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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 |
MJP
3651
Michael J. Puzo
| $316M | -$6.34M | -2% | 0.09% | 90.3% | 76 | 1.32% | 5.8 |
|
| 3652 |
3652
Eagle Health Investments
Greenwich,
Connecticut
| $315M | +$23.8M | +8% | 0.14% | 241% | 29 | 6.9% | 0.6 |
|
| 3653 |
3653
Timber Creek Capital Management
Boston,
Massachusetts
| $315M | +$7.05M | +2% | 0.82% | 139% | 132 | 10.61% | 4.9 |
|
| 3654 |
3654
Peninsula Wealth
San Francisco,
California
| $315M | +$9.5M | +3% | 0.98% | 30% | 24 | 12.5% | 2.2 |
|
| 3655 |
3655
Pacific Capital Wealth Advisors
Corona,
California
| $315M | +$116M | +58% | 0.61% | 54.1% | 85 | 14.12% | 1.2 |
|
| 3656 |
GDS
3656
Gimbel Daniel Scott
| $315M | +$81.7M | +35% | 35.3% | 57.1% | 3 | 0% | 0.8 |
|
| 3657 |
SHCM
3657
Shelter Haven Capital Management
Summit,
New Jersey
| $315M | +$9.36M | +3% | 1.02% | – | 16 | 43.75% | 0.5 |
|
| 3658 |
3658
REDW Wealth
Albuquerque,
New Mexico
| $314M | -$1.83M | -0.6% | 1.1% | 59.1% | 118 | 4.24% | 2.8 |
|
| 3659 |
PFMOSF
3659
Philadelphia Financial Management of San Francisco
San Francisco,
California
| $314M | -$20.3M | -6% | 4.92% | 209% | 52 | 59.62% | 0.5 |
|
| 3660 |
3660
Abacus Planning Group
Columbia,
South Carolina
| $314M | -$13.4M | -4% | 1.25% | 67.8% | 205 | 11.71% | 2.2 |
|
| 3661 |
3661
Benin Management Corp
Wilton,
Connecticut
| $314M | -$993K | -0.3% | 0.16% | 91.7% | 108 | 9.26% | 5.6 |
|
| 3662 |
3662
General Pension Society PZU Joint Stock
Warsaw,
Poland
| $314M | -$11.6M | -4% | 4.54% | 116% | 19 | 0% | 5.1 |
|
| 3663 |
3663
Burt Wealth Advisors
North Bethesda,
Maryland
| $314M | +$36.8M | +13% | 0.14% | 57.3% | 98 | 5.1% | 5.2 |
|
| 3664 |
3664
Sio Capital Management
New York
| $314M | -$88.6M | -22% | 7.3% | 564% | 85 | 42.35% | 1 |
|
| 3665 |
3665
Diana Davis Spencer Foundation
Bethesda,
Maryland
| $314M | -$2.08M | -0.7% | 0.66% | 13.4% | 3 | 0% | 6.8 |
|
| 3666 |
3666
Princeton Capital Management
Red Bank,
New Jersey
| $314M | -$9.7M | -3% | 1.63% | 206% | 114 | 10.53% | 3.4 |
|
| 3667 |
3667
Tree Line Advisors
Central,
Hong Kong
| $313M | -$298M | -49% | 2.66% | 670% | 9 | 66.67% | 1.9 |
|
| 3668 |
3668
Rothschild Capital Partners
New York
| $313M | +$670K | +0.2% | 0.58% | 90.8% | 44 | 18.18% | 3.4 |
|
| 3669 |
3669
SignalPoint Asset Management
Springfield,
Missouri
| $313M | +$6.12M | +2% | 0.37% | 36% | 235 | 7.23% | 3.9 |
|
| 3670 |
3670
Winmill & Co
Walpole,
New Hampshire
| $313M | +$34.8M | +13% | 0.91% | 146% | 86 | 10.47% | 1.6 |
|
| 3671 |
3671
M. Kulyk & Associates
Decatur,
Georgia
| $313M | +$35.8M | +13% | 0.72% | 63.3% | 73 | 13.7% | 0.6 |
|
| 3672 |
3672
Nan Fung Group Holdings
Kai Tak,
Hong Kong
| $312M | -$9.44M | -3% | 3.86% | 281% | 29 | 20.69% | 0.2 |
|
| 3673 |
3673
Windsor Capital Management
Phoenix,
Arizona
| $312M | +$9.32M | +3% | 0.85% | 49.1% | 124 | 12.1% | 5 |
|
| 3674 |
3674
Texas Treasury Safekeeping Trust Company
Austin,
Texas
| $312M | -$4.11M | -1% | 0.91% | 43.7% | 11 | 45.45% | 1.7 |
|
| 3675 |
3675
Drexel Morgan & Co
Radnor,
Pennsylvania
| $311M | -$27.6M | -8% | 2.76% | 50.1% | 73 | 41.1% | 6.1 |
|