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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
Peoples Financial Services Corp
Moosic,
Pennsylvania
| $197M | +$1.6M | +0.8% | 3.18% | 104% | 367 | 3.81% | 4.1 |
|
| 3527 |
3527
Bank of Stockton
Stockton,
California
| $197M | +$2.62M | +1% | 3.62% | 99.2% | 110 | 9.09% | 3.8 |
|
| 3528 |
3528
Taiyo Life Insurance Company
Chuo-Ku, Tokyo,
Japan
| $197M | +$5.04M | +3% | 2.63% | 90.5% | 5 | 0% | 1.3 |
|
| 3529 |
3529
Bain Capital Life Sciences Investors
Boston,
Massachusetts
| $197M | -$53.3M | -21% | 0.71% | 507% | 6 | 16.67% | 1.2 |
|
| 3530 |
3530
Triangle Securities Wealth Management
Raleigh,
North Carolina
| $197M | +$6.04M | +3% | 3.31% | 83.6% | 155 | 10.32% | 3.6 |
|
| 3531 |
AC
3531
Asturias Capital
New York
| $197M | -$20.8M | -10% | 7.5% | 94.2% | 24 | 50% | 0.5 |
|
| 3532 |
ER
3532
Enlightenment Research
Miami,
Florida
| $197M | +$145M | +283% | 2.65% | 195% | 307 | 83.06% | 0.1 |
|
| 3533 |
3533
Chase Investment Counsel
Charlottesville,
Virginia
| $197M | +$2.2M | +1% | 9.97% | 350% | 110 | 26.36% | 1.4 |
|
| 3534 |
NFG
3534
Noven Financial Group
Denver,
Colorado
| $197M | +$5.75M | +3% | 3.93% | 45.1% | 41 | 31.71% | 2.2 |
|
| 3535 |
3535
Old Point Trust & Financial Services N A
Newport News,
Virginia
| $196M | +$3.93M | +2% | 2.23% | 72.6% | 72 | 6.94% | 4.9 |
|
| 3536 |
3536
AMI Investment Management
Kendallville,
Indiana
| $196M | +$6.52M | +3% | 4.7% | 47.9% | 66 | 0% | 3.2 |
|
| 3537 |
3537
Artemis Wealth Advisors
New York
| $196M | +$7.6M | +4% | 3.92% | 174% | 31 | 6.45% | 2.1 |
|
| 3538 |
BW
3538
Biegel & Waller
Columbia,
Maryland
| $196M | +$1.14M | +0.6% | 5.51% | 28.2% | 82 | 8.54% | 1.6 |
|
| 3539 |
3539
Sterling Investment Advisors (Pennsylvania)
Berwyn,
Pennsylvania
| $195M | -$829K | -0.4% | 2% | 97.5% | 467 | 17.13% | 1.7 |
|
| 3540 |
3540
HighVista Strategies
Boston,
Massachusetts
| $195M | +$72.8M | +59% | 3.48% | 622% | 140 | 42.86% | 0.7 |
|
| 3541 |
3541
Integrated Investment Consultants
Bloomfield Hills,
Michigan
| $195M | +$7.85M | +4% | 3.37% | 70.2% | 166 | 17.47% | 2.4 |
|
| 3542 |
3542
Attestor
London,
United Kingdom
| $195M | -$80.5M | -29% | 28.8% | 55.7% | 3 | 66.67% | 0.5 |
|
| 3543 |
3543
Sloane Robinson
London,
United Kingdom
| $195M | +$47.3M | +32% | 9.01% | 175% | 24 | 37.5% | 1 |
|
| 3544 |
3544
Gramercy Funds Management
Greenwich,
Connecticut
| $195M | -$179M | -48% | 12.1% | 87.6% | 22 | 31.82% | 0.9 |
|
| 3545 |
3545
Pacific Center for Financial Services
San Ramon,
California
| $195M | +$9.23M | +5% | 2.77% | 60.1% | 344 | 6.98% | 2.1 |
|
| 3546 |
3546
Alera Investment Advisors
Deerfield,
Illinois
| $195M | -$10.3M | -5% | 3.01% | 28.9% | 1,239 | 94.11% | 0.5 |
|
| 3547 |
3547
Moller Wealth Partners
| $195M | -$27.9M | -13% | 1.84% | 44.1% | 56 | 14.29% | 4.1 |
|
| 3548 |
3548
Kelman-Lazarov Inc
Memphis,
Tennessee
| $195M | +$5.46M | +3% | 2.98% | 46.6% | 98 | 10.2% | 2.6 |
|
| 3549 |
3549
Wynnefield Capital
New York
| $195M | -$15.5M | -7% | 0.06% | 52.1% | 31 | 16.13% | 3.3 |
|
| 3550 |
CWAG
3550
Compton Wealth Advisory Group
Virginia Beach,
Virginia
| $195M | +$6.08M | +3% | 3.04% | 76.1% | 71 | 5.63% | 0.5 |
|