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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3576 |
3576
Cutter & Co Brokerage
Ballwin,
Missouri
| $293M | -$43.2M | -13% | 14.2% | 40.4% | 250 | 16% | 3.2 |
|
| 3577 |
3577
Rock Point Advisors
Burlington,
Vermont
| $293M | -$42.6M | -13% | 13.6% | 82.8% | 105 | 12.38% | 4.1 |
|
| 3578 |
MWM
3578
Mascoma Wealth Management
Hanover,
New Hampshire
| $293M | -$21.5M | -7% | 10.6% | 43.7% | 647 | 12.98% | 1 |
|
| 3579 |
3579
Texas Treasury Safekeeping Trust Company
Austin,
Texas
| $293M | -$26.4M | -8% | 5.02% | 43.7% | 7 | 28.57% | 1.7 |
|
| 3580 |
3580
WESCAP Management Group
Glendale,
California
| $292M | -$61.6M | -17% | 11.3% | 45.7% | 97 | 11.34% | 3.5 |
|
| 3581 |
DI
3581
Diligent Investors
Redlands,
California
| $292M | -$52.4M | -15% | 13.4% | 82.2% | 281 | 10.32% | 3.7 |
|
| 3582 |
3582
Cedar Mountain Advisors
Lake Oswego,
Oregon
| $292M | -$46.3M | -14% | 13.9% | 57.7% | 360 | 13.89% | 1.8 |
|
| 3583 |
3583
Pasadena Private Wealth
Pasadena,
California
| $292M | -$15M | -5% | 10.8% | 53% | 121 | 36.36% | 1.6 |
|
| 3584 |
3584
CRA Financial Services
Northfield,
New Jersey
| $292M | -$40.6M | -12% | 15% | 91.9% | 225 | 17.78% | 2.3 |
|
| 3585 |
3585
Edmonds Duncan Registered Investment Advisors
Lawrence,
Kansas
| $291M | -$50.9M | -15% | 13.3% | 12.8% | 146 | 15.75% | 3.8 |
|
| 3586 |
GCMG
3586
Gyroscope Capital Management Group
Naples,
Florida
| $291M | +$282K | +0.1% | 15% | 24.8% | 131 | 31.3% | 2.4 |
|
| 3587 |
3587
Intellectus Partners
San Francisco,
California
| $291M | -$43.9M | -13% | 17.4% | 157% | 279 | 25.09% | 2.5 |
|
| 3588 |
FNBOMD
3588
First National Bank of Mount Dora
Mount Dora,
Florida
| $291M | -$41M | -12% | 11.2% | 96.2% | 141 | 16.31% | 4.1 |
|
| 3589 |
3589
Gleason Group
Prospect,
Kentucky
| $291M | -$46.2M | -14% | 16.1% | 69.1% | 261 | 18.01% | 1.7 |
|
| 3590 |
3590
Sterling Investment Advisors (Pennsylvania)
Berwyn,
Pennsylvania
| $291M | -$61.9M | -18% | 14.7% | 97.5% | 662 | 17.98% | 2.8 |
|
| 3591 |
3591
Radnor Financial Advisors
Wayne,
Pennsylvania
| $291M | +$15.8M | +6% | 14.4% | 3.04% | 27 | 11.11% | 1.9 |
|
| 3592 |
3592
Hedeker Wealth
Lincolnshire,
Illinois
| $290M | -$40.2M | -12% | 15.6% | 161% | 99 | 30.3% | 2.3 |
|
| 3593 |
3593
KB Financial Partners
Princeton,
New Jersey
| $289M | -$72.9M | -20% | 11.6% | – | 635 | 13.86% | 0.6 |
|
| 3594 |
3594
Finepoint Capital
Boston,
Massachusetts
| $289M | -$11.6M | -4% | 12.7% | 27.4% | 82 | 50% | 0.5 |
|
| 3595 |
3595
ESL Trust Services
Rochester,
New York
| $289M | -$36.2M | -11% | 14.9% | 53.9% | 25 | 24% | 1.7 |
|
| 3596 |
3596
American Assets Inc
San Diego,
California
| $289M | -$69.4M | -19% | 20.8% | 63.2% | 10 | 0% | 3.3 |
|
| 3597 |
3597
Algebris (UK)
London,
United Kingdom
| $288M | +$60.2M | +26% | 17.2% | 24.5% | 44 | 56.82% | 0.6 |
|
| 3598 |
3598
Marino Stram & Associates
Braintree,
Massachusetts
| $288M | -$28.8M | -9% | 11.3% | 72.2% | 149 | 8.72% | 2 |
|
| 3599 |
3599
Studio Investment Management
Chicago,
Illinois
| $288M | -$15.5M | -5% | 9.57% | 51.3% | 199 | 51.26% | 0.4 |
|
| 3600 |
OFCM
3600
One Fin Capital Management
San Francisco,
California
| $288M | +$46.1M | +19% | 13.3% | 92% | 39 | 66.67% | 0.4 |
|