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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
Texas Treasury Safekeeping Trust Company
Austin,
Texas
| $287M | -$5.49M | -2% | 1.96% | 43.7% | 6 | 16.67% | 1.6 |
|
| 3502 |
3502
Princeton Global Asset Management
Princeton,
New Jersey
| $287M | -$22.7M | -7% | 5.1% | 110% | 582 | 3.78% | 2.4 |
|
| 3503 |
3503
Sentinel Pension Advisors
Wakefield,
Massachusetts
| $287M | -$10.7M | -4% | 4.92% | 46.5% | 94 | 18.09% | 1.8 |
|
| 3504 |
3504
Luminus Management
Houston,
Texas
| $287M | -$38M | -12% | 1.51% | 8.7% | 32 | 50% | 1.1 |
|
| 3505 |
3505
SeaBridge Investment Advisors
Summit,
New Jersey
| $287M | -$24.5M | -8% | 5.01% | 128% | 145 | 13.1% | 4.7 |
|
| 3506 |
3506
Polunin Capital Partners
London,
United Kingdom
| $286M | -$45.5M | -14% | 0.11% | 268% | 18 | 27.78% | 0.4 |
|
| 3507 |
3507
Affinity Capital Advisors
Berkeley,
California
| $286M | -$7.76M | -3% | 4.9% | 72.7% | 114 | 8.77% | 2.2 |
|
| 3508 |
3508
Andesa Financial Management
Allentown,
Pennsylvania
| $286M | +$128M | +81% | 3.39% | 73.6% | 160 | 22.5% | 2.2 |
|
| 3509 |
3509
Martin Investment Management
Palm Beach Gardens,
Florida
| $286M | -$68M | -19% | 8.67% | 44% | 51 | 9.8% | 4.5 |
|
| 3510 |
3510
Capital City Trust
Tallahassee,
Florida
| $286M | -$21.9M | -7% | 5.39% | 98.5% | 121 | 9.09% | 6.1 |
|
| 3511 |
3511
Thrive Wealth Management
Audubon,
Pennsylvania
| $285M | -$1.26M | -0.4% | 5.69% | 84.1% | 162 | 17.9% | 0.6 |
|
| 3512 |
3512
Westwind Capital
Las Cruces,
New Mexico
| $285M | -$20.5M | -7% | 8.02% | 87.6% | 43 | 18.6% | 2.5 |
|
| 3513 |
NAH
3513
Neumann Advisory (HK)
Central,
Hong Kong
| $285M | -$19.1M | -6% | 5.01% | 77.3% | 16 | 0% | 2.5 |
|
| 3514 |
MI
3514
M3F Inc
Salt Lake City,
Utah
| $285M | -$22.9M | -7% | 3.36% | 139% | 44 | 6.82% | 3 |
|
| 3515 |
WPI
3515
Walter Public Investments
Westmount,
Canada
| $285M | -$11.8M | -4% | 5.75% | 72.7% | 33 | 27.27% | 0.4 |
|
| 3516 |
3516
Radnor Financial Advisors
Wayne,
Pennsylvania
| $284M | -$6.2M | -2% | 6.31% | 3.04% | 27 | 7.41% | 2 |
|
| 3517 |
3517
Lawson Kroeker Investment Management
Omaha,
Nebraska
| $284M | -$12.3M | -4% | 0.89% | 69.7% | 61 | 1.64% | 6.8 |
|
| 3518 |
3518
Atom Investors
Austin,
Texas
| $284M | +$55.5M | +24% | 0.36% | 83.4% | 400 | 69.75% | 0.3 |
|
| 3519 |
3519
Regent Peak Wealth Advisors
Atlanta,
Georgia
| $284M | -$21.9M | -7% | 5.33% | – | 163 | 14.72% | 2.2 |
|
| 3520 |
3520
Pasadena Private Wealth
Pasadena,
California
| $284M | -$7.96M | -3% | 5.31% | 53% | 116 | 28.45% | 1.6 |
|
| 3521 |
SC
3521
Saybrook Capital
Winston Salem,
North Carolina
| $284M | -$22.7M | -7% | 3.07% | 72.5% | 49 | 8.16% | 7.6 |
|
| 3522 |
3522
Cypress Capital
Franklin,
Tennessee
| $284M | -$418M | -60% | 4.71% | 43.6% | 186 | 57.53% | 1.9 |
|
| 3523 |
3523
Pensionfund Sabic
Sittard,
Netherlands
| $284M | -$29.2M | -9% | 6.43% | 63.6% | 220 | 20.91% | 3.8 |
|
| 3524 |
3524
Toronado Partners
San Francisco,
California
| $284M | -$23.3M | -8% | 5.84% | 158% | 11 | 9.09% | 2.4 |
|
| 3525 |
3525
Tobias Financial Advisors
Plantation,
Florida
| $283M | -$14.3M | -5% | 5.35% | 44.5% | 88 | 12.5% | 0.7 |
|