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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3676 |
3676
Arbor Wealth Management (Florida)
Miramar Beach,
Florida
| $128M | +$11M | +9% | 0.27% | 101% | 77 | 18.18% | 0.8 |
|
| 3677 |
3677
Loudon Investment Management
West Lebanon,
New Hampshire
| $128M | -$543K | -0.4% | 1.89% | 61.6% | 89 | 5.62% | 2.2 |
|
| 3678 |
3678
Groesbeck Investment Management
Paramus,
New Jersey
| $128M | -$6.78M | -5% | 4.68% | 147% | 113 | 31.86% | 1.7 |
|
| 3679 |
3679
Stonehearth Capital Management
Danvers,
Massachusetts
| $128M | -$363K | -0.3% | 0.71% | 87.5% | 35 | 14.29% | 1.4 |
|
| 3680 |
3680
Elgethun Capital Management
Sioux Falls,
South Dakota
| $128M | – | – | 8.36% | 61.5% | 285 | – | 0 |
|
| 3681 |
3681
Tiller Private Wealth
Bethlehem,
Pennsylvania
| $128M | +$8.42M | +7% | 1.98% | 53.5% | 43 | 9.3% | 0.8 |
|
| 3682 |
3682
Sloane Robinson
London,
United Kingdom
| $128M | -$64.2M | -33% | 11.3% | 175% | 20 | 30% | 1 |
|
| 3683 |
3683
PhiloSmith Capital
Stamford,
Connecticut
| $128M | – | – | 11.8% | 47% | 38 | – | 0 |
|
| 3684 |
NERM
3684
New England Research & Management
Chicago,
Illinois
| $127M | +$8.1M | +7% | 5.49% | 65% | 195 | 30.26% | 1.4 |
|
| 3685 |
3685
Jacobson & Schmitt Advisors
Middleton,
Wisconsin
| $127M | +$2.23M | +2% | 1.97% | 70.3% | 38 | 18.42% | 1.4 |
|
| 3686 |
3686
ETF Portfolio Partners
Leawood,
Kansas
| $127M | +$1.61M | +1% | 0.73% | 50.2% | 23 | 17.39% | 1.5 |
|
| 3687 |
3687
ValueWorks
New York
| $127M | +$14.6M | +13% | 2.4% | 190% | 34 | 17.65% | 2.4 |
|
| 3688 |
3688
Caprin Asset Management
Henrico,
Virginia
| $127M | -$2.28M | -2% | 2.26% | 7.87% | 31 | 54.84% | 0.7 |
|
| 3689 |
3689
Shaker Investments
Cleveland,
Ohio
| $127M | +$2.54M | +2% | 8.19% | 205% | 82 | 39.02% | 1.2 |
|
| 3690 |
3690
Marathon Asset Management (New York)
New York
| $127M | -$692M | -85% | 26% | 490% | 18 | 44.44% | 0.8 |
|
| 3691 |
3691
Value Monitoring
Menlo Park,
California
| $127M | – | – | 0.18% | – | 5 | – | 0 |
|
| 3692 |
APSP
3692
Asset Planning Services (Pennsylvania)
Harleysville,
Pennsylvania
| $127M | +$6.33M | +5% | 2.18% | 62.1% | 295 | 7.8% | 1.2 |
|
| 3693 |
DI
3693
DGH Investments
Geneva,
Switzerland
| $127M | -$15.9M | -11% | 10.9% | – | 2 | 0% | 3.5 |
|
| 3694 |
3694
Aldebaran Financial
| $126M | +$179K | +0.1% | 4.79% | 89.7% | 103 | 14.56% | 2.2 |
|
| 3695 |
3695
Boston Standard Wealth Management
Winchester,
Massachusetts
| $126M | +$2.62M | +2% | 0.12% | 47.1% | 23 | 8.7% | 1.7 |
|
| 3696 |
3696
Rench Wealth Management
Denton,
Texas
| $126M | +$2.44M | +2% | 0.35% | 106% | 49 | 10.2% | 2 |
|
| 3697 |
3697
Wilshire Advisors
Santa Monica,
California
| $126M | +$10.8M | +9% | 1.94% | 118% | 18 | 11.11% | 0.8 |
|
| 3698 |
3698
Axel Capital Management
New York
| $126M | -$3.74M | -3% | 2.94% | 194% | 17 | 11.76% | 2.7 |
|
| 3699 |
3699
Dean Capital Management
Overland Park,
Kansas
| $126M | +$29.8M | +31% | 11% | 89.7% | 90 | 64.44% | 0.8 |
|
| 3700 |
3700
Meridian Wealth Management
Lexington,
Kentucky
| $126M | – | – | 7.73% | 117% | 127 | – | 0 |
|