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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3526 |
3526
Addison Capital
Conshohocken,
Pennsylvania
| $123M | +$4.27M | +4% | 1% | 59.7% | 105 | 26.67% | 0.9 |
|
| 3527 |
SF
3527
Schooner Foundation
Boston,
Massachusetts
| $123M | -$7.35M | -6% | 5.64% | 13.8% | 1 | 0% | 0.5 |
|
| 3528 |
3528
Quality Growth Management
Rancho Santa Fe,
California
| $123M | -$3.62M | -3% | 0.85% | – | 27 | 7.41% | 1 |
|
| 3529 |
3529
Legg Mason Asset Management
Tokyo,
Japan
| $123M | -$9.5M | -7% | 5.57% | – | 149 | 26.85% | 0.9 |
|
| 3530 |
PC
3530
Palo Capital
Newport Beach,
California
| $123M | +$3.62M | +3% | 3.4% | 34.6% | 133 | 24.81% | 0.2 |
|
| 3531 |
3531
Palladiem
Bryn Mawr,
Pennsylvania
| $123M | +$465K | +0.4% | 1% | – | 219 | 17.81% | 0.2 |
|
| 3532 |
3532
Seven Post Investment Office
San Francisco,
California
| $122M | +$9.6M | +9% | 4.47% | 52.6% | 8 | 0% | 1.4 |
|
| 3533 |
BOC
3533
Barbara Oil Co
Chicago,
Illinois
| $122M | -$1.18M | -1% | 0.85% | 76.9% | 82 | 4.88% | 1.2 |
|
| 3534 |
3534
Juncture Wealth Strategies
Scottsdale,
Arizona
| $122M | -$86.7M | -42% | 2.42% | 76.5% | 83 | 31.33% | 0.2 |
|
| 3535 |
3535
Orbis Investment Management (US)
San Francisco,
California
| $122M | +$1.06M | +0.9% | 1.19% | 48.8% | 29 | 24.14% | 0.9 |
|
| 3536 |
3536
Punch Card Management
Winter Park,
Florida
| $122M | -$6.8M | -5% | 5.13% | 41% | 4 | 25% | 0.2 |
|
| 3537 |
3537
Hamilton Point Investment Advisors
Chapel Hill,
North Carolina
| $122M | +$5.41M | +5% | 2.22% | 79.3% | 67 | 5.97% | 1.1 |
|
| 3538 |
3538
Fernwood Investment Management
Quincy,
Massachusetts
| $122M | +$4.05M | +3% | 6.33% | 83.4% | 117 | 11.97% | 1 |
|
| 3539 |
3539
Investors Asset Management of Georgia
Atlanta,
Georgia
| $122M | +$5.94M | +5% | 6% | 118% | 142 | 4.23% | 0.2 |
|
| 3540 |
CWM
3540
Catamount Wealth Management
Westport,
Connecticut
| $121M | +$16.6M | +16% | 3.65% | 70.7% | 188 | 35.11% | 0.2 |
|
| 3541 |
3541
Trutina Financial
Bellevue,
Washington
| $121M | -$3.61M | -3% | 1.79% | 20.5% | 70 | 22.86% | 1.2 |
|
| 3542 |
EFEM
3542
Eos Focused Equity Management
New York
| $121M | – | – | 5.12% | 55.7% | 35 | – | 0 |
|
| 3543 |
3543
Wills Financial Group
Richmond,
Virginia
| $121M | -$1.94M | -2% | 2.5% | 57.5% | 87 | 22.99% | 1 |
|
| 3544 |
3544
FNY Managed Accounts
New York
| $121M | +$36.2M | +43% | 13.9% | 14.7% | 507 | 83.23% | 0.1 |
|
| 3545 |
3545
Heritage Wealth Advisors
Richmond,
Virginia
| $121M | +$9.25M | +8% | 3.14% | 65% | 98 | 13.27% | 0.9 |
|
| 3546 |
3546
Smithbridge Asset Management
Chadds Ford,
Pennsylvania
| $121M | -$1.09M | -0.9% | 0.63% | – | 53 | 5.66% | 1.6 |
|
| 3547 |
3547
Osmium Partners
Greenbrae,
California
| $121M | -$15.6M | -11% | 0.67% | 28.4% | 27 | 29.63% | 1 |
|
| 3548 |
3548
Peddock Capital Advisors
Braintree,
Massachusetts
| $121M | -$2.45M | -2% | 1.45% | 113% | 103 | 7.77% | 1 |
|
| 3549 |
GCMG
3549
Gyroscope Capital Management Group
Naples,
Florida
| $121M | -$803K | -0.7% | 0.95% | 24.8% | 87 | 37.93% | 0.2 |
|
| 3550 |
AP
3550
Agilis Partners
Waltham,
Massachusetts
| $121M | +$10.5M | +10% | 3.31% | 8.47% | 15 | 26.67% | 0.2 |
|