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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
Tree Line Advisors
Central,
Hong Kong
| $401M | -$131M | -25% | 2.93% | 670% | 10 | 40% | 1.3 |
|
| 3677 |
3677
Garden Investment Management
Greenwich,
Connecticut
| $401M | +$299M | +293% | 12.2% | – | 1 | 0% | 0.3 |
|
| 3678 |
3678
Rappaport Reiches Capital Management
Skokie`,
Illinois
| $400M | +$12.8M | +3% | 0.9% | 17.6% | 128 | 19.53% | 2.1 |
|
| 3679 |
AA
3679
Ashford Advisors
Pittsford,
New York
| $400M | -$32.5M | -8% | 3.93% | 75.4% | 19 | 21.05% | 3 |
|
| 3680 |
HPC
3680
Hobart Private Capital
Charlotte,
North Carolina
| $400M | -$2.86M | -0.7% | 1.93% | 60% | 102 | 13.73% | 1.3 |
|
| 3681 |
3681
Quantessence Capital
New York
| $400M | +$156M | +64% | 5.34% | – | 490 | 86.53% | 0 |
|
| 3682 |
3682
Sandler Capital Management
New York
| $400M | -$563M | -59% | 1.05% | 325% | 190 | 58.42% | 0.8 |
|
| 3683 |
3683
FIFTHDELTA
London,
United Kingdom
| $400M | +$117M | +41% | 14% | 16.6% | 15 | 40% | 0.8 |
|
| 3684 |
3684
CMH Wealth Management
Portsmouth,
New Hampshire
| $399M | -$37.5M | -9% | 6.72% | 88% | 56 | 5.36% | 4.1 |
|
| 3685 |
3685
Burt Wealth Advisors
North Bethesda,
Maryland
| $399M | +$5.24M | +1% | 1.28% | 57.3% | 115 | 6.96% | 5.7 |
|
| 3686 |
3686
Park Presidio Capital
San Francisco,
California
| $399M | -$40M | -9% | 6.5% | 94.1% | 12 | 8.33% | 4.8 |
|
| 3687 |
3687
Lingohr Asset Management
Duesseldorf,
Germany
| $399M | +$351M | +727% | 0.75% | 141% | 117 | 50.43% | 0.8 |
|
| 3688 |
3688
Alpine Woods Capital Investors
Purchase,
New York
| $399M | -$129M | -24% | 1.52% | 105% | 183 | 21.86% | 5.3 |
|
| 3689 |
TCOT
3689
Trust Company of Tennessee
Knoxville,
Tennessee
| $399M | +$98.5M | +33% | 2.55% | – | 7 | 14.29% | 0.6 |
|
| 3690 |
SC
3690
Stephens Consulting
Flint,
Michigan
| $399M | -$728K | -0.2% | 0.82% | 50.1% | 1,561 | 69.7% | 0.8 |
|
| 3691 |
MHR
3691
Matthew Hamilton Rosenberg
| $399M | +$13.9M | +4% | 0.19% | 52% | 837 | 6.93% | 3.4 |
|
| 3692 |
3692
Financial & Tax Architects
St Louis,
Missouri
| $398M | +$5.77M | +1% | 3.39% | 50.2% | 113 | 19.47% | 2 |
|
| 3693 |
3693
Flat Footed LLC
Wilson,
Wyoming
| $398M | +$3.83M | +1% | 7.19% | 152% | 21 | 61.9% | 0.7 |
|
| 3694 |
3694
Raab & Moskowitz Asset Management
Chatham,
New Jersey
| $398M | -$10.5M | -3% | 1.27% | 84.7% | 180 | 6.11% | 6.5 |
|
| 3695 |
3695
Okabena Investment Services
Minneapolis,
Minnesota
| $397M | +$37.4M | +10% | 0.63% | 72.4% | 133 | 20.3% | 1.7 |
|
| 3696 |
3696
Martin Investment Management
Palm Beach Gardens,
Florida
| $396M | +$32M | +9% | 3.64% | 44% | 51 | 7.84% | 5.1 |
|
| 3697 |
3697
Financial Consulate
Hunt Valley,
Maryland
| $396M | +$19.1M | +5% | 0.06% | 61.4% | 36 | 41.67% | 4.6 |
|
| 3698 |
MAM
3698
Morse Asset Management
Darien,
Connecticut
| $396M | -$41.6M | -9% | 5% | 222% | 384 | 24.74% | 1.7 |
|
| 3699 |
3699
Blankinship & Foster
Solana Beach,
California
| $396M | -$10.5M | -3% | 0.69% | 67.1% | 74 | 9.46% | 4.5 |
|
| 3700 |
3700
Bender Robert & Associates
Pasadena,
California
| $396M | -$18.2M | -4% | 8.42% | 146% | 49 | 24.49% | 0.5 |
|