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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
Pettinga Financial Advisors
Evansville,
Indiana
| $321M | +$14M | +5% | 6.85% | 78.1% | 114 | 25.44% | 2.5 |
|
| 3527 |
3527
Lowell Blake & Associates
Boston,
Massachusetts
| $321M | +$21.2M | +7% | 13.3% | 44.2% | 59 | 6.78% | 2.4 |
|
| 3528 |
3528
ALM First Financial Advisors
Dallas,
Texas
| $321M | +$8.03M | +3% | 1.41% | 50.5% | 16 | 0% | 0.3 |
|
| 3529 |
3529
Quadrant Private Wealth Management
Center Valley,
Pennsylvania
| $321M | +$22.5M | +8% | 10.7% | 100% | 267 | 16.1% | 2.5 |
|
| 3530 |
3530
Adams Street Partners
Chicago,
Illinois
| $321M | +$20.8M | +7% | 0.68% | 399% | 20 | 55% | 3 |
|
| 3531 |
3531
AdvisorShares Investments
Bethesda,
Maryland
| $321M | -$34.5M | -10% | 1.35% | 110% | 356 | 35.67% | 1 |
|
| 3532 |
3532
Univest Financial
Souderton,
Pennsylvania
| $320M | +$2.89M | +0.9% | 6.98% | 96.9% | 115 | 17.39% | 4.4 |
|
| 3533 |
3533
Haverford Financial Services
Radnor,
Pennsylvania
| $320M | -$42.4M | -12% | 2.25% | 57.9% | 68 | 45.59% | 5.7 |
|
| 3534 |
3534
Akaris Global Partners
New York
| $320M | +$30.4M | +10% | 20.5% | 35% | 20 | 35% | 0.9 |
|
| 3535 |
HCM
3535
Horrell Capital Management
Little Rock,
Arkansas
| $320M | +$17.9M | +6% | 6.25% | 55.6% | 213 | 5.16% | 5.4 |
|
| 3536 |
3536
Cypress Capital
Franklin,
Tennessee
| $320M | +$786K | +0.2% | 3.9% | 43.6% | 91 | 28.57% | 2.2 |
|
| 3537 |
3537
LWMG LLC
Lake Elmo,
Minnesota
| $319M | +$40.8M | +15% | 5.2% | – | 96 | 20.83% | 0.2 |
|
| 3538 |
3538
Punch Card Management
Winter Park,
Florida
| $319M | +$10.6M | +3% | 3.91% | 41% | 4 | 0% | 4 |
|
| 3539 |
HI
3539
Hyundai Investments
Yeongdeungopo-Gu, Seoul,
South Korea
| $319M | -$83.9M | -21% | 20.8% | 74.8% | 1 | 0% | 1.3 |
|
| 3540 |
3540
Red Door Wealth Management
Memphis,
Tennessee
| $319M | +$14.4M | +5% | 7.75% | 100% | 153 | 15.69% | 2.4 |
|
| 3541 |
3541
Doliver Advisors
Houston,
Texas
| $319M | +$14.3M | +5% | 4.56% | 92.3% | 170 | 14.12% | 2.4 |
|
| 3542 |
3542
Perry Creek Capital
New York
| $318M | -$23.6M | -7% | 3% | 51.2% | 16 | 0% | 2.1 |
|
| 3543 |
3543
PenderFund Capital Management
Vancouver,
British Columbia, Canada
| $318M | -$17M | -5% | 8.67% | 129% | 181 | 52.49% | 1 |
|
| 3544 |
3544
Shulman DeMeo Asset Management
Lake Success,
New York
| $318M | +$17.7M | +6% | 6.95% | 79.3% | 137 | 3.65% | 1.3 |
|
| 3545 |
3545
Integrated Investment Consultants
Bloomfield Hills,
Michigan
| $318M | +$22.1M | +7% | 9.6% | 70.2% | 290 | 17.24% | 2.8 |
|
| 3546 |
3546
Lead Edge Capital Management
New York
| $318M | +$29.2M | +10% | 22.4% | 20.2% | 9 | 0% | 1 |
|
| 3547 |
3547
Tradewinds Capital Management
Bellingham,
Washington
| $318M | +$103M | +48% | 4.82% | 96.9% | 579 | 24.18% | 4.2 |
|
| 3548 |
3548
Quantum Financial Advisors
El Segundo,
California
| $318M | +$95.5M | +43% | 5.66% | 68% | 102 | 20.59% | 0.6 |
|
| 3549 |
3549
Institutional Venture Management XVI
Menlo Park,
California
| $317M | -$17.9M | -5% | 21.2% | 523% | 8 | 25% | 2.1 |
|
| 3550 |
3550
O'Brien Wealth Partners
Waltham,
Massachusetts
| $317M | +$65.4M | +26% | 7.05% | 56.7% | 63 | 20.63% | 2.6 |
|