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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3626 |
3626
Pettee Investors
Rowayton,
Connecticut
| $165M | +$10M | +6% | 6.41% | 96.1% | 121 | 9.09% | 1.9 |
|
| 3627 |
3627
Stillwater Investment Management (Minnesota)
Stillwater,
Minnesota
| $165M | -$55M | -25% | 7.88% | 72.3% | 83 | 37.35% | 3.2 |
|
| 3628 |
3628
Oliver Luxxe Assets
Gladstone,
New Jersey
| $165M | +$5.82M | +4% | 6.29% | 137% | 88 | 14.77% | 1.2 |
|
| 3629 |
3629
CenterStar Asset Management
Chicago,
Illinois
| $165M | – | – | 6.72% | 104% | 926 | – | 0 |
|
| 3630 |
AC
3630
Aperimus Capital
Marina Del Rey,
California
| $165M | +$31.8M | +24% | 5.24% | 44% | 4 | 25% | 3.4 |
|
| 3631 |
3631
Glassman Wealth Services
Vienna,
Virginia
| $164M | +$10.7M | +7% | 5.51% | 62.6% | 891 | 33% | 1.3 |
|
| 3632 |
3632
Weybosset Research & Management
Province,
Rhode Island
| $164M | +$14M | +9% | 7.61% | 74.8% | 60 | 10% | 3 |
|
| 3633 |
3633
Billings Capital Management
Arlington,
Virginia
| $164M | +$9.44M | +6% | 3.6% | – | 10 | 10% | 1.2 |
|
| 3634 |
3634
Globe Life
Mckinney,
Texas
| $164M | +$7.49M | +5% | 6.3% | 60.1% | 1 | 0% | 1 |
|
| 3635 |
3635
Cabot-Wellington
Boston,
Massachusetts
| $164M | -$7.79M | -5% | 5.51% | 65% | 14 | 7.14% | 3.8 |
|
| 3636 |
3636
WealthShield
Cary,
North Carolina
| $164M | – | – | 3.95% | – | 221 | – | 0 |
|
| 3637 |
3637
WealthShield Partners
Cary,
North Carolina
| $164M | – | – | 3.95% | 71% | 221 | – | 0 |
|
| 3638 |
3638
Lowe Wealth Advisors
Columbia,
Maryland
| $164M | +$4.08M | +3% | 4.38% | 63.3% | 285 | 15.79% | 2.1 |
|
| 3639 |
3639
Harvest Group Wealth Management
Waltham,
Massachusetts
| $164M | – | – | 3.72% | 28.1% | 45 | – | 0 |
|
| 3640 |
3640
NewFocus Financial Group
Vancouver,
Washington
| $164M | +$10.1M | +7% | 7.65% | 55.4% | 74 | 12.16% | 2.1 |
|
| 3641 |
AFA
3641
Alta Fundamental Advisers
New York
| $164M | +$7.81M | +5% | 7.78% | 340% | 25 | 24% | 0.8 |
|
| 3642 |
VCA
3642
VIEX Capital Advisors
Sunny Isles Beach,
Florida
| $164M | -$70.8M | -30% | 5.53% | 30.6% | 27 | 48.15% | 0.5 |
|
| 3643 |
3643
North Run Capital
Boston,
Massachusetts
| $164M | -$49M | -23% | 5.02% | 19.4% | 17 | 23.53% | 1.4 |
|
| 3644 |
3644
Torch Wealth Management
Cincinnati,
Ohio
| $164M | +$11.3M | +7% | 5.61% | 48.8% | 106 | 12.26% | 2.5 |
|
| 3645 |
3645
Birch Grove Capital
New York
| $164M | +$2.27M | +1% | 0.05% | 2.66% | 30 | 26.67% | 0.7 |
|
| 3646 |
3646
Roberts, Glore & Co
Deerfield,
Illinois
| $164M | +$8.87M | +6% | 6.24% | 72.3% | 150 | 5.33% | 3.2 |
|
| 3647 |
3647
Boltwood Capital Management
Walnut Creek,
California
| $163M | +$9.48M | +6% | 5.76% | 63% | 125 | 8.8% | 2.9 |
|
| 3648 |
3648
Guinness Atkinson Asset Management
Pasadena,
California
| $163M | +$4.13M | +3% | 8.91% | 132% | 60 | 1.67% | 3.4 |
|
| 3649 |
3649
LeJeune Puetz Investment Counsel
Traverse City,
Michigan
| $163M | +$7.86M | +5% | 5.29% | 64.1% | 152 | 2.63% | 0.9 |
|
| 3650 |
3650
Pacific Center for Financial Services
San Ramon,
California
| $163M | +$7.29M | +5% | 4.03% | 60.1% | 335 | 6.57% | 0.9 |
|