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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
Monument Capital Management
Alexandria,
Virginia
| $160M | -$17.8M | -10% | 9.03% | 170% | 365 | 79.45% | 0.7 |
|
| 3652 |
3652
Adirondack Research & Management
Guilderland,
New York
| $160M | -$107M | -40% | 22.6% | 47.8% | 118 | 21.19% | 2.6 |
|
| 3653 |
3653
American National Registered Investment Advisor
Galveston,
Texas
| $160M | -$30.5M | -16% | 12.6% | 95.8% | 223 | 10.31% | 4.2 |
|
| 3654 |
3654
Westover Capital Advisors
Wilmington,
Delaware
| $160M | -$37.7M | -19% | 9.79% | 133% | 144 | 45.14% | 1.7 |
|
| 3655 |
3655
Moisand Fitzgerald Tamayo
Orlando,
Florida
| $160M | -$19.9M | -11% | 12.6% | 51.1% | 311 | 9.32% | 1.5 |
|
| 3656 |
3656
Essex Savings Bank
Essex,
Connecticut
| $160M | – | – | 11.4% | 95.2% | 673 | – | 0 |
|
| 3657 |
PWP
3657
Personal Wealth Partners
Bloomington,
Minnesota
| $160M | – | – | 7.36% | 37.2% | 40 | – | 0 |
|
| 3658 |
QCMA
3658
Quad Capital Management Advisors
New York
| $159M | -$98.1M | -38% | 10.1% | – | 100 | 83% | 0.2 |
|
| 3659 |
3659
AltraVue Capital
Bellevue,
Washington
| $159M | – | – | 12.2% | 221% | 35 | – | 0 |
|
| 3660 |
DC
3660
Derby & Company
Newton,
Massachusetts
| $159M | -$9.9M | -6% | 12.9% | 33.7% | 27 | 25.93% | 0.9 |
|
| 3661 |
3661
Salem Capital Management
Woburn,
Massachusetts
| $159M | -$28.3M | -15% | 12.5% | 32.3% | 70 | 7.14% | 4.4 |
|
| 3662 |
3662
Prentiss Smith & Co
Brattleboro,
Vermont
| $159M | -$16.6M | -9% | 12.7% | 63.9% | 261 | 76.25% | 3.9 |
|
| 3663 |
3663
Richmond Hill Investments
New York
| $159M | +$13.6M | +9% | 13.5% | 55.2% | 9 | 22.22% | 2.8 |
|
| 3664 |
3664
Cook & Bynum Capital Management
Birmingham,
Alabama
| $159M | -$7.48M | -5% | 14.2% | 46.8% | 5 | 0% | 2.9 |
|
| 3665 |
3665
American Money Management
Rancho Santa Fe,
California
| $159M | -$16M | -9% | 10.4% | 65% | 79 | 8.86% | 3.5 |
|
| 3666 |
3666
Firsthand Capital Management
San Jose,
California
| $159M | -$53.6M | -25% | 14.6% | 265% | 56 | 21.43% | 2.6 |
|
| 3667 |
3667
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
| $159M | -$32.2M | -17% | 12% | 100% | 1,124 | 18.77% | 3.7 |
|
| 3668 |
3668
Mathes Company
New York
| $159M | -$55.7M | -26% | 14.2% | 121% | 133 | 9.77% | 3.5 |
|
| 3669 |
3669
WESPAC Advisors SoCal
Pasadena,
California
| $158M | -$40.9M | -21% | 12.6% | 135% | 386 | 22.28% | 0.6 |
|
| 3670 |
3670
Element Pointe Advisors
Miami,
Florida
| $158M | – | – | 12.6% | 75.1% | 88 | – | 0 |
|
| 3671 |
3671
Stone House Investment Management
Tunkhannock,
Pennsylvania
| $158M | -$15.9M | -9% | 7.56% | 57.9% | 54 | 16.67% | 1.2 |
|
| 3672 |
3672
Financial Sense Advisors
San Diego,
California
| $158M | -$78.6M | -33% | 5.96% | 152% | 75 | 49.33% | 1.6 |
|
| 3673 |
WEO
3673
William E. Oberndorf
| $158M | -$15.1M | -9% | 8.5% | 36.2% | 8 | 0% | 2.1 |
|
| 3674 |
3674
Silver Rock Financial
Los Angeles,
California
| $158M | -$407M | -72% | 20.7% | 2.58% | 38 | 44.74% | 1.1 |
|
| 3675 |
3675
Intelligence Driven Advisers
Carlsbad,
California
| $158M | – | – | 11.6% | 65.6% | 96 | – | 0 |
|