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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3501 |
3501
First Washington Corp
Seattle,
Washington
| $197M | +$14M | +8% | 15.9% | 142% | 87 | 12.64% | 3 |
|
| 3502 |
3502
Summit Financial Strategies
Columbus,
Ohio
| $197M | +$18.8M | +11% | 12.7% | 59.4% | 63 | 17.46% | 2.6 |
|
| 3503 |
3503
Biltmore Family Office
Charlotte,
North Carolina
| $197M | +$19.7M | +11% | 12.2% | 78.1% | 145 | 6.21% | 1.1 |
|
| 3504 |
TI
3504
Telemetry Investments
New York
| $197M | +$40M | +26% | 24.8% | 77.4% | 173 | 64.16% | 0.7 |
|
| 3505 |
3505
Ashburton (Jersey)
St Helier,
Jersey
| $197M | -$15.6M | -7% | 12.7% | – | 69 | 24.64% | 1.9 |
|
| 3506 |
3506
Mathes Company
New York
| $196M | +$37.9M | +24% | 15.7% | 121% | 138 | 17.39% | 3.3 |
|
| 3507 |
3507
Pine Brook Road Advisors
Bedford,
New York
| $196M | +$12.8M | +7% | 7.89% | – | 4 | 50% | 0.5 |
|
| 3508 |
3508
Yaupon Capital Management
New York
| $196M | +$45.8M | +30% | 13.9% | 122% | 46 | 60.87% | 0.1 |
|
| 3509 |
3509
Wellington Shields & Co
New York
| $196M | +$21.6M | +12% | 11.5% | 109% | 169 | 13.02% | 2.9 |
|
| 3510 |
3510
Goodman Financial
Houston,
Texas
| $196M | +$11.5M | +6% | 11% | 52.5% | 48 | 12.5% | 2 |
|
| 3511 |
3511
Sterling Investment Advisors (Pennsylvania)
Berwyn,
Pennsylvania
| $196M | +$26.4M | +16% | 12% | 111% | 450 | 12% | 1.6 |
|
| 3512 |
3512
Bridge Creek Capital Management
West Barnstable,
Massachusetts
| $196M | +$21.1M | +12% | 11.6% | 76.5% | 82 | 3.66% | 2.7 |
|
| 3513 |
HCM
3513
Horrell Capital Management
Little Rock,
Arkansas
| $196M | +$8.12M | +4% | 12.4% | 55.6% | 203 | 12.81% | 3.7 |
|
| 3514 |
3514
Peoples Financial Services Corp
Moosic,
Pennsylvania
| $196M | +$19.6M | +11% | 12% | 104% | 379 | 8.97% | 4 |
|
| 3515 |
LCM
3515
Lafitte Capital Management
Austin,
Texas
| $195M | +$47.4M | +32% | 21.9% | 55.2% | 9 | 44.44% | 2.3 |
|
| 3516 |
3516
Hendley & Co
Zanesville,
Ohio
| $195M | +$23.7M | +14% | 13.5% | 64.9% | 57 | 10.53% | 3.8 |
|
| 3517 |
3517
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
| $195M | +$43M | +28% | 11.1% | 97.3% | 1,366 | 24.38% | 0.9 |
|
| 3518 |
3518
Compass Group
New York
| $195M | +$16.2M | +9% | 19.8% | 64.6% | 15 | 20% | 0.8 |
|
| 3519 |
3519
Yorktown Energy Partners VIII
New York
| $195M | +$7.71M | +4% | 8.95% | 15.2% | 3 | 0% | 2.8 |
|
| 3520 |
3520
JW Asset Management
Miami Beach,
Florida
| $195M | +$59M | +43% | 41.1% | 251% | 19 | 15.79% | 2 |
|
| 3521 |
3521
Arabesque Asset Management
London,
United Kingdom
| $195M | +$92.6M | +91% | 22.3% | 122% | 111 | 48.65% | 0.1 |
|
| 3522 |
BW
3522
Biegel & Waller
Columbia,
Maryland
| $194M | +$25.2M | +15% | 12.5% | 28.2% | 79 | 10.13% | 1.4 |
|
| 3523 |
3523
Holloway Wealth Management
Gainesville,
Florida
| $194M | +$13.8M | +8% | 8.96% | 50.7% | 220 | 0% | 1.3 |
|
| 3524 |
3524
Bank of Stockton
Stockton,
California
| $194M | +$29.4M | +18% | 12.5% | 99.2% | 110 | 15.45% | 3.7 |
|
| 3525 |
LA
3525
Lau Associates
Greenville,
Delaware
| $194M | +$14M | +8% | 10.6% | 44.5% | 104 | 17.31% | 3.2 |
|