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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3476 |
RHFI
3476
Reilly Herbert Faulkner III
| $112M | -$5.03M | -4% | 5.51% | 80.6% | 43 | 2.33% | 1.5 |
|
| 3477 |
DM
3477
DST Managers
Grand Cayman,
Cayman Islands
| $112M | -$15.5M | -12% | 11.3% | – | 3 | 0% | 1.2 |
|
| 3478 |
PHAM
3478
Palisades Hudson Asset Management
Fort Lauderdale,
Florida
| $112M | -$3.79M | -3% | 7.99% | 66.8% | 95 | 14.74% | 1.7 |
|
| 3479 |
AC
3479
Aperimus Capital
Marina Del Rey,
California
| $112M | -$17.8M | -14% | 9.43% | 44% | 3 | 0% | 2.3 |
|
| 3480 |
ACM
3480
Addison Clark Management
Stamford,
Connecticut
| $112M | -$180M | -62% | 15% | 14.3% | 21 | 38.1% | 0.7 |
|
| 3481 |
GI
3481
Gavea Investimentos
Rj,
Brazil
| $112M | -$90.3M | -45% | 42.7% | 60.3% | 12 | 83.33% | 0.5 |
|
| 3482 |
PMLI
3482
Penn Mutual Life Insurance
Horsham,
Pennsylvania
| $112M | -$8.95M | -7% | 6.74% | 1.64% | 21 | 4.76% | 1 |
|
| 3483 |
BWM
3483
Biltmore Wealth Management
Tempe,
Arizona
| $112M | -$8.44M | -7% | 4.56% | 59.8% | 45 | 17.78% | 0.7 |
|
| 3484 |
IAMOG
3484
Investors Asset Management of Georgia
Atlanta,
Georgia
| $111M | -$5.35M | -5% | 3.48% | 113% | 143 | 11.89% | 0.7 |
|
| 3485 |
FF
3485
Friedenthal Financial
Marlton,
New Jersey
| $111M | -$4.05M | -4% | 0.53% | 111% | 47 | 23.4% | 1.3 |
|
| 3486 |
AWW
3486
Alan W. Weber
| $111M | -$2.82M | -2% | 6.76% | 192% | 55 | 14.55% | 0.7 |
|
| 3487 |
ACM
3487
Alpha Capital Management
Austin,
Texas
| $111M | -$21.4M | -16% | 7.41% | 88% | 80 | 25% | 1.5 |
|
| 3488 |
GWS
3488
Glassman Wealth Services
Vienna,
Virginia
| $111M | -$12.8M | -10% | 9.9% | 62.6% | 457 | 11.38% | 0.7 |
|
| 3489 |
MHIM
3489
MacNealy Hoover Investment Management
Canton,
Ohio
| $111M | -$10.8M | -9% | 8.03% | 42.5% | 86 | 4.65% | 1.6 |
|
| 3490 |
DLHL
3490
Donald L. Hagan LLC
Sarasota,
Florida
| $111M | +$4.31M | +4% | 5.4% | 47.9% | 400 | 82.25% | 0.1 |
|
| 3491 |
SLA
3491
Silver Lake Advisory
Cottonwood Heights,
Utah
| $111M | -$12.1M | -10% | 7.74% | 70.9% | 80 | 16.25% | 1.4 |
|
| 3492 |
LCG
3492
Lisanti Capital Growth
New York
| $111M | -$27.7M | -20% | 2.09% | 1,490% | 113 | 48.67% | 0.5 |
|
| 3493 |
PIM
3493
Parasol Investment Management
Westmont,
Illinois
| $111M | -$37.9M | -25% | 3.84% | 20.9% | 273 | 44.32% | 1.4 |
|
| 3494 |
ADBIC
3494
A.D. Beadell Investment Counsel
Mequon,
Wisconsin
| $111M | -$14.2M | -11% | 5.97% | 83.3% | 112 | 23.21% | 1.6 |
|
| 3495 |
HM
3495
Harvest Management
New York
| $111M | -$30M | -21% | 1.15% | 610% | 127 | 71.65% | 0.4 |
|
| 3496 |
CP
3496
Corbenic Partners
Bethlehem,
Pennsylvania
| $110M | -$6.76M | -6% | 5.8% | – | 191 | 25.65% | 1.2 |
|
| 3497 |
ARMT
3497
Amica Retiree Medical Trust
Lincoln,
Rhode Island
| $110M | -$7.89M | -7% | 7.92% | – | 413 | 7.51% | 1.4 |
|
| 3498 |
OIMU
3498
Orbis Investment Management (US)
San Francisco,
California
| $110M | -$13.6M | -11% | 10.3% | 48.8% | 28 | 32.14% | 1 |
|
| 3499 |
3499
Plancorp LLC
Saint Louis,
Missouri
| $110M | +$2.56M | +2% | 9.64% | 67.3% | 100 | 30% | 0.8 |
|
| 3500 |
PIMJS
3500
PKO Investment Management Joint-Stock
Warsaw,
Poland
| $110M | -$17.9M | -14% | 14.1% | 125% | 53 | 22.64% | 1.2 |
|