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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3701 |
AIS
3701
Accurate Investment Solutions
Seven Fields,
Pennsylvania
| $109M | – | – | 4.69% | 6.74% | 339 | – | 0 |
|
| 3702 |
3702
Willingdon Wealth Management
Huntersville,
North Carolina
| $109M | +$25.2M | +30% | 7.02% | 15.3% | 97 | 41.24% | 1 |
|
| 3703 |
SL
3703
SIB LLC
New York,
New York
| $109M | -$13.5M | -11% | 0.12% | 29.2% | 27 | 3.7% | 2.4 |
|
| 3704 |
3704
TMD & Associates
Scottsdale,
Arizona
| $109M | – | – | 3.67% | 20.5% | 54 | – | 0 |
|
| 3705 |
3705
Kathryn A. Hall
| $109M | +$7.7M | +8% | 3.46% | 95.2% | 7 | 28.57% | 1.4 |
|
| 3706 |
3706
Boltwood Capital Management
Walnut Creek,
California
| $109M | +$15.3M | +16% | 6.03% | 63% | 97 | 16.49% | 1.8 |
|
| 3707 |
3707
Capital Wealth Planning
Naples,
Florida
| $109M | -$16.5M | -13% | 6.12% | 73.9% | 119 | 28.57% | 1.2 |
|
| 3708 |
PP
3708
Pension Partners
New York
| $109M | -$18.8M | -15% | 1.81% | – | 22 | 86.36% | 0.3 |
|
| 3709 |
3709
GSI Capital Advisors
Newport Beach,
California
| $109M | +$14.5M | +15% | 8.74% | 39.7% | 40 | 60% | 0.5 |
|
| 3710 |
3710
RPg Family Wealth Advisory
Burlington,
Massachusetts
| $109M | – | – | 4.87% | 117% | 194 | – | 0 |
|
| 3711 |
3711
Ruggie Capital Group
Tavares,
Florida
| $109M | +$3.42M | +3% | 0% | 22% | 233 | 99.57% | 0 |
|
| 3712 |
3712
Smithbridge Asset Management
Chadds Ford,
Pennsylvania
| $109M | +$3.16M | +3% | 7.14% | – | 52 | 0% | 2.2 |
|
| 3713 |
3713
Private Capital Management (Minnesota)
Eagan,
Minnesota
| $109M | – | – | 3.25% | – | 188 | – | 0 |
|
| 3714 |
3714
Physicians Financial Services
Raleigh,
North Carolina
| $108M | – | – | 6.81% | 100% | 311 | – | 0 |
|
| 3715 |
3715
Robinson Capital Management
Grosse Pointe Farms,
Michigan
| $108M | – | – | 1.98% | 7.8% | 94 | – | 0.3 |
|
| 3716 |
3716
BW Gestao de Investimentos
Sao Paulo,
Brazil
| $108M | -$34.8M | -24% | 5.42% | 95.1% | 82 | 15.85% | 1.2 |
|
| 3717 |
3717
Aldebaran Financial
| $108M | +$2.14M | +2% | 4.94% | 89.7% | 106 | 10.38% | 1.6 |
|
| 3718 |
3718
MML Investors Services
Springfield,
Massachusetts
| $108M | +$9.29M | +9% | 3.31% | 74.5% | 46 | 8.7% | 0.5 |
|
| 3719 |
3719
Headlands Capital Management
San Francisco,
California
| $108M | – | – | 20.8% | – | 9 | – | 0 |
|
| 3720 |
3720
HCSF Management
San Francisco,
California
| $108M | +$13.1M | +14% | 20.8% | 58.8% | 12 | 33.33% | 0.7 |
|
| 3721 |
HCM
3721
Highlander Capital Management
Short Hills,
New Jersey
| $108M | +$2.14M | +2% | 2.99% | 34.4% | 886 | 5.53% | 1.9 |
|
| 3722 |
3722
Krilogy Financial
St. Louis,
Missouri
| $108M | -$102M | -49% | 1.9% | 79% | 666 | 41.74% | 0.2 |
|
| 3723 |
3723
University of Notre Dame du Lac
South Bend,
Indiana
| $108M | +$53M | +97% | 4.56% | – | 45 | 91.11% | 0.1 |
|
| 3724 |
3724
Excalibur Management
Waltham,
Massachusetts
| $108M | +$7.54M | +8% | 7.25% | 81.7% | 73 | 19.18% | 1.7 |
|
| 3725 |
3725
Water Oak Advisors
Winter Park,
Florida
| $107M | +$16.9M | +19% | 1.7% | 12.9% | 20 | 55% | 0.8 |
|