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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 |
3651
Private Advisory Group
Redmond,
Washington
| $162M | -$23.4M | -13% | 0.79% | 177% | 151 | 51.66% | 0.7 |
|
| 3652 |
HRC
3652
Hoertkorn Richard Charles
| $162M | -$6.44M | -4% | 2.16% | 172% | 92 | 3.26% | 3.3 |
|
| 3653 |
3653
Brewin Dolphin Wealth Management
Conskleagh, Dublin,
Ireland
| $162M | +$4.92M | +3% | 1.42% | 47.5% | 181 | 10.5% | 0.4 |
|
| 3654 |
3654
Glassman Wealth Services
Vienna,
Virginia
| $162M | -$2.54M | -2% | 5.31% | 62.6% | 1,055 | 28.15% | 1.3 |
|
| 3655 |
3655
Oliver Luxxe Assets
Gladstone,
New Jersey
| $162M | -$2.79M | -2% | 2.51% | 137% | 104 | 33.65% | 1.2 |
|
| 3656 |
3656
Farmers National Bank
Danville,
Kentucky
| $162M | -$10.8M | -6% | 4.94% | – | 277 | 9.03% | 1.5 |
|
| 3657 |
3657
Roberts, Glore & Co
Deerfield,
Illinois
| $162M | -$1.68M | -1% | 0.14% | 72.3% | 153 | 7.19% | 3.3 |
|
| 3658 |
PCC
3658
Park Circle Company
Baltimore,
Maryland
| $162M | -$18.9M | -10% | 2.18% | 70.5% | 97 | 29.9% | 1.7 |
|
| 3659 |
CWM
3659
Cedar Wealth Management
Walnut Creek,
California
| $162M | -$6.22M | -4% | 4.74% | 68.1% | 146 | 15.75% | 1.3 |
|
| 3660 |
3660
IMS Capital Management
Portland,
Oregon
| $162M | $0 | 0% | 8.94% | 119% | 145 | 0% | 2.4 |
|
| 3661 |
GCA
3661
Gideon Capital Advisors
New York
| $161M | +$48M | +42% | 0.03% | 37.6% | 524 | 83.97% | 0.1 |
|
| 3662 |
3662
S.R. Schill & Associates
Mercer Island,
Washington
| $161M | -$525K | -0.3% | 4.17% | 42.7% | 78 | 19.23% | 2.2 |
|
| 3663 |
3663
Pettee Investors
Rowayton,
Connecticut
| $161M | -$3.37M | -2% | 2.24% | 96.1% | 124 | 12.1% | 2.1 |
|
| 3664 |
3664
Shaker Investments
Cleveland,
Ohio
| $161M | +$10.4M | +7% | 12.4% | 205% | 85 | 21.18% | 1.5 |
|
| 3665 |
NGA
3665
New Generation Advisors
Manchester,
Massachusetts
| $161M | -$1.57M | -1% | 44.4% | 45.1% | 34 | 32.35% | 1.6 |
|
| 3666 |
3666
Selway Asset Management
| $161M | -$9.09M | -5% | 2.85% | 36.5% | 76 | 18.42% | 2.6 |
|
| 3667 |
3667
Knightsbridge Asset Management
Newport Beach,
California
| $161M | +$2.76M | +2% | 0.65% | 150% | 30 | 23.33% | 2 |
|
| 3668 |
3668
Abingworth
London,
United Kingdom
| $161M | +$22.9M | +17% | 49.8% | 187% | 18 | 16.67% | 1.8 |
|
| 3669 |
AW
3669
Alpha Windward
Westwood,
Massachusetts
| $161M | -$7.12M | -4% | 1.16% | 33.6% | 437 | 12.36% | 2.5 |
|
| 3670 |
3670
Investidor Profissional Gestao de Recursos
Rio De Janeiro,
Brazil
| $160M | +$3.34M | +2% | 0.68% | 51.8% | 22 | 50% | 0.2 |
|
| 3671 |
3671
Daily Journal Corp
Los Angeles,
California
| $160M | -$12.5M | -7% | 6.65% | 108% | 4 | 0% | 4.3 |
|
| 3672 |
3672
American Money Management
Rancho Santa Fe,
California
| $160M | -$4.8M | -3% | 1.19% | 65% | 78 | 7.69% | 3 |
|
| 3673 |
3673
JT Stratford LLC
Gainesville,
Georgia
| $160M | +$6.93M | +5% | 0.4% | 103% | 117 | 21.37% | 0.9 |
|
| 3674 |
AC
3674
Aperimus Capital
Marina Del Rey,
California
| $160M | -$4.71M | -3% | 0.96% | 44% | 4 | 25% | 4.8 |
|
| 3675 |
3675
Lingohr Asset Management
Duesseldorf,
Germany
| $160M | -$29.9M | -16% | 2.18% | 141% | 126 | 10.32% | 1.5 |
|