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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
Berkshire Bank
Pittsfield,
Massachusetts
| $426M | +$28.5M | +7% | 6.27% | 76.2% | 158 | 13.29% | 2.8 |
|
| 3527 |
3527
Werba Rubin Papier Wealth Management
San Jose,
California
| $426M | +$64M | +18% | 6.28% | 67% | 197 | 16.75% | 1 |
|
| 3528 |
3528
Elgethun Capital Management
Sioux Falls,
South Dakota
| $426M | +$29.3M | +7% | 8.13% | 61.5% | 158 | 5.7% | 4.2 |
|
| 3529 |
3529
Eldridge Investment Advisors
Manchester,
New Hampshire
| $426M | +$28.9M | +7% | 5.28% | 50.9% | 153 | 11.76% | 3.6 |
|
| 3530 |
3530
Creekmur Asset Management
Morton,
Illinois
| $426M | +$38.2M | +10% | 4.94% | – | 1,139 | 18.79% | 0.5 |
|
| 3531 |
3531
CMH Wealth Management
Portsmouth,
New Hampshire
| $425M | +$18.8M | +5% | 4.33% | 88% | 53 | 7.55% | 3.8 |
|
| 3532 |
3532
Stamos Capital Partners
Menlo Park,
California
| $425M | -$46.4M | -10% | 3.38% | 36.7% | 138 | 8.7% | 2.1 |
|
| 3533 |
3533
Martin & Co
Knoxville,
Tennessee
| $425M | +$27.4M | +7% | 8.29% | 67.8% | 108 | 4.63% | 8.6 |
|
| 3534 |
CWM
3534
Compass Wealth Management
Guilford,
Connecticut
| $425M | +$19.7M | +5% | 7.83% | 103% | 406 | 4.19% | 1.5 |
|
| 3535 |
3535
Long Run Wealth Advisors
Lake Placid,
New York
| $425M | +$29.8M | +8% | 5.35% | 50.5% | 110 | 13.64% | 1.9 |
|
| 3536 |
3536
Safeguard Financial
Minocqua,
Wisconsin
| $424M | +$64.7M | +18% | 5.86% | 21.9% | 131 | 28.24% | 1.1 |
|
| 3537 |
3537
Paradiem
Covington,
Louisiana
| $424M | +$25M | +6% | 5.39% | 107% | 91 | 38.46% | 2.5 |
|
| 3538 |
3538
Carderock Capital Management
Chevy Chase,
Maryland
| $424M | +$41.4M | +11% | 9.05% | 97.6% | 75 | 10.67% | 5.1 |
|
| 3539 |
3539
Advisors Management Group
La Crosse,
Wisconsin
| $423M | +$23.1M | +6% | 8.14% | 125% | 167 | 13.77% | 4.1 |
|
| 3540 |
3540
DAFNA Capital Management
Los Angeles,
California
| $423M | +$4.74M | +1% | 9.27% | 313% | 89 | 12.36% | 2.7 |
|
| 3541 |
3541
Benedict Financial Advisors
Atlanta,
Georgia
| $423M | +$29.1M | +7% | 8.74% | 72.4% | 129 | 4.65% | 6 |
|
| 3542 |
3542
Kozak & Associates
Highlands Ranch,
Colorado
| $423M | +$18M | +4% | 3.7% | 111% | 416 | 12.5% | 2.2 |
|
| 3543 |
3543
Dorsey Wright & Associates
Pasadena,
California
| $423M | +$37.4M | +10% | 11.7% | 311% | 152 | 35.53% | 1 |
|
| 3544 |
3544
Broadleaf Partners
Hudson,
Ohio
| $423M | +$9.38M | +2% | 5.13% | 180% | 81 | 9.88% | 3.7 |
|
| 3545 |
3545
Light Street Capital Management
Palo Alto,
California
| $423M | -$12.7M | -3% | 0.44% | 377% | 28 | 28.57% | 0.9 |
|
| 3546 |
3546
Corsair Capital Management
New York
| $422M | -$194M | -32% | 9.98% | 435% | 134 | 35.82% | 1.9 |
|
| 3547 |
3547
Pettinga Financial Advisors
Evansville,
Indiana
| $422M | +$23.2M | +6% | 5.63% | 78.1% | 127 | 14.96% | 3.1 |
|
| 3548 |
3548
Chemistry Wealth Management
New York
| $422M | +$35.1M | +9% | 7.62% | 77.1% | 183 | 8.74% | 1.9 |
|
| 3549 |
3549
Decheng Capital
Menlo Park,
California
| $422M | +$95.9M | +29% | 11.9% | – | 26 | 7.69% | 0.5 |
|
| 3550 |
3550
Susquehanna International Securities
Dublin,
Ireland
| $422M | +$7.28M | +2% | 15% | 2.8% | 72 | 54.17% | 0.8 |
|