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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
Littlejohn & Co
Greenwich,
Connecticut
| $277M | -$105M | -27% | 19.8% | 56.2% | 179 | 12.29% | 0.9 |
|
| 3677 |
3677
CMH Wealth Management
Portsmouth,
New Hampshire
| $277M | -$48.7M | -15% | 17.6% | 88% | 55 | 21.82% | 3.3 |
|
| 3678 |
3678
Integrated Investment Consultants
Bloomfield Hills,
Michigan
| $277M | -$91.6M | -25% | 14% | 70.2% | 313 | 29.07% | 2.9 |
|
| 3679 |
3679
Arch Capital Group
Pembroke,
Bermuda
| $276M | -$262M | -49% | 2.33% | 3.08% | 4 | 50% | 1.5 |
|
| 3680 |
3680
Corrigan Financial
Middletown,
Rhode Island
| $276M | -$40.1M | -13% | 13.1% | 9.54% | 88 | 13.64% | 3.6 |
|
| 3681 |
3681
Winmill & Co
Walpole,
New Hampshire
| $276M | -$52.9M | -16% | 12.3% | 146% | 82 | 15.85% | 1.9 |
|
| 3682 |
AFS
3682
Annapolis Financial Services
Annapolis,
Maryland
| $275M | -$32M | -10% | 12.6% | 15% | 509 | 9.04% | 1.3 |
|
| 3683 |
3683
Cooper Financial Group
Irvine,
California
| $275M | +$12.1M | +5% | 15.2% | 87.2% | 292 | 31.16% | 1.5 |
|
| 3684 |
3684
Hillman Capital Management
Bethesda,
Maryland
| $275M | -$39.7M | -13% | 13.2% | 20.2% | 50 | 8% | 2.3 |
|
| 3685 |
KMWM
3685
Keudell/Morrison Wealth Management
Salem,
Oregon
| $275M | +$36.1M | +15% | 10.5% | – | 189 | 16.93% | 2.3 |
|
| 3686 |
3686
Monashee Investment Management
Boston,
Massachusetts
| $275M | -$70.6M | -20% | 15.4% | 520% | 53 | 79.25% | 0.3 |
|
| 3687 |
3687
Perkins Coie Trust Company
Seattle,
Washington
| $275M | -$47.4M | -15% | 14.6% | 83.2% | 244 | 5.74% | 6.1 |
|
| 3688 |
WM
3688
Wishbone Management
Chicago,
Illinois
| $275M | -$236M | -46% | 34.6% | 58.7% | 9 | 22.22% | 1.1 |
|
| 3689 |
3689
Hudson Edge Investment Partners
Jersey City,
New Jersey
| $274M | -$43.2M | -14% | 10.4% | 68.6% | 142 | 9.86% | 4.2 |
|
| 3690 |
3690
Xcel Wealth Management
Holly Hill,
Florida
| $274M | -$90.3M | -25% | 16.7% | 98.8% | 141 | 17.02% | 2.3 |
|
| 3691 |
3691
Eagle Strategies
New York
| $274M | +$18.3M | +7% | 14.2% | 77.7% | 168 | 39.88% | 0.4 |
|
| 3692 |
3692
Kathryn A. Hall
| $274M | -$57.6M | -17% | 15.2% | 95.2% | 53 | 5.66% | 2.5 |
|
| 3693 |
3693
Delta Air Lines
Atlanta,
Georgia
| $274M | -$128M | -32% | 30.8% | 5.3% | 4 | 0% | 0.5 |
|
| 3694 |
3694
MFA Wealth Advisors
Pittsburgh,
Pennsylvania
| $274M | -$39.5M | -13% | 9.53% | 68.6% | 75 | 36% | 1.4 |
|
| 3695 |
3695
Financial Sense Advisors
San Diego,
California
| $274M | +$6.38M | +2% | 12% | 152% | 159 | 86.79% | 0.6 |
|
| 3696 |
3696
JFG Wealth Management
Denver,
Colorado
| $273M | -$59.5M | -18% | 12.6% | 65.2% | 48 | 31.25% | 1.2 |
|
| 3697 |
3697
Whitegate Investment Counselors
Concord,
New Hampshire
| $273M | -$50.3M | -16% | 13.7% | 48% | 71 | 23.94% | 5.7 |
|
| 3698 |
3698
SignalPoint Asset Management
Springfield,
Missouri
| $273M | -$42.3M | -13% | 12.7% | 36% | 234 | 10.68% | 4.6 |
|
| 3699 |
3699
First International Bank & Trust
Watford City,
North Dakota
| $273M | -$20.9M | -7% | 9.55% | 38.6% | 97 | 17.53% | 0.5 |
|
| 3700 |
3700
Versant Capital Management
Phoenix,
Arizona
| $273M | -$40.6M | -13% | 12.9% | 97.3% | 1,733 | 11.14% | 4.3 |
|