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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3651 |
FA
3651
Financial Advantage
Columbia,
Maryland
| $110M | +$15.2M | +16% | 5.17% | 24.3% | 35 | 31.43% | 1.7 |
|
| 3652 |
ACM
3652
Astenbeck Capital Management
Southport,
Connecticut
| $110M | +$46.7M | +74% | 3.79% | 12.4% | 4 | 50% | 0.8 |
|
| 3653 |
3653
Smart Portfolios LLC
Seattle,
Washington
| $110M | -$28.2M | -20% | 1.95% | 41.3% | 25 | 76% | 0.5 |
|
| 3654 |
3654
Eliot Finkel Investment Counsel
Beverly Hills,
California
| $110M | +$6.15M | +6% | 6.41% | 88.9% | 34 | 11.76% | 0.2 |
|
| 3655 |
3655
Stuart Chaussee & Associates
Palos Verdes Estates,
California
| $110M | +$3.48M | +3% | 3.91% | 58.6% | 99 | 27.27% | 0.2 |
|
| 3656 |
3656
Boardman Bay Capital Management
New York
| $110M | -$5.53M | -5% | 3.11% | 145% | 73 | 65.75% | 0.3 |
|
| 3657 |
3657
Jolley Asset Management
Rocky Mount,
North Carolina
| $110M | +$4.69M | +4% | 1.09% | 3.47% | 150 | 28.67% | 1.9 |
|
| 3658 |
3658
Glassman Wealth Services
Vienna,
Virginia
| $110M | -$753K | -0.7% | 2.46% | 62.6% | 466 | 13.09% | 1 |
|
| 3659 |
3659
Grove Bank & Trust
Miami,
Florida
| $110M | -$1.81M | -2% | 3.01% | 80.5% | 357 | 26.89% | 0.2 |
|
| 3660 |
3660
Burt Wealth Advisors
North Bethesda,
Maryland
| $110M | -$15.4M | -12% | 2.11% | 57.3% | 775 | 46.58% | 0.6 |
|
| 3661 |
WAM
3661
Westport Asset Management
Southport,
Connecticut
| $110M | -$745K | -0.7% | 4.68% | 64.2% | 38 | 5.26% | 2.4 |
|
| 3662 |
3662
Robertson Opportunity Capital
Dallas,
Texas
| $110M | +$10M | +10% | 1.7% | 93.4% | 30 | 16.67% | 1.7 |
|
| 3663 |
3663
MML Investors Services
Springfield,
Massachusetts
| $109M | +$1.66M | +2% | 0.19% | 74.5% | 46 | 26.09% | 0.7 |
|
| 3664 |
3664
Jackson Grant Investment Advisers
Stamford,
Connecticut
| $109M | +$4.41M | +4% | 4.38% | 54.3% | 209 | 29.19% | 0.2 |
|
| 3665 |
3665
Carl Domino
West Palm Beach,
Florida
| $109M | -$18.4M | -14% | 2.67% | 38.3% | 154 | 12.34% | 2 |
|
| 3666 |
EFEM
3666
Eos Focused Equity Management
New York
| $109M | -$6.86M | -6% | 1.01% | 55.7% | 37 | 48.65% | 0.5 |
|
| 3667 |
3667
Black Maple Capital Management
Milwaukee,
Wisconsin
| $109M | +$10.6M | +11% | 0.34% | 35.7% | 47 | 59.57% | 0.2 |
|
| 3668 |
3668
Aspen Investment Management
Grand Rapids,
Michigan
| $109M | +$8.6M | +9% | 1.28% | 84.9% | 122 | 8.2% | 2.3 |
|
| 3669 |
WA1
3669
Wimmer Associates 1
Pasadena,
California
| $109M | +$13.8M | +14% | 2.59% | 78.9% | 112 | 17.86% | 0.2 |
|
| 3670 |
3670
Friedenthal Financial
Marlton,
New Jersey
| $109M | -$1.42M | -1% | 1.98% | 111% | 41 | 0% | 1.4 |
|
| 3671 |
3671
Boston Standard Wealth Management
Winchester,
Massachusetts
| $109M | +$7.81M | +8% | 1.28% | 47.1% | 24 | 25% | 0.9 |
|
| 3672 |
WRHAM
3672
W.R. Huff Asset Management
Stuart,
Florida
| $109M | -$2.14M | -2% | 1.61% | – | 41 | 4.88% | 1.1 |
|
| 3673 |
MA
3673
Menlo Advisors
Menlo Park,
California
| $109M | -$4.75M | -4% | 1.03% | 108% | 42 | 16.67% | 1.8 |
|
| 3674 |
3674
Private Capital Management (Minnesota)
Eagan,
Minnesota
| $109M | +$400K | +0.4% | 0.51% | – | 196 | 10.71% | 0.2 |
|
| 3675 |
3675
First United Bank & Trust
Oakland,
Maryland
| $109M | -$1.87M | -2% | 1.55% | 78% | 97 | 14.43% | 2.2 |
|