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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 |
3476
Eldridge Investment Advisors
Manchester,
New Hampshire
| $478M | +$43.7M | +10% | 7.05% | 50.9% | 167 | 13.77% | 3.8 |
|
| 3477 |
3477
JFG Wealth Management
Denver,
Colorado
| $478M | +$38M | +9% | 9.76% | 65.2% | 82 | 26.83% | 2.2 |
|
| 3478 |
3478
Manchester Financial
Westlake Village,
California
| $478M | +$33.9M | +8% | 10.4% | 73% | 129 | 11.63% | 3.1 |
|
| 3479 |
3479
High Ground Investment Management
London,
United Kingdom
| $477M | +$48.8M | +11% | 3.69% | 25.9% | 9 | 33.33% | 1.8 |
|
| 3480 |
3480
Herold Advisors
New York
| $477M | +$21.6M | +5% | 8.45% | 90.2% | 321 | 15.26% | 2.3 |
|
| 3481 |
3481
Catalio Capital Management
New York
| $477M | +$65.8M | +16% | 7.86% | – | 49 | 42.86% | 0.3 |
|
| 3482 |
TCM
3482
Trybe Capital Management
Greenwich,
Connecticut
| $477M | +$95M | +25% | 35.4% | 681% | 11 | 27.27% | 2.4 |
|
| 3483 |
3483
Long Run Wealth Advisors
Lake Placid,
New York
| $477M | +$35.7M | +8% | 7.29% | 50.5% | 111 | 13.51% | 2.3 |
|
| 3484 |
3484
RAM Investment Partners
Bellevue,
Washington
| $476M | +$71.4M | +18% | 10.7% | 61.9% | 101 | 15.84% | 1.5 |
|
| 3485 |
3485
Chemung Canal Trust
Elmira,
New York
| $476M | +$21.2M | +5% | 8.84% | 80.9% | 125 | 8% | 7.7 |
|
| 3486 |
3486
Capco Asset Management
Tampa,
Florida
| $475M | +$52.7M | +12% | 17.8% | 46.1% | 27 | 33.33% | 4.2 |
|
| 3487 |
3487
Orrstown Financial Services
Harrisburg,
Pennsylvania
| $475M | +$54.6M | +13% | 9.32% | 73.7% | 149 | 18.79% | 3.1 |
|
| 3488 |
3488
Harbour Capital Advisors
Tysons Corner,
Virginia
| $475M | +$70.1M | +17% | 16.5% | 168% | 313 | 21.73% | 2.9 |
|
| 3489 |
EFL
3489
ERn Financial LLC
Middleton,
Wisconsin
| $474M | -$159M | -25% | 8.15% | 55.9% | 193 | 31.61% | 3.8 |
|
| 3490 |
RIS
3490
Richmond Investment Services
Mequon,
Wisconsin
| $473M | +$289M | +157% | 10.1% | – | 211 | 49.29% | 0.2 |
|
| 3491 |
3491
Great Diamond Partners
Portland,
Maine
| $473M | +$108M | +29% | 10.5% | 86.1% | 238 | 30.25% | 2.6 |
|
| 3492 |
3492
Engine Capital Management
New York
| $473M | -$54.2M | -10% | 4.42% | 21.1% | 35 | 25.71% | 2 |
|
| 3493 |
3493
Patten Group
Chattanooga,
Tennessee
| $473M | +$37M | +8% | 10.2% | 99% | 262 | 8.4% | 6 |
|
| 3494 |
MAM
3494
Milestone Asset Management
Pittsburgh,
Pennsylvania
| $473M | +$3.42M | +0.7% | 8.43% | 64.4% | 253 | 37.55% | 1 |
|
| 3495 |
3495
Sage Rhino Capital
Menlo Park,
California
| $473M | +$41.9M | +10% | 9.56% | 86.8% | 301 | 18.27% | 3.2 |
|
| 3496 |
RM
3496
Rudius Management
New York
| $473M | -$13.8M | -3% | 0.3% | 8.92% | 5 | 20% | 3.3 |
|
| 3497 |
3497
Pilgrim Global Advisors
Reno,
Nevada
| $473M | -$56.7M | -11% | 8.96% | – | 4 | 0% | 1.3 |
|
| 3498 |
3498
Fulcrum Capital
Seattle,
Washington
| $473M | +$21.7M | +5% | 13% | 102% | 110 | 13.64% | 3.4 |
|
| 3499 |
3499
Garrett Wealth Advisory Group
Weatherford,
Texas
| $473M | +$25.5M | +6% | 5.67% | 74.6% | 120 | 11.67% | 2.4 |
|
| 3500 |
3500
Mudrick Capital Management
New York
| $473M | +$183M | +63% | 74% | 212% | 4 | 25% | 0.2 |
|