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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 |
NU
3701
Northwestern University
Evanston,
Illinois
| $132M | +$141K | +0.1% | 0.38% | 31.6% | 2 | 0% | 1.3 |
|
| 3702 |
S
3702
StratiFi
San Francisco,
California
| $132M | -$12M | -8% | – | – | 6 | 0% | 1.8 |
|
| 3703 |
TPC
3703
Tiger Pacific Capital
New York
| $131M | +$15.2M | +13% | 24.3% | 84.5% | 13 | 38.46% | 0.5 |
|
| 3704 |
LIM
3704
Loudon Investment Management
West Lebanon,
New Hampshire
| $131M | +$3.33M | +3% | 5.17% | 61.6% | 93 | 10.75% | 2.3 |
|
| 3705 |
AF
3705
Aldebaran Financial
| $131M | +$5.09M | +4% | 4.89% | 89.7% | 99 | 11.11% | 2.4 |
|
| 3706 |
ASI
3706
All-Stars Investment
Hong Kong
| $131M | +$15.8M | +14% | 17.4% | 41.7% | 8 | 0% | 2 |
|
| 3707 |
SCM
3707
Stellar Capital Management
Phoenix,
Arizona
| $131M | +$9.76M | +8% | 4.19% | 23.4% | 74 | 5.41% | 2.3 |
|
| 3708 |
WFC
3708
West Face Capital
Toronto,
Ontario, Canada
| $131M | -$25.3M | -16% | 16.8% | 10.9% | 5 | 20% | 2.4 |
|
| 3709 |
MHIM
3709
MacNealy Hoover Investment Management
Canton,
Ohio
| $131M | +$1.3M | +1% | 5.13% | 42.5% | 77 | 2.6% | 2.9 |
|
| 3710 |
RWG
3710
Regal Wealth Group
Seal Beach,
California
| $131M | +$7.97M | +6% | 5.61% | 17% | 174 | 14.94% | 1.1 |
|
| 3711 |
PCM
3711
Pointe Capital Management
Grosse Pointe Farms,
Michigan
| $131M | -$44.2M | -25% | 4.15% | 62.6% | 259 | 87.26% | 0.3 |
|
| 3712 |
TWA
3712
Tillar-Wenstrup Advisors
Centerville,
Ohio
| $131M | +$12.4M | +10% | 5.73% | 27.4% | 55 | 18.18% | 1.5 |
|
| 3713 |
I2I
3713
Insight 2811 Inc
Chicago,
Illinois
| $131M | +$8.03M | +7% | 5.04% | 30.8% | 80 | 15% | 2 |
|
| 3714 |
DI
3714
Diligent Investors
Redlands,
California
| $131M | +$4.74M | +4% | 6.46% | 71.9% | 178 | 14.61% | 1.6 |
|
| 3715 |
WFG
3715
Wills Financial Group
Richmond,
Virginia
| $131M | +$7.71M | +6% | 3.84% | 57.5% | 72 | 15.28% | 2.2 |
|
| 3716 |
MCA
3716
Mercer Capital Advisers
Little Silver,
New Jersey
| $131M | +$5.42M | +4% | 5.88% | 59.6% | 277 | 6.5% | 2 |
|
| 3717 |
SV
3717
Sapphire Ventures
Austin,
Texas
| $130M | +$41.2M | +46% | 4.3% | 27.9% | 9 | 22.22% | 0.2 |
|
| 3718 |
BSWM
3718
Boston Standard Wealth Management
Winchester,
Massachusetts
| $130M | +$4.04M | +3% | 4.16% | 47.1% | 21 | 0% | 2 |
|
| 3719 |
EFIC
3719
Eliot Finkel Investment Counsel
Beverly Hills,
California
| $130M | +$12.3M | +10% | 2.7% | 88.9% | 34 | 8.82% | 1.1 |
|
| 3720 |
ACM
3720
Astenbeck Capital Management
Southport,
Connecticut
| $130M | -$9.53M | -7% | 6.46% | 12.4% | 3 | 0% | 1.1 |
|
| 3721 |
SI
3721
Shaker Investments
Cleveland,
Ohio
| $130M | +$3.24M | +3% | 6.82% | 205% | 73 | 27.4% | 1.3 |
|
| 3722 |
NERM
3722
New England Research & Management
Chicago,
Illinois
| $130M | +$2.63M | +2% | 3.32% | 56.4% | 196 | 33.16% | 1.5 |
|
| 3723 |
V
3723
ValueWorks
New York
| $130M | +$2.89M | +2% | 14.9% | 190% | 36 | 13.89% | 2.5 |
|
| 3724 |
PA
3724
Perennial Advisors
New York
| $130M | +$9.46M | +8% | 6.19% | – | 202 | 14.85% | 0.2 |
|
| 3725 |
PAM
3725
Peninsula Asset Management
Bradenton,
Florida
| $130M | +$6.34M | +5% | 5.89% | 44.1% | 46 | 8.7% | 3.2 |
|