% | 8.2 |
|
| 3458 |
3458
Ashton Thomas Securities
Rochester,
New York
| $415M | – | – | 2.82% | – | 287 | – | 0 |
|
| 3459 |
3459
Blume Capital Management
Berkeley,
California
| $415M | +$872K | +0.2% | 1.54% | 102% | 327 | 5.81% | 5.1 |
|
| 3460 |
3460
Susquehanna International Securities
Dublin,
Ireland
| $415M | +$163M | +65% | 6.31% | 2.8% | 77 | 63.64% | 0.6 |
|
| 3461 |
3461
Bedell Frazier Investment Counselling
Walnut Creek,
California
| $415M | +$14.6M | +4% | 3.08% | 72.5% | 102 | 11.76% | 3.1 |
|
| 3462 |
FNBOMD
3462
First National Bank of Mount Dora
Mount Dora,
Florida
| $415M | +$3.87M | +0.9% | 4.98% | 96.2% | 137 | 5.84% | 5.3 |
|
| 3463 |
3463
WPWealth
Fort Worth,
Texas
| $414M | +$27.1M | +7% | 0.03% | 38.2% | 72 | 15.28% | 1 |
|
| 3464 |
3464
Fiduciary Financial Group
San Rafael,
California
| $414M | – | – | 3.15% | – | 255 | – | 0 |
|
| 3465 |
3465
AlphaCore Capital
La Jolla,
California
| $414M | +$38.4M | +10% | 2.92% | 85.9% | 238 | 34.45% | 1.2 |
|
| 3466 |
3466
P. Schoenfeld Asset Management (PSAM)
New York
| $414M | +$63.6M | +18% | 4.89% | 367% | 57 | 54.39% | 0.6 |
|
| 3467 |
3467
Retirement Income Solutions
Ann Arbor,
Michigan
| $414M | -$27.1M | -6% | 3.04% | 60.8% | 159 | 13.21% | 3.3 |
|
| 3468 |
JWCA
3468
J.W. Coons Advisors
Columbus,
Ohio
| $414M | -$28.8M | -7% | 0.45% | 61.2% | 250 | 10.8% | 3.1 |
|
| 3469 |
FC
3469
Franchise Capital
Grand Cayman,
Cayman Islands
| $413M | -$124M | -23% | 22.2% | 537% | 17 | 52.94% | 1.2 |
|
| 3470 |
NAMP
3470
NorthStar Asset Management (Pennsylvania)
Blue Bell,
Pennsylvania
| $413M | +$7.63M | +2% | 4.64% | 90.2% | 146 | 4.79% | 6.4 |
|
| 3471 |
3471
Broadleaf Partners
Hudson,
Ohio
| $413M | +$23.2M | +6% | 9.6% | 180% | 81 | 8.64% | 3.7 |
|
| 3472 |
3472
Cutter & Co Brokerage
Ballwin,
Missouri
| $413M | +$5.5M | +1% | 3.59% | 40.4% | 222 | 12.61% | 4.1 |
|
| 3473 |
3473
WBI Investments
Red Bank,
New Jersey
| $413M | -$68.2M | -14% | 0.16% | 97.3% | 239 | 51.05% | 1 |
|
| 3474 |
MAM
3474
Morse Asset Management
Darien,
Connecticut
| $412M | +$20.5M | +5% | 7.35% | 222% | 168 | 31.55% | 3.2 |
|
| 3475 |
3475
WestHill Financial Advisors
San Rafael,
California
| $412M | +$5.46M | +1% | 2.47% | 62.9% | 78 | 12.82% | 2.6 |
|