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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
Gifford Fong Associates
Lafayette,
California
| $400M | +$22.5M | +6% | 9.25% | 180% | 128 | 0% | 5.9 |
|
| 3677 |
3677
McDonald Partners
Cleveland,
Ohio
| $400M | +$26.5M | +7% | 8.06% | 90.7% | 251 | 9.56% | 2.4 |
|
| 3678 |
3678
Encompass Wealth Advisors
Portland,
Oregon
| $400M | +$22.3M | +6% | 3.9% | 68.7% | 324 | 21.6% | 2.3 |
|
| 3679 |
HP
3679
Hound Partners
New York
| $400M | -$99.1M | -20% | 5.6% | 19.7% | 19 | 26.32% | 1.1 |
|
| 3680 |
3680
Longfellow Investment Management
Boston,
Massachusetts
| $399M | +$1.21M | +0.3% | 5.34% | 45.9% | 277 | 12.64% | 2.2 |
|
| 3681 |
3681
WESCAP Management Group
Glendale,
California
| $399M | +$46M | +13% | 5.31% | 45.7% | 96 | 4.17% | 4.9 |
|
| 3682 |
3682
Altrius Capital Management
New Bern,
North Carolina
| $399M | +$19.3M | +5% | 5.98% | 43.8% | 91 | 9.89% | 1.9 |
|
| 3683 |
3683
Bank of New Hampshire
Laconia,
New Hampshire
| $399M | +$14.2M | +4% | 7.04% | 96.5% | 486 | 4.94% | 2.5 |
|
| 3684 |
3684
Firestone Capital Management
Coral Gables,
Florida
| $399M | +$32.4M | +9% | 7.45% | 51.6% | 157 | 12.1% | 3 |
|
| 3685 |
3685
Shayne & Jacobs LLC
Nashville,
Tennessee
| $399M | +$38.4M | +11% | 12.6% | 79.4% | 102 | 9.8% | 3 |
|
| 3686 |
3686
Family Investment Center
Saint Joseph,
Missouri
| $398M | +$63.2M | +19% | 4.65% | 53.1% | 89 | 11.24% | 1.1 |
|
| 3687 |
3687
Fourth Sail Capital
Camana Bay Grand Cayman,
Cayman Islands
| $398M | -$38.2M | -9% | 3.68% | – | 29 | 41.38% | 0.4 |
|
| 3688 |
3688
Quarry LP
New York
| $398M | +$50.2M | +14% | 4.6% | 83.2% | 2,194 | 47.22% | 0.5 |
|
| 3689 |
3689
Mitchell Sinkler & Starr
Philadelphia,
Pennsylvania
| $398M | +$8.18M | +2% | 7.1% | 85.6% | 191 | 4.71% | 3.6 |
|
| 3690 |
3690
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Tel Aviv,
Israel
| $398M | +$30.5M | +8% | 8.91% | 80.8% | 64 | 15.63% | 2.9 |
|
| 3691 |
3691
M Holdings Securities
Portland,
Oregon
| $398M | -$374M | -48% | 4.5% | 83.9% | 314 | 72.29% | 2.6 |
|
| 3692 |
PT
3692
Plimoth Trust
Plymouth,
Massachusetts
| $397M | +$22.1M | +6% | 6.56% | 110% | 161 | 3.73% | 5.7 |
|
| 3693 |
3693
Rezny Wealth Management
Fort Myers,
Florida
| $397M | +$22.9M | +6% | 3.23% | 99.6% | 36 | 19.44% | 1.8 |
|
| 3694 |
3694
EPG Wealth Management
Atlanta,
Georgia
| $396M | -$32.2M | -8% | 5.75% | 96% | 423 | 100% | 0 |
|
| 3695 |
CWAG
3695
Compton Wealth Advisory Group
Virginia Beach,
Virginia
| $396M | +$20.8M | +6% | 7% | 76.1% | 115 | 12.17% | 3 |
|
| 3696 |
3696
IAM Advisory
Easton,
Pennsylvania
| $396M | +$26.8M | +7% | 6.77% | 74.5% | 109 | 16.51% | 1.6 |
|
| 3697 |
3697
PhiloSmith Capital
Stamford,
Connecticut
| $396M | +$40.2M | +11% | 11.9% | 47% | 23 | 0% | 6.4 |
|
| 3698 |
3698
Louisbourg Investments
Dieppe,
New Brunswick, Canada
| $395M | +$38.5M | +11% | 9.2% | 93.1% | 177 | 6.78% | 0.7 |
|
| 3699 |
3699
RJA Asset Management
Stamford,
Connecticut
| $395M | +$41.5M | +12% | 11.9% | 80.2% | 4 | 0% | 1.9 |
|
| 3700 |
3700
Raab & Moskowitz Asset Management
Chatham,
New Jersey
| $395M | +$27M | +7% | 6.79% | 75% | 173 | 5.78% | 6.4 |
|