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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
Concentric Capital Strategies
Stamford,
Connecticut
| $283M | +$151M | +114% | 1.2% | 165% | 205 | 74.15% | 0.2 |
|
| 3527 |
3527
Peninsula Wealth
San Francisco,
California
| $283M | -$12.2M | -4% | 6.32% | 30% | 73 | 15.07% | 1.5 |
|
| 3528 |
3528
Arctis Global
San Juan,
Puerto Rico
| $283M | +$153M | +118% | 2.01% | 69.5% | 19 | 63.16% | 0.4 |
|
| 3529 |
3529
tru Independence
Portland,
Oregon
| $283M | -$28.2M | -9% | 7.44% | 67.4% | 192 | 17.19% | 1.2 |
|
| 3530 |
3530
K.J. Harrison & Partners
Toronto,
Ontario, Canada
| $283M | -$88M | -24% | 2.47% | 140% | 268 | 30.22% | 2.7 |
|
| 3531 |
3531
Edmonds Duncan Registered Investment Advisors
Lawrence,
Kansas
| $283M | -$8.7M | -3% | 5.15% | 12.8% | 136 | 16.18% | 4 |
|
| 3532 |
3532
Mason & Associates (California)
Los Angeles,
California
| $282M | -$2.3M | -0.8% | 3.52% | 68.5% | 89 | 12.36% | 0.6 |
|
| 3533 |
FNBOMD
3533
First National Bank of Mount Dora
Mount Dora,
Florida
| $282M | -$8.6M | -3% | 6.33% | 96.2% | 134 | 11.94% | 4.5 |
|
| 3534 |
3534
Bryn Mawr Capital Management
Philadelphia,
Pennsylvania
| $282M | -$21.9M | -7% | 4.74% | 71.4% | 154 | 11.69% | 2.6 |
|
| 3535 |
3535
Sicart Associates
New York
| $282M | -$39.3M | -12% | 2.11% | 99.1% | 84 | 10.71% | 3.2 |
|
| 3536 |
3536
Shulman DeMeo Asset Management
Lake Success,
New York
| $282M | -$20.8M | -7% | 5.61% | 79.3% | 137 | 5.84% | 0.9 |
|
| 3537 |
3537
Patriot Financial Partners
Radnor,
Pennsylvania
| $281M | -$26.5M | -9% | 2.16% | 16.6% | 12 | 8.33% | 2.8 |
|
| 3538 |
3538
West Paces Advisors
Atlanta,
Georgia
| $281M | -$12.4M | -4% | 5.47% | 57.7% | 595 | 14.62% | 3.8 |
|
| 3539 |
3539
Intellectus Partners
San Francisco,
California
| $281M | -$9.9M | -3% | 3.11% | 157% | 272 | 10.29% | 2.6 |
|
| 3540 |
3540
JT Stratford LLC
Gainesville,
Georgia
| $281M | -$34.5M | -11% | 4.62% | 103% | 222 | 20.27% | 2.4 |
|
| 3541 |
CBTWT
3541
Community Bank & Trust (Waco, Texas)
Waco,
Texas
| $281M | -$20.8M | -7% | 5.23% | 124% | 135 | 4.44% | 4.9 |
|
| 3542 |
3542
Franklin, Parlapiano, Turner & Welch
Houston,
Texas
| $281M | -$15.1M | -5% | 5.3% | 41.6% | 48 | 6.25% | 6.5 |
|
| 3543 |
3543
Northcape Wealth Management
Williamsville,
New York
| $281M | +$19.6M | +7% | 6.16% | 66% | 142 | 20.42% | 0.6 |
|
| 3544 |
3544
Global Wealth Management Investment Advisory
Fort Lauderdale,
Florida
| $281M | -$15.9M | -5% | 5.5% | 67.5% | 527 | 74.19% | 3.3 |
|
| 3545 |
3545
PCG Wealth Advisors
Overland Park,
Kansas
| $280M | +$140M | +100% | 4.95% | 87% | 138 | 36.96% | 0.4 |
|
| 3546 |
3546
Columbus Hill Capital Management
Short Hills,
New Jersey
| $280M | +$43M | +18% | 10.8% | 151% | 19 | 31.58% | 2.1 |
|
| 3547 |
DI
3547
Diligent Investors
Redlands,
California
| $280M | -$11.9M | -4% | 5.65% | 82.2% | 268 | 7.09% | 3.8 |
|
| 3548 |
3548
Repertoire Partners
New York
| $280M | -$19.8M | -7% | 6.36% | 37.5% | 100 | 57% | 0.5 |
|
| 3549 |
3549
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
| $280M | -$17.8M | -6% | 4.97% | 62.5% | 884 | 19.46% | 1.6 |
|
| 3550 |
3550
Roberts, Glore & Co
Deerfield,
Illinois
| $280M | -$20.6M | -7% | 5.06% | 72.3% | 194 | 7.22% | 5.3 |
|