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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
Lucus Advisors
New York
| $122M | -$47.3M | -28% | 1.08% | 16.7% | 334 | 46.11% | 0.6 |
|
| 3527 |
3527
Brick & Kyle Associates
Newtown,
Pennsylvania
| $122M | +$6.66M | +6% | 3.2% | 97.4% | 459 | 7.84% | 1.3 |
|
| 3528 |
3528
Stuart Chaussee & Associates
Palos Verdes Estates,
California
| $122M | +$11.9M | +11% | 4.08% | 58.6% | 86 | 16.28% | 0.4 |
|
| 3529 |
3529
Peninsula Asset Management
Bradenton,
Florida
| $122M | +$3.32M | +3% | 4.57% | 44.1% | 46 | 6.52% | 2.6 |
|
| 3530 |
ACM
3530
Astenbeck Capital Management
Southport,
Connecticut
| $122M | +$11.4M | +10% | 10.5% | 12.4% | 4 | 0% | 1 |
|
| 3531 |
3531
Aspen Investment Management
Grand Rapids,
Michigan
| $122M | +$12.4M | +11% | 8.1% | 84.9% | 129 | 11.63% | 2.3 |
|
| 3532 |
3532
Private Harbour Investment Management & Counsel
Sagamore Hills,
Ohio
| $121M | +$9.3M | +8% | 3.71% | 82.6% | 88 | 12.5% | 2.3 |
|
| 3533 |
3533
Hefty Wealth Partners
Auburn,
Indiana
| $121M | +$14.3M | +13% | 1.92% | – | 243 | 23.87% | 0.4 |
|
| 3534 |
3534
Malaga Cove Capital
Pv Estates,
California
| $121M | $0 | 0% | 1.2% | 97.3% | 92 | 0% | 1 |
|
| 3535 |
3535
Moody Aldrich Partners
Marblehead,
Massachusetts
| $121M | +$73.5M | +155% | 4.31% | 336% | 99 | 23.23% | 0.2 |
|
| 3536 |
NCM
3536
Newgate Capital Management
Greenwich,
Connecticut
| $121M | +$9.8M | +9% | 3.44% | 7.68% | 115 | 44.35% | 0.9 |
|
| 3537 |
3537
American Money Management
Rancho Santa Fe,
California
| $121M | +$143K | +0.1% | 2.54% | 65% | 76 | 7.89% | 1.9 |
|
| 3538 |
3538
Shayne & Jacobs LLC
Nashville,
Tennessee
| $121M | +$3.77M | +3% | 2.5% | 79.4% | 23 | 4.35% | 2.2 |
|
| 3539 |
3539
Fairfield University
Fairfield,
Connecticut
| $121M | +$8.8M | +8% | 1.5% | 61.9% | 4 | 25% | 0.4 |
|
| 3540 |
3540
Globe Life
Mckinney,
Texas
| $121M | +$3.92M | +3% | 2.5% | 60.1% | 24 | 8.33% | 0.2 |
|
| 3541 |
3541
Blue Fin Capital
Warren,
Rhode Island
| $121M | +$3.14M | +3% | 2.29% | 125% | 120 | 7.5% | 2.2 |
|
| 3542 |
3542
Boltwood Capital Management
Walnut Creek,
California
| $120M | +$6.67M | +6% | 4.6% | 63% | 101 | 1.98% | 2.1 |
|
| 3543 |
3543
Wills Financial Group
Richmond,
Virginia
| $120M | +$4.11M | +4% | 4.09% | 57.5% | 76 | 6.58% | 1.9 |
|
| 3544 |
3544
Progeny 3 Inc
Kirkland,
Washington
| $120M | +$23.8M | +25% | 0.89% | 96.8% | 16 | 43.75% | 0.8 |
|
| 3545 |
3545
Timber Creek Capital Management
Boston,
Massachusetts
| $120M | +$8.11M | +7% | 1.16% | 139% | 98 | 4.08% | 2.4 |
|
| 3546 |
WRHAM
3546
W.R. Huff Asset Management
Stuart,
Florida
| $120M | +$10.5M | +10% | 1.16% | – | 42 | 9.52% | 1.3 |
|
| 3547 |
3547
Tiller Private Wealth
Bethlehem,
Pennsylvania
| $119M | +$1.87M | +2% | 3.17% | 53.5% | 40 | 7.5% | 0.4 |
|
| 3548 |
3548
Meritech Capital Associates III
Palo Alto,
California
| $119M | -$22.4M | -16% | 48.2% | 135% | 5 | 20% | 2.4 |
|
| 3549 |
3549
Financial Engines Advisors
Santa Clara,
California
| $119M | -$1.44M | -1% | 1.93% | 42.3% | 59 | 6.78% | 2.4 |
|
| 3550 |
BE
3550
Bonness Enterprises
Washington,
District of Columbia
| $119M | +$2.79M | +2% | 2.77% | 98.6% | 47 | 2.13% | 2.7 |
|