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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3601 |
3601
Wall Capital Group
Phoenix,
Arizona
| $187M | +$19.3M | +12% | 12.3% | – | 25 | 8% | 1.8 |
|
| 3602 |
SC
3602
Schulhoff & Co
Cincinnati,
Ohio
| $187M | +$26.8M | +17% | 11.1% | 51.8% | 104 | 7.69% | 4.7 |
|
| 3603 |
3603
Pettinga Financial Advisors
Evansville,
Indiana
| $187M | +$34.7M | +23% | 10.9% | 78.1% | 105 | 27.62% | 0.2 |
|
| 3604 |
3604
Chanos & Company
New York
| $187M | +$4.06M | +2% | 13.8% | – | 58 | 50% | 1 |
|
| 3605 |
PSG
3605
Planning Solutions Group
Fulton,
Maryland
| $187M | +$22.3M | +14% | 12% | – | 140 | 16.43% | 0.2 |
|
| 3606 |
CRM
3606
Capital Returns Management
Rye,
New York
| $187M | +$7.6M | +4% | 7.02% | 4.39% | 30 | 50% | 1.2 |
|
| 3607 |
3607
Aull & Monroe Investment Management
Mobile,
Alabama
| $187M | +$11.5M | +7% | 11.5% | 98.3% | 127 | 6.3% | 4.6 |
|
| 3608 |
MAS
3608
Madden Advisory Services
Jacksonville,
Florida
| $187M | +$21M | +13% | 12.2% | 52.3% | 89 | 3.37% | 4.1 |
|
| 3609 |
3609
Sitrin Capital Management
Century City,
California
| $186M | +$22.4M | +14% | 13.6% | 139% | 40 | 22.5% | 1.9 |
|
| 3610 |
3610
Pacific Center for Financial Services
San Ramon,
California
| $186M | -$153K | -0.1% | 11.3% | 60.1% | 351 | 7.41% | 2 |
|
| 3611 |
3611
Eldridge Investment Advisors
Manchester,
New Hampshire
| $186M | +$24M | +15% | 9.62% | 50.9% | 87 | 10.34% | 0.8 |
|
| 3612 |
QCMC
3612
Quantum Capital Management (California)
San Francisco,
California
| $186M | +$13.3M | +8% | 14% | 53.7% | 186 | 27.42% | 2.5 |
|
| 3613 |
CCC
3613
Chelsea Counsel Company
Los Angeles,
California
| $186M | +$20.8M | +13% | 14% | 106% | 74 | 4.05% | 4 |
|
| 3614 |
3614
Silphium Asset Management
London,
United Kingdom
| $186M | +$25.2M | +16% | 19.5% | 118% | 83 | 62.65% | 0.5 |
|
| 3615 |
3615
MAK Capital One
New York
| $186M | +$873K | +0.5% | 38.4% | 200% | 8 | 37.5% | 1.3 |
|
| 3616 |
3616
Arlington Capital Management
Arlington Heights,
Illinois
| $185M | +$50.5M | +37% | 17.5% | 146% | 64 | 84.38% | 0.1 |
|
| 3617 |
3617
Stratos Wealth Advisors
Beachwood,
Ohio
| $185M | +$35.1M | +23% | 13.5% | 65.7% | 221 | 19.46% | 0.2 |
|
| 3618 |
3618
Financial Partners Group (Kansas)
Overland Park,
Kansas
| $185M | +$31.3M | +20% | 12.6% | 76.7% | 80 | 15% | 0.9 |
|
| 3619 |
3619
Accuvest Global Advisors
Provo,
Utah
| $185M | -$7.71M | -4% | 12.3% | 130% | 137 | 42.34% | 0.9 |
|
| 3620 |
3620
Salem Capital Management
Woburn,
Massachusetts
| $185M | +$26M | +16% | 12.8% | 32.3% | 72 | 11.11% | 4.2 |
|
| 3621 |
DC
3621
Derby & Company
Newton,
Massachusetts
| $185M | +$25.9M | +16% | 12.3% | 33.7% | 25 | 20% | 1 |
|
| 3622 |
3622
Peddock Capital Advisors
Braintree,
Massachusetts
| $185M | +$16.1M | +10% | 16% | 113% | 265 | 8.3% | 2.8 |
|
| 3623 |
3623
Mirova
Paris,
France
| $184M | -$34.2M | -16% | 18.2% | 64.6% | 109 | 22.02% | 0.2 |
|
| 3624 |
MCM
3624
McMillion Capital Management
Greensboro,
North Carolina
| $184M | +$29.5M | +19% | 13.9% | 59.3% | 69 | 10.14% | 3.5 |
|
| 3625 |
3625
Cambridge Financial Group
Columbus,
Ohio
| $184M | +$27.9M | +18% | 14.1% | – | 33 | 12.12% | 2.5 |
|