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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%
10
50
100
250
500
1,000
2,500
5,000
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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 3676 |
EFL
3676
ERn Financial LLC
Middleton,
Wisconsin
| $197M | +$45.3M | +30% | 18.2% | 55.9% | 79 | 24.05% |
|
| 3677 |
BHA
3677
Beech Hill Advisors
New York
| $197M | +$50.8M | +35% | 22.2% | 105% | 89 | 25.84% |
|
| 3678 |
FSA
3678
Financial Services Advisory
Rockville,
Maryland
| $197M | +$189M | +2,369% | 16.7% | 75.8% | 26 | 80.77% |
|
| 3679 |
NPT
3679
Nixon Peabody Trust
Boston,
Massachusetts
| $197M | +$35.2M | +22% | 21.1% | 85.3% | 79 | 13.92% |
|
| 3680 |
FC
3680
Financial Consulate
Hunt Valley,
Maryland
| $197M | +$28.4M | +17% | 23.6% | 53.3% | 105 | 14.29% |
|
| 3681 |
TWMP
3681
Taylor Wealth Management Partners
Boston,
Massachusetts
| $197M | +$33.8M | +21% | 29.7% | 62% | 53 | 20.75% |
|
| 3682 |
LWA
3682
Lineweaver Wealth Advisors
Valley View,
Ohio
| $197M | +$37.6M | +24% | 16.4% | 61.4% | 86 | 27.91% |
|
| 3683 |
AO
3683
Allen Operations
New York
| $197M | +$35.2M | +22% | 24.4% | 218% | 24 | 8.33% |
|
| 3684 |
MCA
3684
Mendon Capital Advisors
Key Largo,
Florida
| $196M | -$7.17M | -4% | 14.9% | – | 70 | 40% |
|
| 3685 |
HIP
3685
Harrell Investment Partners
Austin,
Texas
| $196M | +$12.7M | +7% | 19.4% | 105% | 88 | 22.73% |
|
| 3686 |
KC
3686
Kadensa Capital
Central,
Hong Kong
| $196M | -$13.1M | -6% | 45.4% | 191% | 18 | 61.11% |
|
| 3687 |
VIM
3687
VCU Investment Management
Richmond,
Virginia
| $196M | -$62.6M | -24% | 9.82% | – | 11 | 27.27% |
|
| 3688 |
OWM
3688
Opes Wealth Management
Menlo Park,
California
| $196M | +$63.4M | +48% | 21% | 54.1% | 70 | 35.71% |
|
| 3689 |
BS
3689
Bessemer Securities
New York
| $196M | -$5.45M | -3% | 21.6% | 45% | 106 | 21.7% |
|
| 3690 |
SM
3690
Saya Management
New York
| $196M | +$20.2M | +12% | 22.1% | 34.8% | 15 | 40% |
|
| 3691 |
BCM
3691
Brightlight Capital Management
Westport,
Connecticut
| $196M | +$66.2M | +51% | 106% | 202% | 15 | 40% |
|
| 3692 |
MCO
3692
MAK Capital One
New York
| $196M | +$82.7M | +73% | 28.4% | 200% | 7 | 14.29% |
|
| 3693 |
MIC
3693
Meridian Investment Counsel
Lafayette,
California
| $196M | +$41.9M | +27% | 26.8% | 103% | 183 | 7.1% |
|
| 3694 |
SL
3694
Stevard LLC
Chicago,
Illinois
| $195M | +$40.4M | +26% | 24.1% | – | 166 | 68.67% |
|
| 3695 |
WA
3695
Winfield Associates
Cleveland,
Ohio
| $195M | +$37M | +23% | 23.4% | 77.8% | 138 | 16.67% |
|
| 3696 |
RWM
3696
Rezny Wealth Management
Fort Myers,
Florida
| $195M | – | – | 19.9% | 91.9% | 10 | – |
|
| 3697 |
AGP
3697
Akaris Global Partners
New York
| $195M | -$9.53M | -5% | 40% | 35% | 31 | 67.74% |
|
| 3698 |
RP
3698
Rice Partnership
Honolulu,
Hawaii
| $195M | +$46M | +31% | 19.8% | 123% | 104 | 23.08% |
|
| 3699 |
TLP
3699
Trinity Legacy Partners
Houston,
Texas
| $195M | +$53M | +37% | 29.6% | 63.3% | 84 | 32.14% |
|
| 3700 |
GEA
3700
Glen Eagle Advisors
Kingston,
New Jersey
| $195M | +$52.2M | +37% | 19% | 68.5% | 952 | 15.65% |
|